Noticias

The United States Trade Representative (USTR) will enact a 10-12.5% ad valorem duty rate on 60 countries for their failure to stop goods from being produced and/or shipped using forced labor. A country-by-country list can be found here.

• The new levies counter the expiration of a temporary 10% global tariff under Section 122, which was installed after the Supreme Court rejected duties previously imposed under the International Emergency Economic Powers Act (IEEPA).
• For countries with Most-Favored Nation (MFN) rates, such as the EU, Japan and South Korea, the tariff charged will be net of the MFN duty.

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The Trump Administration used Section 338 to target Canadian products in several ways:

• Additional 50% ad valorem on certain Canadian goods
• Does not stack with Section 232 tariffs
• Does not apply to goods claiming chapter 98 duty-free treatment (except for the value of repairs, alterations, assembly)
• No exclusion for goods covered under the US-Mexico-Canada (USMCA) agreement
• Goods going into a Foreign Trade Zone (FTZ) must be admitted as “privileged foreign status”

The proclamations will take effect at 12:01 am EST on August 19^th, 2026. 

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A general strike is currently happening in South Africa, significantly impacting supply chain operations throughout the country. 

• Port terminals are closed
• Vessel operations are not being conducted, resulting in idle import/export cargo handling
• Airport cargo terminals are not processing collections, and no cargo uplift is happening
• Road export cargo collections are suspended, with no pickups being executed
• Local deliveries are not being performed due to safety and operational constraints

Shippers should anticipate delays across all shipments involving South African ports, airports, and inland transport.

Starting July 1^st, 2026, the EU made significant changes to its E-commerce customs rules, removing the duty-free threshold for low-value goods. For parcels valued at €150 or less, a flat €3 duty applies per item in a shipment. If a package contains multiple items from different product categories, the duty applies to each distinct category.

• The temporary flat-fee regime will remain in effect until July 1, 2028, while the EU continues implementing broader customs reforms.

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1/3 of all containers are now moved without cargo, a sharp deterioration from the ¼ seen in 2019. 

• The number of empty containers shipped has grown 65% since Q1 ’19, while the number of full containers has grown just 17% over the same period.
• In practical terms, carriers are now moving double the volume of empty containers—measured by distance—compared with before the pandemic.

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Drone delivery revenue will grow significantly over the next decade, from approximately $2.2B in 2026 to $25.3B by 2036.  

• Within the delivery sector, the strongest use cases are in time-sensitive and high-value logistics rather than low-margin parcel delivery; for example, medical supplies, pharmacy deliveries, etc.
• Drones can shorten delivery times, avoid road infrastructure limitations, and improve service reliability in hard-to-reach areas.

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