
Tesla’s new Roadster patent doesn’t do what Elon said it would (and that’s good)
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11 hours agoon
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Tesla filed for a patent which looks like it could be the promised “SpaceX package” which it will supposedly include on its oft-delayed next-gen Roadster. But will the system let the Roadster “fly,” as CEO Elon Musk has promised?
In 2017, at Tesla’s Semi unveiling, Tesla pulled one of its few-ever Jobsian “one more thing”s and unveiled the next-gen Tesla Roadster, which caught everyone by surprise.
The idea, at the time, was for the Roadster to provide a “hard-core smack down to gasoline powered cars,” and our speculative technical analysis of the announced specs suggested that this could certainly be the case. The car was slated for a 2020 release.
However, 8 years later, you may have noticed that you have not seen a next-gen Tesla Roadster on the road yet. So we will have to wait to see if all those promised statistics will bear out, or if it’s all just smoke and mirrors.
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Other than a few spottings of Franz von Holzhausen taking the Roadster prototype out in public or a model parked at the Petersen museum, all we’ve ever heard about the car is that it’s “in development” or “close to finalized“, over and over and over again. Heck, even Tesla seems to forget about it sometimes.
But today, we got the first positive verification of progress on a probable Tesla Roadster performance improvement that we’ve seen in a long time – or maybe ever.
It comes in the form of a patent filed with the US patent office which seems to show something somewhat similar to the “SpaceX package” that CEO Elon Musk has referred to repeatedly, claiming that the car will use “cold gas thrusters” to “fly.”
How Musk described Tesla’s “SpaceX package”
The point of the SpaceX package was always to add additional performance that is not attainable by traction alone.
Currently, a lot of electric cars have so much torque that they are “traction-limited,” which is to say, their tires cannot possibly accelerate them in any direction any faster than they currently do. You can add more power or bigger brakes, but it doesn’t matter, the limiting factor is the tires (and the weight…).
So you have to find other creative ways to get more performance. Lots of cars do this with aerodynamic surfaces like wings/spoilers to add downforce, which pushes the car to the ground so the tires can work a little harder. But there are limits to how much downforce you can add, and what speeds it works at.
This is where the SpaceX package would come in – it would presumably add additional thrust in a given direction, adding acceleration in whichever direction you choose.
The way that Musk has described it in the past, using “cold gas thrusters,” made it seem like there would be thrusters strategically placed around the vehicle to provide either forward or lateral acceleration, or deceleration in order to help the car stop.

