The temporary return of the de minimis exemption could significantly impact air freight capacity between the U.S. and China, as its removal would raise costs and create customs delays for e-commerce shipments, which make up over 50% of cargo capacity from China to the U.S. Although prices may increase, the demand for fast, cheap goods will persist, and air freight rates may not see immediate changes. Despite a lower-than-expected increase in January air freight demand, a 4% to 6% growth forecast for 2025 remains unchanged, though uncertainties surrounding tariffs could affect trade confidence.

Source: https://www.supplychaindive.com/news/xeneta-cross-border-e-commerce-air-cargo-de-minimis-risk/740392/