The situation: Sky-high tariffs on goods from China and the end of de minimis shipments from China and Hong Kong pose a fundamental threat to ecommerce giants like Shein and Temu, as well as countless sellers relying on Amazon and other marketplaces.

The new duties are already triggering major changes.

• Temu, for example, has begun adding “import charges” of 130% to 150% to customer orders in response to the Trump’s administration’s tariffs on China, per CNBC.