By Land and By Sea

China’s Maritime Tit-for-Tat: The Trade War Moves to the Waterfront

17 Oct 2025

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Headlines scream trade war, but our radar shows choreography. We unpack how the U.S. Section 301 vessel fees and China’s mirrored port charges operate like a controlled conversation—clear signals with tight guardrails—while cargo keeps moving and markets recalibrate. From exemptions and caps to first-port-only assessments, we trace why this design aims at leverage, not revenue, and how carriers are already adapting without triggering a supply chain shock.We walk through the mechanics that matter: which vessels are actually exposed, why build origin and operating control change the calculus, and how alliances quietly repositioned tonnage to avoid the sharpest edges. You’ll hear why analysts see limited immediate impact on U.S. port calls, what COSCO’s steady rotations suggest about state-managed restraint, and how selective carve-outs reveal space for diplomacy. Then we zoom out to the long game—shipyard order books tilting toward South Korea, India, and allied builders—as incentives nudge capital away from fee-heavy risk and toward diversified capacity.If you manage logistics or compliance, this conversation is a field manual. We share a simple exposure map to build now, invoice checks to catch pass-throughs, and practical diversification moves that add flexibility without blowing up your network. We also look ahead: leadership shifts at the FMC and MARAD, data transparency pushes, and the coming leader-to-leader meeting that could turn reversible fees into negotiating chips on shipbuilding, port technology, and reciprocal access. The theme is precision over panic—policy as a scalpel, not a hammer—backed by steps you can take today.If this lens helps you see the signal in the noise, follow and subscribe, share with your team, and leave a review. Your feedback guides what we dive into next—and keeps this community a step ahead of the next policy move.----🎓 Just-in-Time Learning: USTR Section 301 Port Fees — plain-language, 30-minute mini-course 👉 TheMaritimeProfessor.com → Just-in-Time Learning----🤝 Partner Promo: We’re an Official Partner of Manifest: The Future of Supply Chain & Logistics (Las Vegas, Feb 9–11).Manifest Vegas is the largest global supply chain & logistics tech event in the world, bringing together global supply chain executives, logistics service providers, cutting edge startups, venture investors and technology leaders. Join 6,000+ supply chain innovators to foster new strategies and relationships.🎟️ Listeners of By Land and By sea save an additional $200 off the current price: go to ManifestVegas.com/MaritimeProfessorSend us a textSupport the show🎙️ Thanks for tuning in to By Land and By Sea powered by The Maritime Professor®! If you enjoyed today’s episode, be sure to subscribe ⭐ and leave a review 📝 - it really helps others find the show. 📚 Want to go deeper? Check out our live webinars, on-demand e-courses, and our Just-in-Time Learning™ sessions -- short, plain-language lessons (30 minutes or less) built for supply chain pros who need quick clarity. 🚢 Looking for something tailored? We also provide custom corporate trainings designed to meet your team’s needs. ⚓ Learn more and explore past episodes at: www.TheMaritimeProfessor.com/podcast

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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

01 Jan 1970

El Partidazo de COPE

13:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

01 Jan 1970

Fin de Semana

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By Land and By Sea

China’s Maritime Tit-for-Tat: The Trade War Moves to the Waterfront

This episode hasn't been transcribed yet

Other recent transcribed episodes

3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE

13:00H | 21 DIC 2025 | Fin de Semana

12:00H | 21 DIC 2025 | Fin de Semana

10:00H | 21 DIC 2025 | Fin de Semana

13:00H | 20 DIC 2025 | Fin de Semana

12:00H | 20 DIC 2025 | Fin de Semana

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