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Caterpillar reported $392 million in refunds for invalidated tariffs during the second quarter, as actual duty costs fell more than 40% below its earlier forecast. CFO Kyle Epley cited $400 million in tariff expenses for the quarter (excluding refunds), versus a $700 million estimate from April. The company expects around $600 million in tariff costs in the current quarter and roughly $2.2 billion for full-year 2026, at the low end of its prior range.
The Home Depot has launched express delivery across the U.S., promising eligible orders in three hours or less. The service leverages its supply chain and over 2,000 stores, with flat fees of $7 in most major markets and $10 in Los Angeles. Executives highlighted faster fulfillment and plans to expand coverage and SKUs.
Amazon announced Wednesday a major expansion of its Prime Air drone delivery service, targeting nearly 500 cities and towns by the end of 2026—six times its current reach. New metro areas include Atlanta, Chicago, Cleveland, Boise, and Syracuse. The company cites progress in regulatory certification and hardware iteration, while competing with Walmart and DoorDash in fast shipping.
The U.S. has postponed the 50% tariffs on a range of Canadian imports, originally set for Wednesday, for three days. President Trump signed a proclamation delaying the duties to August 22, following Canada's expressed commitment to resolve trade issues. Negotiations continue, with both sides indicating progress.
美国众议院近60名议员（42名共和党人、16名民主党人）致函商务部长霍华德·卢特尼克，要求调查国内原铝销售中的“定价异常”。议员们指出，中西部溢价（MWP）将特朗普政府的50%铝关税成本转嫁给包括饮料行业在内的国内制造商，即使其使用国产或再生铝也无法豁免。铝业协会、啤酒协会等机构对此表态不一，标普全球普氏则否认相关指控。
Sprouts 计划在 2027-2030 年间于芝加哥、底特律、克利夫兰和哥伦布开设约 35 家门店，并据此规划区域配送中心；新英格兰市场则依赖即将在中大西洋地区建立的配送中心支持初期扩张；德克萨斯州通过扩建 Wilmer 设施强化自主配送能力。
Amazon is advancing plans to build a 1-million-square-foot retail distribution center in Norwich, Connecticut, which will serve a "first mile" function, receiving goods and distributing them to intermediate sortation centers before they enter the last-mile delivery network. The project is being developed with assistance from Bluewater Property Group and is planned to feature high-tech sorting equipment with 24/7 operations. Another fulfillment facility in the state is in early development, but neither has an opening date set.
Honeywell Aerospace is working to resolve supplier performance issues to unlock production capacity. CEO James Currier stated during the August 5 earnings call that about 2% of its roughly 3,000 suppliers underperformed in the first half, hindering an 8% year-over-year increase in orders. The company has added supply sources for over 50 constrained parts and plans to add 50 more in the second half, while increasing capital expenditures to enhance supplier capacity.
The U.S. Federal Communications Commission (FCC) updated its covered list on July 28, banning the import and sale of foreign-made mobile robots and connected power inverters, sparking expert discussion. Some experts believe this move aims to boost domestic robot production, while others worry it may affect alliances.
In response to potential drought impacts, the Panama Canal Authority recently announced the fourth and fifth rounds of draft restriction measures. As a result, multiple shipping companies including MSC, CMA CGM, Hapag-Lloyd, and ONE have announced or updated related surcharge standards, covering routes from Asia to the US East Coast and the Gulf of Mexico.