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US Cotton Exports to CN Dip by 90% as Apparel Production Moves to Vietnam
US cotton exports to China significantly declined in 1H25, while exports to other Asian markets increased, due to the uncertain outlook of US-China trade negotiations, raising conc...
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US Cotton Exports to CN Dip by 90% as Apparel Production Moves to Vietnam
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US cotton exports to China significantly declined in 1H25, while exports to other Asian markets increased, due to the uncertain outlook of US-China trade negotiations, raising concerns in the apparel industry about the risks of over-reliance on Chinese production lines, according to The Nikkei.

Based on data from LSEG, US cotton exports to China plummeted by approx. 90% YoY in 1H25, while exports to countries like Pakistan and Turkey rose, with exports to Vietnam nearly tripling.

Related NewsSpot USD/CNY Adds 24 bps to Close at 7.1378
In recent years, the apparel industry has been relocating production bases for the US market from China to South Asian and Southeast Asian countries with lower labor costs. This trend appears to have intensified in 1H25 under US tariffs.

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