America at Sea: Nick Littlepage on Mariners, Build Cycles and the Supply Side of Shipbuilding

Welcome back to America at Sea: Voices That Matter. Today we hear from Nick Littlepage, a former merchant marine engineer and a 2008 graduate of the California Maritime Academy. He spent 13 years at sea, rising from third assistant engineer to first assistant engineer, mostly on Jones Act tankers with a few years on foreign-flagged oil and gas vessels. Same three questions as everyone: what’s working, what’s in the way, and what he’d fix first.

What we heard

What’s working: More people are speaking up for the maritime industry, and that is driving legislation like the SHIPS for America Act. He points to the Maritime Security Program, the Tanker Security Program and the Cable Security Fleet as proof that targeted commercial programs work, and to the brown-water fleet of tugs, barges and supply boats, whose yards keep delivering steadily and cost-effectively.

The biggest barrier: “Out of sight, out of mind.” Beyond that, shipbuilding costs, a commercial build cycle that comes only every 10 to 20 years so yards can’t keep their crews and expertise between orders, and a shortage of mariners as shoreside pay catches up.

“Every new construction project feels like starting from scratch, leading to costly layoffs and lost expertise.”

Fix first: Revisit maritime policy using real data on what works and what doesn’t. He lays out his own four-pillar proposal, the Maritime Infrastructure Resilience Act (MIRA), which he says is aimed at the supply side, where the SHIPS Act focuses on demand.

Full transcript

Lightly edited for clarity.

Bill Cullifer: Hello, Bill Cullifer here with Americans for a Stronger Navy. Welcome back to America at Sea: Voices That Matter. We’ve got a great lineup this week. This series is the platform for voices across the maritime world, including ones that don’t always agree with each other, or with us for that matter. That’s the point. Today we hear from Nick Littlepage, a Cal Maritime grad who spent 13 years in engine rooms, mostly on Jones Act tankers, and worked his way up to first assistant engineer. Same three questions as everyone: what’s working, what’s in the way, and what he’d fix first. Nick, over to you.

Introduction

Nick Littlepage: Hello, my name is Nick Littlepage. I’m a former merchant marine engineer and a graduate of the California Maritime Academy, class of 2008.

I come from the commercial side of the industry. I spent 13 years working on a variety of vessels, starting as a third assistant engineer and eventually reaching the rank of first assistant engineer. I spent most of my time sailing on Jones Act tankers, with a couple of years on foreign-flagged oil and gas vessels. That gave me experience on a variety of ships and exposure to how things operate under different flag registries.

Even though I’m now in power generation, I’m a big supporter of a strong merchant marine, which is key to maritime sovereignty and a foundation for a powerful Navy. The recent Jones Act waivers rekindled my passion and made me realize I needed to voice my support much louder.

Connecting with Clay Wirsing and his U.S. Maritime Action platform opened up my world to how much support is growing in the maritime sector. Huge thanks to Bill at Americans for a Stronger Navy for creating the America at Sea campaign, a platform for anyone to voice their support for the maritime industry.

Question 1: What’s working right now that we should do more of?

Nick Littlepage: The number of people who have spoken out in support is growing. These are people willing to take the criticism that comes with being at the forefront of a movement. That leads to conversations and exposes this little-known industry to the general public. It has led to legislation such as the SHIPS Act, which is a comprehensive reform of our maritime policy.

Other areas where we’re succeeding are the Maritime Security Program, the Tanker Security Program and the Cable Security Fleet. We’ve been maintaining them by cycling in newer tonnage to replace older tonnage. The Tanker Security Program is relatively new, and Congress’s recent authorization to double the fleet to 20 vessels proves that targeted commercial mechanisms work.

The brown-water fleet is an often overlooked sector of the maritime industry. It makes up the largest part of the U.S.-flag fleet, including tugboats, barges, supply boats and many other small craft. Those yards consistently meet the steady demand for smaller vessels while staying cost-effective.

Question 2: What’s the biggest barrier to rebuilding America at sea?

Nick Littlepage: The first big barrier is the out-of-sight, out-of-mind approach to America’s maritime policy. It has historically been this way until something major happens and the country gets caught with its proverbial pants down. It wasn’t until the last 15 years that people really knew much about America’s maritime sector. Ironically, the maritime industry is a massive jobs multiplier that few people know about.

Shipbuilding costs, to me, are one of the biggest barriers to rebuilding America at sea. As much of a Jones Act supporter as I am, it’s hard to face the evidence that the commercial fleet has been slowly declining. The double-edged sword of the Jones Act has been the protected market, where the few shipyards understand there is a commercial build cycle every 10 to 20 years because U.S. shipping companies have to come to them. Coupled with less advanced, smaller-footprint shipyards, you end up with expensive ships that are delivered slowly.

This compounds because demand isn’t steady. Domestic shipyards can’t bridge build cycles, so every new construction project feels like starting from scratch, leading to costly layoffs and lost expertise.

The lack of qualified mariners is another big issue for all U.S. shipping companies. Shoreside wages have caught up, and shoreside jobs often have greater growth potential and better benefits, even compared to the maritime unions. Often the raises don’t reflect the sacrifice of being away for six to eight months. That makes it hard not only to attract a workforce but to retain one.

“The raises don’t reflect the sacrifice of being away for six to eight months.”

Question 3: If you could fix one thing first, what would it be?

Nick Littlepage: The first thing I would fix is that we need to start revisiting our maritime policies, with actual data on what is working and what isn’t. We need to modernize what isn’t working to reflect global changes in supply lines and the industrial ecosystem.

I personally developed a four-pillar proposal called the Maritime Infrastructure Resilience Act, or MIRA. It’s designed to be a pragmatic combination of ideas that are out of the box and controversial to both Jones Act purists and Jones Act abolitionists. The goal of MIRA is to refine the supply side of the industry to attract private capital without direct cash government subsidies. Where the SHIPS Act focuses on demand, MIRA focuses on making American shipbuilding economically viable, so that vessels get built to fulfill that demand.

I believe many of the problems facing the commercial maritime industry can be addressed through MIRA. The highlights include:

Using techniques such as distributed manufacturing for shipbuilding, much like the airline industry, to scale the fleet in a timelier manner.

Creating a foreign-built ratio system, where one domestic build allows one foreign-built sister vessel into the Jones Act trade, under very tight structural safeguards.

Federal tax exemptions for mariners who work on U.S.-flag vessels in commercial trade, to attract and retain a workforce.

And finally, accelerated tax write-offs for companies that build ships in the United States or do their maintenance, repair and overhaul work in U.S. shipyards or lay berths. The idea is to create a circular shipbuilding ecosystem.

Closing

Nick Littlepage: Throughout history, people coming together for a common cause have often brought about very positive change. In this instance, we’ve been presented an opportunity to have our collective voices heard, with not just critiques but realistic solutions. Together, we will see legislation take shape that will usher the United States into regaining its maritime sovereignty.

“Not just critiques but realistic solutions.”

About America at Sea: Voices That Matter

America at Sea: Voices That Matter is a conversation hosted by Americans for a Stronger Navy with U.S. Maritime Action and moderated by Capt. Brent Sadler, USN (Ret.). Shipbuilders, mariners, industry, the Navy community and policy experts answer the same three questions about rebuilding America at sea. Views expressed are the speaker’s own, and featuring a proposal is not an endorsement.

Join the conversation on X. What’s working? What’s in the way? What would you fix first?

America at Sea: Clay Wirsing on Momentum, Shipyard Capacity and Building What We Know

America at Sea: Voices That Matter continues with Clay Wirsing, founder of U.S. Maritime Action. Clay started his career as a welding engineer at Newport News Shipbuilding. He answers the same three questions we ask everyone, from the shipyard floor up.

New to the SHIPS for America Act? Clay gets into the details, so you may want to start with our plain-English primer.

Join the conversation. Reply to the post above on X and tell us what’s working, what’s in the way, and what you’d fix first.

What we heard

What’s working: momentum. Clay sees real energy behind the SHIPS for America Act and more public attention to maritime policy than ever. He calls it “an overwhelmingly positive bill for the maritime industry.”

What’s in the way: shipyard capacity. Clay walks through j JM mmthree parts of the bill and asks whether our yards can deliver. The cargo rules for government cargo, imports from China and LNG exports would each call for more U.S. ships than today’s yards can build quickly. The yards that build commercial ships produce about five ships a year at peak, many are tied up with government work, and there’s already a shortage of welders and other tradesmen.

