The trade conflict between the world’s two leading economies, the United States and China, has been one of the most influential factors in the dynamics of international trade during 2025. However, this May, a significant turnaround was announced: Both nations have reached an agreement that marks a turning point in their bilateral relationship and opens new perspectives for global trade players.

The understanding reached provides for a temporary tariff reduction, initially effective for 90 days, and the establishment of a formal mechanism for economic and trade consultations. Although the exact terms of the agreement have not been made public in full, this political and diplomatic gesture sends a clear signal: both the U.S. and China are willing to re-establish an active and constructive channel of dialogue.

This kind of rapprochement can anticipate more predictable conditions for trade route planning, cost analysis and logistics infrastructure investment decisions.

For companies operating in sectors with high dependence on transpacific flows, including technology, retail, auto parts and agro-industrial products, this move may represent an opportunity to rethink sourcing strategies, supplier diversification and transit times.

Likewise, the opening of diplomatic channels tends to translate, in the medium term, into greater stability in tariff and customs schemes. This improves the capacity for operational projection, a key factor in markets such as Latin America, where dependence on trade with Asia is increasingly strategic.

This announcement could mark the beginning of the end of one of the most worrying trade disputes in the world in recent decades. Tensions between the U.S. and China not only affected the flow of goods, but also changed consumer habits and forced companies to redesign their logistics schemes.

Today, the door is open to a rebalancing that can benefit emerging markets such as Ecuador by reducing volatility and generating opportunities to reposition routes and capacities.

The U.S.-China agreement represents much more than a truce: it is a message to the global market about the importance of cooperation in times of fragmentation. For those leading logistics operations, now is the time to assess risks, adjust plans and anticipate how the next steps between these two powers will reshape global trade.