Filenews 4 October 2025
The shipping industry is entering a new period of turmoil as China responds with countermeasures to the port fees announced by the Trump administration for Chinese-built or managed ships. The US measures take effect on October 14, with Beijing responding with restrictions on ship access to Chinese ports and new fees for companies that support "discriminatory restrictions".
The Chinese countermeasures
By decree of Premier Li Chiang (28/09), China puts in place a countermeasure mechanism that provides for special fees, port access restrictions and stricter controls on the shipping activities of foreign companies. The measure targets countries that adopt policies against Chinese ships or crews.
American policy
The USTR (American Trade Representative) decision provides for fees from $50 per net ton, which will gradually increase to $140 by 2028. Estimates show that in 2026 alone, the 10 largest container carriers will be burdened with $3.2 billion, with the COSCO group shouldering $1.53 billion.
A blow to shipping
China, which accounts for 53% of global ship orders in 2025, is at the center of the trade war. The effects are expected to lead to an increase in fares on Asia-US routes, delays in the supply chain and a shift of cargo to third-country ports.
Search for strategies
Large companies are considering fleet redeployment, the use of ships built in Korea and Japan, and partnerships that bypass U.S. ports. According to HSBC, the Ocean Alliance and other groups are considering routes through Canada, Mexico or the Caribbean, while delaying the withdrawal of older ships to limit losses.
Experts warn that shipping risks being at the center of a geopolitical confrontation, with consequences that will affect both shipowners and global trade.
RES