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Is US sourcing actually leaving China, and who is picking it up? Monthly partner shares of US goods imports from the Census Bureau, smoothed over trailing 12 months, with the tariff and industrial-policy dates that moved them. The static story of the shift is in The Great Rerouting; ally-weighted realignment options are in Friendshoring.
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Source: US Census Bureau, International Trade API, general imports by country (retrieved 2026-07-28) | USTR Section 301 actions; CHIPS and Science Act; Inflation Reduction Act (event dates)
Methodology: Partner shares of US general imports (GEN_VAL_MO), monthly from 2013, smoothed as trailing 12-month sums. Chapter view uses HS2-level general imports. Alfaro-Chor style reallocation read: a falling China share with rising Mexico/Vietnam shares indicates rerouting and nearshoring rather than net reshoring; see the linked essays.