Shipping News revived

[spowiednick]

SOURCE: The Navigator issue no 40 ” GNSS disruption , jamming spoffing and spotting the signs.

Common saying is, that jamming is causing receivers to die and spoofing is causing them to LIE

The Navigator

Related issue https://edition.pagesuite.com/html5/reader/production/default.aspx?pubname=&edid=c2a29161-87a4-4f89-a247-699147850633

Cheers

[Binbag_the_Saylore]

Thanks Spo, excellent articles.
I would like to know if any “investigations” have compared jam/spoof effects between systems (US GPS : EU Galileo : RUS Glonass : CHI BeiDou).
[I have poked about on the GPS Test app, but nothing to see]

[spowiednick]

@Binbag_the_Saylore

I would like to know if any “investigations” have compared jam/spoof effects between systems (US GPS : EU Galileo : RUS Glonass : CHI BeiDou).

Interesting point. But I have not researched that far. I have been collecting The Navigator from Nautical Institute from the beggining ( Issue no.1) . Written by the guys who are in the know. Always excellent stuff.

AIS and GPS jamming and spoofing have been on the Forum agenda for a long time with some excellent observations from some participants including links they provided.

Regarding Splash247 article I think as ussual scriblers there create the hype as I find it surprising,that only ships are affected .How about airplanes . Looks these ary flying , departing ,landing on time and nobody gets lost in some Gulag Archipelago somewhere in the heart of Putin’s Russia.

From the article and from the comments section it is evident that the biggest havoc spoofing is causing is among the peep-show addicts who use AIS to track ships for their sometimes nefarious purposes.

LRIT systems will not help them too as SAT Cs generating this data is dependent on auto input from \GPS too although I do not remember exactly if manual input of position is possible or not . Think it should. . And LRIT is not for all smart asses that use traffic tracking aplications ( land or sat based) ..

So if air pilots do not get lost while flying here and there and airlines are not panicking, then may be they are better trained or have systems taking care of shit happening , which I know they have from some people here.

If so my reasoning is, why not better train and why not introduce such airborne systems to ships and make them shipborne and problem will be fixed with all those lunatics crying wolf and bemoaning the the GPS loss, jamming and spoofing hysteria and blaming not only grounding , loss in space but also collisions as well. This is as far as I am concerned some nonsense. From some articles it looks some shipping folks are extatic of aping everything from air indistry . So why not doing the right thing.

I started in 1982 and have gone through all this technical inventions and toys but because of that never have lost touch with the classics thought by such virtuosos and masters in sea craft navigations, scholars like Bowditch and scores of others like him.

I met scores of crews who were so effing lazy , that they did not even know where to find the goddamn user manual/instruction on the bridge shelves, happy with trickle down method of absorbing only what was written in the handover or verbally passed by predecessor.

But one has to justify them sometimes as ECDIS is at least 750 pages and all the other toys are hovering between 300-400 pages , then for startes a dilingent and responsible OOW must read ca 2000-3000 efiing pages to get savvy only because different manufactures have some different crazy idea how to built , program install their toy and user interface with some more or less complicated menu. Horrible.

What I found lacking on all the ships is the so called “ COMMONALITY “ of equipment often quoted by aviation savvy people and familiar with plane cockpits.

In conclusion it looks that nowadays knowing your last position , speed and course and doing something sensible with such data is a rocket science . I read all this and am stunned in desbelief . .

[ombugge]

USTR fees could impact 35% of key sectors' ships: BIMCO - Splash247

Of the ships that could be subject to the port fees, 70% are either Chinese-owned or operated, while 30% are built in China. More than half of the Chinese-built ships are exempt due to their size or US ownership.

So far this year, the US markets make up only 9-19% of each sector’s global ship demand, and only 16-24% of US exports and imports have historically been catered to by ships that could face USTR fees.
In the bulker and tanker sectors, BIMCO expects that most ships subject to USTR fees will leave US trades as they cannot remain competitive. Freight rate increases will therefore likely be avoided in these sectors as well.

