USTR Port Fees Contrasted With Supply Growth Sound the Alarm for Car Carriers in 2026/27

Potential USTR port fees of c.$1 mil per voyage for non-US built car carriers entering the US targeting c.95% of the global fleet from mid-October, combined with this week’s signals from Washington suggesting a sooner-than-expected reopening of the Red Sea, would deal a heavy blow to car carrier demand. Together, these factors comfortably support a scenario of negative car-mile growth through 2026 and 2027.

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