Air Cargo Cost From China to US Poised to Sink With Trump Change

The cost to fly goods to the US from China is poised to fall as much as 50% after President Donald Trump cut off a key tariff exemption used by Chinese e-commerce giants including PDD Holdings Inc.’s Temu and Shein, according to Zvi Schreiber, chief executive officer of Freightos Group, a leading air-freight booking platform said.

The air cargo market between Asia and North America has been stretched for the past two years, as strong demand in the US for Chinese e-commerce tightened capacity. Now that the Trump administration has blocked a provision that allowed e-retailers in China ...