Business
Ahead of Possible Tariffs, No Rush to Get Goods In From Canada and Mexico
Companies in the United States do not appear to be making a concerted effort to rush in shipments from Mexico and Canada ahead of the high tariffs that President Trump has threatened to impose on Saturday.
Mr. Trump said after taking office that the United States would apply tariffs of 25 percent on imports from Canada and Mexico, contending that they were allowing “mass numbers of people to come in and fentanyl to come in.”
The tariffs would raise the cost of imports significantly, especially since tariffs are not applied to most goods under the U.S.-Mexico-Canada Agreement, the trade deal that Mr. Trump signed in 2020. Canada and Mexico together account for 30 percent of U.S. trade. Many industries could be saddled with extra costs, including the vast auto operations that straddle the U.S. borders with Mexico and Canada.
Mr. Trump could withdraw his threat or reduce the tariff if he decides Canada and Mexico are doing more to address his complaints, Howard Lutnick, the president’s nominee to lead the Commerce Department, suggested on Wednesday.
With the tariff deadline near, some data shows higher freight volumes on road and rail, but the increases are not especially large, and transportation experts say rail and trucking companies have the capacity to cope. The situation, they said, is quite different from 2021 and 2022, when a deluge of imports overwhelmed supply chains, causing shipping costs to skyrocket and helping fuel a rapid acceleration of inflation.
“The industry’s probably never been in a better spot to deal with significant changes in the marketplace,” said Scott Shannon, vice president of North America cross-border at C.H. Robinson, a freight forwarder.
Larry Gross, president of Gross Transportation Consulting, said the transportation of shipping containers by rail was up 10 percent in the first four weeks of the year across North America compared with the same period in 2024. But while efforts to bring in goods before tariffs very likely contributed to the increase, he said, other factors also played a role. A big one was a desire to get shipments in before a possible strike at the East and Gulf Coast ports that could have started in mid-January but was averted.
“Every system has its limitations,” Mr. Gross said, “But the network is far better positioned today than it was at the beginning of the post-pandemic surge.” He said regulatory data that show how many trains are not running because they lack crews or locomotives were not showing any warning signs.
And Jason Miller, a professor of supply chain management at Michigan State University, noted that storing inventory has significant costs — financing and paying for warehouse space — that may deter companies from accelerating their imports.
The U.S. also imports huge amounts of goods from China. Mr. Trump said he was going to impose 10 percent tariffs on Chinese goods on Saturday.
Imports from China arrive primarily through the ports. And while the volume of containers coming through U.S. ports has been strong in recent months, the ports — and trucks and railways that move cargo inland — have not had problems handling recent volumes.
Some businesses are concerned that applying tariffs to goods that currently lack them may slow customs processing at the Mexican and Canadian borders and cause delays. But Adam Lewis, a co-founder and the president of Clearit, an online customs broker, said he did not expect applying new tariffs to be difficult for the brokers.
While updating the brokers’ software may take a short while, he said, any new tasks relating to tariffs could be done manually without much trouble. “It’s pretty much business as usual,” Mr. Lewis said.
But there may be delays if U.S. Customs and Border Protection increases its scrutiny to ensure that businesses are complying. The agency did not comment.
Business
Video: How Kharg Island May Change the Trajectory of the Iran War
new video loaded: How Kharg Island May Change the Trajectory of the Iran War
By Peter Eavis, Gilad Thaler, Edward Vega, Lauren Pruitt and Joey Sendaydiego
March 25, 2026
Business
Supreme Court makes it harder for music and movie makers to sue for online piracy
WASHINGTON — The Supreme Court on Wednesday made it harder for music and movie makers to sue for online piracy, ruling that internet providers are usually not liable for copyright infringement even if they know their users are downloading copyrighted works.
In a 9-0 decision, the justices threw out Sony’s lawsuit and a $1-billion jury verdict against Cox Communications for copyright infringement.
Lower courts upheld the lawsuit against Cox’s internet service for contributing to music piracy, which the company did little to stop.
Sony’s lawyers pointed to hundreds of thousands of instances of Cox customers sharing copyrighted works. Put on notice, Cox did little to stop it, they said.
But the high court said that is not enough to establish liability for copyright infringement, which remains a hot button issue in the music and film industries with the advent of AI tools that have spread the misuse of copyrighted content and sparked lawsuits between studios and AI companies.
“Under our precedents, a company is not liable as a copyright infringer for merely providing a service to the general public with knowledge that it will be used by some to infringe copyrights,” Justice Clarence Thomas wrote for the court.
