U.S. supply chain tables

What share of US ocean import bills come from China and Vietnam each year?

China share of total US container imports by year, weight-filtered, to show it never collapsed

Query

SELECT
    toYear(actual_arrival_date) AS year,
    uniqExactIf(bill_of_lading, (match(upperUTF8(country), 'CHINA|ZHONGHUA') OR match(upperUTF8(loading_port), 'SHANGHAI|NINGBO|YANTIAN|SHEKOU|NANSHA|QINGDAO|TIANJIN|DALIAN|GUANGZHOU|XIAMEN')) AND weight_in_kg > 1000) AS china_bols,
    uniqExactIf(bill_of_lading, weight_in_kg > 1000) AS total_bols,
    round(100.0 * uniqExactIf(bill_of_lading, (match(upperUTF8(country), 'CHINA|ZHONGHUA') OR match(upperUTF8(loading_port), 'SHANGHAI|NINGBO|YANTIAN|SHEKOU|NANSHA|QINGDAO|TIANJIN|DALIAN|GUANGZHOU|XIAMEN')) AND weight_in_kg > 1000)
          / uniqExactIf(bill_of_lading, weight_in_kg > 1000), 1) AS china_share_pct,
    round(100.0 * uniqExactIf(bill_of_lading, (match(upperUTF8(country), 'VIET|VIETNAM') OR match(upperUTF8(loading_port), 'HO CHI MINH|HAI PHONG|HAIPHONG|DA NANG')) AND weight_in_kg > 1000)
          / uniqExactIf(bill_of_lading, weight_in_kg > 1000), 1) AS vietnam_share_pct,
    round(100.0 * uniqExactIf(bill_of_lading, (match(upperUTF8(country), 'INDIA') OR match(upperUTF8(loading_port), 'NHAVA SHEVA|MUNDRA|CHENNAI|KOLKATA|PIPAVAV')) AND weight_in_kg > 1000)
          / uniqExactIf(bill_of_lading, weight_in_kg > 1000), 1) AS india_share_pct,
    round(100.0 * uniqExactIf(bill_of_lading, (match(upperUTF8(country), 'MEXICO|MEXICANA') OR match(upperUTF8(loading_port), 'MANZANILLO|LAZARO|VERACRUZ|ALTAMIRA')) AND weight_in_kg > 1000)
          / uniqExactIf(bill_of_lading, weight_in_kg > 1000), 1) AS mexico_share_pct
FROM bols
WHERE actual_arrival_date >= toDate('2014-01-01')
  AND actual_arrival_date <= toDate('2025-12-31')
GROUP BY year
ORDER BY year

Result

12 rows · US ocean AMS bills of lading (Kirchner bols), arrivals 2014–2025.

Year China unique bills Total unique bills China share % Vietnam share % India share % Mexico share %
2014 3,751,548 8,746,045 42.9 2.9 3.4 2.7
2015 3,806,651 8,874,640 42.9 3.1 3.6 2.6
2016 3,848,592 9,001,467 42.8 3.4 3.5 2.6
2017 4,091,670 9,487,112 43.1 3.6 3.6 2.4
2018 4,464,252 10,191,238 43.8 3.8 3.8 2.4
2019 4,107,043 10,065,712 40.8 4.8 4.2 2.7
2020 4,262,559 10,022,204 42.5 6.0 4.1 2.8
2021 4,948,008 11,395,365 43.4 6.0 4.7 2.8
2022 4,731,289 11,293,136 41.9 6.8 5.1 2.7
2023 4,570,252 10,745,882 42.5 6.5 5.1 2.4
2024 4,841,813 10,816,481 44.8 7.3 5.0 2.0
2025 5,493,004 12,202,999 45.0 8.7 4.9 2.2

Question

What share of US ocean imports come from China after the Trump tariffs?

Answer

On unique US ocean bills over 1,000 kg, China’s share was 42.9% in 2014, dipped to 40.8% in 2019, then was 44.8% in 2024 and 45.0% in 2025. Vietnam rose from 2.9% in 2014 to 4.8% in 2019, 7.3% in 2024, and 8.7% in 2025. China did not exit the US ocean file. Vietnam gained share alongside China, not instead of it.

Cite this page if you need the table. Related: China Plus One working paper · all tables