Following President Trump’s policy changes, the e-commerce market experienced a notable slowdown in the U.S. and Europe, impacting air freight rates which rose after the Chinese New Year in 2024. E-commerce is shifting from a B2C to a B2B2C model, diminishing air freight demand as more shipments transition to ocean freight. Tariffs on imports from Mexico, Canada, and China are reshaping global supply chains, prompting businesses to diversify suppliers and shipping routes. Regional updates indicate varying recovery rates and adjustments in shipping practices across different countries due to these geopolitical and economic shifts.

Source: https://www.stattimes.com/air-cargo/e-commerce-shifting-from-b2c-to-b2b2c-model-dimerco-1354649