What's Going on With Shipping (Sal Mercogliano)
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What the Ship (Ep 133)

1⃣Geopolitics: Shipping's New Reality
2⃣Container Rates Drop
3⃣USTR Port Fees & China's Response
4⃣US & Finland Icebreakers
5⃣WGOW Shipping Heading to New Zealand and Australia

Video: youtu.be/pwG7oTkasmc
mercoglianos.bsky.social
The Virginia Maritime Association #VMA2025 is up and running.

I was slated to interview Federal Maritime Commission Rebecca Dye, but the government shutdown, cancelled her travel.

Instead, I was asked to discuss U.S. Maritime Strategy. Now I just have to figure out U.S. Maritime Strategy.
mercoglianos.bsky.social
Climate divisions laid bare ahead of final Net-Zero Framework vote
▶️Indonesia, South Africa & Kenya among new voices backing adoption
▶️Saudi Arabia, US and oil exporters object to NZF’s uncertainty and cost to trade
▶️Backers warn of patchwork of regional measures
www.lloydslist.com/articles/202...
Climate divisions laid bare ahead of final Net-Zero Framework vote
The IMO heard familiar arguments for and against the Net-Zero Framework at the beginning of a week of pivotal talks on whether to formally adopt the global carbon price for shipping
www.lloydslist.com
mercoglianos.bsky.social
Maersk and Hapag-Lloyd divert two US‑flagged ships from China to dodge port fees

▶️Both rerouted ships were built in South Korea and operate on Maersk’s TP7 route
▶️Carriers expected to incur costs of $2.3bn under Beijing’s port fee levies

www.lloydslist.com/articles/202...
Maersk and Hapag-Lloyd divert two US‑flagged ships from China to dodge port fees
Vessels will discharge cargoes in South Korea instead. Further changes on transpacific routes expected
www.lloydslist.com
mercoglianos.bsky.social
Shipowners reshape boards to sidestep US-China port fee crossfire

▶️Pacific Basin director quits ahead of new US port fees targeting Chinese links
▶️Move comes after Okeanis Eco Tankers dropped two American directors amid China’s counter measures
mercoglianos.bsky.social
Fire Onboard the NOAA Research Ship Ronald H Brown off the coast of Louisiana | October 11, 2025

Video: youtu.be/E_r46fvI26E