[ombugge]

Splash Wrap: Fees, fuels and fault lines - Splash247

With US Customs urging ship operators to make sure they have paid up on these new port fees at least three days prior to a vessel’s arrival in the US – or risk no entry – we ought to expect the first payments to the US Treasury over the next 24 hours. US Customs has made clear the burden for determining liability lies squarely with the vessel operator. Vessels failing to show proof of payment may be denied unloading, denied clearance, or blocked from operations until their paperwork is in order.

Or if you prefer to listen to the podcast: https://www.youtube.com/watch?v=WcBHiABQqh4&t=22s

[Hogsnort]

I sailed on ships that fitted some of the features. Two accommodation blocks, 3 galleys and wives onboard. Indian crew with butler. Electrician wouldn’t have recognized a transistor if you stuck a label on it. As second mate on stations for berthing I was down aft and as it was invariably at lunch time I was free to choose which curry was best from the three galleys, Firemans, deck crew or officers.

[ombugge]

Now the Chinese retaliation against USTR fees on Chinese affiliated ships in US ports has been announced:

China Hits Back at U.S. Ships With Additional Port Fees

This will affect also US owned and operated vessels, which is a lot more than just the few US-flagged vessels that call at Chinese ports.
In fact US interests owned and control the 4th largest fleet in the world by asset value, according to this table:

Source: Top 10 Shipowning Nations by Total Asset Value for 2024 - VesselsValue Blog

That will impact more than just US and China trade relation, if not solved quickly.
A lot of US owned ships are engaged in trade that does not involve US ports, but they do call at Chinese ports regularly.

Here is just the container trade by country:

The same, or similar, applies for bulk-, tank- and general cargo trade.

The Dragon is roaring back:

[ombugge]

It’s “fee day” today:

Port fees become the new tariffs in US-China maritime showdown - Splash247

Beijing’s decision to exempt Chinese-built tonnage from the new fees significantly reduces the number of ships subject to the new port call fees, suggesting the market impact may be smaller than initially anticipated, particularly within the dry bulk sector, according to a note to clients from broker Arrow.

SEB expects the market will adapt to increased inefficiency, reflected in the recent surge in both capesize and VLCC rates.
As well as the American and Chinese port fees, Donald Trump, the US president, has hinted at 100% tariffs on Chinese goods from next month, while his administration has made very strong threats to member states contemplating voting in favour of the International Maritime Organisation’s Net-Zero Framework this week.

PS> I wonder how well thought through the various policies brought forward by the Trump administration really is.
This is NOT the 1960s, or even 1980s-90s, when US was still a leader in world economy:

Source: https://www.visualcapitalist.com/u-s-share-of-global-economy-over-time/

In world trade US is not fearing as well:

In 2019, the top-five largest trading economies in terms of share of global trade were the European Union, the United States, China, Japan and the United Kingdom (UK). Considering EU member states individually, China was the largest exporter, while the United States was the largest importer. In goods trade, the United States was the largest importer and second-largest exporter (behind China). In services trade, the United States was both the largest importer and exporter.

The U.S. share of global goods trade has fallen over the past several decades—from 15% in 1970 to 9% in 2019—largely due to the rapid increase of global trade, especially among developing countries and emerging markets.
Historical data on global trade in services is limited; in 2019, the U.S. export share of global services was 14%, and import share was 10%.

Source: U.S. Trade Trends - WITA .

More sanction news:

Beijing places sanctions on Hanwha Ocean’s American assets - Splash247

[ombugge]

Somebody is putting their mark on the world’s shipping news:

Splash Wrap: Ports, politics and power - Splash247

[spowiednick]

Getting more and more interesting

US port fees on Chinese vessels: details emerge | Gard’s Insights

Sam Chamber says on Linkedin :

If a comparitively small, 4,870 teu boxship is charged $1.7m for calling in China, the big beasts of shipping, the VLCCs, the capes, etc, are in for a shock

Panamax boxship hit with $1.7m Shanghai fee as China’s new port levies bite - Splash247

[ombugge]

It sure is getting interesting and affecting every sector of the shipping market:

ClarkSea Index surges past $30,000 as port fees ripple through markets -...

The cross-sector ClarkSea Index, a weighted average of tanker, bulk carrier, containership, and gas carrier earnings managed by Clarksons Research, rose above $30,000 a day on Friday for the first time since late 2022, increasing by 5% week-on-week to $30,461 a day and standing more than 50% above the 10-year trend.

