Q2 2026 Report: 15% increase in rerouted manufacturing shipments via Southeast Asia

Our Q2 2026 trade-flow review records a 15% year-on-year increase in manufacturing shipments rerouted through Southeast Asian hubs. The pattern is most pronounced in electronics assembly, furniture, and light industrial goods. Buyers should note that a Southeast Asian shipping origin does not by itself establish Southeast Asian manufacture — origin depends on where substantial transformation occurs. When an existing Chinese supplier suddenly ships from a new jurisdiction, request updated registration documents and, where possible, an on-site audit of the new facility.