What the Ship (Ep119)| Office of Shipbuilding | CMA CGM | Panama Canal | Hong Kong | Everything Else

Video Description

What the Ship (Ep 119) | Ships Act, Tariffs, US Trade Representative and the Office of Shipbuilding (+ top 10 reasons for US shipping problems); CMA CGM Investment in the US and Tripling the Size of APL; BlackRock/TiL Buy Hutchinson Ports and MSC Grows; Hong Kong Seeing a Flight from the Flag: and the Houthis, Iran, Russia, and EU March 7, 2025 In this episode, Sal Mercogliano—a maritime historian at Campbell University (@campbelledu) and former merchant mariner — reviews the top 10 maritime stories as of March 7, 2025. #supplychain #shipbuilding #panama #cmacgm #blackrock #MSC #hongkong #houthi #iran #russia #EU #jonesact Support What's Going on With Shipping via: Patreon: www.patreon.com/wgowshipping Twitter: @mercoglianos Bluesky: @mercoglianos.bsky.social Facebook: @wgowshipping Email: [email protected] Spotify: https://open.spotify.com/show/0B9AHrs2P9OPA8ulM3EJ2u 00:00 Introduction 01:05 1. Where We Are with Shipping? Trump Orders New White House Shipbuilding Office Amid Rising China Maritime Dominance https://gcaptain.com/trump-orders-new-white-house-shipbuilding-office-amid-rising-china-maritime-dominance/ Trump Preparing Executive Order to Strengthen U.S. Shipbuilding https://gcaptain.com/trump-preparing-executive-order-to-strengthen-u-s-shipbuilding/ U.S. to Levy Fees on China-Linked Ships, Push Allies to Do the Same, Draft Executive Order Says https://gcaptain.com/exclusive-us-to-levy-fees-on-china-linked-ships-push-allies-to-do-likewise-draft-executive-order-says/ Tariff ‘Earthquake’ Sends Shipping Executives Into Crisis Mode https://gcaptain.com/tariff-earthquake-sends-shipping-executives-into-crisis-mode/ USTR’s $1.5M Port Fee Proposal on Chinese Ships Sparks Industry Confusion Over Critical Definitions https://gcaptain.com/ustrs-1-5m-port-fee-proposal-on-chinese-ships-sparks-industry-confusion-over-critical-definitions/ Trump Escalates Global Trade War, Sparking Tit-for-Tat Tariffs https://gcaptain.com/trump-escalates-global-trade-war-sparking-tit-for-tat-tariffs/ 12:33 What Happened to the US Maritime Sector 25:30 2. CMA CGM To Invest in American Maritime Infrastructure Navy Shipbuilding Crisis: GAO Finds Billions Spent Without Strategy as Fleet Goals Remain Unmet https://gcaptain.com/navy-shipbuilding-crisis-gao-finds-billions-spent-without-strategy-as-fleet-goals-remain-unmet/ Coast Guard Infrastructure Crisis: Maintenance Backlog Soars to $7 Billion as Facilities Deteriorate https://gcaptain.com/coast-guard-infrastructure-crisis-maintenance-backlog-soars-to-7-billion-as-facilities-deteriorate/ US shipbuilding revival missing the detail as CMA CGM pledges first newbuilding contracts https://www.lloydslist.com/LL1152801/US-shipbuilding-revival-missing-the-detail-as-CMA-CGM-pledges-first-newbuilding-contracts CMA CGM Announces Massive $20 Billion Investment in U.S. Maritime Industry https://gcaptain.com/cma-cgm-announces-massive-20-billion-investment-in-u-s-maritime-industry/ 31:26 3. Panama Canal and CK Hutchinson/MSC Port Deal Trump Hails ‘Reclaiming’ of Panama Canal After BlackRock-led Group’s Deal to Buy Stake https://gcaptain.com/trump-hails-reclaiming-of-panama-canal-after-blackrock-led-groups-deal-to-buy-stake/ CK Hutchison to Sell Panama Port Assets at Center of Geopolitical Storm https://gcaptain.com/ck-hutchison-to-sell-panama-port-assets-at-center-of-geopolitical-storm/ Shipping Giant MSC Set to Become World’s Largest Terminal Operator in $22.8B Hutchison Ports Deal https://gcaptain.com/shipping-giant-msc-set-to-become-worlds-largest-terminal-operator-in-22-8b-hutchison-ports-deal/ U.S. Senators Launch Strategic Ports Reporting Act to Counter Growing Chinese Maritime Influence https://gcaptain.com/u-s-senators-launch-strategic-ports-reporting-act-to-counter-growing-chinese-maritime-influence/ 37:58 4. Shipping Firms Pull Back from Hong Kong As Trump Hails Taking Back of Panama Canal, Hong Kong Inc Walks Tightrope https://gcaptain.com/as-trump-hails-taking-back-of-panama-canal-hong-kong-inc-walks-tightrope/ Shipping Firms Pull Back from Hong Kong to Skirt US-China Risks https://gcaptain.com/shipping-firms-pull-back-from-hong-kong-to-skirt-us-china-risks/ 42:005. Other Shipping Hotspots Trump Trade Wars, Sanctions Grip Already-Tight Heavy Oil Market https://gcaptain.com/trump-trade-wars-sanctions-grip-already-tight-heavy-oil-market/ OFAC Sanctions Reveal Houthis Coordinated Safe Passage for Russian and Chinese Ships Through Red Sea https://gcaptain.com/ofac-sanctions-reveal-houthis-coordinated-safe-passage-for-russian-and-chinese-ships-through-red-sea/ Mystery Mines: State Actor Likely Targeting Tankers Calling at Russ ian Oil Ports, Ambrey Warns https://gcaptain.com/ofac-sanctions-reveal-houthis-coordinated-safe-passage-for-russian-and-chinese-ships-through-red-sea/ House Committee Leaders Slam EU’s TikTok Campaign to Undermine Jones Act https://gcaptain.com/house-committee-leaders-slam-eus-tiktok-campaign-to-undermine-jones-act/