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The United States (U.S.) government has announced a new round of Section 338 actions on imports from Canada, modifying the scope of existing tariff coverage while introducing new import bans on select Canadian products. These measures follow the initial Section 338 actions announced earlier this summer and reflect ongoing trade enforcement activity between the U.S. and Canada.
September report explores 2027 rate forecasts, cross-border trade developments, and global energy markets
A new 50% Section 338 tariff is now in effect on certain goods from Canada, adding another layer to an already complex North American trade environment. While the measures were announced in response to Canadian policies involving U.S. alcoholic beverages, dairy products, and motor vehicles, the products affected extend well beyond those three sectors.
Artificial intelligence is the biggest thing in the digital realm, but like almost everything else in this world, it runs on physical supply chains. That’s important, because the AI sector continues to expand at an extraordinary pace. The Bank for International Settlements projected that the big AI companies would spend $1 trillion on capital expenditures in 2025-26. That kind of money buys a lot of hardware.
Most shippers navigate rocky global trade lanes with a solid strategy on paper, complete with diversified carrier portfolios, flexible contracts, and alternative routings. But if a labor dispute flares up or a key canal restricts vessel drafts, translating those plans into action often stalls.
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“Our people help move the goods that move the world. It’s because of the work we do that consumers can complete simple tasks, like going to the pharmacy to pick up a prescription… Just as our customers trust us to keep shelves stocked, deliver disaster relief, and keep critical operations running,” said Dave Bozeman, President and CEO of C.H. Robinson
“Pricing has stabilized since the sharp increase we experienced in the first six months of this year, driven by low supply of capacity, legislation and fuel costs,” says Jose Rossignoli, President of Robinson Fresh. “As a result, food companies are engaging with their suppliers and logistics providers to reduce costs. We are advising our customers to plan earlier and secure capacity sooner than in prior years.”
“The resilience of our carrier community never ceases to impress me,” said Michael Castagnetto, president of North American Surface Transportation at C.H. Robinson. “The past year has brought no shortage of challenges... [and] through it all, these carriers continued to show up for customers, support their drivers, and keep freight moving. Their ability to adapt and deliver in tough conditions is what sets them apart.”
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