Analysis: Southeast Asia Gained From Trump’s China Tariffs

Editor’s note: The analysis is based on trade data for the third quarter because the period usually marks the peak of U.S. imports via sea freight as retailers stock up for key events in the final quarter, notably Christmas and Black Friday after Thanksgiving.

Major ports consistently report the third quarter as their busiest period, fueled by strong consumer demand and strategic supply chain planning. Retailers are inclined to ensure early arrivals of goods such as winter apparel, decorations, gifts, and other seasonal products due to long shipping times from Asia. The data below are based on imported goods in the third quarter.