Numerous articles describe how current steel import tariffs could raise the cost of cars and homes. But not much attention has been given to their impact on shipbuilding costs.

Beginning in April 2029, the Office of the United States Trade Representative (USTR) will enforce a requirement that 1% of all liquified natural gas (LNG) exports from the U.S. be shipped aboard a U.S.-built LNG carrier. The U.S. hasn’t built an LNG carrier in nearly 50 years. 

By exempting U.S.-flagged ships from carbon levies and bolstering domestic subsidies, Washington is sending a clear one: the U.S. fleet is open for business again.

One man’s trash is another man’s … Jones Act-qualified LNG carrier?

Major infrastructure funds invested big dollars in shipping in recent years. But what qualifies as "infrastructure" within shipping? LNG assets, container leasing, and Jones Act assets.

Shipping’s quintessential investing strategy: buy at the trough and sell at the peak of a cycle. But what do you do if nothing is trading at or near a trough? This question vexes shipping-focused investors today.