However, Musk also described the car as being able to “fly,” which makes no sense whatsoever.
As mentioned above, downforce is an effective way to get more performance out of a vehicle when you are otherwise traction-limited. But flying would take upforce, not downforce, and that’s not a term anyone uses because it’s totally useless for any performance benefit and there’s absolutely no reason anyone would ever want to do that to a car – unless you’re trying to play a trick on Mark Webber or something.
(Yes, I’m aware of the jumping Yangwang U9. That’s a demo of active suspension, which does add performance benefit, and using that system to “jump” doesn’t add any unnecessary weight or complexity to the active suspension system, unlike downward-pointed thrusters which would be wholly unnecessary beyond providing a demo).
Thankfully, someone who knows how physics works showed up and reason has prevailed, and it looks like the system, as proposed, doesn’t do any of that nonsense Elon Musk was talking about. Instead, it does what it should have done all along – it acts as a “fan car,” a concept that has existed in automotive circles since the early 1970s.
Tesla’s actual patent shows old “fan car” tech, with a twist
There have been several “fan cars” or “ground effect cars” in the past, which operate with powerful fans to blow air out from underneath the vehicle, combined with side skirts underneath the car to reduce the amount of air that can replace it. This creates a low-pressure vacuum effect, and “sucks” the car to the ground (more accurately, ambient air pressure from above pushes the car to the ground, physics teachers please do not email me about how nothing sucks in physics).
Tesla’s patent shows a design that looks very similar to concepts that we’ve seen before in the automotive realm, but with some new tech applied. Have a look:
It has the fans and the side skirts, just as one would expect. And it shows the rough design of what the system might look like – a hexagonal-ish shape underneath the vehicle, with fans presumably at the rear of the vehicle to exhaust air to create the vacuum effect.
Tesla goes on to say that these skirts and fans could be controlled automatically by vehicle systems in order to offer different performance benefits in different situations. This is where we start to see the new tech – like adding the modern concept of active aerodynamics to the concept of fan cars.
Rather than deploying the skirts the same way in all modes, there could be different modes for a prepared track surface which is known to be high quality and flat, or for a more uneven road surface where you might not be able to create as secure of a seal with the maximum-downforce configuration.
This is an issue with fan cars – they only work on the right kind of surface. If air leaks in to the vacuum region under the vehicle, you can’t really create as much negative pressure as you’d like. That’s why the side skirts are necessary, but of course that doesn’t work if there are potholes, unsecured manhole covers, and the like.
Tesla also says the system could have different configurations for low- and high-speed operations, adjust the skirts based on vehicle weight transfer, or potentially detect upcoming road conditions and modify configuration based on what the car sees ahead. And mention of deploying the skirts based on GPS position lends itself to the idea that Tesla could create specific settings to optimize performance for track use, or even individual corners on tracks.
Is this the “SpaceX Package,”or something else?
Tesla has said for years that the Roadster would have a “SpaceX package” to increase the performance even further than the specs it mentioned in the original unveiling event. This was meant to use expertise from SpaceX, another company Musk runs, and whose primary facility is sited on the same Hawthorne, CA property as Tesla’s Design Studio.
At least one of the designers listed on Tesla’s “fan car” patent, David Lemire, worked at both Tesla and SpaceX in the past, before leaving and then returning to Tesla as a senior engineer on Tesla’s “new programs” team.
However, there is no mention in the document of “fly,” “flight,” “thruster,” “rocket” or “lift.” Nothing like the “cold gas thrusters” package that Musk has spent years telling us will make the car fly – and in fact, the exact opposite, as this will suck the car to the ground, not make it fly at all.
This could mean that Tesla has another idea in mind which will use thrusters, and will be applied in addition to this “fan car” idea.
Theoretically, adding lateral thrusters around the car could still add a performance benefit over and above the fan car idea, so these could be used in tandem, though it would add a lot of complexity to the vehicle. But these may or may not be worth the added weight – and they definitely wouldn’t be worth the weight if they’re directed in such a way to make the car able to “fly.”
Or it could be that the “fan car” patent will be applied to cars like the Model S Plaid, which has set racing records, and Tesla has another trick up its sleeve for the Roadster.
Or… this is what the SpaceX package was all along, and Musk was just running his mouth about the car flying. Which would be the best option, to be honest, because it’s dumb to pretend that flight would add any performance benefits to a sportscar.
Regardless, the fan car idea is an actual interesting performance idea, and it would actually work, unlike some of the previous public statements made by Tesla’s CEO. So it’s nice to see some sort of progress that could be applied to a performance car, after so many years of waiting.
But… does it matter anymore?
With so many performance EVs, does this matter?
The problem is that in the intervening 8 years since the Roadster was first introduced, some other electric cars with truly wild specs have already hit the road, and have delivered the “hard core smack down” that Tesla promised.
We’ve got the Rimac Nevera R, a 2,078hp electric car that can hit 300km/h (186mph) a full 3.5 seconds faster than a Bugatti Chiron Super Sport. We’ve got the Lotus Evija X, which set the third-fastest Nurburgring lap ever, only beaten by two one-off, track-only, purpose-built racecars (one of which is a hybrid, the other is electric).
And in the realm of actual consumer-available vehicles, we have the Xiaomi SU7 Ultra – made by a smartphone company, mind you – with 1,548hp and record-setting performance of its own.

