The shipping industry has been preparing for a new wave of US port fees since they were unveiled in April, but the anticipated costs may prove less severe than first expected.
The tariffs, introduced by the US Trade Representative (USTR), will come into force on October 14th. They specifically target Chinese carriers as well as ships built in Chinese shipyards.
Under the new framework:
Carriers registered in China or Hong Kong will be charged $50 per net ton.
Vessels constructed in China will incur a $120 per teu levy.
If a ship qualifies under both rules, only the higher rate will apply.
The central issue has been whether carriers will pass these expenses on to shippers. So far, indications suggest that many operators are working to shield customers from direct surcharges.
Gemini Cooperation: Hapag-Lloyd has confirmed most of its vessels were built in South Korea, limiting exposure. We understand partner Maersk is in a similar position.
Premier Alliance: Members HMM, ONE, and Yang Ming are adjusting their service patterns to keep Chinese-built ships away from US ports, this move that could spare shippers from additional costs.
Ocean Alliance: CMA CGM has pledged not to add surcharges “for now.” However, Cosco and OOCL – both Chinese-owned- seem to be directly impacted. Analysts estimate their combined liability could reach $2.1 billion in 2026, though alliance capacity adjustments may help offset the hit.
MSC: the world’s largest container line, has not yet disclosed its strategy.
While the fees may have a muted effect on shippers, the impact already looks significant for Chinese shipbuilders. Their global share of new vessel orders fell sharply in the first half of 2025, sliding from 72% to 52%.
Global Freight Services continues to track the situation closely.