U.S. Extends China Shipping Fee Pause Through January 2027

What if U.S.-China trade negotiations fail and tariffs are reimposed in January 2027?

Simulate a scenario where the Section 301 tariffs are reinstated after January 9, 2027. Apply the $50-per-net-ton fee to all Chinese-owned or operated vessels and 150% tariffs on cargo handling equipment imports. Model the impact on U.S. port operating costs, vessel scheduling, and equipment procurement budgets for a typical port authority managing 5-10 million TEU annually. Calculate cost pass-through to cargo owners and identify which trade lanes become economically unviable.

What if Chinese vessels and operators reroute away from U.S. ports to avoid future tariff risk?

Model a scenario where anticipation of January 2027 tariff reinstatement causes Chinese vessel operators and cargo owners to shift volume toward alternative North American ports (Canada, Mexico) or reroute to Asian hubs with direct service. Simulate the impact on U.S. port volumes, cargo throughput, terminal utilization rates, and employment at major gateways. Calculate revenue loss and service level implications.

What if energy LPG supply chains face tariffs on non-exempted equipment and supporting services?

The current carve-out exempts LPG carriers under long-term charter from vessel fees, but tariffs on cargo handling equipment (150%) still apply. Model a scenario where LPG import costs increase due to equipment tariffs, affecting downstream energy supply chains and petrochemical industries. Quantify impact on LPG procurement strategies, vessel selection, and port infrastructure investment decisions.