Amazon (NASDAQ:AMZN) has quietly canceled a number of orders from suppliers in China and Southeast Asia, according to Bloomberg. The move appears aimed at avoiding the rising costs tied to U.S. tariffs but it’s left some vendors with goods they can’t sell.

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These canceled orders mostly affect Amazon’s first-party vendors manufacturers and wholesalers that sell products directly to Amazon, which then resells them to customers. Unlike third-party sellers who manage their own listings and pay Amazon for shelf space and logistics, these vendors rely on bulk deals and shipping arrangements made through Amazon.

A consultant familiar with the matter told Bloomberg that Amazon canceled several direct import orders without warning. Because Amazon usually acts as the importer of record, it normally pays any tariffs once the goods arrive in the U.S. But when an order is canceled after shipping, that responsibility shifts to the vendor leaving them on the hook.

In its 2023 annual report, Amazon flagged risks tied to its China-heavy supply chain, warning that global events, security issues, or policy changes could affect results. Around 40% of items sold through Amazon come from these types of vendor relationships showing just how wide the impact could be.

This article first appeared on GuruFocus.