Cat-and-mouse tariffs game to reshape global shipping routes
- The US crackdown on China’s transhipment trade is driving a new wave of supply chain counter-tactics
- Trade flows and shipping routes are adjusting accordingly
- Africa is becoming a new favoured destination for relocating Chinese factories, while Chinese e-commerce sellers are making inroads into South America
US efforts to undermine China’s supply chain dominance are quickly spilling beyond its borders, and is set to have a profound impact on cargo demand and shipping flows
