The US elimination of the $800 de minimis tax exemption for small parcels will force to restructure logistics, with many shifting to Southeast Asian warehouses.
Meanwhile, China reduced retaliatory tariffs on US goods from 34% to 10%, creating a 90-day window for strategic sourcing.
Trans-Pacific rates will jump $3k/FEU from June 1 due to US West Coast port congestion ( Yantian Port volumes +60%).
Maersk/Hapag-Lloyd’s new TP9 route (Xiamen-LA, 14-18 days) offers alternatives, while South America West Coast rates hit 50% premiums due to diverted capacity.
SF Express launched Ezhou-NY-Halifax flights, cutting China-East Coast transit to 18 hours.
Meanwhile, Prologis’ Shanghai tech lab will pilot AI/AGV systems (error rates now 0.0057%), benefiting high-value stone/ceramic logistics.
1. Audit sub-$800 shipments for US tax exposure
2. Secure pre-June container rates
3. Trial TP9 route for West Coast deliveries
Sources: USTR, Maersk, SF Express (May 30, 2025)
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