7 July 2025

US air imports grew 8% in April-May YoY; driven by Vietnam and Italy/France

In April-May 2025, US air imports grew 8% YoY. It’s a story of frontloading and trade shifts of laptops, electronics, handbags, fish, and more:

Two takeaways:

🔃 China’s decline (-35k tonnes) has been more than offset by Vietnam and Taiwan (+48k tonnes combined).

👜👠💊 Shoes, handbags and pharma from France and Italy are on the rise, at 25k tonnes; equating to ±400 daily tonnes in those two months.