Daniel Ackerman
Marketplace reporter who explains potential implications of a proposed airline merger and provides context on competition and antitrust concerns.
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Apr 15, 2026 • 7min
Tariff refunds are coming
Daniel Ackerman, business reporter who covered a floated merger between major airlines. Fernando Valli, energy managing director and market expert. They discuss automated tariff refunds and which claims are straightforward versus complex. They explore Strait of Hormuz disruptions, impacts on oil and natural gas, and limits on U.S. LNG exports and supply shifts.
Apr 15, 2026 • 7min
Tariff refunds are coming
Daniel Ackerman, Marketplace reporter on airline competition; Fernando Valli, Hedgeye energy director and market expert; Nancy Marshall-Genzer, Marketplace trade and customs reporter. They explain the rollout of automated tariff refunds and which claims qualify. They discuss Strait of Hormuz disruptions, impacts on oil, U.S. LNG limits and regional gas price splits. They also explore a possible United-American merger and antitrust risks.
