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New Tariffs Raise Fresh Questions; Texas Verdict Hits C.H. Robinson; U.S. Lifts Mexican Cattle Ban By Mark R. Long | WSJ Logistics Report

The White House's latest tariff revamp likely means more of what businesses and shoppers have already learned to live with: sudden policy shifts, scrambled supply chains and higher prices on imported goods.

Last week, President Trump rolled out new tariffs of 10% to 12.5%

against more than 80 countries, including most of the U.S.'s biggest trading partners, using a legal authority that the administration says is aimed at countering forced labor. That means most imports will continue to face tariffs similar to the 10% global tariff-legally limited to 150 days-imposed after the Supreme Court in February struck down Trump's broad set of global levies.

The WSJ's Matt Grossman and Bob Tita lay out what the latest tariffs mean for the U.S. economy , how companies are responding and what other moves Trump's team is making on trade.

Liberty Justice Center, the legal group that successfully fought Trump's first wave of tariffs, filed a lawsuit

in the Court of International Trade arguing the new tariffs were an unlawful attempt to restore the president's global tariff policy. (WSJ) World trade flows rose for a second straight month

in May, a sign of economic resilience that might be challenged by a fresh wave of U.S. tariff hikes. (WSJ) Trump said the U.S. will launch a tariff investigation

into the EU after the bloc fined Alphabet's Google $1 billion. (WSJ) Switzerland refuted U.S. allegations of forced labor

after the Trump administration imposed a new 12.5% tariff on imports of Swiss goods. (WSJ) Washington asked Mexico to impose tariffs

on steel and aluminum imports from outside North America. (Bloomberg) CONTENT FROM: PENSKE Gain a Closer Look. Gain Ground with Penske Logistics.

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Quotable Trucking

C.H. Robinson Worldwide could face up to $604 million in damages after a Texas jury issued an advisory verdict

tied to a 2021 truck crash involving contracted carrier Lupus Superior that killed three people.

The logistics company said Friday that the Dallas County, Texas, jury's advisory verdict was still subject to post-trial proceedings before the court enters a final verdict. The company said it disagrees with the decision and expects to appeal if the jury's verdict is entered as final.

The jury's decision comes a little over two months after the Supreme Court ruled in a case also involving C.H. Robinson that freight brokers aren't automatically shielded

by federal law from state personal injury lawsuits. That ruling raised expectations that more business could be directed to the largest carriers, which have greater resources for safety programs than smaller peers.

Shares of C.H. Robinson dropped more than 9% on the news Friday, with rivals RXO and Landstar System falling 7.7% and 3.2%, respectively.

Food Supply Chains

The U.S. Department of Agriculture is lifting a ban on Mexican cattle imports in place since last year to stem the spread of the flesh-eating New World screwworm, aiming to ease soaring beef prices.

The WSJ's Patrick Thomas writes that the move to reopen the border is contentious , with U.S. ranchers concerned about the spread of a parasite with a history of thinning herds and raising costs. Meat-industry officials say opening the border is a safe and easy way to bring down beef prices, which have risen amid a shortage of livestock.

Agriculture officials identified screwworm in a three-week-old Texas calf in June . Dozens of U.S. cases have been confirmed since then. The U.S. plans to resume importing Mexican cattle at the port of entry in Douglas, Ariz., in 30 days and eventually open two additional ports of entry in New Mexico.

Public-health officials are investigating four additional states

as part of a multistate cyclospora outbreak linked to iceberg lettuce that they warn could be even broader. (WSJ) Taylor Farms representatives contacted the White House

to plead for a delay in announcing a recall tied to the cyclospora outbreak. (WSJ) Conagra Brands plans to invest $125 million in its fiscal 2027 to cut costs and strengthen its supply chain

by moving more production in-house. (SupplyChainDive) Number of the Day In Other News Business activity in the U.S., Europe and parts of Asia picked up in July , before a fresh surge in energy prices triggered by the resumption of hostilities between the U.S. and Iran. (WSJ) Sales of new single-family homes

in the U.S. rose to 628,000 in June, from 618,000 in May. (WSJ) Canadian producer prices declined in June , marking the first month-over-month drop in five months. (WSJ) Japan's consumer prices, excluding fresh food, rose 1.6% in June

from a year earlier, up from a 1.4% increase in May. (WSJ) Canadian National Railway boosted its full-year outlook , as the railroad posted higher quarterly profit and revenue. (WSJ) French warehouse specialist Argan and Belgian peer WDP agreed to create a $14.79 billion logistics real-estate company

through an all-share merger. (WSJ) Two very large crude carriers operated by China's Cosco transited the Bab al-Mandeb

with Houthi permission. (Lloyd's List) The Transportation Department awarded more than $16 million in grants to the TradePort Corridor System to connect logistics hubs

through a national multimodal network. (Journal of Commerce) The European Commission proposed adding two facilities in India to its list of approved ship recyclers , after decades of excluding South Asian yards. (Splash247) A.P. Moller-Maersk launched a cold-chain service

connecting Chilean produce shipments with fumigation, storage and inland delivery through North Carolina's Port of Wilmington. (SupplyChain24/7) DHL unveiled its first converted 777-200 freighter from Mammoth Freighters and said it had ordered a total of 13

of the type, with four to enter service this year. (Air Cargo News) The U.S. and South Korea opened a joint shipbuilding cooperation center

in Washington to serve as the hub for $150 billion in Korean investment in the American maritime industry. (WorkBoat) Two contractors were critically injured

when a crane collapsed at CSX's intermodal yard in Jacksonville, Fla. (News4JAX) About Us

Mark R. Long is editor of WSJ Logistics Report. Reach him at [mark.long@wsj.com]. Follow the WSJ Logistics Report team on LinkedIn: Mark R. Long , Liz Young and Paul Berger .

This article is a text version of a Wall Street Journal newsletter published earlier today.

(END) Dow Jones Newswires

July 27, 2026 07:05 ET (11:05 GMT)

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