Port call data reveals China’s trade pivot as tariffs turbocharge rerouting
- Geopolitics and tariffs are shifting global trade, with China’s direct port calls to Southeast Asia and Africa surging, while US container imports from China drop despite a rise in port calls
- Southeast Asia has seen record increases in direct calls from China — up 22% to Vietnam and even higher to other key countries — reflecting supply chain shifts, but still relies on China for materials and investment
- The outlook for global trade hinges on US-China talks and demand trends, as shifting port call patterns and supply chains add complexity and cost
Geopolitics and tariffs are driving a surge in China’s direct port calls to emerging economies, highlighted by Southeast Asia and Africa, while US imports from China fall, signalling major shifts and new complexities in global trade flows
