Global Maritime Shipping
A "blind spot" in American US discourse maritime shipping and the cost of goods. In the U.S., politicians tend to focus on things they can directly control—like taxes, interest rates, and domestic subsidies—because maritime shipping is a global, private industry that is notoriously difficult to regulate from Washington.
However, as we enter 2026, the silence on shipping is finally starting to break. Here is why it has been ignored for so long, and how that is changing.
1. The "Invisible" Middleman
Most politicians focus on the ends of the supply chain: the factory in China and the shelf at Walmart. The 10,000 miles in between are often treated as a "given."
- The Math: For many high-value goods (like an iPhone), shipping only accounts for about 1–2% of the final price. Politicians argue that doubling shipping costs only adds a few dollars to a $1,000 phone.
- The Reality: For "bulk" goods—furniture, appliances, or food—shipping can be 10–20% of the cost. When shipping rates spiked 500% during the pandemic and again during the 2024 Red Sea crisis, it added hundreds of dollars to the price of a sofa or a fridge.
2. The Lack of a "U.S. Fleet"
One reason U.S. leaders don't talk about shipping is that the U.S. actually has very little control over it.
- Foreign Dominance: The world’s largest shipping lines (Maersk, MSC, COSCO) are Danish, Swiss, and Chinese.
- The Legal Gap: Because these ships are "foreign-flagged," the U.S. government cannot simply tell them what to charge. In contrast, politicians can grill American oil CEOs or bank presidents in front of Congress; they have much less leverage over a shipping giant based in Copenhagen.
3. The Shift: The Ocean Shipping Reform Act (OSRA)
You are starting to see this change. In late 2022 and through 2025, the U.S. government passed and expanded the Ocean Shipping Reform Act.
- The Crackdown: For the first time in decades, the Federal Maritime Commission (FMC) was given real "teeth" to investigate "junk fees" and unfair price hikes by international carriers.
- Political Messaging: In his recent 2025 addresses, the President has begun naming "ocean carriers" alongside "big pharma" and "big oil" as drivers of inflation, a major shift from the "invisible" status shipping held for the last 50 years.

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