Voltrans Newsletter W40/2025
Vietnam’s garment, wood, and tuna sectors face rising challenges from import dependence, tariffs, and green transition demands. The U.S. imposes double duties on molded fiber goods, while Taiwan offers seafood export opportunities. Globally, tensions over US – China port fees, Latin America’s tariff shifts, and Europe’s e-commerce boom stress logistics. Container shipping struggles with overcapacity as freight rates hit 20-month lows, and both sea and airfreight markets adjust capacity amid weak demand.