May 26, 2025
In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the situation in US ports with the reduction in Chinese tariffs and the potential for new tariffs against the European Union, while updating some past stories.
#supplychain #containers #tariffs #ports #containerships
00:00 Introduction
00:48 Updates on Past Stories
08:39 Port Update
18:50 Conclusion and Analysis
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1. Past Story Updates
NTSB Investigates Fatal Mexican Tall Ship Allision with Brooklyn Bridge
https://gcaptain.com/ntsb-investigates-fatal-mexican-tall-ship-allision-with-brooklyn-bridge/
Second Officer Charged in Containership’s Grounding Near Norwegian Home
https://gcaptain.com/second-officer-charged-in-containerships-grounding-near-norwegian-home/
North Korea Launches Probe into Warship Launch Fail
https://gcaptain.com/north-korea-launches-probe-into-warship-launch-fail/
Poland Says Key Infrastructure at Risk After Baltic Sea Incident
https://gcaptain.com/poland-says-key-infrastructure-at-risk-after-baltic-sea-incident/
U.S. Coast Guard Releases Footage of Titan Sub’s Final Moments
https://gcaptain.com/u-s-coast-guard-releases-footage-of-titan-subs-final-moments/
Restoring Red Sea Security; a Welcomed Development in a Troubled Region
https://www.lloydslist.com/LL1153608/Restoring-Red-Sea-Security-a-Welcomed-Development-in-a-Troubled-Region
Ukraine’s ongoing agony could alter the face of shipping forever
https://www.lloydslist.com/LL1153613/Ukraine%E2%80%99s-ongoing-agony-could-alter-the-face-of-shipping-forever
Over 10% of the tanker fleet is now sanctioned following latest EU and UK measures
https://www.lloydslist.com/LL1153529/Over-10-of-the-tanker-fleet-is-now-sanctioned-following-latest-EU-and-UK-measures
Containership MSC ELSA 3 Sinks Off Indian Coast, All 24 Crew Rescued
https://gcaptain.com/containership-msc-elsa-3-sinks-off-indias-coast-all-24-crew-rescued/
2. Port of Los Angeles and Tariffs
Port of Los Angeles Optomizer
https://signal.portoptimizer.com/
U.S. Container Import Growth Set to Reverse as Tariffs and Ship Fees Loom
https://gcaptain.com/u-s-container-import-growth-set-to-reverse-as-tariffs-and-ship-fees-loom/
Tariffs stall US importers, small businesses warn of bankruptcy
https://www.seatrade-maritime.com/regulations/tariffs-stall-us-importers-small-businesses-warn-of-bankruptcy
Drewry: China-US container rates up by double digits
https://www.freightwaves.com/news/drewry-china-us-container-rates-up-by-double-digits
Tariff Truce Spurs a Slow-Burn Surge in Transpacific Freight Rates
https://gcaptain.com/tariff-truce-spurs-a-slow-burn-surge-in-transpacific-freight-rates/
Transpacific spot rates still rising but pace of gains has slowed
https://www.lloydslist.com/LL1153601/Transpacific-spot-rates-still-rising-but-pace-of-gains-has-slowed
Europe’s Shipping Bottlenecks Expected to Persist Into July
https://gcaptain.com/europes-shipping-bottlenecks-expected-to-persist-into-july/
Markets Rattle as Trump Escalates Trade Threats Against EU, Apple
https://gcaptain.com/markets-rattle-as-trump-escalates-trade-threats-against-eu-apple/