“I like the initiative behind this. I think it’s just getting a little bit ahead of ourselves.” — Clay Wirsing

What he’d fix first: start with what we know how to build. Begin with standard tankers, container ships and bulk carriers, including bulk carriers to secure supply chains like rare earth elements, before moving to complex LNG carriers. Phase the government cargo requirement in, at something like 75 to 90 percent, as the fleet grows.

The long view. China revisits its maritime policy every five to ten years. The United States hasn’t made a major update since the Merchant Marine Act of 1970. “It’s long overdue,” Clay says, and the work shouldn’t stop with one bill.

The three questions

1. What’s working right now that we should do more of?
2. What’s the biggest barrier to rebuilding America at sea?
3. If you could fix one thing first, what would it be?

Transcript

Lightly edited for readability.

Bill Cullifer: Bill Cullifer here with Americans for a Stronger Navy. Welcome back to America at Sea: Voices That Matter. Today we hear from Clay Wirsing, founder of U.S. Maritime Action in San Diego. He started his career on the shipyard floor in Newport News, Virginia. Same three questions as everyone: what’s working, what’s in the way, and what he’d like to fix first. Clay, over to you.

Introduction

Clay Wirsing: My name is Clay Wirsing. I started off as a welding engineer back in 2017 at Newport News Shipbuilding. At the time I really didn’t have any idea what the global situation was with shipbuilding or maritime. And I can remember about a year after I started, some high-level officials from the Navy came in and talked to us about speeding up the pace of our shipyard in order to compete with China. That was kind of my first introduction to how far we’ve fallen behind as a maritime nation, especially in shipbuilding.

Unfortunately, not a lot has changed since then in terms of actual shipbuilding capacity, but we do now see a ton of momentum, which has been great to see, with the SHIPS for America Act, and a lot more public recognition of what’s going on. And so I just want to continue to contribute to that, and hope to see more people join the movement and let our politicians know that maritime is an important space for both our economy and national defense, and we need to have the right laws and policies that allow us to succeed in that domain.

What’s working right now that we should do more of?

I love the momentum that’s being built up behind the SHIPS for America Act. It’s great to see that there’s a lot of attention to our maritime policy and laws, and that’s becoming more recognized by the public. And I think we need to just continue to join that discussion and get as many people involved, to let our politicians know that maritime policy is an important part of our country.

The SHIPS for America Act is an overwhelmingly positive bill for the maritime industry. I think there are some little tweaks that I would urge our politicians to consider, to better suit the needs of our maritime industry and also have realistic policy.

What’s the biggest barrier to rebuilding America at sea?

In section 412 of the bill, there is a mandate for 100% U.S. government cargo preference going to U.S.-flag ships. I think this is a great initiative, but we might be a little bit ahead of ourselves just because of the small size of the U.S. fleet. If we increase this more modestly, to something like 75% or even 90%, then it does give us a little bit of flexibility when we don’t have U.S. ships available to take our government cargoes. And I think that’s something we could revisit down the line. Assuming our fleet does grow, we will be able to have 100% government cargo preference in the future.

Section 415 mandates that within 15 years, 10% of all cargo imported from China to the U.S. will be carried on U.S.-flagged vessels. Currently there are about a million TEU, twenty-foot equivalent containers, shipped from China to the U.S. each year. We’re only carrying about 2 to 3% of that trade currently, and that’s all through Matson’s CLX line. So to carry 10% of that trade, I think we’re looking at either 10 very large ships or around 50 container ships. And the shipyards we have doing commercial work right now aren’t really large enough to build these huge container ships. It’ll basically lead to a point where we need to build a lot of ships in a very short amount of time, which I don’t think is realistic. Again, I like the initiative behind this. I think it’s just getting a little bit ahead of ourselves.

Another section that might be problematic is section 420, which requires that 15% of total seaborne LNG exports be carried on U.S.-flag vessels by 2043. This is going to require somewhere between 15 and 25 LNG ships, depending on their size. LNG ships these days are quite large. They’re actually much bigger than the ships currently built at General Dynamics NASSCO or Hanwha Philly Shipyard, and those shipyards are building about five ships per year in total at their peak capacity. We currently see a lot of these shipyards tied up with government contracts, so I don’t think there’s a lot of capacity to take on LNG work. On top of that, LNG vessels are pretty complex to build, especially their containment tanks. And we already have shortages of welders and other tradesmen, which will make it difficult to build these in a cost- and time-effective manner.

If you could fix one thing first, what would it be?

I think it would be better to start off with a more reasonable ship type, things that we’ve already built: standard oil tankers, container ships, or maybe even a simple ship type like bulk carriers to secure our rare earth elements or other parts of our supply chain, rather than going straight for the complex LNG vessels. Again, I like the sentiment behind this. I just think we’re not quite where we need to be with yard capacity to pull off some of the shipbuilding requirements laid out in this bill.

A lot of countries, especially China, are revisiting their maritime policy every five years, maybe a decade or so. The U.S. hasn’t really had a major effort in revisiting or revising its policy since the Merchant Marine Act of 1970. So it’s long overdue. I hope to see some bills like the SHIPS for America Act come through and pass in Congress, and then, not only that, but as we continue to move forward as a nation, that we continually revisit these issues and make sure that our maritime laws and policies are appropriate for the conditions we face in our current period.

While we argue, China plans. It’s time we started building.

Americans for a Stronger Navy is a nonpartisan not for proft organization. 

Americans for a Stronger Navy Launches “America at Sea: Voices That Matter,” a 45-Day National Conversation on Rebuilding American Sea Power

Underwritten by Americans for a Stronger Navy, supported by U.S. Maritime Action and moderated by Capt. Brent Sadler, USN (Ret.), the series asks shipbuilders, mariners, veterans, industry and Navy leaders the same three questions, and will publish a common-ground report at the end of November.

October 21, 2026 — Americans for a Stronger Navy, a nonpartisan not-for-profit organization, has launched America at Sea: Voices That Matter, a 45-day national conversation about how the United States rebuilds its strength at sea. The series runs from October 18 through the end of November 2026, as Congress works to finish this year’s defense bill.

The series is underwritten by Americans for a Stronger Navy, supported by U.S. Maritime Action, founded by former shipyard engineer Clay Wirsing, and moderated by Capt. Brent Sadler, USN (Ret.), a former nuclear submarine officer and longtime maritime strategist.

The stakes are clear. Last year China built more than half of the world’s new commercial ships, while the United States built about one-tenth of one percent. China’s navy has more than 370 ships and is headed to 435 by 2030; the U.S. Navy has about 290. Almost everyone agrees America needs more ships. The arguments are over which ships, who builds them and who pays. America at Sea starts instead with what people already agree on.

“The people who know this best rarely get heard outside Washington,” said Bill Cullifer, founder and executive director of Americans for a Stronger Navy and a former destroyer sailor. “While we argue, China plans. We’re starting with what shipbuilders, mariners, labor and the Navy community already agree on, because arguments stall and common ground moves.”

“It’s not just something for a few technocrats here in Washington, D.C., because that’s not going to work. It’s never worked in the past,” said Capt. Sadler in the series’ opening conversation.

Clay Wirsing, who began his career as a welding engineer at Newport News Shipbuilding, said: “Not a lot has changed since then in terms of actual shipbuilding capacity, but we do now see a ton of momentum.”

Retired Navy commander and naval writer CDR Salamander put it simply: “People are policy. People run programs. People work budgets.”

How it works. The series covers the whole fleet America depends on at sea: the Navy’s combat ships, the support and auxiliary ships that keep them supplied, and the civilian merchant fleet that carries our cargo. It also covers the shipyards that build and repair them, the mariners and skilled workers behind them, and the industrial base and funding that keep it all going. Each voice gets about ten minutes and the same three questions:

  1. What’s working right now that we should do more of?
  2. What’s the biggest barrier to rebuilding America at sea?
  3. If you could fix one thing first, what would it be?

Episodes post at StrongerNavy.org/blog and on X (@StrongerNavy), where the public is invited to weigh in. Guests include shipbuilders, merchant mariners, labor, ports, industry, veterans, the Navy and Coast Guard community, and policy experts. The series has also explained the SHIPS for America Act, the bipartisan maritime bill whose provisions passed the House this summer as part of the defense bill.

