De minimis case moves forward, tariff refunds delayed, and supply chain volatility grows

Ian Sinclair

Ian Sinclair

EVP, Commercial Solutions

ISinclair@nls.ca

National Logistics Services
150 Courtneypark Drive West
Mississauga, Ontario

In turbulent economic times, a true logistics partner can scale up, optimize and help your fast-moving enterprise adapt and thrive. 

Would you like to talk
to a logistics expert?

Related Posts

Recently in Logistics; Trade policy uncertainty continues to shape North American commerce as legal challenges to the removal of the de minimis exemption proceed and U.S. Customs signals delays in tariff refunds after a Supreme Court ruling invalidated many Trump-era duties. Supply chains showed signs of stabilizing in January before renewed tariff changes added fresh uncertainty to global trade flows. In Canada, fraud tied to tariff-related scams is rising, with Interac reporting 58% of Canadians encountering attempts in the past six months. Meanwhile, Sephora is expanding its Canadian footprint with a 144th store in Mississauga to capture growth in the country’s $12.18 billion beauty market.

A U.S. court has allowed a lawsuit challenging the removal of the de minimis exemption to proceed after a Supreme Court ruling invalidated many Trump-era tariffs. Detroit Axle argues the executive branch lacks authority to eliminate the rule, which previously allowed imports under $800 to enter the U.S. duty free. The company says the policy change has sharply increased costs and is seeking refunds for tariffs collected since the exemption was removed.

U.S. Customs and Border Protection says it cannot immediately issue refunds for tariffs invalidated by a recent Supreme Court ruling due to operational and system limitations. The agency estimates that processing refunds tied to about 53 million entries could require more than 4 million labor hours. CBP plans to create a streamlined refund process within 45 days and will provide a progress update to the court.

U.S. supply chains showed signs of normalizing in January before renewed tariff changes added fresh uncertainty to global trade flows. The ITS Logistics report notes tight trucking capacity, rising warehousing costs, and mixed shipper behavior as companies reassess sourcing and inventory strategies. Ongoing tariffs and capacity constraints are expected to keep transportation and logistics markets volatile in the months ahead.

Interac research shows fraud scams in Canada are increasingly tied to current events, with 58% of Canadians encountering tariff-related scam attempts in the past six months. Nearly 79% believe AI is helping scammers create more convincing messages, making traditional warning signs harder to detect. As a result, many consumers are becoming more cautious online, reducing cross-border purchases and questioning even legitimate communications.

Sephora will open its 144th Canadian store in Mississauga as it continues expanding into suburban markets to capture growth in the country’s $12.18 billion beauty industry. The brand holds about 30% of the prestige beauty segment and is strengthening its position through exclusive brands, experiential retail, and loyalty programs as department store counters disappear. Competition is intensifying with Shoppers Drug Mart, Walmart, and the potential entry of Ulta Beauty, which could further reshape the market.

Are your logistics needs being addressed in 2026? Let’s explore your eCommerce fulfillment strategies. You can book a brief call with our team of seasoned logistics professionals to evaluate your needs and formulate a customized plan to propel your business forward.

For quick and easy scheduling, here’s a link to my full calendar.

author avatar
NLS Logistics Team Communications
As a leading Third Party Logistics (3PL) firm, we have the strategic infrastructure, technology relationships, and insights to help Canadian and international brands reach and serve the Canadian market
Previous
G7 warns Iran, Canada faces trade pressure, and U.S. probes forced labor
Next
Cross-border infrastructure fuels expansion, return policies shape buying, and volatility strains supply chains
Send this to a friend