So anybody who tells you these days that EVs aren’t fast is just… embarrassingly wrong. They’ve had their head in the sand for at least 19 years. It’s honestly a bit boring at this point.
So, what’s left for Tesla to do? The smack down has been delivered, and delivered by many other companies, startups and otherwise. I mean, heck, we’ve got a company that went from making phones to beating Porsche on its home track in the course of less than three years worth of development. Everyone is aware of how easy it is to beat complex, inefficient gas engines at this point.
A fan car seems like it could be a worthy addition to this menagerie, another way to deliver the smack down, as none of the above EVs have leveraged this particular type of active aerodynamics for a performance benefit, so Tesla could have something unique here….. oh, wait.
It turns out that someone else has done an electric fan car already. The McMurtry Spierling already has this idea, and it’s an absolute beast. It’s already the fastest car ever at Goodwood thanks to the 2,000kg of downforce that it makes with the huge fans underneath the roughly 1,000kg vehicle, even at 0mph where traditional aerodynamic surfaces provide no benefit whatsoever.
And if it seems interesting that one of those numbers is bigger than the other, well, yes, McMurtry has done that too – it briefly drove the car upside down just to show off how much downforce its fans can make, which we would say might qualify as “the most epic demo ever.”

That said, the Spierling is just one application of the idea, and it’s not like more cars can’t try something similar.
Also, it looks like Tesla’s solution would add a lot of adaptibility that McMurtry’s doesn’t have. Not only is the Spierling a purpose-built, track-focused single-seat racecar whereas the Roadster would be a regular roadgoing sportscar, but also Tesla’s flexible solution described in the patent would allow travel on less track-prepped terrain.
This would make the concept of a fan car much more practical for real life – as long as you’re not somewhere where you wouldn’t want to spray high-velocity pebbles out of the back of your vehicle. Maybe there’s a reason nobody has done this on a consumer vehicle yet (that said, Tesla includes a filter to stop the spray of dust and pebbles in the patent).
But in terms of real-life applications, there is also the consideration of driver skill. Drivers of performance vehicles get used to their car’s limits and learn where those limits are. But with a presumably enormous amount of adjustable downforce, those limits could change drastically based on road conditions.
We could see this being a dangerous situation if drivers think they’re in max-downforce mode but aren’t, and suddenly find mid-turn that the car is a lot less capable than they thought it was. So we’ll have to see if this mode is track-only or what.
For now, the main question is whether Tesla will ever make this thing, given that it’s already five years late. Any takers?
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Environment
Bluetti’s new Elite 30 V2 288Wh station gets first savings starting from $199, Segway F3 smart eKickScooter $750, NIU e-scooter sale, more
Published
37 mins agoon
August 6, 2025By
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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.

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 shipped, after 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.

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.

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.

