美LNG，无法遵守特朗普新规！

Core Viewpoint - The Trump administration's new "port fee" policy, effective from mid-October, imposes high charges on ships built and operated by China, raising concerns particularly in the liquefied natural gas (LNG) sector, which may undermine the U.S. energy strategy and economic stability [1][3][5]. LNG Industry Impact - The policy sets a fee of $50 per net ton for Chinese shipowners and operators, while other countries using Chinese-built vessels will incur charges of $18 per net ton or $120 per container [3]. - This will lead to increased transportation costs for the U.S. LNG industry, which is already facing challenges in maintaining its competitive edge globally [3][5]. - The American Petroleum Institute (API) has expressed strong opposition, highlighting the lack of sufficient U.S. shipbuilding capacity to meet LNG vessel demand, projecting that even with investment, U.S. shipyards cannot fulfill needs before 2029 [3][5]. Long-term Contract Stability - The new fees may disrupt existing long-term contracts and threaten the U.S.'s leadership in the global LNG market, increasing procurement costs for global buyers and destabilizing supply chains [5][7]. - The policy could exacerbate risks to the U.S. energy strategy, especially as the country has recently become the largest LNG exporter [5][7]. Shipbuilding Capacity Concerns - The requirement for using U.S.-built and flagged vessels for transporting U.S. LNG is deemed unrealistic, as current U.S. shipyards lack the technology and experience to construct LNG vessels in the short term [7]. - Experts believe that it would take decades for U.S. shipyards to meet market demands for LNG vessel construction, indicating a severe misjudgment by the Trump administration regarding the capabilities of the domestic shipbuilding industry [7][8]. Economic Consequences - The "port fee" policy is characterized as a "self-harming" decision that fails to address the underlying issues of the U.S. shipbuilding industry, potentially leading to more severe economic repercussions [8]. - A more open and cooperative role in the global economy is suggested as a more effective approach for long-term domestic economic growth, rather than imposing protective tariffs like the "port fee" [8].