China-U.S. Air Freight Rates Surge Amid Trump’s 100% Tariff and Holiday Stockpiling

Recently, tensions in U.S.-China trade have escalated again, leading to a significant surge in air freight demand and rates from China to the United States. U.S. President Trump announced that a 100% tariff on Chinese goods will take effect on November 1, drawing widespread attention across global supply chains. At the same time, the approaching Black Friday and Christmas shopping seasons are further intensifying pressure on the air freight market.

Surge in Air Freight Demand and Rising Rates

According to the latest data, in October 2025, spot air freight rates from Asia to the U.S. rose 49% year-on-year, reaching $5.46 per kilogram. ([forestshipping.com][1]) This increase reflects a surge in cross-border e-commerce orders, particularly strong demand for Chinese goods shipped to the U.S. To meet this demand, major carriers such as UPS and DHL have added flights to ease capacity constraints.

For businesses, choosing a reliable logistics partner is crucial. Goodship offers professional China-U.S. air freight services, providing end-to-end solutions including air booking, customs clearance, warehousing, and last-mile delivery. Their services help companies efficiently and safely transport goods from China to the U.S., especially suitable for project shipments and pre-holiday stock for promotions.

⚠️ Trump’s 100% Tariff Threat Prompts Stockpiling

In October, the Trump administration announced it would impose a 100% tariff on Chinese goods starting November 1. ([freightappointments.com][2]) This decision has prompted U.S. importers to accelerate stockpiling to avoid the impending high tariffs. This “rush shipping” behavior has caused a short-term spike in air freight demand, further driving up rates.

Upcoming Holiday Season Adds Pressure

With Black Friday and the Christmas shopping season approaching, retailers and e-commerce platforms are preparing inventory in advance. This seasonal demand, combined with stockpiling due to trade tensions, has put additional strain on air freight capacity. Some airlines have already started adjusting flight schedules to meet the upcoming peak period. ([The STAT Trade Times][3])

Using Goodship’s China-U.S. air freight services, businesses can plan shipments ahead, adjust routes flexibly, and ensure goods arrive in the U.S. market on time and safely.

Recommendations and Outlook

For importers and exporters, the current air freight market is challenging. Recommendations:

* Plan Ahead: Schedule shipments early to avoid capacity bottlenecks during peak periods.

* Stay Flexible: Adjust shipping methods and routes based on market changes.

* Monitor Policies Closely: Keep up with the latest U.S.-China trade policy developments to respond to potential tariff changes.

Looking ahead, as U.S.-China trade relations continue to evolve, the air freight market may face further uncertainties. Businesses need to maintain keen market insight and respond flexibly to challenges, while optimizing China-U.S. shipping with professional partners like Goodship.