As the United States prepares to impose a three-year escalating port fee on Chinese vessels, CMA CGM, the world's third-largest shipping company, has taken the lead in announcing an adaptation plan. The company has explicitly stated it will not pass on the costs to customers for the time being, marking new progress in its deep cooperation with China's shipbuilding industry.

Policy Background

On April 17, the Office of the United States Trade Representative (USTR) announced that port fees will be imposed in phases on Chinese shipowners and vessels built in China starting October 14, 2025. The initial rate is set at $120 per container, rising to $250 by 2028. This policy directly targets China's dominant position in maritime shipping, logistics, and shipbuilding. COSCO Shipping and Orient Overseas are projected to incur losses of $1.5 billion (according to HSBC data).

CMA CGM's Response Strategy

Operational Adjustments: Complete fleet redeployment within the 180-day grace period to ensure uninterrupted service coverage for all U.S. scheduled ports.

Cost Absorption: Explicitly states “no USTR-related surcharges will be levied under current service fee structures,” becoming the first major international shipping company to publicly commit to not passing on costs

Shipbuilding Assurance: Strengthens order security for its 95 newbuilds under construction in China (total capacity: 1.5 million TEU). Recent intent orders for 22,000 TEU LNG dual-fuel vessels with Dalian Shipbuilding are expected to accelerate

Industry Impact

Alliance Fracturing: As a member of the Ocean Alliance, CMA CGM's distinct approach contrasts sharply with COSCO Shipping and Orient Overseas Container Line.

Boost for Chinese Shipbuilders: CMA CGM's announcement indirectly strengthens confidence in Chinese shipyards, particularly for high-end vessel types like LNG-powered ships.

Rate Negotiations: Should other shipping companies emulate CMA CGM's strategy, it may trigger adjustments to service fee structures on transpacific routes. Data Supplement: CMA CGM currently operates 688 vessels (4 million TEU capacity), serving 420 ports worldwide. Its 12% market share and deep ties with Chinese shipyards form the foundation of its current response.

Amidst the ongoing reshaping of global shipping policies by geopolitical factors, CMA CGM's swift response demonstrates the strategic resilience of leading enterprises while providing crucial buffer support for China's shipbuilding industry chain. Close attention should be paid to the actual operational adjustments made by shipping companies following the policy implementation on October 14.