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This isn’t exactly my first time dropping a container full of Chinese electric vehicles in the yard and cracking it open with childlike glee. But it is likely one of the most unique experiences I’ve had so far doing this, revealing inside a fleet of battery-powered Chinese electric mini-excavators and assorted accessories.

If you’ve followed my escapades in my articles and videos for any amount of time, you’ll know this is pretty much par for the course for me. I’m the guy who imported that viral $2,000 Chinese electric mini-truck that netted tens of millions of views around the internet. I followed that up with electric boats and electric tractors and all sorts of other fun EVs from the world’s largest and most controversial electric vehicle market.

This time though, things are getting serious as I get to work. Or, at least work-related vehicles, as my latest import is a pile of electric mini-excavators. So buckle up and join me for the journey! And if you want to see the process in full moving pictures, check out my fun container unboxing video here to get this experience first hand.

In case you’re wondering how I got here, it all started with a need for an electric wheel loader – a type of articulating tractor that is useful for a wide range of land managing tasks like digging, loading, hauling, trenching, towing, and more.

My parents live on a bit of land in Florida and needed a few machines to help keep up with chores around the property. They don’t need a massive tractor, but some modest machines would be a big help.

As it turns out, there actually are a few smaller articulated wheel loaders available for these types of homesteaders and landowners – folks who don’t really need a $50,000 diesel Bobcat like you’d see on a contractor’s job site.

However, the family didn’t really want a diesel machine. With the advent of electric alternatives, the advantages of lower operating costs, safer working environment, reduced maintenance, and quieter/more peaceful operation were too hard to pass up. Our family has an electric mini-truck and an electric UTV, both of which are major work vehicles for us, and the experience has driven home just how much nicer it is to own and operate electric alternatives of common work vehicles.

The problem is that when it comes to electric tractor loaders and electric excavators, there just aren’t many options. Nearly everything out there is diesel. Without finding any options for such machines in the US, I went to the world’s largest electric vehicle maker: China. There I found several options that were a good step in the right direction, but weren’t quite ready for prime time in their existing form. With a good starting point, I worked with a factory that I liked to improve the machines for North American operators.

After making a number of safety, quality, and ergonomic improvements to the equipment, the machines became the first NESHER electric loaders in a growing lineup. Developing into a small business run by my father and me, we’ve now been able to hire a couple of staff and have since shipped electric machines all over the US.

The next logical step in growing was to expand into dedicated mini-excavators, which could dig deeper and do more than just the excavator attachment available on the NESHER L880 and NESHER L1400 loaders. So I repeated the process but for excavators this time, working with a suitable factory to improve their machines to my ideal design intended to better serve North American users.

Having now gone through this container importing process many times over the last 18 months or so, this time I thought I’d bring you guys along on the process of cracking one of these open.

First of all, any one of these containers takes months to set up. It starts with working with the factory designers and engineers, then negotiating pricing, fronting the production, dealing with inevitable production delays, quality inspections before shipping, booking sea freight, working through customs and handling tariffs, setting up incoming freight, and finally landing the container at your doorstep.

It’s a long and arduous process with each step full of headaches, but having done this with a dozen or so containers at this point, it’s starting to become easier and smoother.

When the container finally arrives after those many months of work, the real fun starts. I cracked this one open and got to work unloading the crates of mini-excavator attachments, such as grapples, augers, ripper teeth, various buckets sizes, rock hammers, etc.

Next came the machines themselves. I always make sure my factories package my machines extra well. It’s not as much the long ocean journey I’m worried about, which is relatively gentle. Rather, the first and last few hundred miles on the back of a truck chassis can bounce things around more. We use a spiderweb of strapping and a small army of ratchets to ensure every machine and attachment is safe and secure for the journey.

