Latest News Stream - Exports Yoy

Colombia’s exports rose 16.4% year-on-year to USD 5.41 billion in September 2026, accelerating from a 15.1% increase in August and marking the sharpest growth since May. The result was mainly driven by an 87.2% surge in sales from the other sectors group, reflecting higher shipments of non-monetary gold (87.5%). Exports of fuels and extractive industry products, which accounted for 41.3% of total shipments, rose 13.3%, supported by a 40.2% increase in petroleum and related products, although crude oil export volumes fell 5.4% to 13.4 million barrels. Manufacturing exports increased 9.3%, led by chemicals (9.7%) and manufactured goods classified chiefly by material (13.8%). Agricultural, food and beverage exports, which represented 23.5% of the total, edged up 2.9%, as higher shipments of cut flowers and foliage (15.6%) and palm oil (21.5%) offset a 26% drop in bananas.

Indonesia's exports grew 11.87% year-on-year to a four-year high of USD 27.59 billion in September 2026, surpassing forecasts of a 6.45% rise and accelerating from a 6.72% increase in August. It was the fourth consecutive monthly increase in exports and the strongest growth since April. Non-oil and gas exports rose 12.39% from a year earlier to USD 26.64 billion, driven by increases in animal and vegetable fats and oils (89.04%), mineral fuels (11.99%), and electrical machinery and equipment, including parts (24.37%). By destination, non-oil and gas exports increased mainly to key trading partners, including the US (23.21%), China (11.82%), Japan (5.0%), ASEAN (12.46%), and the EU (3.80%). By contrast, oil and gas exports fell 0.99% to USD 0.95 billion due to a decline in crude oil exports (-100.0%). Meanwhile, oil product and natural gas exports increased 53.60% and 2.08%, respectively. In the first nine months of 2026, exports climbed 5.58% to USD 221.23 billion.

Philippine exports surged by 35.6% year-on-year to a new all-time high of USD 9.9 billion in September 2026, following an upwardly revised 28.3% rise in the previous month. The latest result marked the strongest growth since April 2021, with electronic products remaining the top export commodity, accounting for 70.1% of total shipments and rising 71.9%, led by semiconductor components (+86.1%) and office equipment (+89.1%). Outbound sales also increased for gold (+24.2%), bananas (+43.2%), and electronic equipment and parts (+73.5%). In contrast, exports declined for other manufactured goods (-20.7%) and machinery and transport equipment (-4.9%). Among major trading partners, exports to the US, the largest market accounting for 20.2% of total shipments, climbed by 135.3%. Shipments also increased to Hong Kong (+40.8%), China (+15.4%), Vietnam (+488.1%), Taiwan (36.8%), and Singapore (+29.9%). For the January to September period, total exports grew by 17.2% to USD 73.9 billion.

Hong Kong’s exports surged 64.9% year-on-year to a record HK$762.6 billion in September 2026, following a 53% increase in August. This marked the twentieth consecutive month of double-digit growth and the fastest annual increase in over four decades, driven by robust demand for AI-related electronic products, a government spokesman said. Export growth was particularly strong for electrical machinery, apparatus and appliances, and electrical parts thereof (66.2% vs 62.6% in August) and office machines and automatic data processing machines (183.7% vs 131%). Shipments of telecommunications and sound recording and reproducing apparatus and equipment (67.9% vs 20.2%) and miscellaneous manufactured articles (56.4% vs 44.1%) also rose sharply. By destination, exports to Asia increased 67.5%, led by Taiwan (159.3%), Malaysia (131.5%), Thailand (118.0%), Singapore (77.5%) and Mainland China (68.1%). Shipments to other major markets also surged, particularly Mexico (148.1%) and the US (133.4%).

Thailand’s exports soared 24.0% yoy to a record high of USD 38.44 billion in September 2026, surpassing forecasts of a 17.9% rise, though easing slightly from 24.3% growth in August, which marked the fastest pace in seven months. Export growth was mainly driven by a 25.4% rise in industrial product sales, marking the 30th consecutive month of growth, supported by global AI demand. The gains were led by higher sales of computers and related equipment (59.4%), telephones and components (117.5%), and circuit boards (45.9%). Shipments of agricultural products grew 8.1%, marking the third straight month of expansion. Shipments to the US, Thailand’s largest export market, jumped 50.1% yoy, while those to China and Japan rose 18.4% and 19.0%, respectively. For the January–September period, exports increased 19.6% from the same period in 2025, reaching USD 304.6 billion. Thailand’s Commerce Ministry expects exports to rise by 19% this year, up from its previous forecast of 15% made last month.

