Newsletter [April 26 - May 2]
Good Morning
A note from our CEO, Richard Roman Jr
There have been no major structural changes since last week. The market remains stable, but we continue to monitor early signs of tightening beneath the surface, particularly around equipment positioning and carrier allocation.
The primary focus now shifts toward upcoming Asia holidays, which will impact production schedules, capacity planning, and shipment timing over the coming weeks.
The Roundup
What moved the world this week
Customs & Trade Policy Update
CAPE Submissions Underway
Following last week’s launch, CAPE submissions for IEEPA refunds are now actively underway through the ACE Portal.
Phase 1 continues to focus on:
Unliquidated entries
Entries liquidated within approximately 80 days
Entries under extension, suspension, or review
Warehouse entries and withdrawals
What to Expect:
Processing timeline remains 60–90 days
Refunds will include interest paid by the government at time of processing
Refunds are issued per importer account via ACH
As submissions begin, the focus has shifted to accuracy, eligibility review, and proper sequencing, which will directly impact processing timelines.
Supply Chain & Logistics News
Stable Market, With Early Constraints
From an operational standpoint, the market remains stable this week.
However, we continue to see early indicators of tightening:
20GP container availability remains slightly constrained in certain lanes
Carriers maintaining disciplined space allocation
Booking timing becoming more important, particularly for specific equipment types
In one recent case, a shipment into New York required tighter coordination due to limited carrier allocation, reflecting how space controls are starting to surface.
This is not a disruption, but rather a sign of controlled capacity management by carriers.
Preparing for Asia Holiday Slowdowns
The most relevant near-term factor is the upcoming Asia holiday period, where factory closures and reduced production will impact shipment flow.
Key considerations:
Factories will begin slowing or closing operations
Production delays will affect shipment readiness
Carriers may adjust capacity based on reduced volumes
As a result:
Pre-holiday shipments should already be moving or planned
Post-holiday volume may return unevenly depending on production ramp-up
The Forecast
Trends, goals, and what’s on the radar at JR Global
Near-term expectations remain consistent:
Stable market conditions with gradual tightening signals
Continued carrier discipline on capacity and allocation
Increasing importance of booking visibility and timing
From a customs perspective:
CAPE submissions will continue ramping up
Processing timelines and execution will become the focus
Overall, this is a controlled market environment, but one that requires attention to timing and planning.
The Shortcut
Smart tips for smart shippers
Market remains stable with no major structural changes this week
CAPE refund submissions now actively underway
Refunds expected in 60–90 days with interest
Phase 1 includes unliquidated + recent (≤80 days) entries
Early signs of 20GP constraints and carrier allocation controls
Focus shifting to Asia holiday production slowdown
Planning and timing remain key
The Playlist
What the JR team is listening to this week in the office
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