The Trump administration's recent tariff policies have triggered an unprecedented trade panic around the world. The uncertain policy environment has caused a large number of shippers to suspend shipments, US importers to postpone or cancel orders, freight forwarders to stop booking space with shipping companies, and the entire international logistics system is experiencing a huge impact.

The rapid and frequent adjustment of policy releases has caught the market off guard. Lars Jensen, a senior analyst in the container shipping industry, said via LinkedIn: "In the current situation, there is no long-term planning to speak of, and all supply chain players are forced to adopt short-term coping strategies."

According to The English shipping media "The Loadstar" reported that a Taiwan paper products manufacturer's factory in Vietnam cancelled up to 300 containers of goods sent to the United States every day, showing that the impact of Trump's tariffs has quickly spread to many links in the Asian industrial chain.

A large number of cross-border sellers will be the US market as the main export destination, tariff New Deal attacks, they are expected to part of the export to the US products will face certain challenges, mainly reflected in the following two aspects:

A large number of cross-border sellers will be the US market as the main export destination, tariff New Deal attacks, they are expected to part of the export to the US products will face certain challenges, mainly reflected in the following two aspects:

1. Rising tariff costs: products are included in the list of tax increases, which causes certain pressure on gross profit margin in the short term;

2. The pace of customer orders has slowed down: individual customers are waiting for the clarity of the policy, and short-term wait-and-see sentiment appears. Industry insiders "wind factory director" has more than ten years of foreign trade experience, in 2024 foreign trade companies in the United States orders accounted for nearly 70%, after the new tariff deal, although a number of cabinets have been done temporarily little problem, or immediately notify the company to suspend the new production procurement, cross-border e-commerce goods also suspended delivery.

At the other end of the coast, there are also local brands in the United States announced that they are suspending orders and stopping hiring.

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