Daily Cross-Border E-Commerce Briefing | June 12, 2025
1. FedEx Freight Fuel Surcharge Climbs to 31.6% for the June 11–17 Billing Cycle
- FedEx has lifted its weekly Freight fuel surcharge to 31.6% for both LTL and TL moves, its
highest mark since March. The carrier also bumped Ground and Home Delivery tables by roughly 200
basis points after recalibrating the diesel index bands. Analysts at Supply Chain Dive note that
FedEx’s fuel tables have risen 12% year-over-year even as wholesale diesel has dropped 8.4%,
compressing seller margins. Compounding the pressure, a 9.9% late-payment penalty and newly expanded
delivery-area surcharge ZIP codes took effect June 1. Merchants shipping heavy or oversize parcels
to the U.S. should refresh landed-cost calculators immediately and consider zone-skipping or
regional-carrier blends to blunt the impact.
Source: FedEx, Published on: June 11 2025
2. Maersk Cuts Rotterdam Call on TA5 Loop as Northern-Europe Port Delays Deepen
- Starting June 25, Maersk’s TA5 trans-Atlantic service will sail directly from Felixstowe to
Hamburg, skipping Rotterdam altogether due to “persistent operational constraints.” FreshFruitPortal
reports that up to 11 vessels were anchored outside Rotterdam in early June, while Hamburg
wait-times have stretched to six days. Maersk has already levied a €10/TEU inland congestion fee on
all truck, rail and barge legs serving Rotterdam and Antwerp, and Drewry warns that terminal
bottlenecks could linger until at least the late-summer peak. Shippers should secure fixed sailing
windows or pivot to less-crowded North-Sea gateways before July GRIs kick in.
Source: FreshFruitPortal, Published on: June 11 2025
3. TikTok & Scope3 Debut First Carbon-Tracking Signal for Digital Ads
- TikTok has partnered with sustainability-data pioneer Scope3 to launch an in-platform metric
that quantifies the CO2 footprint of every impression served. In the U.S. and EU beta,
advertisers can view grams-per-impression readings in real time and automatically shift spend toward
lower-emission placements. The move answers growing ESG disclosure mandates and gives brands a
quantifiable way to market “low-carbon” campaigns without relying on self-reported offsets. Global
rollout is slated for Q3 alongside a public playbook on reducing media-supply-chain
emissions.
Source: afaqs, Published on: June 11 2025
4. Shopify Mandates Company-Wide AI Adoption, Stock Breaks Out Above $114
- Investor’s Business Daily named Shopify “Stock of the Day” after CEO Tobias Lütke instructed
every internal team to integrate the AI Store Builder and Sidekick assistant into daily workflows.
The directive follows partnerships with OpenAI and Perplexity and is expected to lift merchant
conversion while trimming head-count growth, pushing gross-margin forecasts higher. Shares closed up
4% at $114.55, clearing a 112.38 cup-with-handle buy point. Morgan Stanley analysts project improved
profitability as Shopify courts enterprise clients and expands POS hardware, positioning the firm
among the year’s top AI beneficiaries.
Source: Investor’s Business Daily, Published on: June 12 2025
5. Sezzle Files Antitrust Suit Alleging Shopify Blocks Rival BNPL Buttons
- BNPL provider Sezzle has lodged a 42-page complaint in Minnesota federal court accusing
Shopify of “monopolistic throttling” that forces merchants onto Shopify Payments and suppresses
alternative pay-later solutions. Sezzle claims lost market share, higher merchant fees, and reduced
consumer choice, and is seeking treble damages plus an injunction restoring equal checkout
placement. Legal experts say the outcome could reshape BNPL competition on all hosted-cart platforms
and prompt broader scrutiny from the U.S. FTC.
Source: paymentsdive, Published on: June 11 2025
6. Stripe Buys Wallet-API Startup Privy, Adding 75 Million Embedded Crypto Accounts
- Stripe has agreed to acquire Privy, a Web3 infrastructure firm that powers 75 million embedded
crypto wallets across consumer apps. The deal, announced a day after Stripe’s purchase of stablecoin
platform Bridge, will allow merchants to offer “invisible” stablecoin checkouts that settle in under
30 seconds while shielding end-users from seed-phrase complexity. Stripe says the technology will
merge with its Connect payout rails, enabling USD-backed stablecoin settlements in over 135
currencies by year-end.
Source: CoinDesk, Published on: June 12 2025
7. Gibraltar to Scrap VAT-Free Perk as Part of Historic UK–Spain Schengen Deal
- Britain and Spain have reached a post-Brexit accord that will fold Gibraltar into the Schengen
zone, eliminating physical border checks but also ending the territory’s long-standing VAT-free
regime. A higher transaction tax will replace the exemption, closing a loophole Madrid argues
distorts EU retail pricing and fuels contraband flows. Sellers using Gibraltar for EU order
fulfillment must prepare for changed tax invoicing and potential duty drawbacks once the agreement
is legally codified.
Source: The Times, Published on: June 12 2025
Strategic Recommendations
- Re-price Fuel & Fees: Map FedEx’s new 31.6% Freight table and zip-code surcharge expansions into checkout logic, and surface true landed costs to avoid margin surprises.
- Secure Peak-Season Capacity: Book fixed-day TA5 alternatives or reroute via Le Havre, Bremerhaven or U.S. East-Coast gateways to bypass Northern-Europe bottlenecks.
- Leverage Green Metrics: Combine TikTok-Scope3 emissions data with recyclable-packaging copy to boost CTRs among sustainability-minded shoppers.
- Diversify Checkout Rails: Enable at least two BNPL options and pilot Stripe’s forthcoming stablecoin settlements to reduce FX slippage and appeal to crypto-native buyers.
Conclusion
- Mid-year surcharges, port congestion and regulatory shifts raise cost volatility, but also spotlight sellers who act quickly on logistics, payments and ESG trends.
- By synchronizing cost tables, locking freight space early and showcasing low-carbon fulfillment, independent merchants can capture incremental demand heading into Prime Day and Q3 back-to-school cycles.