How Rerouting Supply Chains Is Reshaping Global Trade Routes

In this episode, Lucas and Luna explore the quiet but massive rerouting of global supply chains away from China and toward Southeast Asia and Mexico. With new tariff waves targeting 60 economies and the trade-weighted dollar still near 119, companies are accelerating 'friend-shoring' strategies. Lucas breaks down why Vietnam's exports to the US surged 24% year-over-year in 2025, while Mexico overtook China as America's top trading partner in early 2026. They discuss how this shift affects everything from semiconductor assembly to automotive parts, and what it means for investors watching EM ETFs like EWY and EWW. The hosts also touch on the logistics bottlenecks in Vietnam and how smaller ports are scrambling to handle the overflow. The conversation is grounded in specific trade data and corporate decisions, including Samsung's new chip packaging plant in Vietnam and Tesla's battery supply chain moves into Mexico. A focused look at the physical geography of trade realignment. #SupplyChainRerouting #GlobalTrade #VietnamManufacturing #MexicoTrade #FriendShoring #Tariffs #Semiconductors #AutomotiveSupplyChain #TradeWar #EmergingMarkets #EWY #EWW #Samsung #Tesla #Logistics #TradePolicy #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo