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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