SEA’s Export Boom: How to Track the Effect on Chemicals Demand and Trade Flows

THE FT REPORTS that Southeast Asia (SEA) has weathered the latest US tariff blitz, with SEA exports to the US up ~25% in Q3 2025 vs Q3 2024. This resilience is underpinned by tech demand, Asia’s cost advantages, and the rerouting of goods that previously moved directly from China to the US.

The newspaper highlights how “China + 1” strategies have held up: Cambodia’s apparel shipments kept growing after headline tariffs were trimmed, and indirect exports from China via SEA hit record levels—with Vietnam...