美国海运业复兴计划

Search documents
裁员裁到大动脉?特朗普设立的造船办公室清空后被迁移
第一财经· 2025-07-18 13:58
Core Viewpoint - The Trump administration's ambitious plan to revitalize the U.S. shipping industry is facing significant setbacks, particularly with the disbandment of the National Security Council's (NSC) shipbuilding office, which was established to oversee this initiative [1][4]. Group 1: Shipbuilding Office Status - The shipbuilding office, created to coordinate a major revival plan for the U.S. maritime industry, has been restructured and is now under the management of the Office of Management and Budget (OMB) [1][3]. - Following the restructuring, the shipbuilding office has seen a significant reduction in staff, with five out of seven employees leaving, leading to concerns about its operational viability [4][5]. Group 2: Legislative and Administrative Challenges - The shipbuilding office was initially tasked with implementing an executive order aimed at revitalizing the shipbuilding industry, which included plans for funding and incentives for the maritime sector [4]. - There are concerns regarding the lack of confirmed leadership positions within the maritime administration, which are critical for executing the maritime executive order [5]. Group 3: Industry Resistance and Legislative Impact - Major shipbuilding contractors are actively opposing plans to expand commercial shipbuilding, fearing that new constructions could devalue their existing fleets [7][8]. - The Jones Act, a key piece of legislation that mandates U.S. domestic shipping must be conducted on U.S.-built vessels, is seen as a significant factor contributing to high domestic shipbuilding costs and the decline of the U.S. shipbuilding industry [8][9]. Group 4: Economic Implications - Reports indicate that U.S. shipyards require 40%-60% more labor hours to build the same vessel compared to foreign shipyards, highlighting inefficiencies linked to protectionist policies [9]. - The U.S. maritime industry is facing challenges due to high production costs and a lack of integration into global supply chains, which has led to a hollowing out of domestic manufacturing capabilities [9].