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Ieepa Tariffs End; Trump Mulls New Duties; FedEx Sues; Nor'easter Slams Nor'east; Apple Reshores By Mark R. Long | WSJ Logistics Report

U.S. importers as of today no longer have to pay most of the sweeping tariffs President Trump imposed last year, following Friday's Supreme Court ruling. But that doesn't mean they'll get a respite from trade turmoil

and uncertainty, the WSJ Logistics Report's Paul Berger and Liz Young write.

Customs and Border Protection told importers it will stop collecting tariffs imposed under the International Emergency Economic Powers Act from midnight Tuesday. Some companies used procedural tactics to delay the official entry of goods into the U.S. so they could get a lower rate, one trade consultant said.

Importers await official guidance from CBP to see when and at what rate new tariffs of up to 15% pronounced by Trump will take effect.

The Trump administration also is considering new national security tariffs on a half-dozen industries

such as large-scale batteries, cast iron and iron fittings, plastic piping, industrial chemicals and power grid and telecom equipment, according to people familiar with the plans. The WSJ's Gavin Bade writes these would be issued under Section 232 of the Trade Expansion Act of 1962, which gives the president broad powers to impose tariffs based on national security risks.

Trump posted on social media that the high court's ruling unwittingly gave him more power , and that other levies could be used "in a much more powerful and obnoxious way." (WSJ) European lawmakers shelved talks on a U.S. trade deal

after the Supreme Court's ruling. (WSJ) The effects of the president's tariff announcement rippled through the supply chain , with shares of Packaging Corp. of America, FedEx, United Parcel Service and retailers dependent on international trade falling Monday. (WSJ) Senate Democrats released legislation to require refunds of tariffs

that the Supreme Court struck down on Friday. (CNBC)

FedEx sued the U.S. government in the Court of International Trade, seeking a full refund plus interest

for what it paid in Trump's Ieepa trade tariffs. FedEx collected duties from U.S. importing companies, and at times from consumers. Fedex's CEO said the tariffs cut the company's trans-Pacific flight capacity from Asia by 25% year-over-year in the quarter ended in November.

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Transport Disruptions

A major nor'easter crippled much of the East Coast on Monday, shutting airports, closing roads

and dumping up to two feet of snow in some areas. Across the Northeast, more than 574,000 customers were without power as of Monday afternoon.

John F. Kennedy, LaGuardia, Boston Logan, Newark Liberty and Philadelphia International airports were largely shut down. In a service alert, Fedex said there was no Express or Ground service in thousands of Zip Codes. UPS said service delays were possible in seven states. The Port of New York & New Jersey shut terminal operations early Monday as the storm hit.

The storm was such a doozy that it qualified as a nor'easter, a bomb cyclone and a blizzard , meteorologists said.

Reshoring

Apple will move some production of its Mac Mini desktop computer to the U.S. from Asia, its latest initiative to reshore parts of its vast supply chain , the WSJ's Rolfe Winkler reports.

The new manufacturing effort will begin later this year at a Foxconn facility in north Houston, said Sabih Khan, Apple's chief operating officer. He described the plan while taking the Journal on the first public tour of the facility's two primary buildings, one where Foxconn assembles Apple's AI servers, another, currently a cavernous warehouse, that will be converted to 220,000 square feet of manufacturing space for the Mini.

The Mac Mini plan is the latest domestic investment by the iPhone maker as part of a promise announced last August to invest $600 billion in the U.S. over four years. That commitment also includes the purchase of more than 100 million chips

from a vast facility that Taiwan Semiconductor Manufacturing, or TSMC, is building in Arizona.

TSMC, the world's largest chip maker, plans to spend $165 billion to build six chip plants and more, making it one of the largest construction projects in the U.S.

Number of the Day In Other News Orders from U.S. factories fell 0.7% in December

to $617.5 billion, from $621.9 billion in November, the Census Bureau said. (WSJ) German business confidence rose in February , with the Ifo Institute's climate index increasing to 88.6 from 87.6 in January. (WSJ) First Brands Group, a bankrupt auto-parts supplier, laid off employees

in its aftermarket businesses after failing to secure financing or a buyer for most operations. (WSJ) Uber Technologies plans to acquire

SpotHero to integrate parking reservations into its ride-hailing platform. (WSJ) Chevron is entering exclusive talks

with Iraq's Basra Oil for a stake in one of the world's largest onshore oilfields, West Qurna 2. (WSJ) Johnson Matthey cut the price

of the catalysts-technologies unit it is selling to Honeywell International by more than a quarter and extended the deadline for the closure of the deal. (WSJ) Renault said it would acquire

Volvo's 45% stake and CMA-CGM's 10% stake in electric-van joint-venture Flexis for an undisclosed sum. (WSJ) The Panamanian government ordered the occupation of two ports

on the Panama Canal, a move triggered by a ruling that voided the concession held by Hong Kong's CK Hutchison. (Associated Press) Walmart expects capital investments in its supply chain , including in automation, to probably peak this year and next. (SupplyChainDive) European Union member states agreed to extend the bloc's naval presence to protect commercial shipping in the Red Sea through February of 2027. (gCaptain)

The Dow Jones Risk Journal Summit in New York on March 4 will include two discussions on trade issues: One on evasion of export controls, sanctions and tariffs with Janet Labuda, head of trade and customs issues at Maersk Customs Services, Aiysha Hussain, partner at Mayer Brown, and Daniel Tannebaum, partner at Oliver Wyman.

Another panel will look at how to incorporate national security into trade compliance, with speakers Kevin O'Connor, general counsel at Lockheed Martin and Joseph Moreno, general counsel at SAP NS2.

Request a complimentary invitation here using the code COMPLIMENTARY. Attendance is limited, and all requests are subject to approval.

About Us

Mark R. Long is editor of WSJ Logistics Report. Reach him at [mark.long@wsj.com]. Follow the WSJ Logistics Report team on LinkedIn: Mark R. Long , Liz Young and Paul Berger .

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

February 24, 2026 07:06 ET (12:06 GMT)

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