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Borderlands Mexico: Court Ruling on Tariffs Sets Off Refund Scramble, Legal Uncertainty

The U.S. Supreme Court struck down tariffs imposed under the International Emergency Economic Powers Act, overturning a key tool used to target imports linked to fentanyl, migration and other concerns. The decision opens the door to potentially $166 billion in refunds for roughly 330,000 importers, but the refund process remains undefined, with Customs proposing a new claim system within ACE that could take months to launch. Recent Court of International Trade rulings broaden refund eligibility, yet many entries fall outside the streamlined pathway, prompting importers to consider parallel litigation. Meanwhile, APM Terminals is expanding capacity at Lázaro Cárdenas and Phoenix Contact opened a $95 million plant in Querétaro, underscoring continued investment in Mexico’s logistics corridor.