Analysis ·
Chinese E-Commerce: The Pivot to Europe
Trumps Tariffs may have lead to Chinese e-commerce platforms to ship products to Europe instead
Source: open-dsa Metabase
Trump's Tariffs were hitting hard. US consumers spend less on Chiense e-commerce platforms. In the EU, by contrast, consumption on Temu, Shein and AliExpress. The rise in SoR submissions by those platforms could indicate that products that were originally scheduled for the US market have now, instead, arrived in the EU.