Manufacturing relocation and trade diversion create a growth surge

Upside — but only if capacity, customs, and customer segmentation align in advance.

Flex capacity via partner airlines; expedited onboarding for large exporters.

• ▹ Slower rollout — implementation may lag rulemaking by 6+ months
• ▹ Selective enforcement — largest exporters absorb burden first
• ▹ Reversal — political feedback softens digital-customs edge