Geopolitics Decanted with Dmitri Alperovitch

← Geopolitics Decanted with Dmitri Alperovitch15. Nov. 2025 · 42 Min.

What Happens if the Supreme Court Kills Trump’s Tariffs?

What Happens if the Supreme Court Kills Trump’s Tariffs?15. Nov. 202542 Min.

Dmitri Alperovitch and Silverado trade experts Sarah Stewart and John Corrigan examine the implications of the upcoming Supreme Court ruling on Trump's reciprocal and fentanyl tariffs. They explore the stakes of this constitutional challenge, including whether the government might have to refund the substantial tariff revenues already collected and how the administration could respond should the Court rule against them.

00:00 Introduction

02:16 Types of Tariffs Currently in Place

12:13 Supreme Court Timeline and the Issue of Refunds

14:33 Alternative Tariff Options

22:14 A New Weapon for the Trump Administration: Section 338 Tariffs

31:14 Back to the Future With an Old Tool: Section 421 Tariffs

38:14 Why Countries Shouldn't Rush to Celebrate Potential End of IAEPA Tariffs