Washington has just unveiled an ambitious maritime plan that aims to achieve two objectives: revitalize American shipbuilding and reduce dependence on foreign ships. On paper, it’s an industrial program. In fact, it is also a message sent to the entire global supply chain — and especially to the international shipowners who dock at US ports.
Among the most closely monitored measures: the idea of a “universal” fee applied to ships built outside the United States, calculated based on the weight of imports. No tariff has been set at this stage, but the document mentions numerical examples that give an idea of the potential scale. Even at a low level, the impact could quickly turn into a structural overload on the main lines, with a mechanical effect on the prices paid by shippers.
Another sensitive point: a tightening of cargo preference rules in favor of the US flag, and a proposed tax on entry by land (Canada/Mexico) to prevent circumvention strategies. The plan also mentions a future “strategic commercial fleet” supported by public mechanisms, which would amount to establishing subsidized competition in certain segments.
The most important thing: nothing is “in effect” yet. But the shipping lines and BCOs now have a roadmap to closely monitor, as it can permanently alter costs, routings, and access to the U.S. market.
