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The U.S. Raises Tariffs on 14 Countries – Rising Risks for Transshipment Exports: What Should Vietnamese Businesses Do?

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On July 7, 2025, U.S. President Donald Trump officially announced a significant tariff hike—ranging from 25% to 40%—on imports from 14 countries across Asia and Africa. This decision has immediately drawn global attention from the export, import, and logistics sectors due to its far-reaching impact—not only on the countries listed, but also on transshipment hubs and regional supply chains, including Vietnam. According to CNBC and Bloomberg, the new tariff policy will take effect on August 1, 2025, directly impacting goods in the manufacturing, apparel, electronics components, chemicals, and select agricultural sectors.

Table of contents

Detailed Tariff Rates by Country:

The U.S. has announced the following specific tariff rates per country​.

  • Japan, South Korea, Malaysia, Kazakhstan, Tunisia: 25%
  • South Africa, Bosnia: 30%
  • Indonesia: 32%
  • Bangladesh, Serbia: 35%
  • Cambodia, Thailand: 36%
  • Laos, Myanmar: 40%

​Notably, in the original document released by Mr. Trump on Truth Social, it is clearly stated: "Goods transshipped through these countries to evade tariffs will still be subject to the corresponding tariff rate."

This means that even if goods originate from Vietnam, if they pass through any of the listed countries during transit, they are still at risk of being flagged by U.S. Customs for investigation and subject to retroactive tariffs.

Vietnam has not been subject to tariffs—yet remains “in the crosshairs”

As of now, Vietnam is not included in the list of 14 countries subject to the recent U.S. tariff increase. However, trade experts warn that the risk of expansion in upcoming adjustments is real—especially as the U.S. tightens its rules on origin verification and prioritizes “trusted” supply chains.

Additionally, transshipment routes through countries like Thailand, Malaysia, and Cambodia—commonly used by many logistics companies to optimize time and costs—may become new “weak points” if documentation, certificates of origin (CO), and actual shipping routes are not thoroughly reviewed.

Key Risks Vietnamese Exporters Should Be Aware Of:

Karoline Leavitt, Press Secretary to President Donald Trump, announced the issuance of tariff letters to 14 countries.

  • Unexpected tariff imposition despite having valid origin, due to transit through countries subject to U.S. tariffs
  • Goods being held for investigation, leading to delayed customs clearance and increased warehousing/storage costs
  • Damage to reputation with U.S. import partners, especially if suspected of origin fraud
  • Heightened scrutiny of certificates of origin (CO), documentation, and airway bill/invoice quality Ask ChatGPT

Safe Logistics Solutions Amidst Volatile Trade Conditions

In light of recent complexities, many businesses have begun restructuring their shipping routes and proactively working with logistics partners to:

  • Eliminate high-risk transshipment points
  • Utilize direct routes with transparent journey tracking
  • Ensure accurate verification of CO forms, bills of lading, and electronic certificates of origin
  • Collaborate with logistics providers capable of handling direct exports to the U.S.

At Dolphin Sea Air Services Corp., we have established a dedicated support team for U.S.-bound exporters—offering direct route solutions, CO verification, and advisory services to mitigate risks related to transshipment and origin compliance.

Advantages of Working with Dolphin in the Current Trade Landscape

  • Direct shipping routes from Vietnam to the U.S., avoiding third-country transshipments
  • Integrated TMS – WMS – E-Customs systems for transparent document and shipment management
  • Extensive experience in handling CO traceability, liaising with carriers and regulatory authorities
  • Dedicated legal and international logistics teams monitoring bilateral trade policies in real-time

Conclusion: Not Being Taxed Today Doesn’t Mean Being Safe Forever

Tariff Letter Sent to the Prime Minister of Japan

The global trade environment is shifting rapidly. Any business exporting to the United States—particularly in manufacturing, electronics, industrial equipment, or fashion—must act now to safeguard its interests.

Waiting until tariffs are imposed is too late. Proactively adjusting shipping routes, reviewing Certificate of Origin (CO) documentation, and choosing a logistics partner with the right expertise is the only way to ensure secure and sustainable cross-border trade.

Contact Dolphin for Expert Consultation on Safe Shipping Routes and Certificates of Origin (CO) for U.S.-Bound Exports.

Nguồn tham khảo:
CNBC: Trump’s new tariff policy
Bloomberg: Trump hits Asia, Africa with tariffs
Reuters – US Customs Tariff Rules

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