# The Rules Just Changed: Tariffs, Iran & What Freight Buyers Do Next | Paul Bingham, S&P Global

Page: https://stenobird.com/podcast/the-freight-buyers-club-5997309/the-rules-just-changed-tariffs-iran-what-freight-buyers-do-next-paul-bingham-s-p-global
Text version: https://stenobird.com/podcast/the-freight-buyers-club-5997309/the-rules-just-changed-tariffs-iran-what-freight-buyers-do-next-paul-bingham-s-p-global.md
Podcast: [The Freight Buyers' Club](https://stenobird.com/podcast/the-freight-buyers-club-5997309)
Published: 2026-03-03T14:14:36+00:00
Episode link: https://the-freight-buyers-club.castos.com/episodes/the-rules-just-changed-tariffs-iran-what-freight-buyers-do-next-paul-bingham-sp-global
Audio file: https://dts.podtrac.com/redirect.mp3/episodes.castos.com/63bfb95e422709-98786477/2381809/c1e-345ngcwjwx3fkqpw0-gp5mm1johg9k-9bcvme.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-freight-buyers-club-5997309/episodes/the-rules-just-changed-tariffs-iran-what-freight-buyers-do-next-paul-bingham-s-p-global
Duration seconds: 866

## Resource

The US and Israel have struck Iran. The Supreme Court has struck down the IEEPA tariffs. And every freight buyer is asking the same question: what do we actually plan for now? Mike King sits down with Paul Bingham, Director of Transportation Consulting, Economics and Country Risk at S&P Global Market Intelligence, at TPM26 in Long Beach to make sense of it all. They cover: The Iran strikes and what they mean for oil prices, Hormuz and Gulf shipping lanes The Supreme Court IEEPA ruling and Trump's Section 122 replacement tariffs Tariff refunds: what importers need to know Why countries that did deals with Washington are now worse off than those that didn't Scorecard on US trade policy: did it work? Can freight buyers plan around blanket tariffs? The $901 billion US trade deficit: reshaped or just rerouted? Where inventories stand heading into 2026 The outlook for US imports in 2026 This episode is produced with the support of Dimerco Express, a leading freight forwarder and supply chain solutions provider across Asia and beyond. https://dimerco.com/

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-freight-buyers-club-5997309/episodes/the-rules-just-changed-tariffs-iran-what-freight-buyers-do-next-paul-bingham-s-p-global/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-freight-buyers-club-5997309/the-rules-just-changed-tariffs-iran-what-freight-buyers-do-next-paul-bingham-s-p-global.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.