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De Minimis Shipping Crackdown & Ocean Freight Crisis

Capitality Research
Capitality Research
Cover Image for De Minimis Shipping Crackdown & Ocean Freight Crisis

Dispatched to subscribers on 29 Jun 2026.Public release scheduled for 06 Jul 2026.

The sudden US de minimis shipping crackdown is forcing direct-to-consumer giants to abandon air freight for bulk ocean lanes. This structural pivot is colliding with carrier capacity cuts, driving spot rates past $8,000 per FEU.

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De Minimis Shipping Crackdown & Ocean Freight Crisis | Capitality