What’s next. At the end of November, Americans for a Stronger Navy will publish a common-ground report: where these voices agree, in their own words, and where they differ. Organized by theme and noting the sector and state of each voice, the report is written for policymakers, their staffs and the public, and will note where shared views relate to maritime provisions now under consideration. Maritime professionals interested in taking part can record by Zoom or on their own time.

About Americans for a Stronger Navy

Americans for a Stronger Navy works to help Americans better understand the importance of maritime strength, naval readiness, and the industrial base that sustains the fleet. It connects experts, veterans, historians and policy voices through two initiatives: Charting the Course, an ongoing series of more than 800 articles and analyses, and America at Sea: Voices That Matter. The organization is a nonpartisan 501(c)(3) based in Folsom, California. America at Sea is educational and does not urge support for or opposition to any legislation. StrongerNavy.org

About U.S. Maritime Action

U.S. Maritime Action, founded by Clay Wirsing, works to build public support for a strong American maritime industry.

The SHIPS Act, Explained: A Primer for Families and Veterans

You’ll hear a lot about the SHIPS for America Act in our America at Sea series. If you’ve never read a bill, you’re not alone. This primer is for American families and veterans who want to understand what it is, what it would do, who pays, what’s being debated, and where it stands, in plain words.

What is it?

SHIPS stands for the Shipbuilding and Harbor Infrastructure for Prosperity and Security for America Act. It’s a bipartisan bill, led by Sens. Mark Kelly and Todd Young and Reps. John Garamendi and Trent Kelly, to rebuild America’s commercial shipbuilding, its U.S.-flag merchant fleet, and the workforce behind both [1][2]. It was first introduced in December 2024 and reintroduced in April 2025 [3].

Why should my family care?

Much of what you buy comes to this country by sea. Today, less than 1 percent of new commercial ships are built in the United States [4]. China builds more than half of the world’s new commercial ships [5]. In a crisis, the ships that carry our goods, and the fuel and supplies our forces need overseas, mostly fly other countries’ flags.

For veterans, this is personal. The Navy can’t fight far from home without the support ships and merchant mariners that keep it supplied. And the shipyards that build commercial ships are part of the same industrial base that builds and repairs the fleet.

When America ships, America wins.

What’s in it?

The bill is big, about 100 sections in its latest House version [6]. Here’s what it would do, in six parts:

1. Leadership. A Maritime Security Advisor in the White House and a Maritime Security Board of every agency with a stake at sea, so one person owns the whole picture and keeps a national maritime strategy [2].

2. Money that lasts. A Maritime Security Trust Fund, so shipbuilding doesn’t start over every budget year [2].

3. Ships. A Strategic Commercial Fleet of 250 U.S.-built, U.S.-flag ships, supported by long-term government contracts and ready to serve in a crisis [2].

4. Shipyards. Modernized financing and grants to build ships and upgrade the yards that build them [2][6].

5. Cargo. More cargo on American ships: more government cargo, and, phased in over years, a small but growing share of imports from China and of U.S. oil and LNG exports [2].

6. People. Training for the mariners, welders, shipfitters and naval architects we’re short on [2].

Who pays?

This is the question that usually gets skipped, so here’s the honest answer: it’s still being worked out.

The Senate bill would fund the trust fund mostly from fees, not new taxes on families. Those include customs duties and penalties, tonnage taxes, and new fees on ships owned or operated by China and other “foreign entities of concern,” starting at $5 per net ton [2].

The House version that passed this summer caps the trust fund at $20 billion but doesn’t name where the money comes from. House rules pushed the revenue pieces into a separate bill [6][7]. The White House’s Maritime Action Plan, released in February, proposes a fee on foreign-built ships calling at U.S. ports that it says could raise “tens of billions of dollars over a decade.” That fee would also need Congress to act [4].

What’s being debated?

A fair primer gives both sides. Here’s what’s being debated [2]:

Cost: building in the U.S. can cost several times more than in Asia. One estimate puts a U.S.-built LNG carrier at two to four times the cost of a Korean one.
Prices: requiring U.S. ships could raise freight rates and slow cargo, costs that can reach consumers.
Capacity: our yards may not be able to build ships this fast. Shipbuilder Clay Wirsing told us some targets get “a little bit ahead of ourselves” given today’s yard capacity [8].
Trade partners: business groups warn that limiting access to ships could hurt U.S. companies and global supply chains.

Supporters answer that doing nothing has its own cost: a country that can’t build or crew its own ships depends on others in a crisis.

Where does it stand?

This summer, the House passed a rewritten SHIPS Act as part of the defense bill [6]. The Senate hasn’t passed its version. The final defense bill is expected after the November election, and which maritime pieces survive is still open [6][7].

The bottom line

The SHIPS for America Act is the biggest effort in decades to answer a simple question: can America build, crew and sustain its own ships again? Reasonable people disagree on the details and the cost. Our job isn’t to tell you what to think. It’s to make sure you understand what’s being decided, while there’s still time to get it right.

Join the conversation. Reply on X and tell us: what’s working, what’s in the way, and what would you fix first?

While we argue, China plans. It’s time we started building.

Americans for a Stronger Navy is a nonpartisan not-for-profit organization.

References

[1] Sen. Todd Young, “Young, Kelly Introduce SHIPS for America Act,” April 2025: https://www.young.senate.gov/newsroom/press-releases/young-kelly-introduce-ships-for-america-act-to-revitalize-u-s-shipbuilding-and-commercial-maritime-industries/
[2] Troutman Pepper Locke, “Charting a New Course: The SHIPS Act of 2025 Reintroduced”: https://www.troutman.com/insights/charting-a-new-course-the-ships-act-of-2025-reintroduced/
[3] Brent Sadler, “Maritime Legislation: Explainer and Next Steps,” Heritage Foundation, August 12, 2026: https://www.heritage.org/defense/report/maritime-legislation-explainer-and-next-steps
[4] Holland & Knight, “White House Releases America’s Maritime Action Plan,” February 2026: https://www.hklaw.com/en/insights/publications/2026/02/white-house-releases-americas-maritime-action-plan
[5] CSIS, “Are U.S. Policies Eroding China’s Dominance in Shipbuilding?”: https://www.csis.org/analysis/are-us-policies-eroding-chinas-dominance-shipbuilding
[6] CrossGov, “US Shipbuilding Push Rides on the NDAA,” October 11, 2026: https://crossgov.com/us-shipbuilding-push-rides-on-the-ndaa-ships-act-provisions-a-20-billion-trust-fund-and-koreas-150-billion-pledge/
[7] Seatrade Maritime News, “Reshaping the industry,” July 28, 2026: https://www.seatrade-maritime.com/regulations/reshaping-the-industry-progress-on-us-maritime-legislation
[8] Clay Wirsing, U.S. Maritime Action, interview for America at Sea, October 2026: https://strongernavy.org/blog

The SHIPS for America Act in Six Parts, and the Group That Started It,

When we asked Capt. Brent Sadler, USN (Ret.), how the SHIPS for America Act came together, he named a group most people have never heard of: Revolution in Shipping.

“It became very clear we had to do something, and formed a group called Revolution in Shipping, which is the seed corn, and basically still active in the background on putting together and crafting things like the SHIPS for America Act.” — Capt. Brent Sadler, USN (Ret.) [1]

Here’s what we know so far about the idea, the people behind it, and how it grew into the most comprehensive maritime bill in decades.

It started with a report

In May 2023, Brent and Heritage Foundation economist Peter St Onge published Regaining U.S. Maritime Power Requires a Revolution in Shipping [2]. The title became the name of the effort.

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The report laid out the problem in plain numbers. America had fewer than 200 U.S.-flagged merchant ships, down from 636 at the end of the Cold War. U.S. yards had delivered no more than 20 large commercial ships a year since 2017, most of them for government. China, meanwhile, built more than 40% of the world’s new ships by tonnage and paid its shipbuilders $132 billion in direct subsidies from 2010 to 2018 [2].

“Nothing short of a revolution in U.S. shipping is required to compete with China’s world-class merchant fleet.” [2]

The answer it proposed wasn’t to copy China. It was a “blue ocean strategy”: build a new kind of American shipping and logistics where we can lead, not chase the old model where we can’t [2].