Japan's exports increased 16.7% yoy to JPY 10,972.3 billion in September 2026, below market consensus of 20.1%, but remaining above 15% for a 5th month amid robust demand for AI-related chips, semiconductors, and cars. Shipments grew to China (8.6%), the U.S. (22.9%), ASEAN (25.3%), the EU (10.5%), and Taiwan (37.8%), while falling to Hong Kong (-8.0%) and the Middle East (-12.0%). By category, exports rose across almost all major components. Electrical machinery surged 30.4%, driven by semiconductor and integrated circuit exports, while machinery rose 18.4%, led by semiconductor-related products. Transport equipment exports rose 10.8%, supported by motor vehicle shipments. Other exports grew 9.8%, boosted by scientific and optical instruments. Manufactured goods climbed 12.7%, led by iron and steel products, while chemicals rose 16.4%. AI-related demand should continue supporting exports, although a prolonged Middle East conflict could dampen global demand amid elevated energy prices.

Malaysia’s exports surged 54.5% year-on-year to a record MYR 215.1 billion in September 2026, accelerating from 45.5% growth in August and marking the fastest pace since April 2021. Growth was mainly driven by manufactured goods, which climbed 58.6% and accounted for 89.1% of total exports, particularly electrical and electronic products (69.2%). Exports of mining products also soared 56.3%, due to increased shipments of tin (130.2%), crude petroleum (68.9%), metalliferous ores and metal scrap (68.3%), condensates and other petroleum oil (51.2%), and liquefied natural gas (45.7%). By contrast, agricultural exports declined 5.7%, reflecting lower shipments of palm oil and palm-based products (-9.1%) and sawlogs (-29.6%). Exports to all ten major destinations registered growth, led by Taiwan (175.2%), the US (89.9%), Singapore (50.4%), the EU (35.3%), and China (22.1%). For January–September, exports totaled MYR 1,571.3 billion, up 34.0% from the same period last year.

China’s exports surged 36.3% year-on-year to a record $447.18 billion in September 2026, following a 25% increase in August and exceeding expectations of a 25.5% rise. It marked the strongest export growth since February, driven by robust demand for electronics and semiconductors amid a global AI investment boom, alongside a sharp increase in automobile shipments. Exports to the US climbed 39.6% as trade tensions between the two countries eased. Last month, Washington and Beijing announced plans to roll back tariffs on $30 billion worth of goods from each country and extend their broader trade truce by two months, through January. Exports to the EU rose 25.3%, the fastest increase in seven months, while shipments to ASEAN countries soared 52.3%. However, China’s surging exports are drawing growing resistance from its trade partners. On October 9, Beijing and Brussels struck a deal to curb Chinese hybrid vehicle exports to the EU, as the bloc seeks to protect domestic industries.

Exports from Taiwan surged 60.9% year-on-year to a record USD 87.22 billion in September 2026, accelerating from a 41.0% gain in the previous month, largely reflecting the AI boom and robust demand for technology products. Growth was mainly driven by strong demand for information, communication and audio-video products (103.0%), parts of electronic products (45.3%), machinery (30.7%), base metals and articles of base metal (22.9%), and mineral products (86.4%). The US remained the largest export destination, accounting for 31.5% of total exports, with shipments soaring 106.2%. Exports also increased to Mainland China and Hong Kong (30.2%), ASEAN countries (93.4%), Europe (20.6%), South Korea (51.6%), and Japan (13.4%). For the first nine months of the year, total exports reached USD 661.55 billion, 46.2% higher than in the corresponding period of the previous year.

Colombia’s exports rose 15.1% year over year to USD 4.46 billion in August 2026, accelerating from a 5.9% increase in July and marking the sharpest growth since May. The result was mainly driven by a 127% surge in exports from the other sectors group, reflecting higher sales of non-monetary gold. Exports of fuels and extractive industry products increased 23.8%, led by higher coal, coke and briquette exports (99.4%) and petroleum, petroleum products and related products (12.3%). Manufacturing exports rose 5.6%, driven by chemicals and related products (18.7%) and miscellaneous manufactured articles (1.9%). In contrast, exports of agricultural, food and beverage products fell 16%, mainly due to lower exports of unroasted coffee (-23.5%) and coffee extracts, essences and concentrates (-51.4%).

Indonesia's exports increased 6.72% year-on-year to USD 26.61 billion in August 2026, surpassing forecasts of a 4.2% rise and accelerating from a 6.05% increase in July, marking the third consecutive monthly increase in exports. Non-oil and gas exports rose 7.23% from a year earlier to USD 25.62 billion, boosted by rises in animal and vegetable fats and oils (9.86%), mineral fuels (10.0%), iron and steel (20.38%), and electrical machinery and equipment, including parts (9.33%). By destination, non-oil and gas exports increased mainly to key trading partners, including the US (18.44%), China (14.02%), and ASEAN (8.97%), while declining to Japan (-10.01%) and the EU (-12.72%). Conversely, oil and gas exports dropped 5.10% to USD 0.99 billion, largely due to a decline in crude oil exports (-100.0%). Meanwhile, oil products and natural gas exports rose 16.85% and 6.35%, respectively. For the first eight months of 2026, exports advanced 4.74% to USD 193.64 billion.

