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The U.S. made significant updates to Section 232 tariffs for key metals and pharmaceutical imports. 

Key Changes (Effective April 6^th, 2026, 12:01 a.m. ET) 

Metals

Tariffs will now be assessed based on the full value of imported goods—not reduced foreign pricing. 

• 50% tariff: Articles made entirely or almost entirely of steel, aluminum, or copper (e.g., coils, sheets).
• 25% tariff: Derivative products substantially made of these metals.
• 15% tariff (through 2027): Certain metal-intensive industrial and electrical grid equipment to support U.S. industrial expansion.
• 10% tariff: Products manufactured abroad using entirely U.S.-origin metals.

Exemption: Goods containing 15% or less of these metals are no longer subject to Section 232 tariffs.

Pharmaceuticals

100% tariff on patented pharmaceutical products and ingredients under Section 232. Effective in 120 days (large companies) and 180 days (smaller companies).

Reduced tariffs (15%) apply for certain places: EU, Japan, Korea, Switzerland, Liechtenstein, and the United Kingdom (per recent agreement).

白宫概况介绍

U.S. Customs and Border Protection (CBP) has established a four-step process to refund importers for voided International Emergency Economic Powers Act (IEEPA) tariffs. The Consolidated Administration & Processing of Entries (CAPE) system consists of four steps:

1. Claim submission
2. Mass processing
3. Review and liquidation/reliquidation
4. Refund delivery

While CAPE represents progress, Phase 1 is limited in scope, and CBP has not clarified how it will interact with existing strategies, such as filing protests.

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Airspace restrictions remain in place for these countries:

Bahrain, Iran, Iraq, Israel, Kuwait, Lebanon, Qatar, & Syria.

• Airspace is now open in the United Arab Emirates (UAE), and airlines from some neighboring countries are flying (EgyptAir, Oman Air, etc.)

Latest Updates

Several leading ocean carriers—CMA CGM, MSC, Hapag-Lloyd, etc.—have already announced emergency fuel surcharges for routes to and from the Middle East.

Most carriers are expected to implement emergency fuel surcharges in April, although the exact amounts and implementation dates are still being reviewed.

Latest news

Peak Season Surcharges (PSS) are already in place for many routes to and from the Indian subcontinent.

India, the world’s #3 oil consumer, imports >80% of its crude oil needs and 60% of its cooking gas, with the Middle East accounting for a large chunk of the supply.

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美国主导的对伊朗军事行动正扰乱全球供应链，影响中东空域，并瘫痪霍尔木兹海峡等关键贸易航线。 美国已在波斯湾、阿曼湾、北阿拉伯海和霍尔木兹海峡设立海上警戒区，实质上阻断了航运通道。也门胡塞武装组织正威胁采取报复行动，可能重启对红海商船的袭击。

关键效果

• 航空公司已暂停中东地区的航班
• 海事风险保险价格将大幅上涨
• 油轮价格正变得高得离谱

在最高法院一项关键裁决宣布《国际紧急经济权力法》（IEEPA）下的关税无效后， 特朗普政府正依据1974年《贸易法》第122条实施新的10%全球性关税。 依据1974年《贸易法》第122条。

• 新关税将于2月^24日生效
• 关税最长可持续150天
• 根据既有的贸易协定，来自墨西哥和加拿大的商品被排除在外。
• 法律并未明确规定政府能否在150天期限届满后立即通过另一项行政命令重启关税。美国国会可能需要采取行动来延长关税期限。

自2月24日美国东部时间凌晨12:01起，IEEPA关税将停止征收。 目前美国海关与边境保护局（CBP）尚未发布关于IEEPA退税的操作指南。进口商应确保其自动清算所（ACH）退税账户已在CBP处正确配置，这将有助于在退税获批时避免延误。

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美国最高法院裁定，《国际紧急经济权力法》（IEEPA）不赋予总统依据该法案实施某些关税措施的权力。IEEPA是一部国家安全法，允许总统在宣布进入紧急状态期间监管经济活动。

该决定并不影响所有现行关税，其他贸易措施仍将继续实施。 在各机构评估后续行动之际，更广泛的关税格局仍在持续演变。 法院裁决未说明美国政府将如何退还已向进口商征收的数十亿美元关税。 

OIA正密切关注这些动态，并将随着情况进一步明朗化，向托运人提供实用指导。

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全球十大集装箱航运公司中的两家即将合并，目前正等待股东和监管机构的批准。 赫伯罗特与以色列航运公司签署协议，将以每股35美元的价格收购后者全部股份，交易总额逾40亿美元。 合并后企业将拥有400余艘船舶，运力超过300万标准箱。 

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