URGENT: Mexico Security Advisory, Northeast Winter Storm & Tariff Update

We are actively managing three significant developments affecting supply chains:

  • Ongoing security-related volatility in Mexico

  • A major winter storm impacting the Northeastern United States

  • A material change in U.S. tariff policy following the Supreme Court ruling

Please review the updates below, as each may affect your transit times, landed cost, and customs treatment.

 

Mexico Security Update – Force Majeure in Effect

We are closely monitoring the rapidly evolving security situation in Mexico following the reported death of Nemesio Rubén Oseguera Cervantes, widely known as “El Mencho,” leader of the Jalisco New Generation Cartel (CJNG). Following reports of his death, multiple states across central and western Mexico have experienced retaliatory violence, including highway blockades, burning vehicles, increased military activity.

 

What We’re Seeing on the Ground

  • Highway blockades and road closures in key freight corridors

  • Increased military and federal police presence

  • Temporary suspension of some carrier operations in high-risk zones

  • Route diversions increasing transit times

  • Delays in both domestic Mexico and cross-border shipments

States currently experiencing heightened disruption include Baja California, Colima, Guanajuato, Guerrero, Jalisco, Michoacan, Oaxaca, Nuevo Leon, Quintana Roo, Tamaulipas, and portions of central Mexico. Conditions are fluid and can change rapidly.

 

Force Majeure Notice:

Due to civil unrest, government security operations, and roadway blockades beyond our control, we are formally placing affected Mexico operations under Force Majeure provisions effective immediately. While we are making every commercially reasonable effort to mitigate delays, transit times cannot be guaranteed while instability continues.

Our Executive Leadership team has begun emergency strategy sessions, and daily operational reviews are underway to monitor lane-level risk, escalations, and recovery timelines.

 

Impact to Manufacturers

With the security volatility in Mexico, you may experience:

  • Extended transit times in western and central Mexico

  • Possible cross-border delays northbound and southbound

  • Increased risk to just-in-time production schedules

  • Higher probability of congestion once corridors reopen

What We Recommend:

  • Identify production-critical shipments immediately

  • Review safety stock levels and buffer inventory

  • Communicate time-sensitive freight to your account representative

  • Prepare contingency plans, including expedite options if needed

 

Northeast Winter Storm – LTL & Regional Disruptions

Meanwhile, a major winter storm, widely reported as a powerful nor’easter impacting the Northeast, has caused widespread terminal closures and service interruptions across several LTL networks. Some areas are expected to see as much as a foot or two of snow and blizzard conditions.

 

What We’re Seeing on the Ground

  • Multiple LTL terminals are closed or have limited operations across the New England region

  • Pickup service disruptions expected today

  • Delayed starts at select terminals (mostly in PA)

  • A State of Emergency was declared in New Jersey

 Note: Our Mt. Joy, PA facility is closed on Mondays; therefore, no linehaul movements are impacted from that facility today.

Carrier-specific operational notes are being closely tracked and communicated at the lane level.

 

Impact to Manufacturers

With the winter weather in the Northeast, you may experience:

  • Delayed pickups and deliveries across Northeast lanes

  • Potential 24–72 hour recovery delays once terminals reopen

  • Increased freight volume congestion midweek

  • Possible downstream production impact if inventory is tight

What We Recommend:

  • Prioritize urgent Northeast shipments

  • Communicate critical pickups to our team immediately

  • Build in recovery time to delivery schedules

  • Evaluate alternative routing or expedite options where necessary

 

U.S. Tariff Update – IEEPA Ruling & New 15% Global Tariff

As we reported on Friday, the Supreme Court of the United States issued a ruling materially impacting tariffs imposed under the International Emergency Economic Powers Act (IEEPA).

Based on communications from U.S. Customs and Border Protection (CBP):

  • Collection of IEEPA tariffs will cease at 12:00 a.m. ET on February 24, 2026

  • IEEPA-related tariff codes are being deactivated in ACE

  • This change affects IEEPA duties only and does not affect any other duties, including duties imposed under section 232 of the Trade Expansion Act of 1962, as amended, and section 301 of the Trade Act of 1974, as amended.

There is currently no formal refund mechanism announced for previously paid IEEPA duties.

Additionally, the Administration announced a new 15% global tariff under Section 122 of the Trade Act of 1974, effective 12:01 a.m. ET on February 24, 2026. This measure is separate from IEEPA and applies alongside existing Section 232 and Section 301 tariffs, subject to guidance and exclusions.

Further CBP Chapter 99 filing instructions are expected.

 

Impact to Importers

What this means for you:

  • Immediate shift in duty application on new entries

  • Potential future refund opportunity for previously paid IEEPA duties (pending CBP guidance)

  • Increased landed cost exposure under the 15% global tariff

  • Possible bond sufficiency and cash flow implications

What We Recommend:

  • Adjust landed cost models for the 15% tariff

  • Catalog all entries where IEEPA duties were paid (retain all entry numbers, entry dates, HTS classifications, and duty payment records)

  • Monitor liquidation timelines to protect protest rights

  • Confirm HTS classifications are accurate and defensible

  • Reassess applicability of Section 122, Section 232, Section 301, and other special measures.

  • Review continuous bond sufficiency given increased duty exposure

  • Maintain organized entry documentation for future claims, audits, or refund processes

 

 How ProTrans is Responding

  • Emergency Senior Leadership Team meetings are in progress

  • Daily operational emergency briefings are being conducted

  • Monitoring real-time security advisories, carrier intelligence, and customs updates

  • Communicating directly with vetted carrier partners on the ground

  • Proactive rerouting freight and conducting recovery planning where appropriate

  • Preparing contingency expedite options if required

  • Ongoing monitoring of CBP CSMS updates and official releases


Our team can help you assess risk exposure on specific lanes and provide mitigation strategies tailored to your network. Our Global Air & Expedites team is also available with 24/7 support to provide solutions for any time-critical freight if it becomes necessary.

Driver safety, shipment security, and production continuity remain our top priorities.


We will continue providing updates as conditions evolve. If you have freight currently in transit or scheduled to move through impacted regions, please contact your representative immediately for lane-specific guidance so we can evaluate options.

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Tariff Update & 10% Global Surcharge Announcement