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Customer Advisory: How the U.S. President’s “One Big Beautiful Bill” May Impact Global Logistics

How the U.S. President’s “One Big Beautiful Bill” May Impact Global Logistics
The One Big Beautiful Bill Act (OBBBA) is a budget reconciliation law passed by the 119th United States Congress on July 3rd containing tax and spending policies that form the core of U.S. President Trump’s second-term agenda. The bill was signed into law by President Trump on July 4, 2025. Being marketed as support for American manufacturing and competitiveness, the bill has garnered some criticism for fiscal irresponsibility and potential disruption to global trade and supply chains.
Key Impacts on Global Logistics
Measure |
Likely Impact |
Heightened U.S. Border/security measures |
The OBBBA allocates significant funding to expand physical border infrastructure and increase staffing for U.S. Customs and Border Protection. These enhanced security measures, which include more frequent inspections and stricter enforcement protocols, may slow cross-border freight movements from Mexico. As a result, land freight transit times could lengthen. |
EV and Clean Energy Logistics Impact |
OBBBA rolls back some clean-energy tax credits, particularly for electric vehicles (EVs). Logistics providers supporting EV supply chains or lithium-ion battery transport should anticipate potential demand shifts or regulatory adjustments. |
U.S. Trucking Taxes |
Trucking industry associations are divided over the impact of the One Big Beautiful Bill Act (OBBBA). The American Trucking Associations (ATA), which represents large carriers and state trucking associations, praised the bill for providing long-term tax certainty and funding for workforce development. ATA says these provisions will help companies plan ahead, invest in equipment, and strengthen the supply chain. In contrast, the Owner-Operator Independent Drivers Association (OOIDA), which represents small-business truckers and independent drivers, opposes the bill. OOIDA argues it imposes a new $100 annual fee on small carriers, excludes employee drivers from key tax benefits, and fails to address longstanding labor concerns like guaranteed overtime pay. They say the legislation favors brokers and large fleets while leaving small operators behind. |
Business and International Tax Reforms |
OBBBA restores full expensing for capital equipment purchases and domestic research and development activities, allowing businesses to deduct these costs immediately. It also modifies interest deduction limits and international tax rules, potentially affecting how multinational companies structure their operations and financing. Additionally, the bill provides full expensing for new manufacturing, production, and refining facilities. |
Kintetsu World Express is closely monitoring the situation and working with customers to understand the impact on shipments and compliance requirements.
For assistance with shipment planning or operational adjustments related to U.S. policy developments, please contact your local KWE representative.
Sources
- NPR - Trump on Fourth of July signs 'One Big Beautiful Bill' to implement his agenda
- NBC news Live Updates
- Senate passes $3.3T “Big Beautiful Bill,” House vote next
- Trump’s Big Beautiful Bill is bad for EVs
- Senate Republicans pass Trump’s sweeping policy bill
- A List of Nearly Everything in the Senate G.O.P. Bill
- Truckers and ports push back on Trump policies
- Owner-Operator Independent Drivers Association (OOIDA)
- American Trucking Associations (ATA)