News

US Logistics & Tariff Update — Key Developments This Week (Dec 1–5, 2025)

Here are the most important trade, logistics and tariff updates impacting US-based supply chains this week:
1、Major US importers challenge emergency-powers tariffs

Costco, Revlon and Kawasaki have filed federal lawsuits seeking refunds for tariffs paid under IEEPA emergency authorities. The case could reshape how future US tariffs are imposed and potentially open the door for broader refund claims.

2、Maersk North America: Ocean capacity remains available
Maersk’s December update shows capacity on key trades is still sufficient as the peak season winds down. Yet ongoing customs complexity and tariff uncertainty continue to disrupt planning and inventory decisions.

3、McKinsey: Tariffs remain top global supply-chain risk
New research highlights that companies with stronger digital visibility and flexible supplier networks are outperforming others amid accelerating tariff volatility and regulatory shifts.

4、US confirms new 15% tariff rate for imports from South Korea
The US Department of Commerce approved a preferential 15% tariff rate (retroactive to Nov 1), affecting automotive components and manufacturing supply chains tied to Korean exporters.
What this means
Regulatory volatility remains the defining challenge for global supply chains. Importers should review contracts, validate landed-cost models, and improve digital visibility to stay ahead of policy changes.