Potential drop in import volume in Southern California, stable airfreight market, impact on Chinese businesses
From Yahoo Finance: 2025-05-09 12:27:00
Carriers in port cities prepare for a potential drop in import volume of 20-35% in the coming weeks, with Los Angeles currently experiencing a low outbound tender rejection rate of 2%. Intermodal transport remains strong, with domestic containerized intermodal volume surpassing long-haul truckload tenders outbound from LA.
The airfreight market is stabilizing after an e-commerce boom, with rates returning to normal levels after five years of elevated prices. The elimination of the de minimis exemption for Chinese parcels has led to increased tariffs, impacting businesses like Chinese e-commerce platform Temu and fast-fashion seller Shein.
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