A LinkedIn post from Flexport outlines recent shifts in U.S. trade policy and their implications for global logistics. According to the post, a U.S. Supreme Court ruling has ended the collection of tariffs imposed under the International Emergency Economic Powers Act, while questions around potential duty refunds may take months of litigation to resolve.
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The post also notes that a new 10% global tariff under Section 122 took effect on February 24 and is scheduled to remain in place until July 24, 2026. It further indicates that additional Section 301 and 232 investigations could lead to more long-term duties, signaling a period of heightened policy uncertainty for importers and exporters.
On the operational side, the LinkedIn update highlights projected capacity normalization on the Trans-Pacific Eastbound trade lane by Week 11, alongside heavy blank sailings on the Far East–Westbound route and congestion-constrained capacity on the Trans-Atlantic Westbound corridor. These dynamics may influence spot rates, contract negotiations, and routing decisions for shippers through 2026.
In air freight, the post points to severe capacity constraints on Trans-Atlantic routes due to winter weather in the Northeastern U.S., with gradual demand recovery on lanes originating in China, Vietnam, and Sri Lanka after Lunar New Year. For investors, these factors suggest continuing volatility in freight pricing and service reliability, potentially benefiting logistics providers able to offer analytics, tariff management, and multimodal routing flexibility.