The Freight Buyers' Club

The Air Cargo Outlook: De Minimis Ban, Tariffs & Peak Season

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Temu, Shein, and other fast-growing e-commerce giants are facing a seismic change in how they ship to U.S. consumers. In this episode of The Freight Buyers’ Club – produced with the support of MSC Air Cargo – host Mike King is joined by three leading voices in global logistics to unpack the end of the U.S. $800 de minimis exemption, its upcoming global suspension, and the ripple effects for air cargo, forwarders, and shippers.

Guests:

  • Brandon Fried – Executive Director, Airforwarders Association
  • Neel Jones Shah – Senior Advisor, The Boston Consulting Group & MD at INOA Capital (former EVP at Flexport and Chief Cargo Officer at Delta Air Lines)
  • Damian Brett – Editor, Air Cargo News

    • Discussion highlights:

    • What ending de minimis means for cross-border e-commerce flows
    • How integrators like DHL, FedEx and UPS are adapting
    • Which trade lanes could benefit from shifting volumes
    • Deep dive on key air cargo markets including the transatlantic, India, Latin America and Southeast Asia
    • The role of Latin America as Chinese e-commerce pivots away from the U.S.
    • New tariffs and their impact on high-value, time-sensitive air cargo
    • Will peak season 2025 be muted – or surprise to the upside?
      • ...more
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      The Freight Buyers' ClubBy Mike King
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