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?
