【Client Alert】Trump Announces 100% Tariff on Chinese Goods – How Cross-Border Shipping Can Respond

1. Latest Policy Update

On October 10, 2025 (US time), President Trump announced that starting November 1, 2025, the US will impose a 100% tariff on Chinese goods and implement export controls on all key software.

Previously, some products had tariffs up to 145%, temporarily deferred until November 10, but this sudden change accelerates trade tensions.

The announcement has already caused US tech stocks to plunge, wiping out approximately $770 billion in market value.

The US Supreme Court is expected to hear related lawsuits next month; if ruled against the policy, adjustments may follow.

📌 Summary: Cross-border trade between China and the US will enter a highly uncertain period from November.

2. Impacts on Cross-Border Shipping

Rising Shipping Costs
Higher tariffs will directly increase procurement costs. Some customers may delay or cancel orders, causing fluctuations in cargo volume.

Ocean freight: US West/East Coast routes expected to rise 15%–25% in the short term

Air freight: Concentration of time-sensitive shipments may drive short-term price spikes

Increased FBA Replenishment Pressure
Tariff changes may force Amazon sellers to accelerate stock replenishment. Some shipments may route through third countries to mitigate direct tariff impacts.

Longer Customs Clearance Times
US customs may intensify inspections, extending clearance by 2–3 days, especially focusing on origin and HS code compliance.

3. Recommended Actions for Clients

To minimize risks and costs, we recommend:

1️⃣ Ship Early
Key shipments should ideally be sent before the end of October to avoid full tariff impact.

2️⃣ Optimize Shipping Combinations
Consider ocean + air + domestic courier consolidation for flexibility in handling fluctuating orders.

3️⃣ Use Reliable Customs Channels
Partnering with freight forwarders that have US-based customs clearance and warehousing capabilities can significantly reduce delays and inspection risks.

4️⃣ Monitor Policy Updates Closely
Tariffs, export controls, HS codes, and FBA import rules may change rapidly; staying informed is critical.

4. How Passion Global Logistics Can Support You

We provide one-stop logistics solutions to help clients navigate policy changes:

US-China Ocean FCL/LCL (DDP/DDU)

Air Freight and FBA First-Mile Services

US Customs Clearance, Cartage & Last-Mile Delivery

Export Tax Rebate & HS Code Optimization Consultation

✅ Get a quote within 3 hours, with flexible shipping solutions
📧 Email: passion@passgj.com.cn

In times of policy uncertainty, choosing an experienced, responsive freight forwarder is key to keeping your supply chain stable.

5. Friendly Reminder

From November, cross-border shipping may experience volatility. Plan ahead, combine shipping modes flexibly, and ensure smooth customs clearance—these are essential strategies for exporters and sellers.
Passion Global Logistics will continue to monitor policy updates, providing clients with real-time professional advice and safe shipping services.