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Morning Minute | August 6, 2025

Air Lease has cancelled its order for Airbus A350 freighter jets⁠, a move driven by ongoing development delays and a strategic shift to focus on passenger aircraft. A new legislative proposal that could significantly alter the landscape of U.S. maritime trade by ⁠opening U.S. shipping lanes to foreign allies⁠. This bill proposes 5-year Jones Act exemptions, allowing foreign companies to temporarily operate their vessels in America's highly protected coastal trades. ⁠DHL is anticipating a notable impact on its financial performance due to a new U.S. de minimis policy⁠. The company projects…

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