The U.S. Supreme Court's ruling invalidating tariffs under the IEEPA Act marked a major turning point for international trade. However, instead of bringing stability, this decision ushered in a new period of volatility for the logistics industry, particularly air freight in the Americas.
The IEEPA tariffs have been abolished, but tariff pressures remain.
Immediately following the February 20, 2026 ruling, the U.S. government quickly implemented the new tariff rate, increasing it from 10% to 15% under the Trade Act of 1974. This indicates that the tariff system was not being eliminated but was being restructured in a different direction.
Impact on air transport routes in the Americas
The new tax policy has created a clear divide:
- Brazil: Reduced from tax rate 40% to 15%
- Canada & Mexico: Continued exemption under USMCA
- Regional supply chain: Benefit from the trend of shifting production closer to markets.
The era of "overnight" tariffs is coming to an end.
Removing IEEPA would mean:
- Tax policies need clearer legal procedures.
- Reduce sudden shocks to transportation demand.
- Improve forecasting capabilities for logistics businesses.
However, high tax costs continue to put significant pressure on businesses, forcing many to switch from air transport to other methods.
The multi-billion dollar tax refund problem
It is estimated that there are up to $175 billion IEEPA taxes may be refundable. However:
- The tax refund process is unclear.
- The number of businesses filing complaints remains very low.
- Creating prolonged cash flow and legal risks.
July 24, 2026: The Decisive Factor
The new tax policy is only in effect for 150 days:
- If the expiration date is reached: The market may "reset".
- If extended: The pressure from the 15% tax will continue.
This will be a key factor shaping global logistics strategies in the coming period.
Conclude
The ruling to overturn the IEEPA tax does not end volatility, but merely transforms the form of risk. The air transport industry is entering a new phase – where flexibility and adaptability It became a matter of survival.
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