They are each unloaded down the ramps and go through an initial quick inspection looking for any obvious issues, like problems with the hydraulics or tracks, then driven off to staging. Once all of the machines are out and the container is cleared out, the more intensive inspections begin. Each machine is put through a few hours of work to suss out any potential issues that were missed at the factory. Occasionally this turns up something small, but thorough quality inspections at the factory mean that any real issues get caught before they arrive stateside.

I’d be lying if I said the inspection process isn’t fun, because it basically means we get to play around with all of the functions. And there’s something about digging holes with small-format heavy equipment that just brings out the inner child in you.

These are fairly small machines – the NESHER NX2500 model name hints at the 2,500 lb (1.1 metric ton) weight of the mini-excavator. With a 5.5-foot (167 cm) digging depth, they are great for tasks such as landscaping jobs like tree planting, utility work like trench digging, material handling like loading and unloading gravel, logs, etc., and even light demolition work. They are especially useful for indoor demolition and renovation jobs, since their zero-emission operation means that operators don’t have to run a long exhaust hose to pipe out the poisonous diesel exhaust or risk the health of anyone in the building.

However, the small size of the machines means that they aren’t really meant for major jobs. You could dig a pond, but it’d take a pretty darn long time.

To give you an example, a few days ago I dug a couple of holes for some palm trees we’ll be adding to the property, and the charge on the machine dropped by 2%. That doesn’t necessarily mean it will be a linear drop and that you can dig 100 holes on a charge, but it’s a rough approximation.

With a 48V 200Ah Li-ion battery, the 9.6 kWh battery is sufficiently large for up to 5-6 hours of light-duty operation, though digging through dense material like clay or rocky terrain will reduce the run time. Recharging takes around 7 hours via a 120V wall outlet with the included charger.

Again, this isn’t meant for an 8-hour shift on a job site. These are machines largely intended for landowners and homesteaders who often have digging tasks but don’t want to repeatedly rent a machine – not that you could find an electric mini-excavator to rent, anyway. Seriously, give it a try. If you want to buy or rent an electric mini-excavator in the US, there simply aren’t any options. They don’t exist. Or at least, they didn’t.

There are a few major companies that have begun producing them in very limited numbers, such as JCB, Bobcat, etc. But they are largely unobtanium, only available to contractors, and carry pricetags approaching and exceeding six figures.

Common questions about the electric mini-excavators

The most common questions I get on these are run time and cost. With the 6-hour answer out of the way, that leaves pricing. To frame this answer, it’s important to understand what prices look like in this industry. There are VERY few sources for electric mini-excavators anywhere in the Western World. The JCB 19C-1E is one of the few options out there. Traditional heavy equipment companies don’t publicly share prices. You have to jump through hoops of JCB sales reps before they finally tell you that is a nearly US $100,000 machine.

But that machine also weighs around 1,500 lb more than the NESHER NX2500. A closer comparison would be the Bobcat E10e, which is roughly the same size and spec as the NESHER NX2500. Again, it takes a lot of digging (no pun intended), but ultimately you’ll find that it is priced at around US $60,000.

By comparison, the NESHER NX2500 is priced at US $19,600.

This isn’t to say that these machines are directly comparable, but they do have similar specs and perform similar tasks. Bobcat and JCB are certainly larger companies, but they cater to commercial users. The NX2500, on the other hand, finally brings the capability of electric mini-excavators to more average Joes and small businesses that can’t afford a $60k or $100k piece of equipment.

Another common question I get when people hear I import a lot of these types of things is “do you get to keep the container?”

Sometimes, yes. But it’s not as much that I get to keep and more that I had to buy it in advance. This is what is known as one-tripper. That means it is a new shipping container, and this is its first trip across the ocean.

In this case, I bought the container so I could keep it and use it as storage – basically a super sturdy and locking shed. You might have seen my article about turning a shipping container into a solar-powered charging shed complete with air conditioning. That’s one of the nice things about choosing to buy a one-tripper container, you can get very creative with them.

