Expeditors International Of Washington, Inc. · NYSE:EXPD
Expeditors International Of Washington — US Customs Market Update Webinar (January 2026)
36 slides from Expeditors International Of Washington's conference presentation, Jan 8, 2026
Slide 1: US Customs Market Update
08 January 2026 US CUSTOMS MARKET UPDATE
Slide 2: Expeditors Webinar
2 EXPEDITORS WEBINAR Duration Questions Accessing the Stay Informed Slides 55 minutes of content Submit your questions After the webinar, you'll Subscribe for future in the Q&A window receive a short survey webinar invites and Live Q&A to follow via email market updates (local & We'll address them g
Slide 3: Speakers
3 SPEAKERS Madeleine Stephanie Veigel Holloway Vice President Customs, Director Customs Operations, The Americas The Americas Brenda Kelsay Smith Calvaruso Global Director, Analyst, Customs Systems, Government Outreach The Americas Property of Expeditors International of Washington, Inc. and its sub
Slide 4: Disclaimer
4 DISCLAIMER The contents of this presentation are made available for informational purposes only and should not be relied upon for any legal, business, or financial decisions. Expeditors does not guarantee, represent or warrant any of the contents of this presentation. The contents are based on inf
Slide 5: Agenda
5 AGENDA Most Recent US Trade Actions • Recent Trade Agreements – Switzerland/Liechtenstein • Revisions to Section 301 cases • Trade Items Experiencing Delays • Electronic Refund Processes What Is On The Horizon? • Important Upcoming Dates • 232 Cases and the IEEPA Court Ruling • Status of Ongoing S
Slide 6: Most Recent US Trade Actions
Mn iT lil MOST RECENT US TRADE ACTIONS y Mi
Slide 7: U.S.-Switzerland-Liechtenstein: Framework Agreement for Trade
7 U.S.-SWITZERLAND-LIECHTENSTEIN: FRAMEWORK AGREEMENT FOR TRADE Link to FRN Link to CSMS Civil Aircraft Agreement Covered products remain duty-free (if Non-Patented on HTS list) Pharmaceutical Exempts from only IEEPA reciprocals – Agricultural & Products unlike other trade agreements Unavailable Spe
Slide 8: Updates to Section 301 Cases
8 UPDATES TO SECTION 301 CASES China’s Forced Technology Nicaragua Labor Rights, Human Transfer Policies and Practices Rights, and Rule of Law (initiated August 24, 2017) (initiated December 10, 2024) The Biden-era Section 301 tariff hikes on specific The U.S. Trade Representative announced tariffs
Slide 9: Items That Are Delayed
9 ITEMS THAT ARE DELAYED Section 232: End of Year Section 232: Furniture & Steel/Aluminum 2nd Round HTS Changes Cabinets Tariff Hikes Tariff Inclusions Because of the government President Trump postponed the BIS missed its original 20 shutdown, the ITC was unable to planned tariff increases on Decem
Slide 10: Trump Tariff Proposals
10 TRUMP TARIFF PROPOSALS Still on the radar screen.... 1. 200% tariff on European wine, champagne, and spirits 2. 100% tariff on foreign-made movies 3. 100–200% tariffs on branded or patented pharmaceutical products 4. ~100% tariff on computer chips and semiconductors made outside the U.S. 5. Incre
Slide 11: Source
11 Source Property of Expeditors International of Washington, Inc. and its subsidiaries. Reproduction by written authorization only.
Slide 12: What Is On The Horizon?
Mn iT lil WHAT IS ON THE HORIZON? y Mi
Slide 13: Selected Trade Dates for 2026
13 JANUARY FEBRUARY MARCH 01: Biden-era Section 301 01: US “End of Year” HTS 01: President’s trade agenda updates take effect Changes to be implemented is due to Congress 01: EU begins enforcing 02: President’s budget 31: USTR’s National Trade Carbon Border Adjustment request is due to Congress Esti
Slide 14: The Overlap Between Open Investigations and the IEEPA Court Case
14 THE OVERLAP BETWEEN OPEN INVESTIGATIONS AND THE IEEPA COURT CASE 1 2 Scenario 1 – SCOTUS Rules Against Scenario 2 – IEEPA Tariffs Broad IEEPA Tariffs Stand as Is • Current 232/301 cases ramp up • Lower profile 232 and 301 investigations • Additional 232/301 cases are opened are closed without act
Slide 15: Open Section 232 Investigations
15 OPEN SECTION 232 INVESTIGATIONS Maximum Open Investigation Duration • Key legal deadlines include starting the investigation, Commerce's report due Pharmaceuticals and Pharmaceutical Ingredients 11 Apr 2026 (initiated 01 Apr 2025) within 270 days, the President’s decision within 90 days after, an
Slide 16: Current Status of Trade Agreements
16 CURRENT STATUS OF TRADE AGREEMENTS Deals In The Agreements Announced, Still Preparing Implementing Stage Not Finalized Negotiating For Review United Kingdom* Switzerland and Liechtenstein India U.S-Mexico-Canada European Union* Indonesia Brazil Japan Thailand Saudi Arabia South Korea Vietnam Mala
Slide 17: Western Hemisphere Relations Issues Impacting Trade
17 WESTERN HEMISPHERE RELATIONS ISSUES IMPACTING TRADE • USMCA Joint Review • Strategic competition with China in the region • Migration, border management and transnational criminal networks • Energy transition and need for critical minerals • Regional stability flashpoints Property of Expeditors I
