Source: Trucking Dive
Date: 13th August 2025

Upcoming policy changes could fuel intermodal growth while challenging air freight and e-commerce supply chains.

The planned elimination of the U.S. de minimis exemption, which currently allows goods under $800 to enter tax and duty-free, is expected to boost containerized imports and stimulate cross-border intermodal activity.

Logistics companies are investing in expanded operations, particularly in border regions, to accommodate anticipated demand growth. However, additional safety, security, and compliance requirements are likely to increase operational complexity and liability risks for cross-border transport by rail and truck.

The policy change has already impacted the air cargo sector, following the earlier removal of the exemption for shipments from China and Hong Kong.

With approximately 75% of U.S.-bound e-commerce parcels previously originating from these markets, air freight volumes have dropped, spot rates have softened, and carriers are contending with excess capacity.

The sector also faces additional headwinds from new tariffs and regulatory reviews, including recent Food and Drug Administration requirements for de minimis-eligible imports.

In response, shippers are exploring strategies to mitigate disruption, such as diversifying supplier networks, shifting sourcing locations, and frontloading cargo to the U.S. or regional hubs.

Other approaches include leveraging Foreign-Trade Zones and bonded warehouses to reduce cost and duty exposure. As trade regulations become clearer, logistics providers are advising clients on whether to localise production or adapt sourcing strategies to remain competitive in the evolving global trade environment.