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What the Ship (Ep 133) | Geopolitics | Containers | US Port Fees | Icebreakers | WGOW Shipping Heading to New Zealand and Australia October 12, 2025 In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the top Maritime Stories as of October 12, 2025. #supplychain #geopolitics #container #containership #USTR #Portfees #icebreakers #Finland #Australia #NewZealand Support What's Going on With Shipping via: Patreon: www.patreon.com/wgowshipping Twitter: @mercoglianos Bluesky: @mercoglianos.bsky.social Facebook: @wgowshipping Email: [email protected] Marine Traffic www.marinetraffic.com 00:00 Sal Geeking Out 03:07 1. Shipping’s new reality: Geopolitics trumps supply and demand https://www.lloydslist.com/LL1155053/... 07:45 2. Container Shipping Freight to Dodge Worst of US Port Fees Thanks to Workarounds https://gcaptain.com/freight-to-dodge... Container Rates Hit 9-Month Low as Golden Week Slows Trade, Ceasefire Lifts Red Sea Outlook https://gcaptain.com/container-rates-... Maersk Shares Hit Three-month Low on Prospect of Gaza Deal Reopening Red Sea Route https://gcaptain.com/maersk-shares-hi... Liner majors to sign up for more big boxship orders https://www.lloydslist.com/LL1155065/... Panama Canal container cargo sinks to lowest level since 2016 https://www.lloydslist.com/LL1155063/... Monthly Global Trade Insights https://www.descartes.com/resources/g... Drewry's World Container Index - 09 Oct https://www.drewry.co.uk/supply-chain... 20:17 3. USTR Modifies Certain Aspects of Section 301 Ships Action and Proposes Further Modifications to the Action https://ustr.gov/about/policy-offices... US Ends LNG Ship Penalty, Sets Tariffs In Escalating Feud With China https://gcaptain.com/us-ends-lng-ship... Oil Tankers to China Face Cancellations After Beijing Targets U.S. Ships https://gcaptain.com/oil-tankers-to-c... USTR fees could impact 45% of bulker fleet https://www.lloydslist.com/LL1155059/... US-China tensions reignite as post-peak box trade grinds lower https://www.lloydslist.com/LL1155086/... 26:52 4. U.S. Turns to Finnish Expertise to Jump-Start Icebreaker Production https://gcaptain.com/u-s-turns-to-fin... U.S. Coast Guard to Acquire 11 Icebreakers in Landmark U.S.-Finland Pact https://gcaptain.com/trump-and-finlan... Bollinger-Led International Team to Build Six Arctic Security Cutters for U.S. Coast Guard https://gcaptain.com/bollinger-led-in... 33:33 5. WGOW Shipping Heading on the Road - New Zealand and Australia