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Who Wins, Who Loses in the U.S. War on China-Built Ships?
What is the USTR proposing?
A scaled fee of up to $1.5M per U.S. port call, targeting ships built in China or on order from Chinese shipyards.
Why are CMA CGM, COSCO, Evergreen at risk?
They belong to the Ocean Alliance and operate large fleets of China-built ships — making them the most exposed to new penalties.
Could THE Alliance (Hapag-Lloyd, ONE) benefit?
With fewer China-built ships, they’d face lower fees — gaining a competitive edge on key routes and possibly stealing market share.
Source: MA
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