The collapse of the IEEPA framework has unlocked a $175B refund potential, but the sudden invocation of Section 122 introduces a 10-15% global surcharge. Coupled with the Hormuz conflict rerouting ships via the Cape of Good Hope (+20 days), shippers face a "150-day reset window." Wakool Transport mitigates these risks through end-to-end asset control, specifically addressing the "Chassis Trap" in Southern California.
Between June 24 and July 3, 2025, global logistics entered a new phase of “permanent volatility.” With President Trump holding firm on the July 9 tariff deadline, Vietnam clinched a last-minute exemption while Europe and Japan scramble to avoid 25–50 percent duties. Trans-Pacific spot rates whipsawed as shippers front-loaded cargo, port strikes in Sweden pushed global on-time arrivals below 60 percent, and congestion fees soared.