What it called for

The 2023 report asked Congress and the administration for five things [2]:

1. A national maritime strategy, replacing the 1989 sealift directive
2. A maritime innovation incubator, run through the Defense Department
3. Training, stipends and a fellowship for mariners and naval architects
4. Opportunity zones at ports and intermodal sites
5. Stronger tools against China’s unfair practices, including a better-resourced Federal Maritime Commission and waived port fees for U.S.-flagged ships

The people behind it

Revolution in Shipping isn’t a think tank or a lobby. As Brent describes it, it’s a working group of about a dozen people from industry, academia, government and the military, pulled together in Washington to work out “what would be the most workable, but most importantly effective, approach to reviving America’s maritime industrial base” [1].

The group works quietly, and we’re not naming its members here. Brent says it’s still active, helping shape the SHIPS for America Act and the administration’s executive orders on shipbuilding, and helping inform allies including Japan, South Korea, France and Australia as they invest in America’s maritime industrial base [1]. We hope to bring you some of those voices directly in the weeks ahead.

From vision to bill

The ideas kept growing after 2023. By 2025, Brent’s Heritage work had built them into a full program with five lines of effort (protect, ally, nurture, build and train). It called for a presidential maritime advisor, a dedicated trust fund paid for by fees on state-subsidized shipping, and a strategic commercial fleet of 250 ships over a decade [3].

The SHIPS for America Act was first introduced in December 2024 and reintroduced in April 2025 by Sens. Mark Kelly and Todd Young, with Reps. John Garamendi and Trent Kelly in the House [4]. Its core pieces will look familiar. Here’s what’s in it, in six parts [5]:

1. Leadership. A Maritime Security Advisor in the White House (Sec. 101), so for the first time one person owns the whole picture, from the Navy and Coast Guard to Commerce and Transportation.

2. Money that lasts. A Maritime Security Trust Fund (Sec. 201), so shipbuilding doesn’t start over every budget year.

3. Ships. A Strategic Commercial Fleet (Sec. 401) of American-built, American-crewed ships, about 250 over the next decade, ready to carry our cargo in peace and supply our forces in a crisis [3].

4. Shipyards. Grants and financing to build new ships and modernize the yards that build them.

5. Cargo. More government cargo moving on American ships (Sec. 411), which keeps those ships sailing and those crews working.

6. People. Training for the mariners, welders, shipfitters and naval architects we’re short on.

On July 22, the House passed its defense bill with a rewritten SHIPS for America Act of about 100 sections inside it [6]. House rules forced the revenue pieces into a separate bill, the Shipbuilding Investment and Workforce Act (H.R. 9911) [8]. The House version creates the Maritime Security Advisor and caps the trust fund at $20 billion, but it doesn’t yet name a source of money for it [9].

The Senate has not passed its version, and the final defense bill is expected after the November election. On October 9, the bill’s four sponsors, backed by maritime labor, asked Senate colleagues to urge leadership to keep the SHIPS provisions in the final bill [10].

In his July testimony to the House Foreign Affairs Committee, Brent noted that the bill’s proposed fees on Chinese shipping became a basis for later administration action [7].

Why it matters

Big laws rarely start in a committee room. They start with a few people who see a problem clearly, write it down, and keep working on it long after the first report is published. Revolution in Shipping is a reminder that rebuilding America at sea is a long game, and that it takes people willing to stay with it.

Hear Brent explain the SHIPS for America Act in his own words in our America at Sea introduction with Brent and Clay Wirsing.

Join the conversation. What’s working, what’s in the way, and what would you fix first? Tell us on X at @StrongerNavy.

While we argue, China plans. It’s time we started building.

Americans for a Stronger Navy is a nonpartisan 501(c)(3) organization. This post is educational and does not urge support for or opposition to any legislation.

References

[1] Capt. Brent Sadler, USN (Ret.), interview, America at Sea: Voices That Matter, October 2026: https://strongernavy.org/america-at-sea-the-ships-act-the-shipyard-floor-and-why-it-matters/
[2] Brent D. Sadler and Peter St Onge, “Regaining U.S. Maritime Power Requires a Revolution in Shipping,” Heritage Foundation Special Report No. 272, May 15, 2023: https://www.heritage.org/sites/default/files/2023-05/SR272.pdf
[3] Brent Sadler, “Reviving America’s Maritime Strength: Comprehensive by Necessity,” Heritage Foundation, July 24, 2025: https://www.heritage.org/defense/report/reviving-americas-maritime-strength-comprehensive-necessity
[4] Sen. Todd Young, “Young, Kelly Introduce SHIPS for America Act,” April 2025: https://www.young.senate.gov/newsroom/press-releases/young-kelly-introduce-ships-for-america-act-to-revitalize-u-s-shipbuilding-and-commercial-maritime-industries/
[5] S. 1541, SHIPS for America Act of 2025: https://www.govinfo.gov/content/pkg/BILLS-119s1541is/html/BILLS-119s1541is.htm
[6] K&L Gates, “House Passes Historic NDAA Maritime Amendments,” July 24, 2026: https://www.klgates.com/thought-leadership/House-Passes-Historic-NDAA-Maritime-Amendments-7-24-2026
[7] Statement of Capt. Brent Sadler, USN (Ret.), House Foreign Affairs Subcommittee on East Asia and the Pacific, July 22, 2026: https://docs.house.gov/meetings/FA/FA05/20260722/119432/HHRG-119-FA05-Wstate-SadlerB-20260722.pdf
[8] Brent Sadler, “Maritime Legislation: Explainer and Next Steps,” Heritage Foundation, August 12, 2026: https://www.heritage.org/defense/report/maritime-legislation-explainer-and-next-steps
[9] CrossGov, “US Shipbuilding Push Rides on the NDAA,” October 11, 2026: https://crossgov.com/us-shipbuilding-push-rides-on-the-ndaa-ships-act-provisions-a-20-billion-trust-fund-and-koreas-150-billion-pledge/
[10] Transportation Trades Department, AFL-CIO, “Senate Sign-On Letter: Urge Congressional Leadership to Include SHIPS Act Provisions in FY2027 NDAA,” October 9, 2026: https://ttd.org/policy/letters-to-congress/senate-sign-on-letter-urge-congressional-leadership-to-include-ships-act-provisions-in-fy2027-ndaa/

America at Sea: CDR Salamander on People, Bureaucracy and Focus

America at Sea: Voices That Matter continues with CDR Salamander, the retired Navy commander whose writing on naval affairs has been required reading for years [1]. He served 21 years on active duty, from Desert Storm to Afghanistan, and today he’s one of the sharpest independent voices on the Navy we have.

We asked him the same three questions we ask everyone. His answers go past the usual talking points to people, bureaucracy and focus. Watch below.

Join the conversation. Reply to the post above on X and tell us what’s working, what’s in the way, and what you’d fix first. Not on X? Reach us through StrongerNavy.org.

What we heard

What’s working: people. Everything in uniform, he says, funnels down to a young man or woman holding the line. Budgets and programs don’t matter without the right people. He points to the Navy and the other services meeting their recruiting goals early two years running, and to Navy retention above 100% across the first 14 years of service, by the figures he cites.

“People are policy. People run programs. People work budgets.” — CDR Salamander

What’s in the way: bureaucracy and the defense industrial base. We still run on a system built around Goldwater-Nichols in 1986, when the worry was the Soviet Northern Fleet. Consolidation in the 1990s left a few big prime contractors. And when billions go to stock buybacks, he says, that money isn’t going to higher pay for welders and shipfitters, better shipyards or capital investment.

“Like any other large object with a lot of inertia, when you stop pushing on it, it regresses to the mean. This is going to require sustained efforts.” — CDR Salamander

What he’d fix first: mindset and focus. Do it in a bipartisan way. Look at a map: America is a maritime and aerospace power, and that’s our competitive advantage. Fund and focus to match, out to space, and be willing to take risk elsewhere, including moving more ground forces into the Guard and Reserve and building up the Naval Reserve.

“We are a maritime and aerospace power. That also happens to be our competitive advantage.” — CDR Salamander

And the ships? More “holes in the water” follow from getting the focus right, he says. But the sealift, prepositioning and merchant marine we’d need to sustain a fight across the Pacific are in rough shape. He notes that two replenishment ships earned the Presidential Unit Citation for operations off Iran this year because they “did almost the impossible,” and says that shouldn’t have to be the expectation.

