{"id":86197,"date":"2025-05-08T00:00:00","date_gmt":"2025-05-08T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/logistics\/2025\/05\/08\/south-korean-japanese-shipbuilders-poised-to-expand-market-share-amid-trump-crackdown-on-china\/"},"modified":"2025-05-08T00:00:00","modified_gmt":"2025-05-08T00:00:00","slug":"south-korean-japanese-shipbuilders-poised-to-expand-market-share-amid-trump-crackdown-on-china","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/logistics\/2025\/05\/08\/south-korean-japanese-shipbuilders-poised-to-expand-market-share-amid-trump-crackdown-on-china\/","title":{"rendered":"South Korean, Japanese shipbuilders poised to expand market share amid Trump crackdown on China"},"content":{"rendered":"

<\/strong>South Korean and Japanese shipbuilders are poised to emerge as the biggest winners <\/strong>from Trump\u2019s attempted crackdown on China\u2019s shipbuilding industry<\/strong>, the Economist<\/a> reported. Rather than reviving the ailing US shipbuilding industry, the levies imposed on China-built vessels would likely shift the market share away from China to markets that already have the production capacity, such as South Korea and Japan \u2014 which both accounted for half of the global merchant-fleet tonnage in the late 2000s and about third as of 2024, the Economist reported, citing data from shipping consultancy firm Clarksons.<\/p>\n

REMEMBER- <\/strong>The US introduced levies on all China-built and China-flagged vessels<\/a> last month. The levies impose on non-Chinese operators a USD 2 mn fee per American voyage for a big container ship and USD 3.5 mn for a supertanker, while Chinese operators will be charged triple the fees. <\/p>\n

Rainbows and butterflies for South Korean firms: <\/strong>South Korea\u2019s Shipbuilding giants Hanwha Ocean and HD Hyundai are already firing on all cylinders. For example, Hanwha\u2019s revenues for 1Q 2025 increased 38% y-o-y to 2.2 bn, while their operating net income nearly quintupled. <\/p>\n

Make American shipbuilding great again? <\/strong>Not quite. The US produces just 0.1% of the world\u2019s merchant vessels \u2014 down from 5% over 50 years ago \u2014 indicating that there are hardly any supply chains or shipyards except a few naval facilities. Shippers are also less likely to turn to the US for new orders given its weak pool of skilled labor and high production costs, with South Korea being a more obvious choice at a sixth of the US price. <\/p>\n","protected":false},"excerpt":{"rendered":"

China\u2019s shipbuilding industry reels, while South Korea and Japan win.<\/p>\n","protected":false},"author":1,"featured_media":86198,"comment_status":"","ping_status":"open","sticky":false,"template":"single-feature.php","format":"standard","meta":{"_acf_changed":false,"newspack_ads_suppress_ads":false,"newspack_popups_has_disabled_popups":false,"newspack_sponsor_sponsorship_scope":"","newspack_sponsor_native_byline_display":"inherit","newspack_sponsor_native_category_display":"inherit","newspack_sponsor_underwriter_style":"inherit","newspack_sponsor_underwriter_placement":"inherit","ep_exclude_from_search":false,"_primary_brand":0,"newspack_featured_image_position":"","newspack_post_subtitle":"","newspack_article_summary_title":"Overview:","newspack_article_summary":"","newspack_hide_updated_date":false,"newspack_show_updated_date":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[56],"tags":[248,55,123,726],"brand":[],"newspack_spnsrs_tax":[],"class_list":["post-86197","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-logistics-in-the-news","tag-china","tag-logistics-in-the-news","tag-shipping-maritime","tag-usa","wpautop","entry"],"acf":{"mongo_id":"ac14ef82-a6f9-4148-92f9-b7c0cc56f45a","order":"11","is_powered_by":false,"story_type":"1","photo_url":"https:\/\/ent.news\/2025\/5\/606.jpg","photo_position":"above","homepage_title":"","full_issue_title":"Most shipbuilders are safe amidst Trump\u2019s trade war \u2014 except the Chinese","related_issue":[86179],"teaser":"China\u2019s shipbuilding industry reels, while South Korea and Japan win.","voice_url":"https:\/\/s3.us-east-1.amazonaws.com\/ent.news\/audio\/2025\/5\/.3f14e1e3-7823-490e-836e-e5314b8abf44.mp3"},"yoast_head":"\nSouth Korean, Japanese shipbuilders poised to expand market share amid Trump crackdown on China - Logistics<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/enterpriseam.com\/logistics\/2025\/05\/08\/south-korean-japanese-shipbuilders-poised-to-expand-market-share-amid-trump-crackdown-on-china\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"South Korean, Japanese shipbuilders poised to expand market share amid Trump crackdown on China\" \/>\n<meta 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