US Tariffs Threaten $18B in Vietnam Exports

Global Trade Daily

  September 23rd, 2025|Written by
IndexBox

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Potential U.S. tariffs could result in Vietnam losing up to $18 billion in annual exports to the American market, according to an analysis cited by Yahoo Finance. This projection from the UNDP, which relies on data from the IndexBox platform, is based on a scenario where import duties are fully passed through to consumers, though this has not yet occurred as the impact on U.S. inflation remains moderate. The estimate does not account for a separate 40% tariff on goods transshipped through Vietnam, a measure that could be particularly devastating given the country’s heavy reliance on Chinese components for its manufacturing. Furthermore, the analysis did not incorporate existing tariff exemptions for consumer electronics, which make up approximately 28% of Vietnam’s total exports to the U.S. Even if those critical waivers are maintained by the administration of President Donald Trump, the nation’s exports could still face a significant decline.

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Source: IndexBox Market Intelligence Platform