U.S. Port Fees and Tariffs Threaten Met Coal Export Viability

The proposed U.S. port fees on Chinese-built and operated vessels, combined with China’s 52% tariff on U.S. met coal, are severely undermining export prospects. These measures could raise shipping costs by up to 35%, prompting buyers to shift to alternative sources. Exports to China have already slowed, and other Asian markets face saturation risks. U.S. miners are bracing for potential layoffs and inventory buildups, while lobbying for policy revisions. If implemented, the levies may disrupt over $130 billion in trade, accelerating consolidation in the met coal industry and deepening uncertainty for U.S. producers.

The levy targets ships based on origin and ownership: up to $1.5 million per call for Chinese-built vessels, plus $500,000–$1 million for fleets dominated by Chinese tonnage. Companies with pending Chinese shipyard orders may also face extra charges. Implementation is expected by November 2025.