On February 20, 2026, the U.S. Supreme Court issued a 6–3 ruling striking down the sweeping, IEEPA-based tariffs. In short: the Court found that IEEPA does not authorize tariffs/duties in the way these measures were implemented. The decision covered the broad “reciprocal” tariffs that applied across nearly every country. What happens next operationally is still developing, especially around how refunds (if any) will be handled … Read More
Hapag-Lloyd’s Proposed Acquisition of ZIM for $4.2 Billion
What it signals for shippers in 2026 Carrier consolidation can appear peripheral to day-to-day execution until it materializes in operationally consequential ways, a revised service string, a modified port rotation, changes in equipment availability, or a subtle shift in contract leverage. The announced transaction in which Hapag-Lloyd proposes to acquire ZIM for approximately $4.2 billion is therefore best evaluated less as an isolated corporate event … Read More
Another Tariff Expansion: Foreign Duties May Prompt U.S. Tariffs
On September 6, 2025, the White House issued an Executive Order modifying the scope of reciprocal tariffs and establishing new procedures for implementing trade and security agreements. For supply chain leaders in industries like e-commerce, automotive, pharmaceuticals, and CPG, this marks another important shift in the trade landscape. Understanding these changes, and how to adjust your logistics strategy, will be critical to minimizing risk and … Read More
EU Prepares Countermeasures Against U.S. Tariffs
Tensions between the United States and European Union are escalating—again. On May 7, the European Commission launched a public consultation on potential retaliatory tariffs targeting a wide swath of U.S. goods. This move comes amid stalled negotiations to resolve newly imposed U.S. duties, including a 20% tariff on EU products and 25% on vehicle imports. The Stakes: €95 Billion in U.S. Goods at Risk The … Read More