Tensions between the United States and China have flared up once again this October. President Donald Trump announced plans to impose a 100% tariff on Chinese goods starting November 2025, along with new export controls on critical software. Meanwhile, China has reportedly prepared expanded export restrictions on key raw materials and high-tech products, escalating the confrontation.
This new round of the “trade war” has rattled global markets and raised fresh concerns across the export industry. Yet, when viewed through a strategic lens, this conflict appears to be a high-stakes negotiation rather than a complete decoupling. The U.S. and China remain deeply interdependent—economically, industrially, and financially. Any extreme move would inevitably hurt both sides: the U.S. risks inflation and supply chain shocks, while China faces export pressure and employment challenges.
In the short term, uncertainty will continue to weigh on exporters. Tariff expectations and tighter trade controls may disrupt pricing, payment schedules, and client confidence. However, in the longer view, both nations have strong incentives to avoid escalation. Cooperation remains necessary, even within competition. The upcoming APEC Summit in South Korea later this month could serve as a key opportunity for dialogue—perhaps even a symbolic handshake that signals de-escalation.
For exporters, now is the time to stay flexible and strategic. Diversifying supply chains, increasing product value, and maintaining transparent communication with clients are essential steps. Protect your margins, prepare contingency plans, and keep a calm, analytical mindset—these will be the defining skills for 2025.
In every storm, those who find stability first are the ones who move fastest once the sky clears.