Tariff Differentials Are Rerouting China-to-US Trade Through Vietnam
According to the source, steep 2025 U.S. tariffs reduced direct China-origin imports but incentivized rerouting of China-made goods through Vietnam. New academic estimates cited in the document place rerouted exports via Vietnam to the U.S. at over $8 billion in the first three quarters of 2025, highlighting enforcement and origin-classification challenges.