The three questions

1. What’s working right now that we should do more of?
2. What’s the biggest barrier to rebuilding America at sea?
3. If you could fix one thing first, what would it be?

We’ll post each new voice here over the coming weeks. At the end of November, we’ll publish a common-ground report: what these voices agree on, in their own words.

Transcript

Lightly edited for readability.

Introduction

I’ve been telling people for a long time, I’m kind of your standard issue. Retired U.S. Navy O-5, commander. I did 21 years on active duty, did a lot of deployments, and I left active duty in 2009. My first deployment was Desert Storm, so I’m one of the cohort of baby junior officers who got the last end of the Cold War, got to chase the Soviets around the Atlantic and the Mediterranean a bit, did the Desert Storm thing as well. My last deployment, back in 2009, I came home about four months before I went on terminal leave, after a deployment to Afghanistan. So I kind of did the broad, older-cohort Gen X standard issue. Nothing too dramatic, nothing very exciting. My experience was in line with kind of the center of the curve, so to speak.

What’s working right now that we should do more of?

What’s working? It’s always fun and exciting, and goodness knows I do it. Today I wrote a little bit about long-range anti-ship missiles and having the Air Force do a little bit of our sea control. Many people will go back to their comfort spot on the tactical level. I was an operational planner for years, so I love talking about courses of action and decisive points and stuff like that. But at the end of the day, and this may be a funny thing for a person from the Navy to say, everybody who wears a uniform or supports them, it all funnels toward a young man or woman standing on a street corner holding a long arm, looking around and going, “This is mine, not yours. I control it.”

That’s people. People are policy. People run programs. People work budgets. You can have great budgets and great programs, but if you don’t have the right people, you’re going to have some trouble. In the volunteer system that we have, nobody’s drafted. There are no great levies on the population to fill the spots that we need. You have to create an environment where people not only want to join, but they want to stay. And we are a type of society where people do have choices.

There are some people who wouldn’t know what to do if they ever got out of the military. I originally was one of those guys. I’m not an academy guy; I was a contract ROTC guy. I was going to do a few years because I didn’t like communists, and then I was going to go get a real job in the civilian world. And as my wife reminds me, I didn’t do that. I stayed in and made a full career out of it. But you have to have a situation where people not only have a job that they value, but they think is valuable and is worth staying in for. And not everybody has to make a career out of it. Sometimes people do one or two tours.

A primary indicator when things are not working is when you can’t get people to join, and when you can’t get the ones that you have to stay. And numbers matter. You don’t want just the bare minimum. You want more than the bare minimum so you can do a quality cut, where you don’t have to take everybody. Those that maybe don’t have the best indicators for future success in uniform can be invited to pursue excellence elsewhere: don’t bring them on board, or they don’t re-enlist.

We’ve heard recently that the Navy and the other services, for the last two years, have reached their recruiting goals early. That means they were bringing in new men and women, and for those that like demographics, every year there are fewer people you can recruit, just because there are fewer children than what we had seen previously. So that’s getting new people into the pipeline.

But especially in our military, which is very high tech, it requires a lot of training, years of training for some specialties, before you’re actually usable to the combatant commanders. Retaining your smart people is what you want to do. I dug around a bit and found these figures, and I think they’re pretty good. Officer figures are difficult to come by, but from what I’ve seen from the Chief of Naval Personnel, and I’m just focusing on the Navy here, there’s been a steady increase in officer retention over the last three years, which is where you want to go.

On the enlisted side of the house, everybody who’s been involved in mentoring sailors, bringing sailors up, giving them jobs, letting them know why their jobs are important and rewarding them, should all give themselves a pat on the back, or get a little gold anchor to hang off their door or something. Zone A, for those that aren’t familiar with the manpower side of the house, is people who’ve been in zero to six years: 108.9% retention. Zone B, six to 10 years: 117.9%, we’ll call it 118. And Zone C, 10 to 14 years in the service: 111.3%. So that, I think, is what’s working. We’re bringing in the people that we need, and we’re retaining more than what we need, which is good, because that way you have more people on the right end of the bell curve to put in your critical jobs.

What’s the biggest barrier to rebuilding America at sea?

So, okay, we’ve got the people coming in. We’re keeping people. So what tools are we giving them? That’s what I think is in the way. And this isn’t unique to the U.S. military or the U.S. government. There’s a reason for phrases like “Ottoman bureaucracy” or “that’s Byzantine,” or, for those who have had to deal with European bureaucracies, “I’m sorry, that’s not possible.” It’s just the nature of bureaucracies.

I think it’s kind of embarrassing that a communist government, the People’s Republic of China, seems to be experimenting and building and innovating a little bit faster than we are. Some of it might be Potemkin, but holes in the water are holes in the water. Compared to where they were 20 years ago, tremendous advancements. I think our bureaucracy is the thing that’s in the way, with these programs, these systems, and people you can’t fire. I almost wrote about it today, and I may do it next week: an IG report where, instead of one person accusing someone, you had dozens and dozens of people accusing a senior executive. It had been a known problem for years, and they just couldn’t get rid of her. When you read the summary, she worked in the IG’s office, of all things. It gives people a little flavor of how difficult it is to move people. Going back to the first point: people are policy. And civil service reform is a dead letter, for a variety of reasons.

We have laws, and we have policies, and we have instructions. The one I like to use is Goldwater-Nichols, 1986. That’s when our biggest worry was the Red Banner Northern Fleet, Admiral Gorshkov’s children coming over North Cape, west of Bear Island. We still live under that system, and since it came on board, it’s developed all these accretions, all these additions, all these refinements, so that it’s not really fit for the 21st century. Time flies when you’re having fun. We’re already in the second quarter of the 21st century, and we’re still living inside a construct whose foundation is based in 1986. So the bureaucracy has got to change.

We also have a big problem that’s the byproduct of Perry’s “Last Supper” in the 1990s, with defense consolidation. We have what we call the primes, our prime defense contractors, and there aren’t that many options. Boeing is going to be building both the F-47 and whatever we end up calling the new Navy fighter. You’ve got Boeing, Lockheed, Northrop Grumman. There’s not much competition there.

Corporate governance is important, because it establishes priorities and it establishes short-term and long-term requirements. One of the problems with the primes being publicly traded companies is their boards. I love my defense primes. Every time I talk to those folks, they have great professionals working for them. But I’d encourage everybody to go look at their boards of directors, look at the backgrounds of the board members, all publicly available, and look at who the primary shareholders are. Shareholders vote. If you own a pension fund, you’ve got BlackRock, you’ve got Vanguard, you’ve got Fidelity, and a couple of others in there. Their primary goal is not national defense. Their primary goal is shareholder value. General Dynamics is one of the companies that actually has a fair bit of private money coming in.

When you’re spending billions of dollars on stock buybacks, and that’s money coming from the federal government paying for weapons systems, you’re not paying larger salaries for your welders, your shipfitters, your staff. You’re not improving shipyards. You’re not doing capital investment. You’re buying back your own stock to get incremental, in some places fractions of a cent per share, advances in share price, because that benefits the shareholders, Vanguard and BlackRock, who own the majority of the stock and get to pick the board members who make those decisions. And I’ll give the administration credit: inside the last year, they’ve started some moves in that regard.

So those are the things I think are in the way. Our bureaucracy is not moving as fast as the executive branch and the legislative branch would like to see things move. There’s progress there. But like any other large object with a lot of inertia, a lot of mass, a lot of density, when you stop pushing on it, it regresses to the mean. So this is going to require sustained efforts.

If you could fix one thing first, what would it be?

The first thing is, and this needs to be done in a bipartisan way, both what’s in the way and what you’d fix first. Because if it becomes a partisan thing, national defense isn’t going to benefit, people wearing the uniform aren’t going to benefit, our allies aren’t going to benefit. Who’s going to benefit are those whose self-interest lies in other things besides national defense and allied defense.

So I would like a conversation that will upset people in Congress, too, because you’re going to upset some rice bowls. But it’s something I’ve advocated for a long time. And I know I wear blue and gold here. Fine. However, I put myself on equal footing with my boys in blue here.

