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CBS News reports that CBP tariff refunds for IEEPA tariffs are flowing to businesses, and some carriers and retailers plan to pass relief to consumers. CBP refunds go to the importer of record. UPS expects $5B refunds, FedEx $800M, and DHL will return funds automatically. Amazon says it will refund only traceable cases; lawsuits against retailers are ongoing.

CMA CGM Group completed its acquisition of FedEx Supply Chain on July 1, 2026, according to SupplyChainBrain. The deal expands CMA CGM from ocean freight into U.S. warehousing, fulfillment and managed logistics. CMA CGM told Bloomberg that 2026 transpacific demand helped profits. Separately, Bloomberg reported Kuehne+Nagel is reviewing Apex Logistics, and Hormuz transit fees could trigger broader carrier surcharges.

Cybersecurity firms Hudson Rock and CloudSEK say a March 2026 supply-chain attack tied to LiteLLM exposed about 2,500 organizations. A 153GB archive linked to the TeamPCP campaign contained 433,909 files and 118,829 CI runner dumps. LiteLLM versions 1.82.7 and 1.82.8 were live briefly before PyPI quarantined them, but stolen credentials may remain valid until rotated, according to the reports.

FedEx, UPS, DHL and other shippers that served as customs brokers for imported goods are beginning to pass U.S. tariff refunds to customers after the Supreme Court struck down broad Trump tariffs. About $100 billion has been refunded to payers under CBP’s process. FedEx said it will refund $800 million; UPS $5 billion paid and $500 million claimed; Amazon received $600 million in Q2.

New Kent County, Virginia, says FedEx will invest $40 million to build a 300,000-square-foot shipping and logistics facility near I-64 Exit 211. Officials expect it to open within two years, creating 40 full-time and 300 part-time jobs. The county plans to provide over $1 million in tax rebates after completion.

According to The Wall Street Journal, more than 40 S&P 500 companies reported about $9.6 billion in US tariff refunds over the past quarter, after a Supreme Court decision invalidated part of Trump’s tariff policy. Apple reported nearly $2.2 billion, Nike $986 million, and FedEx about $800 million. Some refunds boosted earnings per share, while accounting varies and some firms plan to pass benefits to customers.

AP reports that shippers acting as customs brokers, including FedEx, UPS and DHL, have begun passing U.S. tariff refunds to customers who paid tariffs on overseas purchases. The refunds follow a Supreme Court ruling striking down broad 2025 tariffs. About $100 billion has been refunded to companies so far. FedEx cites $800 million; UPS $5 billion paid and $500 million claimed; Amazon received $600 million and may refund only traceable cases.

Oil eased after reports said the UAE released another tranche of Iran’s frozen assets, including gold worth about $212 million, on Aug 11-12. Japan’s July PPI rose 7.2% y/y (below 7.4% forecast), supporting a possible September BOJ hike. The dollar edged up; AUD and NZD softened after RBA and RBNZ signals. Apple, Ford, and tariff refunds were also reported.

Wall Street Journal reports that more than 40 S&P 500 companies booked about $9.6B in tariff refunds over the past quarter, with at least $2.1B received in cash. US Customs and Border Protection accepted about $128.7B in refund applications through July. Largest disclosed refunds include Apple ($2.2B), Nike ($986M), FedEx ($800M), Amazon ($640M) and GM ($500M).

Security firms CloudSEK and Hudson Rock reported that a supply-chain attack involving LiteLLM exposed credentials for about 434,000 CI/CD pipelines. They said compromised LiteLLM versions were downloaded from PyPI during a 40-minute March window, extracting keys and secrets from a 195TB dataset. Firms urged affected users to rotate and revoke credentials, citing related infections from Trivy.