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U.S.-China Trade War Shifts Cargo Routes to Southeast Asia

12/7/2025

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Summary

Story summary

On January 15, 2025, the Wanhai 175 cargo ship offloaded containers at Haiphong Port, Vietnam.
Wells Fargo Supply Chain Finance found suppliers from China, Hong Kong, and Korea fell from 90% to 50% over a decade.
The shift accelerated under U.S. President Donald Trump and the U.S.-China trade war.
Imports from China to the United States fell 26% year-over-year, while trade with Indonesia, Vietnam, India, and Thailand rose.

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Story summary

On January 15, 2025, the Wanhai 175 cargo ship offloaded containers at Haiphong Port, Vietnam.
Wells Fargo Supply Chain Finance found suppliers from China, Hong Kong, and Korea fell from 90% to 50% over a decade.
The shift accelerated under U.S. President Donald Trump and the U.S.-China trade war.
Imports from China to the United States fell 26% year-over-year, while trade with Indonesia, Vietnam, India, and Thailand rose.