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Explore China vs Southeast Asia | Who's Winning US Shipments? with 1,147 views, 1 likes, and 0 comments. Experience the impact of this video content that has captured audience attention.

Greater China's container exports to the United States fell 1.8 million TEU in 2025. That's not coming back. In this clip from The Freight Buyers' Club, Nigel Pusey, CEO of Container Trades Statistics, explains where those boxes went instead and why the shift is structural, not cyclical. Southeast Asia picked up about a million of the displaced volume, with Vietnam taking 50% of that growth, Thailand around a third, and Cambodia 10-15%. But here's the thing: even if US tariff policy changes, Nigel doesn't think this reverses. Three years in, supply chains have reorganised around Southeast Asia sourcing. The investment to move back would be significant. The shift is embedded. The net effect is 800,000 fewer containers going to America annually, and Nigel expects a similar number this year. Full episode of The Freight Buyers' Club on the channel for the complete picture—Europe's trade imbalance, the Strait of Hormuz, and his predictions for the rest of 2026. Produced with the support of Dimerco Express Group. https://dimerco.com/ #ContainerShipping #Vietnam #SupplyChain #ChinaTrade #Logistics

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