Core Points - The USTR announced modifications based on public comments received regarding the 301 investigation into China's maritime, logistics, and shipbuilding sectors, reflecting consultations with petitioners and advisory committees [1][2] - Key modifications include changes to service fee calculations for foreign-built vehicle transport vessels, the removal of a clause allowing LNG export license suspensions, and the imposition of 100% tariffs on certain shore cranes and cargo handling equipment [1] - Further proposed modifications include fee exemptions for certain long-term leased ethane and LPG transport vessels and additional tariffs of up to 150% on specific cargo handling equipment and parts [1] Group 1 - The USTR's modifications are a response to public input and consultations, indicating a structured approach to the 301 investigation [1] - The changes in service fees and tariffs are expected to impact various sectors, including cranes and chassis, with previous considerations for container tariffs being dropped [2] - The USTR's actions have faced significant opposition from various industry representatives and the Chinese government, highlighting tensions in trade relations [2][3] Group 2 - The Chinese government has expressed strong dissatisfaction with the USTR's measures, labeling them as unilateral and protectionist, which disrupts global supply chains and violates WTO rules [2][3] - China urges the U.S. to adhere to multilateral trade rules and correct its actions, indicating potential retaliatory measures to protect its interests [3]

Core Viewpoint - The U.S. Trade Representative (USTR) announced modifications to measures aimed at restoring the U.S. shipbuilding industry, reflecting public feedback and consultations with petitioners and advisory committees [3][4]. Group 1: Modifications to Measures - The USTR has changed the calculation basis for service fees of foreign-built vehicle transport vessels to $46 per net ton, effective from October 14, 2025 [3]. - A clause allowing the suspension of LNG export licenses without meeting certain restrictions on foreign-built vessels has been removed, retroactive to April 17, 2025 [3]. - A 100% tariff will be imposed on certain shore cranes and cargo handling equipment [3]. Group 2: Proposed Further Modifications - The USTR proposed additional modifications, including fee exemptions for certain long-term leased ethane and LPG transport vessels [4]. - Additional tariffs of up to 150% will be levied on certain cargo handling equipment, such as rubber-tired gantry cranes and their components [4]. - The deadline for submitting written comments on the proposed modifications is set for November 12, 2025 [5]. Group 3: Industry Reactions - A senior logistics industry professional indicated that the USTR's Section 301 investigation was initiated over a year ago by domestic companies and is now progressing through the necessary processes [5]. - The USTR's measures are expected to impact cranes and frames, although previous considerations for container tariffs have been abandoned [6]. - The Chinese Ministry of Commerce expressed strong dissatisfaction and opposition to the U.S. measures, labeling them as unilateral and protectionist, which disrupts global supply chains and violates WTO rules [6].

Core Points - The USTR announced modifications to measures aimed at restoring the U.S. shipbuilding industry, including a 100% tariff on certain shore cranes and cargo handling equipment [1][2] Group 1: USTR Modifications - USTR is modifying the calculation basis for service fees for foreign-built vehicle transport vessels, setting the fee at $46 per net ton, effective from October 14, 2025 [1] - A clause allowing the suspension of LNG export licenses under certain conditions has been removed, retroactive to April 17, 2025 [1] - A 100% tariff will be imposed on certain shore cranes and cargo handling equipment [1] Group 2: Proposed Further Modifications - USTR proposed additional modifications, including fee exemptions for certain long-term leased ethane and LPG transport vessels [2] - Additional tariffs of up to 150% will be applied to certain cargo handling equipment, such as rubber-tired gantry cranes and their components [2] - Payment of certain service fees may be delayed until December 10, 2025, during the public comment period on these proposed modifications [2] Group 3: Industry Reactions - A senior logistics industry professional indicated that the USTR 301 investigation was initiated over a year ago by U.S. domestic companies [3] - The USTR's measures are seen as unilateral and protectionist, with significant opposition from various industry representatives during recent hearings [3] - The Chinese Ministry of Commerce expressed strong dissatisfaction and opposition to the U.S. measures, highlighting their discriminatory nature and potential disruption to global supply chains [3][4]