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Supreme Court Voids Trump’s IEEPA Tariffs as White House Shifts to 15% Global Surcharge

The decision pushes trade policy toward refund fights over past levies, with a legally uncertain 15% temporary surcharge next.

Overview

  • In a 6–3 ruling, the Court said the president exceeded his authority by using the IEEPA to impose broad country tariffs, reaffirming that tariff power rests with Congress.
  • Product‑specific measures such as steel and aluminum duties under Section 232 remain in force, while many country‑wide 'reciprocal' tariffs — including roughly 15% on most EU goods — are invalidated.
  • Trump has announced a global 15% import surcharge under a 1974 statute, described as temporary for up to 150 days and additive to existing tariffs, with limited exemptions and likely legal challenges.
  • Refunds for previously collected duties remain unresolved, with economists estimating roughly $175 billion at stake and companies already pursuing claims that could take years to resolve.
  • EU officials are analyzing the ruling, the European Parliament’s trade team meets Monday, and Germany signaled a push for stability as businesses warn of ongoing uncertainty over costs and supply chains.