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!
- Aventon Ramblas Electric Mountain Bike: $2,599 (Reg. $2,899)
- Ride1Up Prodigy v2 Brose Mid-Drive Gates Belt CVT e-bike: $2,595 (Reg. $2,795)
- Ride1Up Revv 1 DRT Off-Road Moped-Style e-bike: $2,395 (Reg. $2,595)
- Ride1Up Revv 1 Full Suspension Moped-Style e-bike: $2,395 (Reg. $2,595)
- Rad Power RadRunner Max Cargo Utility e-bike with $139 bundle: $2,299 (No price cut)
- Segway Xafari Red e-bike: $2,000 (Reg. $2,400)
- Velotric Nomad 2 All-Terrain e-bike with $120 bundle (new model): $1,999 (No price cut)
- Rad Power Radster Road Commuter e-bike: $1,999 (Reg. $2,199)
- Rad Power Radster Trail Off-Road e-bike: $1,999 (Reg. $2,199)
- Lectric XPedition 2.0 35Ah Cargo e-bike w/ up to $654 bundle: $1,999 (Reg. $2,653)
- Ride1Up Prodigy v2 Brose Mid-Drive 9-Speed e-bike: $1,995 (Reg. $2,495)
- Tenways AGO X All-Terrain e-bike with $307 bundle: $1,899 (Reg. $2,499)
- Velotric Breeze 1 Cruiser e-bike with $150 bundle (new model): $1,799 (No price cut)
- Aventon Pace 4 Smart Cruiser e-bike (new model, first discount): $1,699 (Reg. $1,799)
- Lectric XPedition 2.0 26Ah Cargo e-bike w/ $505 bundle: $1,699 (Reg. $2,204)
- Lectric XPeak 2.0 Long-Range Off-Road e-bike with $316 bundle: $1,699 (Reg. $2,015)
- Aventon Aventure 2 All-Terrain e-bike: $1,699 (Reg. $1,999)
- Aventon Abound Cargo e-bike: $1,599 (Reg. $1,999)
- Rad Power RadRunner Cargo Utility e-bike with $109 bundle: $1,499 (No pirce cut)
- Lectric XPeak 2.0 Standard Off-Road e-bike with $227 bundle: $1,499 (Reg. $1,726)
- Lectric XP Trike2 with $227 preorder bundle: $1,499 (Reg. $1,726)
- Rad Power RadWagon 4 Cargo e-bike: $1,499 (Reg. $1,799)
- Tenways CGO600 Pro e-bikes with $118 bundle: $1,499 (Reg. $1,899)
- Velotric Nomad 1 Plus All-Terrain e-bike: $1,499 (Reg. $1,899)
- Aventon Sinch 2 Folding e-bike (lowest price): $1,399 (Reg. $1,699)
- Lectric XPedition 2.0 13Ah Cargo e-bike with $326 bundle: $1,399 (Reg. $1,725)
- Aventon Level 2 Commuter e-bike (2025 low): $1,399 (Reg. $1,899)
- Ride1Up Roadster V3 Lightweight Premium e-bike: $1,395 (Reg. $1,495)
- Velotric T1 ST Plus Lightweight e-bike: $1,399 (Reg. $1,649)
- Lectric XPress 750 Commuter e-bikes with $366 bundle: $1,299 (Reg. $1,665)
- Lectric XP4 750 LR Folding Utility e-bikes with $356 bundle: $1,299 (Reg. $1,655)
- Lectric XP Lite 2.0 JW Black LR e-bike with $365 bundle: $1,099 (Reg. $1,464)
- Ride1Up Portola Folding e-bike with BOGO accessory promo: $995 (Reg. $1,095)
- Lectric XP4 Standard Folding Utility e-bikes with $79 bundle: $999 (Reg. $1,078)
- Lectric XP Lite 2.0 Long-Range e-bikes with up to $365 bundles: $999 (Reg. $1,364)
- Heybike Hauler Single-Battery Cargo e-bike: $999 (Reg. $1,499)
- Rad Power RadExpand 5 Folding e-bike (new low): $999 (Reg. $1,599)
- Navee ST3 Pro Electric Scooter (new model): $760 (Reg. $1,014)
- ENGWE Engine Pro Folding e-bike (use code 9TO5ENGWE50): $750 (Reg. $1,500)
- Navee GT3 Pro Electric Scooter (new model): $520 (Reg. $714)

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.
- Anker’s Summer Power Sale drops C800 power stations back to their lowest prices starting from $349, more $499
- Save up to 59% on EcoFlow power stations and backup bundles with bonus savings, free gifts, up to 3.5x EcoCredits – all from $179
- Lectric’s 60-mile traveling ONE e-bike with a Gates carbon belt drive gets largest $319 bundle of 2025 at $2,399
- Ride1Up has increased savings on select e-bikes like the PRODIGY V2 9-speed mid-drive model at $1,995 (Reg. $2,495), more
- Save up to 27% on Camplux under-sink electric water heaters at best prices of the year starting from $134 (Reg. $170+)
- Utilize your EGO Power+ batteries to run devices with the Nexus Escape 180W 3-port inverter at $89 (Reg. $109)
- Anker’s SOLIX C300 power stations are portable 90,000mAh backup companions that start from $170 (up to 32% off)
- Get an adaptable mowing companion in Worx’s Nitro 40V 16-inch cordless Intellicut mower at $219 (Reg. $350)
- Worx’s 20V JawSaw chomps through thick branches with a retractable blade at $101 (Reg. $170)
- Electrified Weekly – Lectric Back to School e-bike sale, EcoFlow and Bluetti release new power stations at up to $3,150 off, more
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Environment
Ford officially opens its new EV design center where its midsize electric pickup will come to life
Published
2 hours agoon
August 6, 2025By
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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.

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.

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.

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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Environment
Trump global trade deal energy export wins are at odds with domestic shipbuilding reality
Published
3 hours agoon
August 6, 2025By
admin
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.

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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