DOJ Probe Sought on Chinese Parcel Carriers' U.S. Market Grip

Key Details Senator Tom Cotton has formally requested a Department of Justice investigation into Chinese-backed delivery companies operating in the United States. In a May 19 letter to Acting Attorney General Todd Blanche, Cotton identified firms like Gofo, SpeedX, UniUni, and J&T Express as potential national security concerns. These carriers primarily serve e-commerce platforms including Shein, Temu, and TikTop Shop. Why It Matters Chinese-controlled parcel operators are rapidly capturing market share from established American carriers like FedEx, UPS, Veho, and OnTrac. Cotton argues these companies leverage government subsidies, collect sensitive route and customer data, and employ unfair pricing practices that undercut domestic competitors. The carriers typically contract independent drivers and delivery service providers for last-mile operations. The Debate Industry analysts remain divided on the severity. Some view the characterization as security overreach designed to appeal to Trump administration priorities. Others contend that below-cost pricing, enabled by deep-pocketed Chinese investors and low labor rates, directly threatens American jobs and market stability. Context These carriers emerged five years ago during the pandemic e-commerce boom, exploiting previously overlooked import regulations. Policymakers have grown increasingly concerned about Chinese influence in U.S. logistics infrastructure, following similar investigations into port crane dominance.