Logistics Pulse—Tariff Refunds, USMCA, and Global Trade Changes
Welcome to Logistics Pulse
This week’s top news in trucking and logistics
Trade policy continues to shape supply chains as tariff refund eligibility expands, North America's trade agreement enters a new review phase, and customs enforcement increases globally. Meanwhile, companies are investing in faster fulfillment, logistics infrastructure, and network expansion to prepare for evolving demand.
Mothership service update 🇺🇸
In observance of Independence Day, we will not service pickups or deliveries on Friday, July 3rd. Regular service will resume on Monday, July 6th.
Top articles this week
CBP launches first of 2 tariff refund expansions
U.S. Customs and Border Protection has expanded its tariff refund portal to include entries awaiting reconciliation, making another group of importers eligible to submit refund claims. This is the first of two planned eligibility expansions and brings more businesses into the refund process. Companies that were previously ineligible may now want to review historical entries and determine whether additional refunds are available. As the rollout continues, staying on top of eligibility updates could help recover meaningful duty costs.
Could your business qualify for newly expanded tariff refunds?
Read more on Supply Chain Dive
US blocks quick USMCA extension, putting annual review process into motion
The U.S. has declined to automatically renew the current USMCA agreement, triggering annual reviews while negotiations with Canada and Mexico continue. The agreement remains in effect, but the process introduces greater uncertainty for businesses that depend on North American supply chains. Companies with cross-border operations may want to monitor developments closely as future negotiations unfold.
How would changes to cross-border trade rules affect your supply chain?
Read more on Supply Chain Dive
EU crackdown on small parcel imports kicks in
The European Union has begun enforcing new measures aimed at strengthening oversight of low-value parcel imports. While the changes primarily affect cross-border ecommerce, they reflect a broader trend toward tighter customs enforcement worldwide. Businesses shipping internationally may want to review their compliance processes as import requirements continue to evolve.
What customs or trade developments is your business watching most closely right now?
In Other News
FedEx sells supply chain unit to CMA CGM for $1.4B
CMA CGM is acquiring FedEx's supply chain business for $1.4 billion, expanding its end-to-end logistics capabilities.
Advance Auto Parts expands OneRail partnership for same-day fulfillment
The retailer is growing its OneRail partnership to bring same-day fulfillment to more locations.
Read more on Supply Chain Dive
New rail park aims to make Laredo more than a trucking gateway
A new intermodal logistics park aims to strengthen cross-border freight movement between the U.S. and Mexico.
US manufacturing expands again in June, but at slower rate than in May
Manufacturing activity grew for another month in June, though at a slower pace than in May.
Read more on Supply Chain Dive
Wartime economy: Maersk lifts full-year guidance on strong demand
Strong shipping demand prompted Maersk to increase its earnings guidance, signaling continued resilience in global freight markets.
Retail diesel falling while futures soaring relative to crude