Border brief,
Revised Canada tariff list now in force; CBP filing guidance still not posted
The revised 50% Section 338 list applies to Canadian goods entered from 12:01 a.m. ET today, Oct. 30. Brokers we checked still show CBP guidance as pending. Midwest diesel averaged $6.480 for the week of Oct. 26.
At the border
Our live wait-time feed could not be reached when this brief was written, so we do not have Friday-morning commercial waits for the Ambassador, Gordie Howe or Blue Water bridges, or for Buffalo–Niagara and the Soo. Check the live wait times and the Niagara page before dispatching.
The bigger change today is on paper. The revised Section 338 product list, set by the Oct. 23 proclamation, applies to Canadian goods entered for consumption on or after 12:01 a.m. Eastern today, Oct. 30. The rate stays at 50%. Annex I removes 22 tariff lines, including plywood, some plastic and paper packaging and certain machinery. It adds lines such as cocoa powder, paints, carpets, MDF, air conditioners and canoes, according to summaries from Ginger Control and Flexport.
As of this morning, GHY's tracker still says "CBP guidance is pending." We found no CSMS message on the Oct. 30 change. The last list update, in September, came with CSMS 69851916.
Analysis: the entry date decides the duty, not the date the truck left the plant. A load of newly removed goods that crosses today should no longer owe the 50%; a load of newly added goods now does. Until CBP posts its list and Chapter 99 instructions, brokers should file against the proclamation annexes and expect corrections. Plan extra time at release for affected entries this morning.
Diesel
EIA's survey for the week of Oct. 26 put the Midwest diesel average at $6.480 a gallon, up 12.8 cents from $6.352. The U.S. average was $6.352, up 7.6 cents. EIA's site lists the next release as Nov. 3.
We could not confirm this week's Windsor price or the Bank of Canada exchange rate, so we cannot give a cross-border gap today. See our diesel page once the feed refreshes.
What we're watching
- Windsor Assembly. Production is cancelled through the week of Nov. 9, CTV News Windsor reported, updated Thursday. Stellantis said Thursday the extra shutdown is not tied to its talks with Unifor. Production staff stay home unless called in; skilled trades work normal shifts. Analysis: expect light inbound parts volume to the plant until mid-November.
- Stellantis results. The company reported a Q3 net loss of about $503 million on Oct. 28 and expects about $1.1 billion in 2026 tariff costs, Forbes reported. Analysis: tariff costs keep pressure on Canadian output decisions.
- The Soo. The International Bridge passenger toll drops to US$1.50 (C$2) on Saturday, Oct. 31, midnight to midnight, the Daily Press reported today. The rollback covers cars, light-duty trucks and motorcycles, not commercial trucks.
- USMCA review. USTR comments for the 2027 joint review are due Jan. 12, 2027, per RVIA's tariff tracker.
Sources
Tariff scope: Ginger Control, Oct. 23; Flexport, Oct. 27; GHY International; CBP CSMS 69851916, Sept. 11. Diesel: EIA Gasoline and Diesel Fuel Update; FleetOwner, Oct. 28. Windsor Assembly: CTV News Windsor; CTV News Windsor video, Oct. 29. Stellantis: Forbes, Oct. 29. Soo toll: Daily Press, Oct. 30. USMCA: RVIA.