The U.S. will impose a new 100% tariff on Chinese-made ship-to-shore cranes. The notice issued Friday by the Office of the U.S. Trade Representative came despite protests from American ports that there are few alternatives for the equipment outside of China, the WSJ Logistics Report’s Paul Berger writes.

The hefty fee, to take effect Nov. 9,  is separate from the fresh tariff assault President Trump launched Friday, threatening a 100% additional duty on all Chinese goods from Nov. 1. The White House was caught off guard when Beijing last week unleashed a barrage of measures, including tightened export controls on rare-earth materials and an antitrust probe against Qualcomm.

The fees on cranes, as well as intermodal chassis and parts, are part of the Trump administration’s larger effort to counter China’s dominance in maritime shipping. This includes new fees on Chinese-made and -operated ships at U.S. ports, due to take effect Tuesday. The tariffs on cranes are expected to stack on top of other China levies. It isn’t clear whether they stack on top of a 25% duty the Biden administration imposed on Chinese cranes last year.

• U.S. ocean carrier Matson said it didn’t plan to change its service schedule despite new Chinese fees. (Shipping Watch)
• The U.S. Department of Transportation proposed banning Chinese airlines from flying over Russia on routes to and from the U.S. (Air Cargo News)

South Korean President Lee Jae Myung Lee promised to help build a skilled shipbuilding workforce in the U.S. as $5 billion in investments and orders for 12 new ships were announced at the Hanwha Philly Shipyard in August.

Such a revival of the U.S. shipbuilding industry won’t be quick, The Wall Street Journal’s Costas Paris writes. The two biggest ships on order—a pair of LNG carriers—will be made almost entirely in South Korea, Hanwha Group says. The Philly yard will ensure that the ships meet U.S. laws and marine-safety standards. They will be U.S.-flagged and used to move natural gas to Asia and Europe.

Hanwha has ordered 10 smaller tankers that it says will be built in Philadelphia. They won’t be cheap. The cost of a tanker built in Philadelphia can exceed $220 million, compared with about $47 million for a tanker built in China or South Korea.

• Before it became the target of the biggest immigration raid in U.S. history, Hyundai’s sprawling Georgia auto plant had a reputation as one of the nation’s most dangerous construction sites. (WSJ)
   

• U.S. economic sentiment remained grim but held steady as the federal shutdown hampered government functions and sidelined thousands of workers, the University of Michigan’s consumer survey shows. (WSJ)
• Hiring in Canada was unexpectedly strong in September, steadying what has been a weak labor market. (WSJ)
• Canadian Prime Minister Mark Carney said he and Trump discussed the development of energy projects, including the twice-rejected Keystone XL pipeline-expansion project. (WSJ)
• Drugmaker AstraZeneca broke ground on a new $4.5 billion manufacturing plant in Virginia. (WSJ)
• A powerful blast Friday at a Tennessee explosives plant has left 16 people dead, officials said. (WSJ).
• Jeep maker Stellantis’s vehicle shipments rose by an estimated 13% in the third quarter, driven by strong growth in North America and inventory improvements. (WSJ)
• Volkswagen’s vehicle deliveries rose slightly in the third quarter with declines in China and North America offset by gains across other global markets. (WSJ)
• Australian miner Liontown Resources and Ford Motor amended their loan and supply arrangements, cutting the amount of lithium–a key EV battery component–delivered to the automaker. (Dow Jones Newswires)
• German chemical company BASF agreed to sell a majority stake in its auto-coatings business to Carlyle Group for about $6.71 billion. (WSJ)
• Unionized Canada Post workers were set to scale back their nationwide strike and shift to rotating work stoppages. (SupplyChainDive)
• Shipbuilder Seatrium said it was considering legal action after Maersk Offshore Wind canceled a nearly complete, $475 million wind-turbine installation vessel intended for a project off the coast of New York. (TradeWinds)

Mark R. Long is editor of WSJ Logistics Report. Reach him at mark.long@wsj.com.

Follow the WSJ Logistics Report team on LinkedIn: Mark R. Long, Liz Young and Paul Berger.