However, most of my imports are done using the shipping line containers. These are essentially borrowed from the container lines. Maersk or MSC or the other big names lend you a shipping container as part of the price of shipping with them, you fill it in China, empty it in the US, and then it goes back to the port for many more journeys in its future. That’s the most common and economical way to do it, but getting a few shipping containers of your own isn’t a bad thing either, if you have the space.

The last question that I often hear is simply, “Why electric?”

I get it, many old-school operators are of the “diesel or die” variety. The problem is, sometimes you get both. That diesel exhaust is a carcinogen. And unlike larger excavators with enclosed cabs and better exhaust manifold designs, most diesel-powered open-cab mini-excavators result in the operator’s face being located a mere 2-3 feet from a diesel exhaust pipe. That’s not how I want to spend my digging hours and I wouldn’t wish it upon anyone else.

Then you have to add on top of that the sound of an unisolated engine running inches beneath your thighs, the vibrations of that engine, the extended upkeep and maintenance of an engine with hundreds of moving parts, and the hassle of winterizing or other extra steps that required to keep such machines in good working order.

There’s a reason a power drill has a battery and an electric motor instead of a small gasoline engine, even though such engines are widely available for model building. Electric tools are simply nicer and more convenient to own and operate. Sure, 30 years ago we didn’t have the kind of motor and battery technology to make electric construction equipment a viable alternative. But now we do, and these machines are proof of it.

Are they more expensive than a no-name diesel-powered Chinese mini-excavator bought at auction for $5,200? Sure. But they are also cheaper to operate, longer lasting, safer, and more comfortable, and come backed by a US distributor with service and support, including a local inventory of spare parts. Electric might not be for everyone, but it is for me, and now I’ve seen how it is for many others as well.

This is unlikely to be the last time I import something fun and interesting from China, though it certainly is the last one without new tariffs that were recently imposed. Like all businesses, we’ll be analyzing the impact of the new tariffs on our own operating costs, and unfortunately, we may have to raise prices on these machines as our costs rise.

But since a lot of what I bring in is for personal use (and I’ve got more fun EVs already in the works!), that’s largely a problem for me to deal with.

I’m looking forward to sharing the next fun EVs I get my hands on. Until then, I’ll have those hands busy digging!

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Bluetti’s new Elite 30 V2 288Wh station gets first savings starting from $199, Segway F3 smart eKickScooter $750, NIU e-scooter sale, more

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Bluetti's new Elite 30 V2 288Wh station gets first savings starting from 9, Segway F3 smart eKickScooter 0, NIU e-scooter sale, more

Headlining today’s Green Deals is the first discount hitting Bluetti’s new Elite 30 V2 Portable Power Station, which also has an additional solar bundle offer starting from $199. We also spotted the first post-tariff discount from Segway on its new Ninebot F3 Electric KickScooter to $750, as well as NIU’s Fan-tastic Day Sale that is taking up to 42% off its KQi lineup of scooters, including the KQi 300X All-Terrain Suspension Electric Scooter that is back at the best price of 2025 for $750, among others. We also have a new low price on Greenworks’ 82V Commercial 20-inch Cordless Chainsaw kit and a one-day-only discount on Worx’s 12A 7.5-inch Edger/Trencher, and more waiting for you below. Plus, all the hangover savings are at the bottom of the page, like yesterday’s Anker SOLIX Summer Power Sale offers, Ride1Up’s increased e-bike savings, and more.

Head below for other New Green Deals we’ve found today and, of course, Electrek’s best EV buying and leasing deals. Also, check out the new Electrek Tesla Shop for the best deals on Tesla accessories.

Get up to $200 in first savings on Bluetti’s new Elite 30 V2 portable 288Wh LiFePO4 power station starting from $199

Back on Friday, Bluetti launched its new Apex 300 Versatile Power Station with up to $3,150 in exclusive savings that has had fans of the brand buzzing, while also eclipsing another new and more compact release. Now, with its latest Solar Generator Sale, Bluetti is cutting the cost on its Elite 30 V2 Portable Power Station to $199 shipped, with that price matching at Amazon for Prime members, bringing it down from the $299 price tag. It just hit the market at the top of the month, but as I said, its release was overshadowed by the larger and more expansive Apex 300 unit and its bundles. You can score a $100 markdown now, though, which sets the bar for future discounts, with a solar bundle option for this model that tacks on a 100W panel for $398 shipped, down from $598.

