Chinese Ecommerce Giants Rush to Europe as Trump Upends Trade

Some of China’s biggest ecommerce and logistics companies such as JD.com Inc. are making a beeline to Europe’s warehouses once again, as US President Donald Trump’s tariffs reshape manufacturers’ supply chains and markets.

In the UK, for instance, Chinese firms have taken up more than 2 million square feet of space this year, potentially on track to beat the 2.3 million square feet uptake at the height of the pandemic in 2021, according to data from CoStar. A similar phenomenon is playing out across continental Europe, with landlords noticing an increase in inquiries from Chinese groups.

“Europe is the ...