The Prof G Pod with Scott Galloway

Podbit · The Prof G Pod with Scott Galloway

China Decode: Apple's China Chip Play, DeepSeek Seeking Billions, and the Californication of Chinese Food

Explore episode Jun 30, 2026
Business
Are Chinese Merchants Circumventing US De Minimis Rules?

China Decode: Apple's China Chip Play, DeepSeek Seeking Bil… · Jun 30, 2026 Business

Alice Han flagged a Nikkei report showing Chinese merchants on Temu and Shein are already finding loopholes — including false import declarations and logistics networks — to avoid the US de minimis tariff threshold of $800. If the same applies to Europe's new €3 parcel fee, the measure may be dead on arrival.

Where this was said

Chinese Parcel Loopholes and Europe's Retail Desertification

At 31:15 · chapter starts 30:00

James Kynge details the scale of low-value Chinese parcel imports — quadrupled from €1.3 billion in 2022 to nearly €6 billion in 2024 — which the European Commission itself calls the 'desertification of Europe's high streets' as physical retailers go out of business. The EU's response: a new €3 surcharge on Chinese packages valued over €150. Alice Han is sceptical this will work, citing a Nikkei report that Chinese merchants on Temu and Shein are already circumventing the US de minimis threshold of $800 through false import declarations and logistics networks. She predicts the same workarounds will quickly emerge to neutralise Brussels' new measure, given how agile Chinese e-commerce operators have proven at exploiting regulatory loopholes.

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