While larger solar generator setups can help through many situations, more and more people are finding convenience in owning smaller backup power solutions, especially here in NYC, with many folks having limited space to keep them. That’s where units like Bluetti’s Elite 30 V2 Portable Power Station come in, which offers a 288Wh LiFePO4 capacity to cover personal device charging with 600W of steady output that can ramp as high as 1,500W.

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Bluetti’s Elite 30 V2 power station has nine different port options to cover all the bases: two AC outlets, two USB-C ports, two USB-A ports, two DC ports, and a car port. It even beats out many counterparts/competitors of the same size range with five ways to recharge its battery: via a standard outlet, utilizing up to a max 200W solar input, using both an outlet and solar panels together, connecting a generator, or using your car’s auxiliary port.

You can get the full rundown on Bluetti’s other new and more expansive release, the Apex 300 Versatile Power Station with up to $3,150 in exclusive savings across several bundle options – all starting from $1,439.

man riding down street on Segway Ninebot F3 Electric KickScooter

Segway’s Ninebot F3 smart eKickScooter with Apple Find My + proximity locking gets first post-tariff cut to $750

Segway is offering a special promotional discount through August 17 on its new Ninebot F3 Electric KickScooter at $749.99 shippedafter using the code F3AUG100OFF at checkout, which beats out Amazon’s pricing by $50.This model launched back in April carrying a $850 original price tag (which Amazon still keeps it listed for) and has since hiked up to a $1,000 MSRP direct from the brand after May’s tariff hikes. The two pre-tariff discounts we saw took the costs down to $700 and $600 back in April, and while it may not be falling that low any anytime soon again, you’re still looking at a solid $100 savings from its starting rate for the third-lowest price we have tracked.

If you want to learn more about this model, be sure to check out our original coverage of this ongoing deal here.

man standing on NIU KQi 300X all-terrain suspension electric scooter

NIU drops the KQi 300X all-terrain e-scooter with a 37-mile range and regen brakes to $750 in latest sale

NIU has launched its Fan-tastic Day Sale through August 17 that is taking up to 42% off its KQi e-scooter lineup. Some of the brand’s models are still out of stock from last month, but among those still available, we spotted the KQi 300X All-Terrain Suspension Electric Scooter at $749.99 shipped, while also matching in price at Amazon. While it carries a $1,299 MSRP normally, at Amazon we’ve been seeing it mostly staying between $1,049 and $1,198, with discounts having been slowly ramping up over the course of the year. You’re looking at the best price of 2025, which saves you $549 off the MSRP and has only been beaten out by the $731 low we last saw pop up in October 2024.

If you want to learn more about this model or the other e-scooter deals, be sure to check out our original coverage of this sale here.

man uses Greenworks 82V 20-inch cordless chainsaw to fell tree

Add commercial-grade power to your arsenal with Greenworks’ 82V 20-inch cordless chainsaw at a new $430 low

Amazon is now offering the Greenworks Commercial 82V 20-inch Cordless Chainsaw for $429.99 shipped. While it carries a $600 MSRP tag directly from the brand, where it’s currently priced at, we’ve seen it keep lower to $500 at Amazon. It’s been on the market for six months now, with the discounts we’ve spotted only taken the costs down to $450 until today. Now, with the 20% markdown here, you’ll save $70 while equipping your arsenal with commercial-grade power.

If you want to learn more about this commercial-grade chainsaw, be sure to check out our original coverage of this deal here.