Philippine exports climbed by 27.8% year-on-year to USD 9.1 billion in August 2026, marking the strongest growth since April 2024 and accelerating from a slightly upwardly revised 10.9% increase in the previous month. Electronic products remained the top export commodity, accounting for 68.1% of total shipments and rising 59.9%, led by semiconductor components (+73.5%), office equipment (+73.3%), and consumer electronics (+111.4%). Outbound sales also increased for gold (+15%) and bananas (+7%). In contrast, exports declined for other manufactured goods (-14.4%) and machinery and transport equipment (-26%). Among major trading partners, exports to the US, the largest market accounting for 23.8% of total shipments, surged by 94.6%. Shipments also increased from Hong Kong (+30.5%), China (+22.9%), Taiwan (+76.5%), and Singapore (+69.2%). Considering the first eight months of the year, total exports grew by 14.8% to USD 64 billion.

Thailand’s exports surged 24.3% yoy to USD 34.6 billion in August 2026, up from 21.6% in July, marking the fastest increase since January but slightly below the 24.9% forecast. Export growth was mainly driven by a rise in sales of industrial products, which grew 27.1%, marking the 29th consecutive month of growth, mainly boosted by computers and related equipment (42.1%), telephones and components (151.2%), and circuit boards (19.2%). Meanwhile, shipments of agricultural products rose 4.2%, marking the second straight month of expansion. Shipments to the US, Thailand’s largest export market, soared 48.7% year-on-year, while those to China and Japan increased 15.5% and 19.6%, respectively. For the January-August period, exports climbed 18.9% from the same period in 2025, reaching USD 266.2 billion. In July, the Commerce Ministry maintained its forecast for export growth of 8% this year, supported by easing global tensions and strong tech demand.

Hong Kong’s exports surged 53% year-on-year to $667.9 billion in August 2026, accelerating from 50.7% in the previous month. Export growth was led by electrical machinery, apparatus and appliances, and electrical parts thereof (62.6% vs 54% in July), office machines and automatic data processing machines (131% vs 106.5%), power generating machinery and equipment (19.9% vs 16.7%), and non-ferrous metals (128.9% vs 84.3%). In contrast, sales eased notably for telecommunications and sound recording and reproducing apparatus and equipment (20.2% vs 37.2%) and miscellaneous manufactured articles (44.1% vs 108.7%). Regionally, exports to Asia jumped 59.2%, led by Mainland China (61.2%), Malaysia (101.7%), and Vietnam (83.3%). Exports to other major markets also recorded strong gains, including the US (64.2%) and Mexico (68.8%).

Malaysia’s exports surged 45.5% year-on-year to MYR 191.1 billion in August 2026, accelerating from a 38% growth in both July and market expectations. Growth was mainly boosted by higher shipments of manufactured goods, which climbed 50.4% and accounted for 89.5% of total exports, particularly in electrical and electronic products (66.5%). Exports of mining products also soared 43.3%, due to increased shipments of tin (180.6%), metalliferous ores and metal scrap (76.1%), and liquefied natural gas (51.8%). However, the increase was partially offset by a decline in crude petroleum exports (-19.3%). By contrast, agricultural exports plunged 21.4%, reflecting lower sales of palm oil and palm-based products (-25%) and sawlog (-37.9%). Exports to all ten major destinations registered growth, led by the US (130.4%), Singapore (58.5%), China (19.9%), and the EU (20%). For January–August, exports totaled MYR 1,356.2 billion, up 31.2% from the same period last year.

Exports from Taiwan surged 41% year-on-year to a record high of USD 82.4 billion in August 2026, accelerating from a 32.9% gain in the previous month, mainly supported by the AI-driven boom as demand for technology products remained robust. Growth was mainly driven by strong demand for information, communication and audio-video products (41.8%), parts of electronic products (58%), base metals and articles of base metal (22.4%), machinery (15.2%), and mineral products (70.2%). The US remained the largest export destination, accounting for 28.7% of total exports, with shipments rising 20.7%. Exports also grew to Mainland China and Hong Kong (39.3%), ASEAN countries (42.2%), Europe (34.8%), South Korea (44.6%), and Japan (32%). For the first eight months of the year, total exports reached USD 574.3 billion, 44.2% higher than in the corresponding period of the previous year.

China’s exports surged 25% year-on-year to $401.44 billion in August 2026, following July's 23.9% increase, as the global AI infrastructure buildout continued to drive trade across Asia despite weather-related disruptions to shipping. High-tech products accounted for more than half of export growth, with overseas sales of integrated circuits jumping nearly 130% and high-tech exports rising almost 57%, while vehicle shipments slowed. Exports to the US surged 34.4%, while shipments to the EU rose just 6.6%, the slowest increase in 10 months. Exports to ASEAN countries climbed 30.2%, while shipments to South Korea and Taiwan rose more than 40%. The export boom is deepening tensions with partners concerned that China’s manufacturing dominance is putting pressure on domestic industries. President Xi Jinping is due to meet US President Donald Trump in Washington later this month, while tensions with Brussels are also rising ahead of an October deadline to address trade imbalances.