What the Ship (Ep 122): US Tariffs, US & the IMO, Panama & Chinese Ports, US Port Fees & Red Sea

What the Ship! (Ep 121): US Tariffs with China and other countries; US Walks Out of IMO Climate Meetings; US, Panama, and CK Hutchinson; US Trade Representatives and Port Fees; and Red Sea
April 9, 2025

In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the top 5 Maritime Stories as of April 9, 2025.

#supplychain #tariffs #portfees #Panama #imo #houthis #redsea

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00:00 Introduction

01:03 1. Tariffs
Trump’s Tariff ‘Medicine’ Engulfs Markets
https://gcaptain.com/trumps-tariff-me...

Trump Admin: Nations Lining Up to Start Trade Talks With U.S. After Tariffs
https://gcaptain.com/trump-admin-nati...

Trade war carnage won’t sink shipping, says analyst eyeing new rally
https://www.lloydslist.com/LL1153095/...

Surprise bounce for shipping stocks amid Trump market carnage
https://www.lloydslist.com/LL1153105/...

Liners draw up defensive measures in their armoury to fight Trump’s tariff war
https://splash247.com/liners-draw-up-...

Georgia Ports Shatter Records Amid Strong Growth Across Both Container and Vehicle Trade
https://gcaptain.com/georgia-ports-sh...

Trump Tariffs Kick in, China and Europe Hit Back
https://gcaptain.com/trump-tariffs-ki...

China raises tariffs on US goods to 84%
https://www.lloydslist.com/LL1153130/...

China’s state-owned shipping giants join Beijing’s stock market rescue effort
https://www.lloydslist.com/LL1153127/...

Container bookings into the US slump by two-thirds in the space of one ‘explosive’ tariff week
https://splash247.com/container-booki...

Trump revokes duty-free access for Chinese e-commerce shipments
https://www.freightwaves.com/news/tru...

08:49 2. IMO Ship Emissions
U.S. Withdraws from Critical IMO Climate Meeting, Threatens Retaliation Over Emissions Pricing
https://gcaptain.com/u-s-withdraws-fr...

US-less, IMO carries on regardless
https://www.seatrade-maritime.com/reg...

Last minute US intervention at IMO threatens to derail climate negotiations
https://www.lloydslist.com/LL1153123/...

14:12 3. Panama and Chinese Ports
CK Hutchison’s Panama Port Concession Under Fire as $22.8B Deal Hangs in the Balance
https://gcaptain.com/ck-hutchisons-pa...

Hegseth Vows to ‘Take Back’ Panama Canal from China’s Influence During Visit
https://gcaptain.com/pentagons-hegset...

Chinese operator of Darwin port faces the boot
https://splash247.com/chinese-operato...

17:47 4. US Port Fee on Chinese Ships
Trump Administration Considers Softening China Ship Fee Plan After Pushback, Sources Say
https://gcaptain.com/trump-administra...

USTR signals that port fees are coming but plan will be changed
https://www.lloydslist.com/LL1153120/...

21:35 5. Red Sea
Trump Administration’s Progress Against Resilient Houthi Militants Remains Murky
https://gcaptain.com/trump-administra...

Red Sea monthly transits jump despite heightened tensions
https://www.lloydslist.com/LL1153118/...

IMF Portwatch
https://portwatch.imf.org/