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Founder of Mangrove Strategies. I cover Vietnam trade policy, agricultural markets, and market entry intelligence — drawing on Vietnamese and international sources.
Two Southeast Asian economies signed trade agreements with the United States last October. One of those agreements has still not been ratified, and its signatory pays less than Vietnam.
Aug 4, 2026
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16 min read
The new Section 301 forced-labor tariff sorts 60 economies into 10% and 12.5% tiers by whether they ban forced-labor imports. Vietnam drew 12.5%; its own ban takes effect six weeks after USTR set the rate.
Jul 29, 2026
3 min read
The asks are non-tariff barriers, intellectual property, and economic security cooperation. Washington means export controls, and Vietnam has started paying on one of the three.
Jul 21, 2026
12 min read
EFTA's tariff cuts land the day the deal takes effect; Vietnam phases its own over up to 11 years -- and an unusual anti-dumping standstill may matter more than the duty cuts.
Jul 15, 2026
2 min read
Inside the tariff stack Vietnamese exporters will be living with after this morning's hearing
Jul 7, 2026
15 min read
The US is applying tariff pressure Vietnamese rice exporters can't easily avoid. The EU pathway that could absorb it just hit a certification bottleneck.
Jul 1, 2026
Section 301's forced labor determination is building a permanent duty stack. Vietnam's coffee and seafood sectors are posting export records. Issue #4 covers both.
Jun 23, 2026
11 min read
Brazil's Ministry of Agriculture cleared Vietnamese tilapia in 2025. Three other actors didn't agree.
Jun 16, 2026
How two simultaneous Section 301 probes are building above Vietnam's 20% tariff rate
Jun 9, 2026
Vietnam is the only country facing this designation in 13 years. Here's what the investigation covers beyond streaming piracy -- and what affected industries can do before July 2.
Jun 3, 2026
USTR has until May 30 to open a Section 301 IP investigation on Vietnam -- an authority with no rate cap and no expiry. China's GACC Decree 280 takes effect Monday. Two countdowns close before this week is out.
May 26, 2026
9 min read
Six months after 17 indictments, the Deputy PM is asking the Ministry of Public Security to go wider. Two regulatory deadlines bracket what comes next.
May 20, 2026
4 min read
The 10% tariff expires July 24. A US court just ruled it unlawful. Three Section 301 investigations are lined up to replace it.
May 11, 2026
10 min read
US tariffs on Vietnamese goods sit at 10% — for now. Here's what changes after July
Mar 31, 2026
1 min read
Section 301 investigations launched. Shrimp exports shifting to China. EUDR clock running. A TL;DR.
Mar 21, 2026
6 min read