Worx's 12A 7.5-inch Lawn Edger/Trencher creating perfect line into lawn

Keep uniform lines around yard and gardens with Worx’s 12A 7.5-inch edger/trencher at $90 (Today only)

As part of its Deals of the Day, Best Buy is offering the Worx 12A 7.5-inch Edger/Trencher for $89.99 shipped, with this model being out of stock on Amazon and sitting at a higher $140 MSRP directly from Worx’s website. It normally fetches $130 at full price here, with discounts mostly keeping the costs between $110 and $100 during 2025, though we have seen it go as low as $75 during Prime Day. You’re looking at the fourth-lowest overall price that we have tracked and the third-lowest of the year, with the deal today saving you $40 off the going rate for the rest of the day only.

If you want to learn more about this edger/trencher, be sure to check out our original coverage of this one-day-only deal here.

Best Summer EV deals!

Best new Green Deals landing this week

The savings this week are also continuing to a collection of other markdowns. To the same tune as the offers above, these all help you take a more energy-conscious approach to your routine. Winter means you can lock in even better off-season price cuts on electric tools for the lawn while saving on EVs and tons of other gear.

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Ford officially opens its new EV design center where its midsize electric pickup will come to life

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Ford officially opens its new EV design center where its midsize electric pickup will come to life

Ford’s secret “skunkworks” team in California is no longer a secret and has grown significantly over the past year. Filled with former Tesla, Rivian, and Apple engineers, Ford has given the team a new, two-building EV design center to develop its upcoming lower-cost, midsize models.

Ford opens its new EV Design Center in Long Beach

The new campus in Long Beach, California, officially opened its doors on Tuesday. Ford told reporters that the new 250,000-square-foot site will become the company’s main design and innovation hub in Southern California.

Although the facility was built 95 years ago to expand production of Ford’s first vehicle, the Model A, it was later converted for military use during World War II.

Now, it will be used to shape the future of Ford. Ann Diep, a senior technical program manager at Ford, said the company will “develop a new generation of electric vehicles people are going to love” at the facility.

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After nearly a decade of launching products for Apple, Diep is now tasked with developing Ford’s new lineup of electric vehicles.

The team is led by Alan Clarke, who worked at Tesla for over a decade. Clark’s team comprises former employees from Tesla, Rivian, Lucid, and Apple, creating an EV platform that will power Ford’s upcoming lineup of smaller, more affordable models.

Ford-EV-design-center
Ford opens new EV design center in Long Beach, California (Source: Ford)

Benchmarking EV leaders to cut costs

Last year, Ford’s CEO, Jim Farley, said the team was benchmarking costs “against the best competitors in the world,” in particular, Chinese brands.

According to Farley, the first EV based on the platform will be a midsize electric pickup that will “match the cost structure of Chinese OEMs building in Mexico.” It’s scheduled to launch in 2027. Ford will use LFP batteries to reduce costs, which will be manufactured at its new battery plant in Michigan, but licensed from China’s CATL.

Ford-EV-design-center
2025 Ford F-150 Lightning (Source: Ford)

We learned the platform will support eight different body styles, including trucks, crossovers, SUVs, and possibly sedans.

During a “candid dinner discussion” with lead Bernstein analyst Daniel Roeska in June, Lisa Drake, Ford’s vice president of tech platform programs and EV systems, offered a few insights.

Ford-EV-design-center
Ford Mustang Mach-E (left) and F-150 Lightning (right) (Source: Ford)

Roeska told investors (via Axios) that “Lisa Drake was explicit: Ford intends to match the cost structure of leading Chinese players.” The memo added “that means not just battery pricing, but full system cost from chassis and thermal systems to inverters and electronics.”

Ford will reveal more about its “plans to design and build a breakthrough electric vehicle and platform in the US,” on August 11.

Farley is hyping it up as the company’s next “Model T moment,” adding that it’s “a chance to bring in a new family of vehicles” that will shape the future of Ford.

