The containers are loaded and unloaded from the shipping ships at the Port Jersey container in New Jersey, United States, May 1, 2025.
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president Donald TrumpThe trade war suffered a large setback with many of his administration The customs duties ruled illegal By the Federal Appeal Court last Friday. You may need to recover billions of dollars in the commercial duties of companies, as commercial deals concluded by the White House with other countries are offered. But at the present time, the primary position in the shipping industry and the supply chain has not changed, according to logistics professionals, with the court’s decision – there is a residence in place until October 14 – which contributes to the uncertainty that has implemented commercial decisions throughout 2025.
“At the present time, we haven’t heard anything much or saw any changes,” said Paul Braisher, Vice President of the World Supply Supply Series.
With the continued imposition of customs duties until October 14 and the stabbing expected by the Trump administration, the two trucks sit tight. He said, referring to the period early this year: “Most of the two trucks are waiting for an appeal to the United States Supreme Court and its final decision.
Treasury Secretary Scott Bessin said On Tuesday, it is believed that the Supreme Court will support Trump’s use of the 1977 Emergency Forces Law to impose definitions on commercial partners, and that the administration has a backup plan if it does not.
Mike Short, president of Global Forving Company at Ch Robinson, said his company had received calls from many customers who communicate for clarity about the possibility of going to the Supreme Court, if they would perform the ruling, and what the recovery can look like.
“This decision relates to the mutual definitions of goods from most countries, in addition to the definitions related to drugs that affect imports from Canada, Mexico and China. This customs tariff represents the lion’s share of the expenses due to many of our customers, so although there is no immediate change, they are eager to know if this is the case.”

Alan Bayer, CEO of OL USA, said companies deal with many mixed signals as the required products and arrival in October are already on water.
In addition to the expectation of the expected White House to the Supreme Court, Bayer indicated that Trump can also go to the Senate, which may provide him with special powers during the next 6 to 9 months to age the customs tariff, with the end date before the November 26 elections. Or, the administration can focus more on “a large number of customs tariffs for goods such as steel and aluminum.”
“I do not see the White House giving up collecting $ 30 billion in taxes,” he said. How much is the federal government Monthly of commercial duties.
Bayer added: “Most companies will remain cautious with their request forward unless they see the request picked up,” Bayer added.
So far this fiscal year, with the United States 142 billion dollars of customs tariff revenuesAccording to the latest Ministry of Treasury Data.
How will customs tariffs be worked
Short said if the Supreme Court is reviewing the case and supports the minimum court decision, it is still unclear whether their ruling will determine the amounts recovered retrospectively from the duties paid already or prevent the customs tariffs only from applying it to future shipments. If the ruling takes the recovered sums, this may happen in one of two ways: either customs will automatically process the recovered amounts, or the brokers will need additional work to secure them, according to Short. “In the last scenario, the burden of work for customs teams will double overnight and the importers meet them with a passion for restoring these dollars,” he said.
If the definitions need a response, Dan Anthony, the head of commercial partnership around the world, says that the process will be difficult only as the administration chooses to do so.
Anthony said: “The amounts recovered from the blanket are somewhat clear: all the imported imports contain an IEPA icon and the amount of relevant tariff that should allow the recovery of automatic payments,” Anthony said. “The individual demand process will make it more complicated without limits. But any sympathy for the importers who was forced to jump across hoops, not government agencies that created the work for themselves in an attempt to maintain an illegal tariff by Americans,” he said.
However, the widening world trade war is enormous. Definitions on more than 90 countries And all the products that were exported to the United States are valid. The American customs tariff system (HTS) provides graphics rates for almost every product.
In an air view, the CMA CGM Osiris container is carried to the port of Auckland on April 09, 2025 in Auckland, California.
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The coordinated tariff schedule of the United States (HTSUS) contains more than 11,000 sub -elements consisting of eight numbers, according to Michael Lowel, partner and head of the Global Organization Group of Red Smith, and only about 5 % of those exempt from mutual definitions. Each HTSUS symbol is subject to the definitions of “fentanel” on Canadian, Chinese and Mexican goods, unless the product is qualified for customs duties -free treatment under the United States, Mexico and Kanada agreement.
Luel added that the tariff of section 232 is more targeted.
“There may be 800 symbols or so target them Section 232 definitionsBut they also cover a wide range of products beyond what the importer might think as aluminum, copper or steel products.
The former executive director of the American Customs Relations and Border Relations Office said, and the first director of geological trade at the APCO Center for Trade, Investment and Market access, in the short term, said the tariffs will be a tremendous challenge to management, but can be done.
“It is not something that can be done overnight, but I think they can put operations and resources in their place to manage it over time,” said Boulam. She said: “The money collected by CBP from the customs tariff goes to the US Treasury – is not allocated to anything.” She said that if they have to respond, this will contribute to the budget deficit in the United States and the total debt, “just like most types of federal spending.”
Small companies that use a third party (such as UPS, FEDEX, DHL, mediators) as a registration importer will face additional challenges. In these cases, the United States government will recover the third party, which must then establish a process to recover customers, according to Anthony. “This can lead to a great delay of the actual importers, even if the government process explodes without any obstacles,” he said.
Attractive commercial duties, but not relying on courts now
Definition experts said that the two trucks have 314 days of time to be treated with American customs to make an appeal. Luel said that the front loading of the product before the start of the customs tariff began in February, which is the company’s window to resume any tariff is the end of December.
If the Supreme Court receives the case and the rules that are illegal definitions, Pullam says that the more IEPA is collected, the more the problem is if the government has to pay. She said: “For this reason, since these definitions were always considered risky, it may be in the interest of the country and the Trump administration to switch to other types of definitions sooner, not later.”
But she does not think that the loss in the court will lead to a retreat from any of the commercial deals. “The deals are often working frameworks, not drafting treaties. Negotiations are still ongoing,” Boulam said. In addition, the administration has already prepared to quickly put the tariff alternatives if the IEPA tariff is canceled. “We will lose federal revenues and move to another stage of negotiations,” she added.
If the government needs to pay the importers, it will not be able to back down from the other effects of definitions, such as lost business. But Paulum says that the most extreme concerns about the impact of court decisions do not concern them. She said, “The economy will not drown. The violating voice is more like despair,” she said.
Short companies also need to keep in mind that regardless of the results of these court actions, it is clear that The tariff and commercial turmoil are not over yet.
“The reality is the volatility of the customs tariffs has become the new natural. Multiple investigations 232 active – sectors such as wood, medicines, furniture, space, trucks, truck parts, and seafood minerals, as we saw with copper in July, these investigations can quickly lead to the new installment.
Luel said that the court’s decision had increased the uncertainty only for the importers.
“On the practical level, there is nothing new today compared to this time last week. But we still see a wave of questions that indicate that the ruling creates internal questions for companies,” he said. “Most of these questions assume that the customs tariff exists to remain. No one seems to be dependent on the courts to save them from the customs tariff,” he added.
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