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The policy done by Trump this round is well thought of and measured. The fees step up gradually over time and are not sudden.
The behaviour is that by end 2028, shippers need to have US built ships to ship in or show proof of an order of a US made ship at its ship building. This might mean trump too plans to end the defence department hoarding of US shipyards capacity and free it to the private market. One of the pain points of many commercial shippers is they cant secure orders in US shipyards because it is the military who has been taking the slots.
With this fees and eventual freeing of US shipyard capacity, it does not seem good for China shipbuilders post 2028, of course they can cater to the rest of the 70% shipping route; but it is now a smaller pie
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Cater to the rest of the 70% shipping route?
You know why China side is so adamant in blocking the Li's Hutchinson deal? What will happens when the 43 global ports are in BlackRock (US govt) 's hand....