Tariff Talk Thursday is Back!
Visit our Events page for details or register here.
Tariff Talk Thursday is Back!
Visit our Events page for details or register here.
SEPTEMBER 4, 2025
Tariffs are currently moving through the court system, with no changes yet to established levels. This process is expected to unfold over the coming weeks. While the U.S. economy remains steady but sluggish, the administration continues to push for lower interest rates in an effort to stimulate the economy.
U.S. importers have a temporary reprieve from new tariff rate increases as effective dates are pushed back. While they work to absorb added costs and plan ahead, the Trump Administration has formally asked the Supreme Court to rule on the legality of this year’s trade remedy tariffs. Both the district and appellate courts have determined that the reciprocal tariffs issued in April do not meet IEEPA’s definition of an “emergency,” which would have authorized the President to impose them. The case specifically addresses reciprocals under IEEPA, not newly issued Section 232 actions. Importers remain on standby for the outcome and its implications for both future tariffs and those already paid.
The 50% tariffs on Indian exports to the U.S. have disrupted the India–U.S. East Coast trade lane, creating uncertainty in supply and demand. In response, major carriers such as Ocean Network Express (ONE) and CMA CGM are cutting capacity and adjusting schedules to offset an expected decline in cargo bookings. Three blank sailings have already been announced from West India (Nhava Sheva/Mundra) in early September. With service reliability on this route already weakened by the Red Sea disruption, the capacity reductions may further compound the issue.
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