๐จ Is China No Longer the World's Factory?
๐New routes, shifting production, and the quiet exit from China โ hereโs what you need to know.
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๐ฅGreetings, Maritime Mavericks!
For 20 years, the answer was simple:
Make it in China. Ship it everywhere.
Not anymore.
Now, global firms are quietly rerouting production and rethinking every container journey.
Why?
Because reliability beats price. And China no longer guarantees either.
๐Whatโs happening in the numbers?
๐Why does this matter?
๐The bigger picture!
โ ๏ธWhat should Maritime Analytica readers watch?
๐ Maritime Analytica Insight
Letโs dive inโฆ
๐Whatโs happening in the numbers?
๐ China-to-U.S. exports: +10% since 2019
๐ China-to-Canada: +60%
๐ China-to-Mexico: +70%
๐งญ Vietnamโs electronics imports (from China): +54% YoY
๐ฆ Goods arriving in U.S. from Vietnam: many are โre-labeledโ Chinese origin
๐ China is now exporting indirectly โ not vanishing.
๐ง But customs data shows growing transshipment complexity.
Andโฆ
๐๏ธ New factory investment (2024โ2025):
Mexico: +28%
India: +34%
Vietnam: +22%
Turkey: +19%
This is not a PR stunt. Itโs a structural shift.
๐Why does this matter?
โ Global brands can no longer afford โChina-onlyโ sourcing