US Tariff Landscape in Flux: Billions in Refunds – and New Tariffs at the Same Time

The US tariff landscape is being reshuffled. After the Supreme Court struck down the IEEPA-based “reciprocal” tariffs, US Customs has already accepted over USD 132 billion in refund claims from importers. Yet this is no return to pre-tariff normality: Washington is rebuilding trade barriers on other legal foundations – new Section 232 tariffs on drones and grid equipment, 50% tariffs on Canadian goods answered by Canadian countermeasures of 15–50%, and tightened enforcement against illegal transshipment, estimated at USD 34–90 billion. For internationally active companies, tariff risk is not disappearing – it is shifting. Scenario planning, origin management and customs compliance are becoming core elements of export strategy. https://customsandinternationaltradelaw.com/2026/08/28/what-happened-this-month-in-international-trade-august-2026/