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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/0B9AHrs... 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... Trump Preparing Executive Order to Strengthen U.S. Shipbuilding https://gcaptain.com/trump-preparing-... 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-... Tariff ‘Earthquake’ Sends Shipping Executives Into Crisis Mode https://gcaptain.com/tariff-earthquak... USTR’s $1.5M Port Fee Proposal on Chinese Ships Sparks Industry Confusion Over Critical Definitions https://gcaptain.com/ustrs-1-5m-port-... Trump Escalates Global Trade War, Sparking Tit-for-Tat Tariffs https://gcaptain.com/trump-escalates-... 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-shipbuildin... Coast Guard Infrastructure Crisis: Maintenance Backlog Soars to $7 Billion as Facilities Deteriorate https://gcaptain.com/coast-guard-infr... US shipbuilding revival missing the detail as CMA CGM pledges first newbuilding contracts https://www.lloydslist.com/LL1152801/... CMA CGM Announces Massive $20 Billion Investment in U.S. Maritime Industry https://gcaptain.com/cma-cgm-announce... 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-recl... CK Hutchison to Sell Panama Port Assets at Center of Geopolitical Storm https://gcaptain.com/ck-hutchison-to-... Shipping Giant MSC Set to Become World’s Largest Terminal Operator in $22.8B Hutchison Ports Deal https://gcaptain.com/shipping-giant-m... U.S. Senators Launch Strategic Ports Reporting Act to Counter Growing Chinese Maritime Influence https://gcaptain.com/u-s-senators-lau... 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-t... Shipping Firms Pull Back from Hong Kong to Skirt US-China Risks https://gcaptain.com/shipping-firms-p... 42:005. Other Shipping Hotspots Trump Trade Wars, Sanctions Grip Already-Tight Heavy Oil Market https://gcaptain.com/trump-trade-wars... OFAC Sanctions Reveal Houthis Coordinated Safe Passage for Russian and Chinese Ships Through Red Sea https://gcaptain.com/ofac-sanctions-r... Mystery Mines: State Actor Likely Targeting Tankers Calling at Russ ian Oil Ports, Ambrey Warns https://gcaptain.com/ofac-sanctions-r... House Committee Leaders Slam EU’s TikTok Campaign to Undermine Jones Act https://gcaptain.com/house-committee-...