Analysts at Clarksons Research suggest 2% to 7% of world cargo tonnage – or 1% to 3% by fleet number – may now be impacted by fees if calling in China, levels that generally allow fee exposure to be managed by switching deployment but enough to introduce some short-term disruption and create charter preferences and market inefficiencies, which Clarksons Research suggested in its latest weekly report might be “overall supportive”, especially in a tight market.

PS> Maybe this was NOT what the Trump administration started this “Fee war” for?

[ombugge]

Maritime CEO Forum Monaco: Tanker bosses call for realism amid regulatory...

The IMO’s failed attempt earlier this month to finalise its Net Zero Framework was the natural starting point. The collapse of consensus, driven in part by a US rejection of carbon levies, loomed over every conversation.

“We all tend to talk about maritime as a homogeneous industry — and it’s not,” he said. “There are lots of different ships, trades, cargos, short haul, long haul, scheduled and tramp. The proposal didn’t reflect that.”

Marco Fiori, CEO of Premuda, spoke passionately about the contradictions in global policy. “Everybody talks a great game and then plays a very poor one,” he said. “Governments say they want decarbonisation but then load bureaucracy and taxation on us. We’ve overdone it.”

Inglessis reminded delegates that shipping’s emissions are modest compared to other sectors. “Shipping contributes about 2.4% of global CO₂ emissions — less than 2% of greenhouse gases. Compare that with steel or concrete, which each account for 8–9%. We’re the most efficient transport mode.”

[ombugge]

More on the chaos and uncertainty that haunt shipping at the moment:

Shipping needs a stress test - Splash247

Dr Helmut Sohmen has died, full of esteem and honours, having inherited an empire, expanded it, and passed it on in good order, which are not easy things to do.
He once remarked that the revolution in shipbuilding had caused a permanent oversupply of ships. Setting up the first modern shipyard in a country is hard (been there, done that thing, got the tshirt!) but setting up the 15th is easy. We all know now that shipyards can be called into existence anywhere and if the place chosen can obtain components and steel plate at reasonable cost then a competitive shipyard can be created. This is a permanent change in the shipowning business.

[ombugge]

Splash Wrap with latest Shipping news of the day:

Splash Wrap: Deals, diplomacy and disruption - Splash247

[ombugge]

Kongsberg Maritime to sail solo as Norwegian group splits in two - Splash247

Globally, the maritime industry is entering a new era of growth, and we are uniquely positioned to take part in the value creation to come,” Haugan said.
The planned separation of the Kongsberg empire is expected to be completed in the first half of next

https://www.kongsberg.com/maritime/

[ombugge]

Things are happening fast in international shipping:

Port fees truce to begin next Monday as China pledges massive soybean buys -...

The shipping world is trying to keep up with the changes:

Maritime CEO Forum Monaco: Bulk leaders navigate China, tariffs and...

[ombugge]

A new shipping event will be inaugurated in Singapore next Sept.:

Splash Singapore launches with ambition to become Asia’s largest shipowner...

Priced at just S$750 ($583), you can now get a chance to rub shoulders with the who’s who of shipping.”
The event takes place in the Stamford Ballroom, part of the Raffles City Convention Centre at Fairmont Singapore. Splash Singapore has organised a special room rate for speakers, sponsors and delegates whereby visitors can make the most of a trip to the Southeast Asian republic by attending other events that week including Marine Money Asia and the SSA dinner, where more than 2,600 in maritime gather every year.

Will you be there?

[ombugge]

There are optimism in the tanker market:

Nordic American Tankers readies suezmax newbuilds in South Korea - Splash247

Nordic American Tankers

[ombugge]

Singapore adds 94 ships to registry in September as vessel reflagging...

[ombugge]

Scorpio Tankers back in VLCC game with Hanwha Ocean deal - Splash247

Scorpio currently owns or leases 98 product tankers with an average age of 9.6 years, comprising 38 LR2s, 46 MRs and 14 handymaxes. The company has also agreed to sell four MR and two LR2 vessels, with deliveries stretching into early 2026.

Scorpio’s return to the VLCC sector comes as Hanwha Ocean cements its position as one of the key builders in the latest wave of crude carrier orders.

Marine Transportation Leaders and Innovators | Scorpio Tankers