project44 Tariff Report Flags Structural Shift in U.S.–China Trade and Rise of Southeast Asia Sourcing

New updates have been reported about project44.

project44 has placed itself at the center of the tariff and trade discussion with the release of its 2025 tariff report, leveraging its supply chain Decision Intelligence Platform to quantify how U.S. tariff policy is reshaping global trade lanes. Using shipment and capacity data drawn from its network, the company reports that in 2025 U.S. imports from China fell 28% year-over-year while exports to China dropped 38%, underscoring a deep and sustained contraction in bilateral trade volumes that directly affects shippers, carriers, and logistics providers using project44’s tools. The report highlights that Southeast Asian countries, particularly Indonesia and Thailand, are emerging as key beneficiaries of this shift, with U.S. imports from Indonesia up 34% and from Thailand up 28%, trends that will influence how customers rely on project44 for network redesign, lane optimization, and risk management.

project44’s analysis also identifies a critical inflection point late in the year: while imports from China stayed weak, U.S. exports to China began to stabilize, with November’s year-over-year decline narrowing to 23% before turning positive in December with a 13% increase—the first monthly gain since the latest tariff round began. Despite this export improvement, imports from China were still tracking 34% lower through December with no meaningful recovery signal, reinforcing a new tariff-driven baseline rather than a transient shock. The report notes that blank sailings fell from an April peak of 131 to 62 in December, indicating ocean carriers have structurally adjusted capacity to lower volumes, a development project44’s visibility and transportation management solutions are designed to monitor and interpret for customers. The company concludes that global supply chains have largely adapted to the current tariff regime, but warns that pending legal challenges to tariff authority could again alter trade flows in 2026, increasing the strategic importance of project44’s multi-agent orchestration, end-to-end visibility, and analytics capabilities for enterprises managing sourcing diversification and network resilience. The full January tariff report is available via project44’s Supply Chain Insights hub for executives seeking data-backed guidance on trade lane strategy and capacity planning.