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Trump global trade deal energy export wins are at odds with domestic shipbuilding reality

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Trump global trade deal energy export wins are at odds with domestic shipbuilding reality

A liquefied natural gas tanker is tugged toward a thermal power station in Futtsu, east of Tokyo.

Issei Kato | Reuters

The Trump administration is touting commitments by foreign nations for future large purchases of U.S. energy as part of recent trade deal frameworks, including with the EU, Indonesia, and South Korea, but a separate recent mandate from the U.S. Trade Representative to promote domestic shipbuilding may stand in the way of making those liquified natural gas shipments reality.

The USTR policy mandates that 1% of U.S. LNG exports be carried on U.S.-flagged ships starting in April 2028, and a year later, 1% needs to be transported on U.S.-built ships. Subsequent annual increases of 1% would reach a total of 15% of U.S. LNG required to be on U.S.-built vessels by 2047.

“The requirement of U.S.-built ships to move the country’s LNG and crude is problematic,” said Jason Feer, global head of business intelligence for Poten & Partners, a company specializing in energy market analysis and consulting, particularly in the LNG sector.

The U.S. government’s new shipbuilding policy was undertaken as part of an investigation into China’s dominance in the shipbuilding industry, as part of the broader national security concerns of the U.S. government (the Biden administration was pursuing the issue as well and released a report in January 2025 stating its recommendations). China manufactures as much as 75%-80% of global freight fleets. In April, Trump announced the new USTR policy to rebuild America’s shipbuilding industry.

On Capitol Hill, Senator Mark Kelly (D-AZ), Senator Todd Young (R-IN), Representative John Garamendi (D-CA-8), and Representative Trent Kelly (R-MS-1) introduced the Shipbuilding and Harbor Infrastructure for Prosperity and Security (SHIPS) for America Act to close the gap with international builders through a series of programs.

There is only one U.S.-flagged LNG vessel currently operating, Crowley’s American Energy, but it was made in France in 1994 and began service in March 2025 to carry LNG from the U.S. Gulf Coast to Puerto Rico. It is a Jones Act vessel, which means that, based on the 1920 maritime commerce law covering shipments between U.S. ports, it needs to be staffed by a U.S. captain and crew, and registered in the U.S., to be U.S.-flagged.

The current number of LNG carriers operating globally is 682, according to Poten & Partners. Only one of those vessels, the LNG Aquarius, was built by the United States. The LNG Aquarius was ordered on July 1, 1974, and delivered by General Dynamics on June 7, 1977. The vessel currently sails under the Indonesian flag, based on MarineTraffic vessel information.

By 2047, Poten & Partner estimates the U.S. would need 45 vessels to move the 15% of LNG required by the USTR guidelines. Currently, there is only one U.S. vessel on the global order books out of a total of 331 planned vessels, Feer said. On paper, he added, the number of LNG vessels on the order books “looks good” to support a U.S. energy export expansion. But under the new USTR guidelines, these vessels would not be eligible.

Hanwha Shipping, a U.S. subsidiary of South Korea’s Hanwha Ocean, is now building a domestic liquefied natural gas carrier through its affiliate, Hanwha Philly Shipyard. This vessel will be the first U.S.-ordered, export market-viable LNG carrier in almost 50 years. A second possible LNG vessel could also be ordered.

Based on the history of LNG shipbuilding, it takes approximately two and a half years for an LNG vessel to be built.

“Globally, you can build a lot of ships to support an expansion, but the problem is it has to be built in a U.S. shipyard, and the U.S. has not built a commercial ocean-going vessel in decades,” said Feer. “In that time, we have lost a lot of shipbuilding capacity, and the yards we have open are used for building Jones Act domestic ships and the Navy.”

Another hurdle, Feer said, is the constraints in hiring skilled labor. “There are not enough craft workers — pipefitters, carpenters, welders. Trying to build all of this, on top of a set deadline, is going to be a huge challenge,” he said.

The costs associated with that skilled labor will also be a factor. It costs around $260 million to build an LNG vessel, according to industry estimates. A U.S.-made vessel can be approximately two to four times more expensive. 

