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Cargo airlines are scrabbling to find new markets as capacity becomes available following the end of the US de minimis exemption for China on Friday. 

Cargolux CEO Richard Forson told The Loadstar it was likely there could be significant capacity shifts as the China-US tradelane became less attractive. 

Already, seven fewer freighters a day are leaving transpacific tech stop Anchorage, with the largest reduction to Chicago, according to Cirrus Global Advisors, which added that Atlas Air was “off about four per day”.

“What ...

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  • Charles Edwards

    May 01, 2025 at 5:11 pm

    Global trade has evolved based on ‘horizontal economics’ which means each region / nation focusses on their primary skill set or resources that can generate significant economies of scale. The current US tariff regime and the expected tightening of de minimis allowances is based on a ‘vertical economy’ in which all production related activities are done ‘in-house’; in this case only in the U.S. Everything in the U.S. is in flux. 50% of U.S. toys and Christmas decorations importers have cancelled their orders. Almost 80% of U.S. footwear sales are being cancelled due to the tariffs and on it goes. Ocean (China-US) capacity has been reduced by 50%. Americans aren’t buying stuff. This situation will likely last for some time – it’s not a short-term episode. Charles HW Edwards, VP, SASI World