US President Donald Trump’s tariff strategy aimed to force China into negotiating new trade terms by making it harder for them to export goods. However, recent data shows Chinese exports to the US have declined sharply as they diversify into other markets.
In May 2025, Chinese exports to the US fell over 34% year on year, and in April, they dropped around 20%. This shift away from the US market could undermine Trump’s negotiating position. Analysts say that China is successfully diversifying its trade relations, reducing its dependence on the US as a major export destination.
The data was released at a time when Chinese officials were meeting with Trump aides to discuss a deal in London. A temporary truce between the two countries was announced in May, with both sides agreeing to lower their tariffs by 115%. However, details about future proceedings remain unclear.
Experts warn that the trade war could escalate as China’s diversification reduces its reliance on the US market. As one analyst noted, “Trade talks between major economies are pivotal… until there’s more clarity, investor sentiment may pivot back to macro drivers.”
Source: https://fortune.com/2025/06/12/china-export-diverification-trump-trade-tariff-negotiation