Vietnam-US Trade Deal: Trump’s Tariff Tactics & Transshipment Troubles

A major shift just occurred in global trade. On July 2nd, the United States and Vietnam announced a new trade agreement that sets a 20% tariff on Vietnamese exports and 40% on goods deemed to be transshipped (often Chinese-origin products rerouted via Vietnam).

In this episode, Adrian and Renaud break down what this means for importers using Vietnam as a China alternative, explore the politics behind the deal, and raise key concerns around enforcement, retaliation, and how other countries may follow.

 

Show Sections

• 00:00 – Intro
• 00:48 – Context: From Liberation Day to Trade Talks
• 03:04 – From Threat to Agreement: The Final Deal
• 05:09 – Transshipment Explained & the 40% Penalty
• 08:09 – The Enforcement Dilemma
• 10:14 – Regional Ripple Effects
• 13:12 – What American Importers Should Watch For
• 15:03 – Strategic U.S. Motives Behind the Deal
• 18:18 – Will Other Countries Follow Vietnam’s Lead?
• 22:46 – Key Takeaways

 

Related content...

• Reuters – Trump: 20% tariff on Vietnam exports
• AP – Tariff loopholes and enforcement challenges
• Washington Post – Tariffs and Trump’s Asia pivot
• Bloomberg - Trump Announces Vietnam Trade Deal With 20% Import Tariff (Video)
• Sofeast – Get help with your Asia manufacturing

 

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Get in touch with us

• • Connect with us on LinkedIn
  • Contact us via Sofeast's contact page
  • Subscribe to our YouTube channel
  • Prefer Facebook? Check us out on FB