Global Logistics Update

DOJ Appeals CIT's IEEPA Refund Injunction as CAPE Phase 2 Targets June 29; TPEB Rates Surge 30% Into Peak

Updates from the global supply chain and logistics world | June 11, 2026

Trends to Watch

Talking Tariffs

• CAPE Refund Timeline Clarified, But Finally Liquidated Entries Face Extended Wait: A June 9 Court of International Trade (CIT) hearing provided the clearest picture yet of how the Consolidated Administration and Processing of Entries (CAPE) refund process will unfold. CAPE Phase 2, scoped specifically to reconciliation entries, is on track to launch June 29. The government's position is that CBP lacks authority to refund finally liquidated entries without an importer-specific court order.
• USMCA Review Drags Toward July 1 Deadline With No Renewal in Sight: Trade experts now expect the USMCA review to extend well beyond its July 1, 2026 trigger date. At the first formal round in Mexico City, U.S. Trade Representative (USTR) negotiators shared draft text for the first time.
• Section 301 Excess Capacity Tariff Timeline Slips Past July 24: The July 24 deadline for country-specific reciprocal tariffs is unlikely to be met. The existing 10% baseline tariff on some trading partners and 12.5% on most others provides a de facto floor.

Ocean

TRANS-PACIFIC EASTBOUND (TPEB)

• Capacity and Demand: Peak season is driving tight capacity management. Blank sailings are heavily concentrated, representing roughly half of all east-west cancellations over the next five weeks.

• Freight Rates: Rates are increasing. The Shanghai Containerized Freight Index (SCFI) climbed approximately 30% week over week on West Coast lanes during Week 23, with other market indices pointing in the same direction. Forward data for Week 24 shows the SCFI adding a further approximately 10% on both coasts.

• Recommendation: Book 3 to 4 weeks ahead. Shippers with time-sensitive cargo should consider premium service levels.

FAR EAST WESTBOUND (FEWB)

• Capacity and Demand: Carriers continue to route cargo via the Cape of Good Hope rather than through the Suez Canal, driven by ongoing Red Sea disruption. Demand is running well ahead of where it normally sits at this point in the year.

• Freight Rates: Rates are rising. The SCFI has now recovered for six consecutive weeks. The rate environment is firmly in carriers' favor.

• Recommendation: Book 4 to 5 weeks ahead.

TRANS-ATLANTIC WESTBOUND (TAWB)

• Supply / Capacity: Space from Northern Europe tightened in recent weeks. Certain services are fully committed on U.S. West Coast gateways through early July.

• Demand: Demand is steady. The new U.S. customs enforcement restrictions may affect demand structure on this trade.

• Rate Developments: Rates were broadly stable in June, with carriers rolling over May levels.

• Recommendation: Book 3 to 4 weeks in advance.

INDIAN SUBCONTINENT TO NORTH AMERICA

• Capacity and Demand: The Indian subcontinent to North America trade operates against the backdrop of the Strait of Hormuz closure, which has created equipment availability pressures at some origin ports.

• Freight Rates: Rates are rising due to a Peak Season Surcharge effective June 1.

• Recommendation: Account for June 1 surcharge changes in your cost planning.

Air

• North China: Rates on U.S. West Coast lanes rose week over week. Shippers are advised to book at least 5 to 7 days in advance.
• South China: Rates rose week over week due to a backlog from major tech shippers. Space is tight.
• Taiwan: Rates and demand are holding at the high end of the current range.
• Vietnam: Demand is rising on both Trans-Pacific and Europe-bound lanes.

North America Vessel Dwell Times

Ocean Timeliness Indicator

Transit time increased from 33 days to 34 days from China to the U.S. West Coast; increased from 49 days to 50 days from China to the U.S. East Coast.

About the Author

June 11, 2026