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๐Ÿ›๏ธAre You Ready for the Age of Policy-Powered Shipping!
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๐Ÿ›๏ธAre You Ready for the Age of Policy-Powered Shipping!

๐Ÿ”ŽHow the U.S. just rewired global fleets โ€” and what smart players will do next.

๐ŸŽ–๏ธJoin Us / โœจCEO Insight / ๐Ÿ“ŠExclusive Report / ๐ŸŽฅYouTube / ๐ŸŽงSpotify / ๐ŸŒSponsorship / ๐Ÿ›๏ธAbout Us

๐Ÿ”ฅ Greetings, Maritime Mavericks!

For years, ships, cranes, and containers flowed from one country more than any other.

The world sailed on price.

Now a new factor is steering the wheel: policy.

Today, weโ€™ll explore further:

  • ๐Ÿงญ What changed?

  • ๐Ÿ›ก๏ธ How to avoid the fees?

  • ๐Ÿงฉ Why the U.S. is doing this?

  • โš–๏ธ Winners, losers, and the gray zone?

  • ๐Ÿ—“๏ธ Your 12-month playbook?

  • โฑ๏ธ Timeline that matters!

  • ๐ŸŒ The big picture: policy is the new fuel!

Ready? Letโ€™s goโ€ฆ


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๐Ÿงญ What changed?

Four fee tracks, one per ship.

Only one applies on a U.S. entry (not per port), capped at five U.S. entries per ship per year.

  1. Chinese-owned/operated ships (Tier 1)
    2025: $50/NT โ†’ 2026: $80 โ†’ 2027: $110 โ†’ 2028: $140
    A 100,000 NT ship in 2028 = $14M per U.S. entry.

  2. Chinese-built ships run by non-Chinese carriers (Tier 2)
    2025: $18/NT or $120/box โ†’ to $33/NT or $250/box in 2028
    10,000 TEU ship in 2028 โ‰ˆ $2.5M per visit (whichever is higher).

  3. Car carriers (foreign built)
    From Oct 2025: $150 per CEU
    6,500 CEU PCC โ‰ˆ $975k per call.
    Waiver: order and receive a U.S.-built car carrier within 3 years.

  4. LNG exports (Phase II from 2028)
    Mandatory U.S.-built share ramps from 1% (2028) toward ~11% by 2047.
    Suspension: order and receive a U.S.-built LNG carrier within 3 years.

Smart exemptions shaping networks now

  • No fees: <4,000 TEU, or voyages <2,000 nm

  • No fees: bulkers, empties, U.S. territories, Great Lakes vessels

  • No cumulative per port โ€” fee is per U.S. voyage

  • Translation: expect Caribbean transshipment to grow, more sub-4,000 TEU loops on the USEC, and route pruning to minimize U.S. entries.

Port-side squeeze next

USTR also targeted cranes, containers, and chassis with 20โ€“100% tariffs, directly hitting terminal Capex and vendor maps.


๐Ÿ›ก๏ธ How to avoid the fees?

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