Everything on Regulatory & Financial Opportunity

The Supreme Court ruling on tariffs has generated a $166 billion refund liability, yet adoption remains low with only 6% of 330,000 eligible companies filing claims. A secondary market allows businesses to sell claims at a discount, with large claims trading at 70 cents on the dollar.

Impact: Importers can unlock significant liquidity by filing for refunds or securitizing claims. Failure to act results in lost capital, while early movers can improve cash flow through secondary market transactions.

— from Navigating Trade Chaos, Tariff Refunds, and AI in Logistics · Masters of Scale· Mar 24, 2026