US Ports Playing the Long Game
- Strategic Capacity Expansion
- U.S. East Coast and Gulf Coast ports are aggressively investing to expand their infrastructure.
- These expansions are aimed at solidifying their importance in global shipping networks and increasing throughput.
- Trade Policy Headwinds
- Recent U.S. trade measures are complicating the growth plans: new tariffs on Chinese goods, fees on China-linked vessels, and proposed duties on STS cranes.
- These policies are raising operational costs and increasing risk for port operators.