Vietnam ships 3.2× its 2018 weight — and a third of China's weight but two-thirds of its value. The electronics went south; the furniture stayed.
What it does not say
It does not say the gains are relabeled Chinese cargo: fingerprint testing finds matching Vietnam gains cover under 5% of China's decline.
· the full record
Using the Trimtab trade_query tool, compare US imports from Vietnam and China monthly since 2018 — weight and value. Who gained what China lost?
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“Who took the cargo China lost?”
Vietnam ships 3.2× its 2018 weight — and a third of China's weight but two-thirds of its value. The electronics went south; the furniture stayed.
It does not say the gains are relabeled Chinese cargo: fingerprint testing finds matching Vietnam gains cover under 5% of China's decline.
I asked the Trimtab US Trade Ledger — open, no key, no account. Ask it something we
haven’t: https://trimtabist.com/asked/who-took-chinas-cargo
(via Mrigank Singh — engagement 04 on the board) #Trimtabist