By Charlotte Goldstone
01/03/2026
Last week’s news of the US Supreme Court ruling striking down President Trump’s IEEPA tariffs has sent shockwaves through global supply chains, but now comes the hard part: getting your money back.
In this episode, we unpack the fallout of the tariff revocation: with potentially $100bn–$300bn in duties up for refund, the process is already shaping up to be complex, litigation-heavy, and politically fraught. We discuss the emerging secondary market for tariff refund claims, why some SMEs are selling their rights for cents on the dollar, and what FedEx’s landmark legal move could mean for other corporates seeking repayment.
Ocean spot rates remain muted amid the post-Chinese New Year lull, but could a restocking surge send transpac rates soaring? With carriers’ March GRIs of up to $3,000 and early signals pointing to higher 2026 contract rates, we examine what tariff reversal could mean for capacity, pricing, and negotiations at TPM.
Plus, a look into the dynamics shaping the air freight market, weather disruptions at major US hubs, Wisetech earnings, and much much more – all in just 20 minutes!
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