Slide 18: Strategies for Navigating Complex Trade Remedy Questions
STRATEGIES FOR NAVIGATING COMPLEX TRADE REMEDY QUESTIONS
Slide 19: Many Sources Are Available
19 MANY SOURCES ARE AVAILABLE CBP Frequently Asked Questions CSMS Pages Created Messages Written Guidelines from the CBP CBP’s official implementation and filing instructions to the Content Center Trade Emails from the CBP Trade Remedy Team Quick Reference Guides Data Points Updates to the HTS Sched
Slide 20: Section 232 aluminum duties question
20 I have a product that is on the Section 232: Aluminum HTS list and only requires duties on the value of the aluminum content. However, I don’t know my aluminum smelt and cast countries. Therefore, I know that I need to pay 200% duties. Are those 200% duties applicable to the full value of the pro
Slide 21: Many Sources Are Available
21 MANY SOURCES ARE AVAILABLE CBP Frequently Asked Questions CSMS Pages Created Messages Written Guidelines from the CBP CBP’s official implementation and filing instructions to the Content Center Trade Emails from the CBP Trade Remedy Team Quick Reference Guides Data Points Updates to the HTS Sched
Slide 22: Source
22 Source Property of Expeditors International of Washington, Inc. and its subsidiaries. Reproduction by written authorization only.
Slide 23: Many Sources Are Available
23 MANY SOURCES ARE AVAILABLE CBP Frequently Asked Questions CSMS Pages Created Messages Written Guidelines from the CBP CBP’s official implementation and filing instructions to the Content Center Trade Emails from the CBP Trade Remedy Team Quick Reference Guides Data Updates to the HTS Points Sched
Slide 24: Source
24 Source Property of Expeditors International of Washington, Inc. and its subsidiaries. Reproduction by written authorization only.
Slide 25: Source
25 Source Property of Expeditors International of Washington, Inc. and its subsidiaries. Reproduction by written authorization only.
Slide 26: Source
26 Source Property of Expeditors International of Washington, Inc. and its subsidiaries. Reproduction by written authorization only.
Slide 27: Many Sources Are Available
27 MANY SOURCES ARE AVAILABLE CBP Frequently Asked Questions CSMS Pages Created Messages Written Guidelines from the CBP CBP’s official implementation and filing instructions to the Content Center Trade Emails from the CBP Trade Remedy Team Quick Reference Guides Data Points Updates to the HTS Sched
Slide 28: No FAQ available on unknown smelt or cast countries
28 At present, there is no FAQ available about reporting ‘unknown’ smelt or cast countries. Source Property of Expeditors International of Washington, Inc. and its subsidiaries. Reproduction by written authorization only.
Slide 29: Source
29 Source Property of Expeditors International of Washington, Inc. and its subsidiaries. Reproduction by written authorization only.
Slide 30: Many Sources Are Available
30 MANY SOURCES ARE AVAILABLE CBP Frequently Asked Questions CSMS Pages Created Messages Written Guidelines from the CBP CBP’s official implementation and filing instructions to the Content Center Trade Emails from the CBP Trade Remedy Team Quick Reference Guides Data Points Updates to the HTS Sched
Slide 31: Source
31 Source Property of Expeditors International of Washington, Inc. and its subsidiaries. Reproduction by written authorization only.
Slide 32: Many Sources Are Available
32 MANY SOURCES ARE AVAILABLE CBP Frequently Asked Questions CSMS Pages Created Messages Written Guidelines from the CBP CBP’s official implementation and filing instructions to the Content Center Trade Emails from the CBP Trade Remedy Team Quick Reference Guides Data Points Updates to the HTS Sched
Slide 33: Succeeding in This Environment
33 SUCCEEDING IN THIS ENVIRONMENT 1. Stay informed and engage with experts – government, trade association, policy and US Customs 2. Assess your company’s risk tolerance 3. Review classification and valuation as well as trade agreement qualifications 4. Consider enhancing automated tools and data co
Slide 34: Key Takeaways
34 KEY TAKEAWAYS Potential Impact to Your Supply Chains Opportunities to Engage ❑ Trade compliance fundamentals are more important now than ❑ Provide input on the Department of Commerce’s ever – HTS classification, country of origin, and valuation proposed process on how they will collect submission
Slide 35: Certificate of Completion
35 CERTIFICATE OF COMPLETION Continuing Education Credit to Support Your US Customs Broker License & Your NEI CCS/MCS Certifications This webinar has been approved for 1.0 credits by the NCBFAA Educational Institute Completion code for webinar NEI-012026-6-ZKML Code Expires: 05 January 2027 Original
Slide 36: DITORS ih
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