A significant amendment to the proposed US port taxes on Chinese-built or operated ships has temporarily eased fears of congestion and a surge in shipping rates. The announcement, made by the Trump administration on 17 April 2025, marks a softer approach compared to the original plan, which had drawn strong criticism across the container shipping sector.
The main adjustment concerns the basis of the tax calculation: no longer cumulative per port call, but instead tied to net tonnage per voyage to the United States. This technical change has tangible implications for logistics planning, and Xeneta highlights that it reduces the risk of carriers cutting the number of US port calls to limit costs, a move that could otherwise have led to severe congestion and knock-on delays.
Emily Stausbøll, senior analyst at Xeneta, said: "We must carefully assess the actual impact of the new taxes, but the amendments will certainly be welcomed by the sector, especially given the criticism expressed during the public hearings on the original proposal." Stausbøll noted that the removal of the per-call charge structure is critical: "It makes it less likely that companies will scale back the number of ports they serve in the United States, thus avoiding bottlenecks and upward pressure on freight rates."
Despite the softened stance, costs remain significant for Chinese operators and companies deploying Chinese-built ships, particularly larger units. The 180-day grace period before implementation is seen as a strategic opportunity to reassign vessels within operational alliances. "If these companies manage to avoid using the largest Chinese-built vessels on US-bound services, the economic impact could be contained," Stausbøll added.
Nevertheless, it is important to view the decision within the wider context. The revised measures are an improvement over the original plan, which the maritime sector broadly viewed as damaging and counterproductive. Still, as Stausbøll pointed out, "this is not a real victory for the sector, because these taxes are being added to an already complex landscape, with many companies grappling with the cumulative effects of recently imposed tariffs and barriers."