On May 12, 2025, the US and China announced a suspension of the 24% additional tariffs, triggering new waves in the global logistics landscape! As a “safe haven” for supply chain relocation, Indonesia’s logistics special lines are experiencing undercurrents—order reshoring, cost restructuring, and overlapping policy dividends are making this archipelagic nation a new battlefield for Chinese enterprises expanding overseas. Amid US-China rivalry, what “risks” and “opportunities” lie hidden in Indonesia’s logistics market? How can enterprises seize the initiative?
 
 
The ‘Butterfly Effect’ of the US-China Tariff Moratorium on Indonesia’s Logistics Market
Cooling of Entrepôt Trade, Surging Demand for Direct Flights to Indonesia
Previously, orders transshipped via Vietnam or Mexico due to high US-China tariffs are now partially returning to direct shipping from China.
 
Accelerated Regionalization of Supply Chains, Indonesia as a ‘China+1’ Strategic Hub
US-China competition has made “regionalized warehousing” the norm. Indonesia, with its nickel resources, labor cost advantages, and tax-free policies, is attracting new energy and 3C manufacturing capacities.
 
Policy Black Swans Turn into ‘White Moonlight’
Tariff Avoidance Window: Design transportation routes using ACFTA (ASEAN Free Trade Agreement) policies, driving surging logistics demand for zero-tariff goods like oil and EVs.
 
Upgraded Compliance Threshold: The era of SNI Certification 2.0 has arrived—enterprises that proactively pursue “trademark registration + local entity establishment” will gain an edge in compliance.
 
Digital Empowerment of the ‘Last Mile’
Unmanned Delivery Implementation: In Jakarta, L4-level autonomous vehicles achieved a 92% success rate in rainy-day deliveries, solving the problem of getting lost in “urban villages.”