The trade war between the US and China has started to impact the makeup of US containerised imports from Asia, with a significant shift away from China.
According to Alphaliner data, in the first five months of the year, imports from China to the US fell 6.5% on the same period of 2018, to 3.87m teu, while imports from Asia excluding China jumped 14.6%, to 2.25m teu.
Vietnam is the biggest beneficiary …
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Source: The Loadstar