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Is US sourcing actually leaving China, and who is picking it up? Monthly US goods trade from the Census Bureau: partner shares of imports, smoothed over trailing 12 months, with the tariff and industrial-policy dates that moved them, plus the export side, raw trade levels for any partner or chapter, and HS4-level product detail. The static story of the shift is in The Great Rerouting; ally-weighted realignment options are in Friendshoring.
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HS4-level product detail is available from January 2024 onward only.
No data for this selection (HS4 detail covers 2024-01 onward only).
Source: US Census Bureau, International Trade API, general imports and total exports by country (retrieved 2026-08-06) | 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. Trade-levels and export panels use the same Census series in plain dollars: general imports on a customs-value basis (GEN_VAL_MO), total exports on a FAS basis (ALL_VAL_MO). HS4 detail (a subdivision of HS2) is available from January 2024 onward only. 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.