President Donald Trump’s plan to boost U.S. shipbuilding through hefty fees on China-linked ship visits to American ports is already having ripple effects across key export sectors — sparking rising coal inventories and mounting concerns in the agricultural market.
The proposed tariffs, aimed at revitalizing the domestic shipbuilding industry, involve imposing substantial levies on foreign vessels with ties to China, including those that dock in U.S. ports. While the policy is intended to reduce reliance on foreign shipping and revive American shipyards, it is also causing serious logistical headaches for exporters.
Coal producers have been particularly hard-hit. With fewer foreign ships arriving at U.S. terminals — and shipping firms rethinking routes to avoid new costs — domestic coal stockpiles are reportedly swelling, as shipments struggle to get out of the country.
Meanwhile, agriculture exporters are facing similar challenges, with industry leaders warning that uncertainty around shipping availability and costs is stifling exports of grain, soybeans, and other staples, especially ahead of critical trading seasons.
“Exporters are scrambling to secure vessels, and in many cases, they’re either facing rising shipping rates or being forced to delay orders altogether,” said one trade analyst. “That kind of uncertainty is devastating for time-sensitive commodities like agricultural goods.”
Critics argue that while the intention to bolster U.S. shipbuilding is commendable, the abrupt rollout of the tariff plan risks backfiring, harming domestic producers and global trade relationships in the process.
Industry groups are urging the White House to consult more closely with exporters and port operators before implementing further changes, warning that disruptions in coal and agriculture exports could lead to job losses and reduced global competitiveness.
The administration has yet to release detailed guidance on how the tariffs will be applied or whether any exemptions will be granted, leaving exporters bracing for more turbulence ahead.