Two decades ago, the court sided with the music and motion picture producers and ruled against Grokster and Napster on the grounds their software was intended to share copyrighted music and movies.
But on Wednesday, the court said “contributory” copyright infringement did not extend to internet service providers based on the actions of some of their users.
“Cox provided Internet service to its subscribers, but it did not intend for that service to be used to commit copyright infringement,” Thomas said. “Cox neither induced its users’ infringement nor provided a service tailored to infringement.”
Mitch Glazier, the chairman of the Recording Industry Assn. of America, said he was “disappointed” in the court’s ruling, as the case was “based on overwhelming evidence that the company knowingly facilitated theft.”
“To be effective, copyright law must protect creators and markets from harmful infringement and policymakers should look closely at the impact of this ruling,” Glazier said in a statement. “The Court’s decision is narrow, applying only to ‘contributory infringement’ cases involving defendants like Cox that do not themselves copy, host, distribute, or publish infringing material or control or induce such activity.”
Karyn Temple, senior executive vice president for the Motion Picture Assn., said in a statement that the decision “upends the critical legal doctrine of contributory infringement for copyright.” She added: “Unfortunately, the Court’s opinion today ignores this well-established rule and congressional intent, which is particularly disappointing amidst a growing consensus about the need for more accountability for facilitating harmful online conduct, not less.”
In its defense, Cox argued that internet service providers could be bankrupted by huge lawsuits for copyright infringement, which they said they did not cause and could not prevent.
“The decision means that the Supreme Court isn’t coming to the entertainment industry’s rescue,” said attorney Michael K. Friedland. “The copyright infringement problem is a technological problem. The modern internet makes infringement really easy. The decision means that the industry is going to have to solve the problem itself — by developing its own better technology to protect its intellectual property.”
Rachel Landy, who teaches copyright law at Cardozo Law School in New York, said the music industry has no good options and may need to go to Congress.
“The record industry could go after the individual users who share works online without authorization, but that led to suboptimal outcomes in the past: bad publicity and judgment-proof defendants,” Landy said. “And now, the court has narrowed the contributory liability doctrine such that they are also unlikely to get recourse from the deeper pockets. It may be that their best recourse is to go to Congress for a fix.”
The American Civil Liberties Union and the Center for Democracy and Technology joined the case in support of Cox and welcomed the decision.
It is “a win for freedom of speech,” said Samir Jain, a CDT attorney. “If the court hadn’t decided in favor of Cox, it would have turned internet service providers into censorship machines acting on behalf of powerful rights-holders.”
Times staff writer Cerys Davies in Los Angeles contributed to this report.
Business
How Blocking Oil and Gas From Leaving the Strait of Hormuz Ripples Around the World
The strait is just 35 miles wide, but before the war began, a quarter of the world’s seaborne oil and one-fifth of its gas traversed through the waterway. The choking off of that supply is creating economic shocks around the world. Even nations not heavily dependent on Gulf oil and gas are contending with the consequences.
International oil prices are at their highest levels in years. L.N.G. prices have soared. Rising jet fuel costs are causing flight cancellations. From Tokyo to Vancouver, driving has become considerably more expensive. In Bangladesh, garment factories have begun to sit idle. In Pakistan, the government has established statewide school closures to conserve power.
The price shock is depleting foreign currency reserves and stoking inflation in nations already struggling with rising costs.
Experts have called the current situation a “systemic collapse” of the energy security era established in the 20th century.
Governments worldwide are deploying measures to combat shortages and high energy prices, including the largest-ever release of strategic oil reserves by the United States, Japan, South Korea and others.
For now, energy experts and economists say these stopgap measures are helping shield households and companies from the most acute disruptions, but they warn that the drag on global economic growth will compound if the war persists.
President Trump has pressed for an international naval coalition to break the Iranian blockade of the strait. Over the weekend, he threatened to obliterate parts of Iran if it did not reverse course. Tehran has said “non-hostile” ships can sail through the strait, but it is unclear if any vessels will try.
Methodology
The New York Times identified ports and energy installations in the Persian Gulf affected by the Strait of Hormuz and then used activity tracked by Kpler, an industry data firm, to measure the tonnage of individual shipments flowing out of the region in 2025, as well as their final destinations. The shipping analysis focused on seaborne trade and was limited to the following oil and gas products: crude oil and condensate; gasoline and naphtha; liquefied petroleum gas; gasoil and diesel; kero and jet; fuel oils; and liquefied natural gas. About half of the outgoing shipments made by Iran are estimated by Kpler using satellite imagery.
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