According to a recent LinkedIn post from Starboard, recent U.S. trade developments may be increasing short‑term volatility for global freight and logistics markets. The post describes a Supreme Court decision striking down tariffs imposed under the International Emergency Economic Powers Act and notes the rapid introduction of a new flat global tariff under Section 122 of the Trade Act of 1974.
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The post suggests that this flat tariff is effective almost immediately but is constrained by a 150‑day window before congressional approval is required, implying a high likelihood of further changes or reversals. It also indicates that some countries previously subject to higher negotiated tariff rates may temporarily benefit from lower duties, potentially shifting trade flows and pricing dynamics in the near term.
For investors, the commentary underscores how sudden policy swings can affect freight forwarders’ ability to price services accurately and maintain margins. The LinkedIn post argues that quoting speed and accuracy can be a competitive differentiator in such an environment, positioning Starboard’s software offering as a tool aimed at helping forwarders respond more quickly to tariff and rate changes.
If the product delivers on this premise, Starboard could see increased demand from logistics providers seeking to manage regulatory risk and protect profitability. At the same time, ongoing legal challenges and the 150‑day deadline introduce uncertainty, suggesting that any operational or revenue benefits tied to the current tariff structure may be transitory and subject to further policy moves.