I encourage everybody: everybody should have a map on the wall. If they don’t, they should definitely have a little globe, or a big globe. I have a big globe, about three feet in diameter, that I keep in my library. Look at the map. Go on Google Earth if you have to, and do a couple of great circle routes to where most of the threats to our national security lie. We are a maritime and aerospace power. That also happens to be our competitive advantage. Yes, the Chinese now have the world’s largest navy, but are their Type 055s the same as our Flight IIA Arleigh Burkes? Probably not, because we have a lot of combat experience, especially over the last few years, and we’ve been able to refine our systems. Our technology is the best. China’s trying to steal its way into a capability that looks like SpaceX, but they don’t have a SpaceX.

And when I say aerospace power, I’m not just talking about the B-21 Raider. I’m talking about low Earth orbit, cislunar space, I think is what the cool kids call it. We have to dominate space between here and the Moon, because if we don’t, the Chinese will. Do you want the rest of the solar system to run on the language, the culture, the policies and the rule of law of the U.S., the European Union, Japan, Australia and Korea? Or do you want it run by the authoritarian Chinese, with an assist from the Russians? I think you want the former. And to properly fund it, and not just fund it but focus the mind of everybody within a commute of D.C., whether you work in the Pentagon, at a think tank, as a congressional staffer, or you’re a member of Congress, you need to be thinking about the United States as a maritime and aerospace power.

We have to be willing to assume risk on what we are not. We are not a continental land power. We do not need huge standing armies. When you look at our obligations overseas through our alliances, not just NATO but our alliances with Japan, Australia and a few others, these are nations, especially on continental Europe, that are land powers, whether they want to spend on it or not. France, Germany and Poland should be able to hold the land just fine. We can help them in the aerospace and maritime domains. And if they do need our ground forces, we should have the balance of our ground forces, except for a few high-readiness, highly expeditionary forces, in the National Guard and the Reserves.

Does that mean, like we saw in Desert Storm, that it takes a while to get those units up to speed, compared to a large active-duty armored or infantry division? Sure does. And this is where my opinion gets unpopular with people. But that gives the American people and our government, as designed, with the executive and the legislative branch, time to decide together: yes, this issue, whatever and wherever it is, is worth the national effort, worth telling a whole bunch of constituents, “Shipmate, it’s not one weekend a month and two weeks in the summertime.” Though for the last 20 years that’s not been true either. You’re getting activated, and you’re probably going to war. That requires a lot more national buy-in than you have with a large standing ground force. I’d also like to see more in the Naval Reserve than what we’re doing. The Air Force recaptures a lot of its active-duty experience in the Reserve and the Air National Guard. The Navy, I think, has always shortchanged that capability.

So what I’d fix first is the mindset and the focus, toward a maritime and aerospace power, with extra emphasis on space. I grew up with Star Trek, and they were ahead of their time: it is the final frontier. If you look at it from a civilizational and a species point of view, 200 years from now I would much rather have the people managing resource extraction in the asteroid belt have a union, an appeals process and contracts subject to tort claims, than a system where if you don’t meet your quota, you wind up mining the asteroid yourself until you die, which is what you have in authoritarian systems.

Bill Cullifer: How about holes in the water?

Holes in the water, I think, will come as a byproduct of emphasizing that we’re a maritime and aerospace power. I remember one of my friends came back from being a third-tier junior officer at one of our large war games in the 1990s, updating our operations plan for Korea. He came back and said, “We don’t have enough to do what they want to do, but we’re going to pretend we do.” And I thought, that’s true. If we can get the focus right, we can get more holes in the water, and more shadows on the ramp.

Our commitments are mostly overseas, or across the Caribbean if you’re Venezuela, I guess. That requires strategic airlift and strategic sealift, and we barely have enough of that. We’re flying the wings off our C-17s as it is, and we don’t have a heavy-lift strategic airlifter in production. If you’re over 40, you may not have looked at what has happened to our Maritime Prepositioning Force, which existed in pretty good numbers as late as 2010, or the state of the merchant marine that is supposed to sustain us. It’s nightmarish, if you look at sustaining combat operations west of the International Date Line, which we’ll be required to do.

There’s a reason two replenishment ships received the Presidential Unit Citation, an award usually given to submarines that do things nobody can talk about, for operations off Iran this year. They did almost the impossible, and everybody should be really proud of what they did. But that shouldn’t be the expectation. We shouldn’t have to create miracles on a regular basis. We should have the funding and the foresight to have a merchant marine and auxiliary force that can actually support our forces forward.

While we argue, China plans. It’s time we started building.

References

[1] CDR Salamander, Substack: https://cdrsalamander.substack.com

Americans for a Stronger Navy Launches America at Sea With National Maritime Kickoff on October 18, 2026

While we argue, China plans. The issues, the people, and the stories behind America’s maritime comeback.

Americans for a Stronger Navy in collaboration with U.S. Maritime Action, today announced America at Sea, a national effort that begins with a free, virtual maritime kickoff on October 18, 2026. It is the first step toward a standing collective of the people who build, crew, move and pay for America’s ships.

The country has a Maritime Action Plan, legislation moving in Congress, and wide agreement that the fleet and the industrial base behind it must be rebuilt. What it doesn’t have is a public that knows the people who do this work, or a place where every part of the maritime world can speak with one voice. America at Sea is built to start both.

To join the October 18, 2026 kickoff or the founding group, complete our contact page.

“Most Americans have no idea who builds, crews and repairs the ships this country depends on. We want to change that by telling their stories, finding out what they agree on, and giving them a common voice. While we argue, China plans. It’s time we pulled in the same direction,” said Bill Cullifer, founder and executive director of Americans for a Stronger Navy and a former Navy destroyer sailor.

Captain Brent Sadler, U.S. Navy (Ret.), will moderate, helping draw out those stories and the common ground behind them. Sadler served 26 years in the Navy, including nuclear submarine operations in the Pacific and service as a military diplomat in the Indo-Pacific. He is the author of *U.S. Naval Power in the 21st Century* and *Naval Power in Action*, and is a leading advocate for rebuilding America’s shipbuilding industrial base and merchant marine.

U.S. Maritime Action, a new grassroots maritime advocacy group founded by shipyard engineer Clay Wirsing, is collaborating on the effort and will lead outreach to shipyards and the waterfront.

“I spent my Navy years on the bridge of a destroyer. Clay has spent his in the yards building them. He saw the same need I did, that the people who weld, wire and repair these ships have to be part of this conversation. That’s why I wanted him involved from day one,” said Cullifer.

“I’ve spent eight years on the waterfront building and repairing the ships this country depends on. The people doing that work know where the problems are, but they’re rarely in the room when the decisions get made. If we want more ships, the builders, the mariners and the people buying the ships have to work the problem together,” said Wirsing, who has worked in three shipyards on the new construction and repair of aircraft carriers, destroyers, submarines and auxiliary supply ships.

On October 18, the organizers will share the story and the vision for America at Sea and open a founding group. Invitations are going out to:

– Shipbuilders, ship repair yards and their suppliers
– Shipyard workers, mariner unions and longshore labor
– Merchant mariners and sailors
– Ship owners and operators, domestic and international
– Ports, carriers and shippers, including agriculture and energy
– Maritime training and education
– Advocates, think tanks and independent voices, including advocates for reform
– The media who cover the maritime world
– Congressional staff, as observers

After the kickoff, America at Sea will continue as a series of conversations introducing Americans to the people behind the nation’s ships, explaining how the maritime world really works, and building a common voice on where they agree.

The effort is independently organized and underwritten by Americans for a Stronger Navy [and U.S. Maritime Action]. No company or interest group has paid to shape its agenda, and the effort does not take positions on behalf of its members.

To join the October 18, 2026 kickoff or the founding group, complete our contact page.

About Americans for a Stronger Navy
Americans for a Stronger Navy is a nonpartisan and non for profit organization based in Folsom, California, focused on naval readiness, the maritime industrial base, and the question of who pays to rebuild American seapower.

About U.S. Maritime Action
U.S. Maritime Action covers U.S. shipbuilding, shipping, ports, the Navy and the Coast Guard. maritimeaction.us

—

Congress won’t move until we do.

The Navy’s future gets decided in the next four months. Not in a speech, not in a hearing — in a conference committee most Americans have never heard of, deciding whether $350 billion actually gets spent on American shipyards or gets quietly stripped out before anyone notices.

Here’s what’s happening, and what we’re asking you to do about it.

What’s Actually at Stake

The FY27 NDAA — the annual bill that funds the military — carries the core pieces of the SHIPS for America Act inside it. Right now, the House and Senate versions don’t match, and a small group of lawmakers in a conference committee will decide which pieces survive, get watered down, or disappear entirely. That includes funding that could total up to $350 billion for shipbuilding, and a proposed Select Committee for Maritime Industrial Revival — a dedicated congressional body to keep this problem from falling through the cracks the way it has for decades.

