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US cotton becomes Vietnam's tariff shield

Insights

• Vietnamese textile mills have booked record amounts of US cotton in the past few months.
• West African cotton growers and Chinese brokers face being squeezed out of the Vietnamese market.
• 'Two-basket' sourcing is now being adopted in response to new levies.
• Unmatched end-to-end digital audit trails are now crucial for compliance.
• This shift forces brands to rethink sourcing strategies.