Latin America Trade Update: Payment and Logistics Realities in 2026

The US tariffs on Chinese goods have created distinct winner and loser categories. Products with low tariff exposure (under 10%) continue to flow normally. High-tariff categories have seen buyers shift to Vietnam, India, and Mexico for final assembly. However, China remains dominant for components and intermediate goods — many 'Made in Vietnam' products still rely on Chinese raw materials and parts.

The global energy transition is creating massive demand for Chinese solar, battery, and EV components. China controls over 80% of solar manufacturing and 70% of battery production. Importers in these sectors face both opportunity and risk: competitive pricing but increasing regulatory scrutiny. Building relationships with compliant, certified Chinese manufacturers is essential for long-term supply security.