The news has immediate implications for the integrators, which specialize in moving the sort of small packages that make up e-commerce purchases, but even combination carriers like AA Cargo are looking at utilizing their bellyhold space to accommodate these new volumes.

"The lines that separate domestic and international retailers continue to disappear," said Alan Gershenhorn, chief commercial officer for UPS.

While the Trump administration rails against German cars and cheap imports from China, U.S. consumers seem to be taking matters into their own hands. That's not necessarily bad news for the U.S. economy, and certainly not for its consumers.

Cross border e-commerce represents market opportunities for American companies like Amazon.com, which is already setting up logistics centers in mainland China to accommodate the impending surge in volumes.

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