Alpan Lighting is switching production of its solar garden lights away from China to Indonesia, in part due to U.S. tariffs of 25% applied as part of the trade war. It’s the latest firm to implement a new supply chain strategy, with others potentially doing the same as part of “China+N” structures after COVID-19 showed the importance of diversification. U.S. seaborne imports linked to Alpan surged 89% year over year in Q2 reflecting a recovery in imports from a 50.0% slide in March linked to manufacturing outages. Other major shippers to the U.S. from China could review their strategies....
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