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Vietnam Inks Deals to Buy $3 Billion U.S. Products Before Talks

Supply Chain Brain

Products Before Talks Vietnam Inks Deals to Buy $3 Billion U.S. Billion I Have to Actually Buy This Thing Before It Will Work?

Vietnam 52
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The need to know

EFT

seaport operators are asking for extra time to implement pending tariffs on towering ship-to-shore cranes as they expect President Donald Trump's administration to follow through on a promise to essentially ban that vital cargo-handling equipment. US port operators seek to mitigate hefty expected tariffs on China-built port cranes U.S.

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What Shippers and Brands Need to Know Amid Tariff Whiplash

Stord

8 As such, the challenge to quickly manufacture and transport inventory now, or at a moment's notice, remains paramount. Many importers are shifting to a China Plus One strategy, where core production remains in China while secondary suppliers are established in countries like Vietnam, India, or Indonesia. Delays at major U.S.

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The need to know

EFT

European truckmakers tackle rare-earths bottleneck with stockpiling, supply chain shifts European truckmaker Volvo Group has been seeking alternative sources of rare earths and Daimler Trucks has been building inventories to deal with supply issues linked to Chinese export curbs, saying lessons had been learned from the chip crisis.

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How Tariffs Are Reshaping Global Supply Chains in 2025

Supply Chain Brain

This was evident in the apparel industry, where brands such as Nike faced delays after tariffs on Chinese textiles prompted a shift to suppliers in Vietnam and Bangladesh. The company reportedly plans to shift 15% to 20% of its production to India and Vietnam by 2026, reducing exposure to U.S.China tariffs.

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The need to know

EFT

cargo have surged since the countries declared a 90-day truce on punitive tit-for-tat tariffs last weekend, operators said, spawning traffic jams at Chinese ports and factories that could take weeks to clear. China to US ocean cargo bookings surge after tariff pause, Vizion says U.S. retailers including Walmart (WMT.N)

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April 16, 2025 Update

Freightos

This inventory build up should enable many shippers to hit pause for a while and see where negotiations might lead before deciding their next moves shifting to other sourcing options or resuming shipments from China and facing higher costs.