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Vietnam’s Superpower: Versatility

UncategorizedMarch 27, 2026794Views0Likes0Comments
Vietnam’s Moment in (Trade) Time The wars in Iran and Ukraine, and trade turmoil around the world, especially involving the U.S. and China, have obscured what continues to be one of the essential trade stories of the century: Vietnam’s export growth. The Asian country of 102 million has staged an epic comeback since the 1970s…

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How AI Is Driving Global Trade

UncategorizedMarch 16, 2026780Views0Likes0Comments
Lower Growth in China  In early March, Chinese leadership set their lowest gross domestic product growth target since 1991, forecasting a 4.5% to 5% expansion for its economy in 2026.  This week, China reported a 21.8% year-on-year increase in exports for January and February to $656.6 billion. To avoid distorted numbers because of Chinese New…

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Global Trade is Moving On — Without the U.S.

UncategorizedJanuary 20, 2026952Views0Likes0Comments
One way of looking at China’s trade economy in December and for the full 2025 year is its export surge, amplified by a weak currency, deflation at home, and inflation in most of the rest of the world. China pumped up total monthly exports 6.6% to $357.8 billion in December from $335.6 billion over the…

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TDM’s Top 10 Trade Trends to Watch in 2026

UncategorizedJanuary 13, 20261KViews0Likes0Comments
Happy New Year. While we wait on the Supreme Court to rule whether the Trump administration is entitled to apply tariffs on national security grounds, global trade grinds on. We at Trade Data Monitor are paying attention to what’s happening via the prism of official trade statistics. It’s a radically different world than when I started covering…

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Casualties of the U.S.-China Trade War: 36 Million Phones

UncategorizedSeptember 17, 20251KViews0Likes0Comments
Please Dial a New Number  As U.S. and Chinese negotiators try to find a way out of tariff gridlock, one thing is certain: The smartphone supply chain has shifted significantly, upending the practices and expectations of manufacturers, logistics firms, and retailers.   China’s exports of mobile phone fell 11.6% year-on-year in August to 60.8 million sets.…

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China Ramps Up Exports to Vietnam Amid Transshipment Worries

UncategorizedAugust 7, 20252KViews1Like0Comments
Made in Vietnam (or China) At a time when trade officials around the world are closely watching Vietnam’s evolving place in the global trading system, Chinese exports to the new Asian economic power in June boomed 23.8% year-on-year to $16.3 billion. The U.S.-China trade war has pushed attention of U.S. trade negotiators toward manufacturing powers…

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China Reconfigures Export Markets as Shipments to U.S. Plummet

UncategorizedJune 19, 20252KViews1Like0Comments
U.S. Market Collapsing For China As Americans and Chinese officials scrambled to forge new politically acceptable trade terms, China reported a pandemic-level decline in exports to the U.S.  Chinese shipments to the U.S. fell 34.4% year-on-year in May to $28.8 billion, the steepest drop since Covid-19 upended global trade in February 2020. Chinese imports from…

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China Hikes Oil & Gas Imports

UncategorizedApril 23, 20252KViews1Like0Comments
China’s Economy When China joined the World Trade Organization in 2001, the move was seen as an essential turboboost to a huge but developing country. Without access to global markets, there was no way for China to become the greatest exporter the world has ever seen. Now, as the backlash to that growth turns into…

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Trump Election Gooses Trade– Before Tariffs Hit

UncategorizedNovember 7, 20242KViews1Like0Comments
This week’s election of Donald Trump as the U.S.’s 47th president is almost certainly likely to lead to another trade war with China, and further tariffs on American imports. During the campaign, Trump said his favorite word was tariff and floated a universal 10% tariff and specific duties on Chinese imports as high as 60%.…

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China’s EV Export Boom is Driving up Demand for RoRo Ships

UncategorizedApril 15, 20243KViews0Likes0Comments
China’s electric car export boom has fueled demand in the country for automobile transport ships, driving up prices for foreign buyers. Overall, in March, Chinese ship exports fell 5.9% year-on-year by quantity in March to 399, after steadily rising for most of this decade. By value, they increased 34% to $3.1 billion. So called Roll-on/roll-off,…

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Vietnam’s Secret Weapon: Agriculture

UncategorizedMarch 1, 20243KViews0Likes0Comments
In a tricky global economy, Vietnamese exports shrank in 2023, but the rising economic power managed to be one of the only countries to increase merchandise exports to China, thanks to a surprising surge in exports of fruits and vegetables, as well as rice, demonstrating the importance of export diversification. The Difficulties of 2023 The country of…

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China Hikes Iron Ore, Copper Imports Amid Car Building Boom

UncategorizedJanuary 23, 20243KViews0Likes0Comments
In the somewhat gloomy December and annual China trade statistics released in the second week of January was buried a piece of data that hearkened back to the boom years of Chinese commodity consumption: China is buying a lot more iron ore and copper. In December, China boosted iron ore imports 11.1% year-on-year to 100.9…

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