S&P Global: 'No alternative' to China-built ships which control 60% of global shipbuilding capacity

Feer says there needs to be more clarity on what constitutes a U.S.-made vessel within the USTR mandate.

“Could the majority of the vessel be manufactured overseas and completed in the U.S.? Is it a U.S.-made engine? How many of the LNG vessels made by Hanwha would be made in Korea and finished here? It is unclear how feasible the USTR mandate is,” he said.

Louis Sola, former Federal Maritime Commission Commissioner appointed by President Trump, and now a partner at lobbying firm Thorn Run Partners, tells CNBC the math doesn’t work.

“The question everyone is asking is simple,” Sola said. “Can the U.S. actually build enough LNG carriers fast enough under the SHIPS Act without shooting ourselves in the foot? We’ll need as many as 50 vessels by 2050. Korean and Japanese yards already take over two years per ship and are booked solid, and we don’t currently build this class here whatsoever,” he added.

The USTR did not respond to a request for comment.

“Without some common-sense flexibility or a phased-in approach, the math just doesn’t add up. We risk bottling up our own LNG exports and opening the market to the competition right when our allies need American energy the most,” Sola said. 

According to BIMCO, the largest association for global ship owners, U.S. exports comprise up to 27.5% and 9.5% of global LNG and crude tanker demand, respectively. The U.S. predominantly uses South Korean LNG vessels to move the commodity.

Overall, 78% of the LNG fleet is built in South Korea, while 13% and 7% are from Japan and China, respectively, according to BIMCO. South Korean shipyards also dominate the order book, with 64% of capacity on order, but Chinese shipyards are increasingly getting orders and now have 32% of capacity on order.

Reflagging of vessels, USTR mandate waivers

Niels Rasmussen, chief shipping analyst for BIMCO, says one potential workaround is foreign-built ships that can currently be reflagged under specific conditions.

These ships must be owned by U.S. citizens or entities and qualify for one of the following programs: the Maritime Security Program, Cable Security Fleet, Tanker Security Fleet, Voluntary Intermodal Sealift Agreement, or Ready Reserve Fleet. “The SHIPS Act would also permit the reflagging of foreign-built ships for inclusion in the new Strategic Commercial Fleet Program (SCFP) for a seven-year period, which can be extended twice,” said Rasmussen

As U.S.-built and flagged ships become available, they will replace foreign-built ships in the 250-ship SCFP fleet. However, foreign-built LNG tankers in the SCFP fleet would seemingly not satisfy USTR LNG export and would require a waiver to be able to export LNG, he said.

According to shipping consultant Clarkson’s, 2025 will see a record delivery of LNG vessels.

In addition to South Korea’s lead position in ship orders, Swiss marine engine company WinGD has the most popular engine, and French engineering company Gaztransport & Technigaz, which specializes in membrane containment systems for liquefied natural gas (LNG) and other cryogenic gases, is the dominant containment system being used in the new vessels.

The U.S. may have to fall back on a waiver provision in the USTR mandate, according to energy experts.

The waiver provision, if used, would increase the cost of vessel components by 25%, but may be the best option relative to an unreasonable delay in ship availability, said Andrew Lipow, president of Lipow Oil Associates.

Lipow said if there are not enough LNG vessels, a situation which could impact LNG production and crude production, the use of waivers would need to be considered.

“Oil wells also produce some associated natural gas with it so this can also impact U.S. oil production,” said Lipow. “The administration will not want to put the country in a situation where they would have to shut in production. If the markets are fearful that the U.S. does not have the ability to export LNG, prices could go down, and that would most likely lead to a waiver,” he added.

Lipow noted that the use of waivers has been seen before in Jones Act vessels, so a foreign-flag vessel could transport U.S. gasoline between two U.S. ports. “There is precedent for waivers on foreign-flag vessels to mitigate supply disruptions,” he said.

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