Chinese companies are accelerating shipments to the United States due to Trump’s proposal for new tariffs, leading to a significant increase in exports in November, a trend expected to continue in December. This situation is also driven by early holiday season purchases and global maritime transport disruptions, as well as the looming threat of a port workers’ strike on the U.S. East and Gulf Coasts starting January 15.
In November, Chinese exports reached 312 billion USD, marking a notable increase in shipments to the United States, the highest level since September 2022. Exports to Southeast Asia also hit record figures, possibly as part of a strategy to process goods before sending them to the U.S. ahead of January 20, when Trump could return to the presidency. Chinese companies are turning to international markets to offset weak domestic demand, although this trend has prompted other countries to consider trade barriers.
Despite the threat of new tariffs, Chinese exports to the United States are set to surpass last year’s levels, with a trade surplus of 327 billion USD that is expected to continue growing as importers increase their inventories. Exports typically rise in November due to the holiday season, and the volume of containers handled by Chinese ports and air cargo flights has reached record levels.
Trump’s proposal to impose additional tariffs on imports, particularly on Chinese products, has caused anxiety among U.S. importers. The uncertainty surrounding the implementation of these tariffs could reduce imports from China, Mexico, and Canada, favoring domestic production in the United States and imports from other regions.
Let’s keep moving forward with the same energy and commitment that define our collaboration!
