What the Ship (Ep 133) (Patreon)

What the Ship (Ep 133)

What the Ship (Ep 133) October 12, 2025 In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the top Maritime Stories as of October 12, 2025. #supplychain Support What's Going on With Shipping via: Patreon: www.patreon.com/wgowshipping Twitter: @mercoglianos Bluesky: @mercoglianos.bsky.social Facebook: @wgowshipping Email: mercoglianosal@gmail.com Marine Traffic www.marinetraffic.com 00:00 1. Shipping’s new reality: Geopolitics trumps supply and demand https://www.lloydslist.com/LL1155053/Shippings-new-reality-Geopolitics-trumps-supply-and-demand 2. Container Shipping Freight to Dodge Worst of US Port Fees Thanks to Workarounds https://gcaptain.com/freight-to-dodge-worst-of-us-port-fees-thanks-to-workarounds/ Container Rates Hit 9-Month Low as Golden Week Slows Trade, Ceasefire Lifts Red Sea Outlook https://gcaptain.com/container-rates-hit-9-month-low-as-golden-week-slows-trade-ceasefire-lifts-red-sea-outlook/ Maersk Shares Hit Three-month Low on Prospect of Gaza Deal Reopening Red Sea Route https://gcaptain.com/maersk-shares-hit-three-month-low-on-prospect-of-gaza-deal-reopening-red-sea-route/ Liner majors to sign up for more big boxship orders https://www.lloydslist.com/LL1155065/Liner-majors-to-sign-up-for-more-big-boxship-orders Panama Canal container cargo sinks to lowest level since 2016 https://www.lloydslist.com/LL1155063/Panama-Canal-container-cargo-sinks-to-lowest-level-since-2016 Monthly Global Trade Insights https://www.descartes.com/resources/global-logistics-shipping-report-resource-center Drewry's World Container Index - 09 Oct https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry 3. USTR Modifies Certain Aspects of Section 301 Ships Action and Proposes Further Modifications to the Action https://ustr.gov/about/policy-offices/press-office/press-releases/2025/october/ustr-modifies-certain-aspects-section-301-ships-action-and-proposes-further-modifications-action US Ends LNG Ship Penalty, Sets Tariffs In Escalating Feud With China https://gcaptain.com/us-ends-lng-ship-penalty-sets-tariffs-in-escalating-feud-with-china/ Oil Tankers to China Face Cancellations After Beijing Targets U.S. Ships https://gcaptain.com/oil-tankers-to-china-face-cancellations-after-beijing-targets-u-s-ships/ USTR fees could impact 45% of bulker fleet https://www.lloydslist.com/LL1155059/USTR-fees-could-impact-45-of-bulker-fleet US-China tensions reignite as post-peak box trade grinds lower https://www.lloydslist.com/LL1155086/US-China-tensions-reignite-as-post-peak-box-trade-grinds-lower 4. U.S. Turns to Finnish Expertise to Jump-Start Icebreaker Production https://gcaptain.com/u-s-turns-to-finnish-expertise-to-jump-start-icebreaker-production/ U.S. Coast Guard to Acquire 11 Icebreakers in Landmark U.S.-Finland Pact https://gcaptain.com/trump-and-finlands-stubb-approve-deal-for-icebreaker-ships/ Bollinger-Led International Team to Build Six Arctic Security Cutters for U.S. Coast Guard https://gcaptain.com/bollinger-led-international-team-to-build-six-arctic-security-cutters-for-u-s-coast-guard/