None of that happens automatically. Bills this size get shaped by who shows up — and right now, the loudest voices in Washington on this issue are the lobbyists paid to slow it down.

Three Things You Can Do Right Now

1. Call your rep before the NDAA conference.
Use our Contact Your Representative tool to find your member of Congress and reach their office directly. Tell them you want the shipbuilding provisions kept in the final NDAA — not traded away in conference.

2. Back the Select Committee for Maritime Revival.
Congress created single-purpose committees before when the stakes demanded it. Shipbuilding capacity — the thing that decides whether America can surge sealift in a crisis — deserves the same standing attention, not a rotating cast of committees that each own a slice of the problem and none of the whole picture.

3. Make Congress pass the $350B.
This isn’t a blank check — it’s the difference between shipyards with the capacity to build and shipyards limping along on year-to-year funding fights. Tell your rep this number matters, and that “we’ll get to it next year” isn’t good enough anymore.

Why Now

Conference committees move fast and mostly out of public view. By the time a compromise bill becomes public, it’s usually too late to change it. The next four months are the window — not because we’re saying so, but because that’s how the calendar actually works this year.

Congress won’t move until we do.

Contact your representative now →

Six Weeks That Decide the Fleet

Part 1 of 4 in our series, “Six Weeks That Decide the Fleet: September 24 to November 9 — what happens to a fee meant to protect American shipyards.”

What This Series Covers

– How a 2024 labor petition turned into a real trade penalty on Chinese shipping — and why it barely survived a week
– Who’s financially backing the fight to kill that penalty, and what’s separately been reported about that same company
– What to watch for when President Trump hosts Xi in Washington on September 24
– What the people actually building ships and running unions told Congress this month, in their own words
– What happens on November 9 — the day the fee’s one-year suspension runs out

Where Things Stand, Briefly

For readers who want the fuller picture: three years in, there’s real progress and real gaps. On the plus side — an executive order creating a national maritime strategy, a $65.8 billion Navy shipbuilding request for FY2027, and a new submarine-component factory in Alabama already producing parts. On the other side — the U.S.-flagged oceangoing fleet actually shrank to 178 ships last year, the Maritime Security Trust Fund still isn’t law, and the industrial base has lost up to 40% of its waterfront facilities over two decades. Read the full three-year accounting →

A fee designed to protect American shipbuilding jobs lasted six days before someone made it disappear. This is the story of who did it, and why it should bother you even if you’ve never thought about a shipyard in your life.

Three years ago, we started asking a simple question: who pays for American naval readiness? Congress. Taxpayers. Shipyard workers who show up at 5am to weld hulls in the summer heat. That question is the whole reason Americans for a Stronger Navy exists.

This year we learned there’s a second question hiding behind the first one: who pays to make sure we never have to.

Two facts below are worth reading side by side. We’ll let you draw your own conclusion.

Let’s walk through it.

The Fee Nobody Remembers Was Labor’s Idea

This didn’t start in Washington. It started with the people who actually weld the hulls.

In March 2024, five American labor unions — not a think tank, not a senator, not us — petitioned the U.S. Trade Representative to investigate China’s dominance of global shipbuilding.[1] They’d watched it happen up close for years: American shipyards closing, skilled jobs disappearing, an entire industrial base hollowing out while China built ships by the hundreds. Nobody in Congress had acted on it yet. The workers went first anyway.

USTR agreed there was a real problem, opening a Section 301 investigation — a legal process the government uses to investigate unfair foreign trade practices. By early 2025, nearly a year after the unions first raised the alarm, the investigation confirmed what they’d been saying all along: China’s practices were “unreasonable” and burdened U.S. commerce.[2] The remedy: a modest port fee on Chinese-built and Chinese-operated vessels calling at U.S. ports — money that would help fund the rebuilding of America’s own shipbuilding capacity.[3]

The fees took effect October 14, 2025. Six days later, at a summit in South Korea, they became a bargaining chip.[4] By November 10, they were suspended for a full year — paused at $0, with the scheduled 2026 rate increase simply never happening.[5]

Two senators, one from each party, have since asked the obvious question: what exactly did the United States get in exchange for giving that leverage away?[6] As of this writing, nobody in the administration has given them a straight answer.

Who Wanted the Pause

We already knew part of this story. Our 2025 Navy year-in-review documented over $3 million in lobbying spent fighting the SHIPS for America Act and the fees meant to fund it — six times what was spent supporting it.[7] The National Retail Federation alone spent $2.27 million. The American Apparel & Footwear Association, the Consumer Technology Association, the Travel Goods Association, and the U.S. Chamber of Commerce rounded out the list.

What we didn’t know then was how organized that campaign actually was. In March 2025, NRF and the Retail Industry Leaders Association — joined by more than thirty other organizations — jointly commissioned an economic study designed to make the case to USTR that the fees would hurt American consumers.[8] Their own words: “U.S. businesses and consumers will take the brunt of these service charges… many, if not all, of the leading ocean carriers capable of meeting U.S. shipping needs use Chinese-built vessels in their fleets.”

Read that sentence again. Their argument for keeping shipping cheap is that America has become so dependent on Chinese-built ships that we can’t afford to stop being dependent on them.

The Part Nobody’s Said Out Loud

Here’s what we found that nobody else has connected: the same interests fighting these fees include the company the fees were written to counter.

Companies are legally required to disclose who pays them to lobby the government — public paperwork anyone can look up. Those U.S. Senate filings show COSCO — China Ocean Shipping Company — and China Shipping Group are named directly, by address and by percentage of ownership, as the entities behind the World Shipping Council’s American lobbying activity.[9] Not a shell. Not an inference. Their names are on the federal paperwork, filed through two U.S. law and government-relations firms: Cozen O’Connor Public Strategies, and Shamrock Maritime Consultants.

In April 2025, Maritime Executive ran a headline that should have gotten more attention than it did: “Shipping Industry Joins with China Calling for U.S. to Reconsider Port Fees.”[10] The World Shipping Council’s objections and Beijing’s official objections were, functionally, the same argument, published within days of each other.

What Kind of Company Is Paying for This

Separately: just over a week ago, the Foundation for Defense of Democracies reported that COSCO uses concealed equipment aboard its own ships to intercept U.S. military communications near American coastlines.[11] The Pentagon put COSCO on its list of companies linked to the Chinese military back in January 2025.[12] Chinese law requires companies like COSCO to support state intelligence work whether they want to or not.

We’re not going to tell you what to make of those two facts sitting next to each other. Americans can draw their own conclusions.

What Wasn’t Said at Hudson

On September 16, the Hudson Institute hosted senators, industry, and labor to talk through the SHIPS Act’s path forward. Heritage’s Brent Sadler raised Chinese state shipping as an espionage vector, in general terms.[13] Sen. Todd Young described, without naming anyone, an uncomfortable conversation with congressional colleagues who wouldn’t answer whether they were comfortable continuing to route cargo through Chinese-owned shipping companies given what’s now known about tracking and targeting systems aboard some of those vessels.[14]

Nobody drew the line all the way through. Nobody said: the resistance you’re describing has a name, an address, and a line item on a federal disclosure form.

We’re Not Anti-Business. We’re Pro-Paying-Your-Share.

We’ve said from the start that this isn’t about picking a fight with retailers or the shipping industry. Companies are allowed to lobby for their interests — that’s how the system works, and we’re not interested in relitigating that.

What we’re saying is simpler than that: here are the facts, here’s who’s named on the paperwork, and here’s what’s been separately reported about that same company. Judge for yourself what it means that they line up the way they do.

The Clock

The fee suspension expires November 9, 2026. That’s the next real decision point — not a hearing, not a letter, an actual expiration date with a binary outcome: reinstate, extend, or let it lapse further.[5]

There’s an earlier date worth watching first. On September 24 — 46 days before that expiration — President Trump hosts Xi Jinping in Washington for their second summit of the year. The first time these two men met at a summit, the port fees became a bargaining chip within six days.[4] The Heritage Foundation’s own pre-summit brief argues this meeting should be judged by whether China shows “measurable progress on its previous commitments,” not by how many new deliverables get announced.[16] We’d add the obvious corollary: that standard should apply to what the United States gives up, too.

