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The elimination of de minimis for Chinese-origin imports—currently on hold, per last Friday’s executive order—will likely mean more air cargo capacity and a sharp decline in air freight rates. Though ecommerce brands may stabilize demand by shipping air freight in bulk, “it’s always an ‘if’,” Thomas P.C. Kempf, Flexport’s Senior Director of Global Air Freight, told Sourcing Journal. “Overall demand may also decline as costs increase. For some players, these costs will be too much, and that will potentially push rates downward in the first half of 2025.” Meanwhile, concerns about potential tariffs on the EU have driven up rates in European lanes. “You can see on the Transatlantic Westbound in particular that rates have increased quite strongly in recent weeks,” Thomas continued. “That’s most likely to do with front-loading activities of shippers, which makes sense. There’s still some time now to get some goods into the United States.” Read the full article here: https://flx.to/sj-LI

Today’s Global Logistics Update newsletter is live! We’re closely monitoring updates on tariffs and trade. On February 10, President Trump announced a 25% tariff on all steel and aluminum imports, set to take effect on March 12. Tariffs on these metals “may go higher,” he added, and will not be eligible for duty drawback. Read our live blog to get the most recent updates in detail 👉flx.to/p1y For a complete breakdown of trade lanes and the latest developments, read our full newsletter below. 👇 #supplychain #logistics #freightmarket #freightindustry #oceanfreight #oceancargo #oceanshipping #airfreight #aircargo #airshipping #trucking #intermodal #railfreight

[LAST CHANCE TO REGISTER] Want the latest trade lane news? Looking for the latest on the Suez Canal? Don’t miss tomorrow’s Freight Market Update Live, featuring Flexport’s Nathan Strang, Kyle Beaulieu, Connor Helm, and Thomas P.C. Kempf. We’ll cover the latest on North America operations, ports, and labor; the Transpacific Eastbound trade lane; the Suez Canal and the Indian Subcontinent; and air freight rates. 🌊✈️ Save your spot: https://lnkd.in/gkB_8Yr4

It’s the last day of #Manifest2025! Be sure to stop by booth 101 to learn how Flexport’s end-to-end supply chain solutions can help you ship anywhere, sell everywhere, and grow faster. 🌍💡 We’re here all day—come say hi! #ManifestVegas

On Monday’s webinar, we explored the key market scenarios shaping global freight right now. Specifically, what could happen when the Suez Canal opens up. Sanne Manders shared his perspective, highlighting that the bandwagon effect scenario as the most likely outcome. Check out the full webinar here 👉 https://lnkd.in/e4thqwih

Yesterday, President Trump announced a 25% tariff on all steel and aluminum imports, effective March 12. The executive orders will eliminate country-specific exemptions, product exclusions, and duty-free quotas he’d granted during his first term—when he first levied steep tariffs on the metals—while raising the tariff on foreign aluminum from 10% to 25%. The move largely affects countries like Canada and Mexico, among the U.S.’s largest suppliers of steel and aluminum. It also targets China, the world’s biggest producer of both metals—some of which has entered the U.S. tariff-free via “third countries” like Mexico, one of the trading partners Trump exempted from steel and aluminum duties in 2019. Read the full breakdown on our live blog 👉 https://lnkd.in/guCNudzQ

Flexport’s at #Manifest2025! Stop by booth 101 to say hi and learn more about accelerating your business with Flexport. And don’t miss our Logistics After Hours Happy Hour this evening, co-sponsored by Parabola! Join us for beverages and hors d’oeuvres, professional headshots, and the opportunity to connect with industry experts. RSVP here: https://lnkd.in/gZDr6fYG #ManifestVegas

Sanne Manders, President International Revenue bei der US-Digitalspedition, erläutert, wie Donald Trumps Vorstöße gegen wichtige Handelspartner einzuordnen sind. Vieles könnte demnach klassisches Dealmaking sein. Die mögliche Abschaffung der De-minimis-Regel für chinesische Pakete jedoch könnte schwerwiegendere Folgen haben. (Abo) #logistics #transport #usa #china #flexport

LAST CHANCE TO REGISTER: New to the freight RFP process, or need a refresher on best practices? Join us tomorrow (February 11) for an insight-packed webinar. Our panel of experts—featuring Flexport’s Gary Grizzle, Jack Sheehan, and Konstantina Georgaki—will walk you through the basics, key questions for pre-RFP preparation, RFP package evaluations, and tips on navigating supplier negotiations. Sign up now 👉 https://lnkd.in/ePbAC3fn #webinar #RFP #freightforwarding #logistics #supplychain

🚨Webinar Today @ 15:00 GMT/16:00 CET - Sanne Manders, Milena Milenkovic, and Guillaume Caill will discuss geopolitical tensions, trade policy shifts, and regulatory changes impacting shippers. Staying ahead requires agility, strategic adaptation, and resilience. In this webinar, we break down the key trends shaping global logistics: ✅ Suez Canal & Route Reopenings - How shifting trade routes impact freight rates, carrier alliances, and capacity. ✅ The Ripple Effect of U.S. Tariffs - What potential changes to the de minimis threshold mean for e-commerce and global supply chains. Register for this webinar using this link 👉 https://lnkd.in/etZJJK9N