Relevance: primary · Type: event
Confidence95%
The Trump administration has refunded more than $20 billion in tariffs to importers and shippers following a Supreme Court ruling that struck down the administration's use of the International Emergency Economic Powers Act (IEEPA) to impose country-specific tariffs.
Relevance: primary · Type: event
Confidence95%
The Supreme Court ruled in February that the Trump administration’s imposition of country-specific tariffs under the International Emergency Economic Powers Act exceeded the authority granted by that law.
Relevance: supporting · Type: background
Confidence90%
The Trump administration collected more than $165 billion in country-specific tariffs from importers under the International Emergency Economic Powers Act since the start of Trump’s term.
Brandon Lord, executive director of trade programs at the U.S. Customs and Border Protection agency
Relevance: primary · Type: quote
Confidence95%
“Approximately $85 billion in both potential and certified refunds have been accepted for processing,” according to Brandon Lord, executive director of trade programs at the U.S. Customs and Border Protection agency.
Relevance: primary · Type: event
Confidence95%
As of May 22, $20.6 billion in tariff refunds had been completed out of the $85 billion accepted for processing.
Relevance: supporting · Type: event
Confidence90%
4,185 consolidated refund applications had not been transmitted to the Treasury for processing because the importers had not provided their bank account information.
Relevance: supporting · Type: event
Confidence90%
Hundreds of companies have applied for tariff refunds, including Costco, Walmart, Home Depot, Target, General Motors, Ford Motor Company, FedEx, UPS, and DHL.
Donald Trump, President
Relevance: supporting · Type: quote
Confidence85%
Trump said he would “remember” which companies decided not to ask for refunds, implying he would view them favorably.
Relevance: supporting · Type: event
Confidence90%
Importers are still paying a blanket 10% tariff that Trump implemented under Section 122 of the Trade Act of 1974 immediately after the Supreme Court struck down the IEEPA tariffs.
Relevance: supporting · Type: event
Confidence85%
Trump had threatened to raise the 10% tariff to 15% after the Supreme Court ruling but has not done so as of the reporting date.
Relevance: supporting · Type: background
Confidence90%
Section 122 of the Trade Act of 1974 allows the president to impose global tariffs of up to 15% for up to 150 days.
Relevance: supporting · Type: background
Confidence95%
Congress holds the primary constitutional authority to regulate tariffs, not the president.
Relevance: supporting · Type: action
Confidence80%
The Trump administration appears poised to renew the 150-day period for Section 122 tariffs without seeking congressional approval.
Jamieson Greer, U.S. Trade Representative
Relevance: supporting · Type: quote
Confidence85%
U.S. Trade Representative Jamieson Greer said he cannot imagine the Republican-controlled House and Senate blocking the Trump administration from restarting the 150-day clock on Section 122 tariffs.
Jamieson Greer, U.S. Trade Representative
Relevance: supporting · Type: quote
Confidence85%
Jamieson Greer stated that the Trade Act of 1974 does not specify whether Section 122 tariffs can be reused after the initial 150-day period expires.
Relevance: supporting · Type: event
Confidence90%
The U.S. Customs and Border Protection agency opened a refund portal on April 20 for more than 330,000 firms that paid import taxes under Trump’s use of the International Emergency Economic Powers Act.
Relevance: supporting · Type: event
Confidence85%
Only about 5% of the 3,000 largest publicly traded U.S. companies mentioned IEEPA tariff refunds in recent comments or regulatory filings, according to a Bloomberg analysis of firms in the Russell 3000 Index.
Relevance: supporting · Type: event
Confidence80%
Issues with electronic filings stemming from the chaotic tariff rollout can lead to refund application rejections.
Relevance: supporting · Type: event
Confidence85%
Companies including Nike Inc., Lululemon Athletica Inc., and Amazon.com Inc. have been hit by lawsuits from customers alleging they are owed a refund because they paid higher prices due to tariffs later deemed unlawful.
Relevance: supporting · Type: event
Confidence80%
A lawsuit filed May 15 accused Amazon of profiting off “hundreds of millions of dollars in unlawful tariff costs” and of forgoing refunds to “ingratiate itself with Trump.”
Relevance: supporting · Type: event
Confidence90%
Costco Wholesale Corp. sued the Trump administration over IEEPA refunds but stated in a May 18 court filing that it had received no tariff refunds yet.
Relevance: supporting · Type: action
Confidence85%
Apple Inc. confirmed it is pursuing tariff refunds and plans to reinvest any amount received back into the U.S.
Stephen Juneau, economist at Bank of America Corp.
Relevance: supporting · Type: quote
Confidence80%
Stephen Juneau, an economist at Bank of America Corp., wrote that importers receiving refunds may use the money to offset rising energy and shipping costs or offer consumer relief in the form of slower price hikes.
Donald Trump, President
Relevance: supporting · Type: quote
Confidence85%
Trump told reporters that refunding tariffs means “you’re talking about the people in many cases that hate our country, giving them back money,” and called the Supreme Court’s decision “a terrible decision.”
Relevance: supporting · Type: event
Confidence80%
Among S&P 500 companies that disclosed figures, documents indicate they either paid IEEPA tariffs or expect to receive IEEPA-related refunds totaling about $7.3 billion, according to Bloomberg calculations.
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