Group 1 - Major shipping companies are adjusting vessel deployments to avoid new port fees imposed by the U.S. on ships built or operated by Chinese entities, effective from October 14 [1] - Despite the U.S. port fees, global shipping companies continue to place commercial vessel orders with Chinese shipyards, with Chinese shipyards accounting for 53% of global ship orders by tonnage in the first eight months of 2025 [1][2] - Companies like COSCO and CMA CGM are preparing for the new regulations, indicating a willingness to adapt their operations and maintain competitive pricing despite potential challenges [1] Group 2 - The significant technological gap in shipbuilding between the U.S. and China leads many companies to prefer Chinese-built vessels over U.S. options, with major shipping lines withdrawing Chinese-related vessels from U.S. trade routes [2] - The U.S. shipbuilding industry has seen a drastic decline, with fewer than 10 commercial ships built last year compared to over 1,000 by Chinese shipyards [2] - The U.S. initiative to impose trade barriers may inadvertently accelerate changes in the global shipping and shipbuilding landscape, reinforcing China's central role in the global maritime network [2]