Container carriers could be hit with as much as USD3.2 billion in fees from the United States Trade Representative (USTR) in 2026, according to calculations by shipping analyst Alphaliner.
From October 14, new USTR measures designed to “reverse Chinese dominance and restore American shipbuilding” will take effect. Under Section 301, vessels owned or operated by a Chinese entity will be charged a flat fee of USD80 per net tonnage (NT) per voyage to the USA. Non-Chinese operators using Chinese-built ships will face either USD23 per NT or USD154 per teu capacity (whichever is higher). Both fees are imposed on a ship no more than five times a year.
According to shipping analust Alphaliner, COSCO Shipping remains the most exposed with an annual bill of USD1.53 billion. ZIM Integrated Shipping Services, Ocean Network Express, and CMA CGM would be subject to USD510 million, USD363 million and USD335 million in fees, respectively, due to their reliance on chartered tonnage from Chinese owners.
The Gemini Cooperation partners are in a slightly more fortuitous situation. The A.P. Moller - Maersk fleet would face USD17.5 million in fees, although Hapag-Lloyd’s exposure is closer to USD105 million.
Most multipurpose and heavy lift tonnage falls beyond the scope of the USTR regulations.
