The US and Israel have struck Iran. The Supreme Court has struck down the IEEPA tariffs. And every freight buyer is asking the same question: what do we actually plan for now?
Mike King sits down with Paul Bingham, Director of Transportation Consulting, Economics and Country Risk at S&P Global Market Intelligence, at TPM26 in Long Beach to make sense of it all.
They cover:
- The Iran strikes and what they mean for oil prices, Hormuz and Gulf shipping lanes
- The Supreme Court IEEPA ruling and Trump’s Section 122 replacement tariffs
- Tariff refunds: what importers need to know
- Why countries that did deals with Washington are now worse off than those that didn’t
- Scorecard on US trade policy: did it work?
- Can freight buyers plan around blanket tariffs?
- The $901 billion US trade deficit: reshaped or just rerouted?
- Where inventories stand heading into 2026
- The outlook for US imports in 2026
This episode is produced with the support of Dimerco Express, a leading freight forwarder and supply chain solutions provider across Asia and beyond.