21-04-2025

Tariffs Disrupt Trade, Logistics, And Aviation

Date: 21-04-2025
Sources: bbc.com: 1 | news.sky.com: 1 | scmp.com: 3 | theguardian.com: 1
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Source: scmp.com

Image content: The image shows workers in high-visibility vests sorting parcels at a logistics or parcel-sorting facility. Red bags and yellow bins move along a conveyor belt while staff monitor and handle the packages. The environment appears industrial with bright lighting and automated equipment.

Summary

New U.S. tariff measures under President Trump are rippling through global supply chains, spurring logistics bottlenecks, compliance burdens, and commercial fallout. DHL Express has suspended business-to-consumer shipments to the U.S. valued over $800 and warned of further disruption as the de minimis exemption for low-value China and Hong Kong parcels ends, pressuring low-cost e-commerce players like Shein and Temu and their U.S. customers. Customs backlogs and tighter checks have prompted similar halts by Hongkong Post, while South Korea reports a surge in country-of-origin fraud aimed at evading U.S. tariffs. In aviation, escalating U.S.-China tensions are reshaping aircraft deliveries: China has reportedly paused Boeing receipts, forcing 737 Max jets back to the U.S., denting Boeing’s outlook and potentially ceding market share to Airbus, even as Malaysia Airlines seeks to capitalize by taking freed production slots. Overall, the policy shifts are raising costs, delaying deliveries, and increasing uncertainty across logistics and aerospace markets.

Key Points

  • DHL halts U.S. consumer shipments over $800 and warns of broader delays as de minimis ends for China/Hong Kong parcels.
  • Tighter U.S. customs checks create backlogs, higher costs, and expected price rises for platforms like Shein and Temu.
  • South Korea uncovers growing origin-fraud schemes to route Chinese goods through Korea to evade U.S. tariffs.
  • China’s pause on Boeing deliveries pressures Boeing’s finances and market share, while Malaysia Airlines eyes freed slots.
  • Broader U.S.-China trade tensions drive global supply chain uncertainty across e-commerce, logistics, and aviation.

Articles in this Cluster

Trump tariffs: DHL suspends high value US deliveries British Broadcasting CorporationBritish Broadcasting Corporation

DHL Express has temporarily suspended U.S. deliveries to consumers for packages valued over $800 due to a surge in customs red tape triggered by Donald Trump’s new tariff regime and tighter checks. Business-to-business shipments will continue but may face delays. Previously, packages up to $2,500 had minimal paperwork; now the threshold is $800. DHL will still deliver sub-$800 parcels, but further disruption is expected as the U.S. plans to end the “de minimis” rule on May 2 for low-value shipments from China and Hong Kong, affecting firms like Shein and Temu, which warn of price increases. The White House says the measures target illicit shipments and opioid supply chains; Beijing rejects the rationale. Hongkong Post has also halted U.S.-bound parcels.
Entities: DHL Express, United States customs, Donald Trump, White House, de minimis ruleTone: analyticalSentiment: neutralIntent: inform

DHL suspends some shipments to US amid Trump tariff regime | US News | Sky News

DHL Express has temporarily suspended consumer shipments to the US valued over $800 from any origin due to a surge in formal customs clearances triggered by new US tariff rules effective in early April. Business-to-business shipments over $800 remain allowed but may face delays; shipments under $800 are unaffected for now. Starting in May, low-value packages from China and Hong Kong under $800 will also face duties, targeting alleged deceptive practices and illicit goods. The changes are expected to raise prices for low-cost retailers like Shein and Temu, with some sellers advising US customers to split orders to avoid delays and added red tape.
Entities: DHL Express, United States, Trump tariff regime, customs clearance, SheinTone: analyticalSentiment: neutralIntent: inform

Hong Kong e-commerce, US consumers expected to bear brunt of DHL service suspension | South China Morning Post

DHL Express has temporarily halted business-to-consumer shipments to US individuals for parcels worth over US$800, citing the end of the de minimis tariff exemption for Chinese goods and a tariff hike from 90% to 120% under the Trump administration starting May 2. Hong Kong e-commerce sellers and US consumers are expected to be hit hardest, with higher prices and disrupted deliveries, especially for direct-to-consumer orders like back-to-school purchases. Industry figures expect the pause to be temporary as US customs clears a backlog triggered by the policy changes.
Entities: DHL Express, Hong Kong e-commerce, US consumers, de minimis tariff exemption, Chinese goodsTone: analyticalSentiment: negativeIntent: inform

Malaysia Airlines looks to profit from China’s Boeing halt | South China Morning Post

Malaysia Aviation Group, parent of Malaysia Airlines, is in talks with Boeing to take over delivery slots vacated by Chinese airlines amid escalating US-China trade tensions. CEO Izham Ismail said the carrier may raise capital to fund acquisitions as it accelerates fleet renewal, provided aircraft meet cabin specs. China has reportedly told its airlines to halt receipt of Boeing jets and suspend purchases of US aviation parts, with some 737 Max jets being moved back to the US. Malaysia Airlines sees potential access to earlier delivery slots if the dispute frees up Boeing capacity.
Entities: Malaysia Aviation Group, Malaysia Airlines, Boeing, China, US-China trade tensionsTone: analyticalSentiment: neutralIntent: inform

South Korea uncovers Chinese goods relabelled for US tariff evasion on the rise | South China Morning Post

South Korea’s customs agency reports a sharp rise in attempts to relabel foreign goods—mostly from China—as Korean to evade newly imposed U.S. tariffs under President Trump. In Q1 2025, authorities uncovered 29.5 billion won (US$20.7 million) in country-of-origin violations, 97% destined for the U.S., compared with 34.8 billion won for all of 2024 (62% U.S.-bound). Officials expect trends similar to Trump’s first term, when such disguises also increased.
Entities: South Korea Customs Service, United States tariffs, China, Donald Trump, country-of-origin violationsTone: analyticalSentiment: neutralIntent: inform

Boeing investors brace for fallout from Trump tariffs | Boeing | The Guardian

Boeing’s investors are bracing for the impact of escalating U.S.-China trade tensions after two 737 Max jets intended for Chinese airlines were returned to the U.S., highlighting how 125% Chinese tariffs on U.S. goods make deliveries uneconomical. Boeing shares fell nearly 3% amid broader market volatility tied to Donald Trump’s tariff moves. While analysts expect Q1 revenue to rise about 20% to $19.8bn, they still forecast a quarterly loss and warn tariffs could delay deliveries and hurt 2025 cash flow. Industry experts say prolonged tariffs would damage Boeing, risk ceding China—potentially a fifth of global aircraft demand—to Airbus, and urge the company to push back against the policy. Uncertainty remains high as the White House considers broader tariff hikes after a 90-day pause.
Entities: Boeing, China, Donald Trump, U.S.-China trade tensions, tariffsTone: analyticalSentiment: negativeIntent: inform