If the port fee comes up again on or around September 24 — as a “goodwill gesture,” a “de-escalation step,” or anything else dressed up as diplomatic progress — that won’t be a new development. It will be the same pattern repeating, with the same question still unanswered: what did the first suspension buy us?

Sen. Mark Kelly put the underlying stakes plainly at Hudson: 400 U.S. oceangoing ships during Desert Storm. Eighty today.[15]

Three years in, we’ve learned who’s supposed to pay for rebuilding the fleet. This year we learned who’s paying, quietly, to make sure that never happens.

Next in “Six Weeks That Decide the Fleet”: what to watch for when Trump hosts Xi in Washington on September 24 — and whether the same trade happens twice.


References

[1] Petition to USTR, five national trade unions, March 12, 2024, cited in Clyde & Co, “USTR Section 301 Fee and Tariff Measures and Their Impact to Charterparties.”
[2] USTR, Section 301 investigation determination, January 16, 2025.
[3] Federal Register, “Notice of Action and Proposed Action in Section 301 Investigation,” April 23, 2025.
[4] White House Fact Sheet, November 1, 2025; Hellenic Shipping News, “US-China Port Fee Truce.”
[5] Federal Register, “Notice of Modification of Section 301 Action,” November 13, 2025.
[6] Sens. Mark Kelly and Elizabeth Warren, letter to USTR Ambassador Jamieson Greer, June 2026.
[7] Americans for a Stronger Navy, “2025 U.S. Navy Year in Review — Follow the Money: Who’s Fighting Against American Shipyards.”
[8] Textile World / National Retail Federation, “Retailers Submit Comments In Opposition To USTR Shipping Remedies Proposal,” March 24, 2025.
[9] U.S. Senate Lobbying Disclosure Act filings, Cozen O’Connor Public Strategies and Shamrock Maritime Consultants, LLC, client World Shipping Council.
[10] Maritime Executive, “Shipping Industry Joins with China Calling for U.S. to Reconsider Port Fees,” April 18, 2025.
[11] Foundation for Defense of Democracies, “Yes, China’s State-Owned Shipping Giant Is Spying on the United States,” September 9, 2026.
[12] U.S. Department of Defense, list of companies linked to the Chinese military, January 2025.
[13] Hudson Institute, “Fixing Shipping and Shipbuilding: Plotting the Course Ahead,” September 16, 2026.
[14] Ibid.
[15] Ibid.
[16] Andrew Harding, “Xi Comes to Washington: Expectations for the Trump-Xi Summit,” The Heritage Foundation, September 9, 2026.

U.S. Naval Readiness, Three Years In: The Foundation Is Laid — Now Comes the Test

We’re publishing this ahead of Hudson Institute’s September 16 gathering on the SHIPS for America Act’s prospects, deliberately. Every name in this piece — Sen. Young, Bryan Clark, Brent Sadler, and the industry and labor voices joining them — will be in that room discussing exactly the questions this report raises. We’d rather put our read on the record first and let it be tested by the people actually doing the work than publish a victory lap after the fact. If we’ve got the balance wrong, we want to hear it there. If we’ve got it right, we hope it moves the conversation in the room toward the accountability this moment actually calls for.

Who You’ll Be Hearing From on September 16

For readers who want to follow the event itself, here’s who’s in the room and why they matter to the questions this piece raises:

Sen. Todd Young (R-IN) — Co-lead of the SHIPS for America Act, returning to Hudson to address the bill’s odds in what’s being called this Congress’s “homestretch.” His read on the September conference timeline is the single most consequential data point this piece’s “In Motion” section is waiting on.

Joe Russell — Deputy Legislative Director for Sen. Mark Kelly, the bill’s other lead sponsor. The clearest inside view on where the Maritime Security Trust Fund actually stands in negotiations.

Bryan Clark — Senior Fellow and Director, Center for Defense Concepts and Technology, Hudson Institute. The connective tissue across SFAA, FLEETS Now, and the Navy’s own Golden Fleet plan; moderating the day’s discussion.

Brent Sadler — Senior Research Fellow, Naval Warfare and Advanced Technology, Heritage Foundation. A 26-year Navy veteran and former nuclear submariner; the sharpest read available on whether the fleet-size numbers this piece flags as stalled are likely to turn, and when.

Michael Roberts — Senior Fellow, Center for Defense Concepts and Technology. Focused on the commercial-shipbuilding side of the bill — the Strategic Commercial Fleet Program mechanics behind the 250-ship target.

Todd Tucker — Director of Industrial Policy & Trade, Roosevelt Institute. An industrial-policy perspective on whether investments like Factory 4 can outpace the broader waterfront erosion this piece cites from MARAD’s own data.

David Sullivan — General Vice President, Eastern Territory, International Association of Machinists & Aerospace Workers. The labor voice missing from most of these conversations — directly relevant to the wage-and-conditions workforce argument this piece raises.

Chris McVickers — Chief Financial Officer, Fairbanks Morse. A finance-side read on whether capital is actually moving into the industrial base, or still sitting on the sidelines as the skeptics argue.

Bleu Hilburn — VP Government Business Development, Crowley Maritime Corp. Established commercial-shipping industry perspective on cargo preference enforcement and fleet expansion.

Larry Ryder — SVP Business Development, Naval Programs, Hanwha Defense USA. A shipbuilder’s-eye view on distributed shipbuilding and where the Navy’s 10-to-50-percent goal actually stands on the shop floor.

Ian Bennitt — Senior Director of Government Relations and Shipbuilding, Saronic. Ben Cipperly — Chief Strategy Officer, Havoc AI. Both represent the newer, autonomous-vessel side of the industrial base — the “we can build this now” posture this piece’s “What We’ve Learned” section points to.

We’ll be watching for direct answers on the appropriations timeline, the fleet-size trendline, and the workforce diagnosis — the same three items on our own scorecard below.

Three years ago is when we started Americans for a Stronger Navy, because the country had stopped noticing its own vulnerability at sea. That was the easy part to fix — awareness. The harder question was always going to be: once people noticed, would anything actually move?

Three years later, we can say something we couldn’t say when we started: yes, something is moving. Not everything. Not fast enough. But the shift from “recognizing the problem” to “building the fix” is real, and it’s worth an honest accounting — the wins that are locked in, the ones still being fought for, and the ones that will only be real if the country holds people to them.

What’s Actually Law and Funded

Two things in this list are not proposals. They happened.

Executive Order 14269. Signed April 9, 2025, “Restoring America’s Maritime Dominance” directed a whole-of-government Maritime Action Plan, mandated an assessment of tools like the Defense Production Act to rebuild the maritime industrial base, and created the framework for a national Maritime Security Advisor [1]. The White House released the resulting Maritime Action Plan in February 2026 [2]. This is a standing directive, not a bill waiting on a vote.

The FY2027 30-Year Shipbuilding Plan. The Department of the Navy’s “Golden Fleet” plan requests $65.8 billion in shipbuilding funding for FY2027 alone, targeting a battle force of roughly 450 manned and unmanned vessels by FY2031, up from 291 ships today [3][4]. Worth being precise here: this is a budget request, not an appropriation. Congress still has to fund it. But the plan itself — including the goal of moving distributed shipbuilding work from about 10 percent to 50 percent of Navy projects across non-traditional industrial sites — is now the Navy’s official position, not a think-tank white paper [4].

Factory 4, Muscle Shoals, Alabama. This $2.4 billion public-private facility (roughly $900 million in federal investment layered with $1.5 billion in private capital) opened in March 2026 and is already producing components for Virginia- and Columbia-class submarines [5]. It’s worth being specific about what it is: a submarine-component manufacturing hub, not a general hull-construction yard. Navy leadership has said it’s the first of three planned facilities meant to relieve industrial bottlenecks [5]. One factory doesn’t fix the industrial base. But it’s steel in the ground, not a slide in a briefing.

“This factory is the first of three facilities designed to address the most critical bottlenecks in the maritime industrial base.” — Secretary of the Navy John C. Phelan [5]

What’s Still In Motion — and Why That Matters

This is the part of the report that’s easy to get wrong, and we’d rather get it right than get it impressive.

The SHIPS for America Act (S. 1541). This bill, led by Sens. Mark Kelly and Todd Young with Reps. Trent Kelly and John Garamendi, would establish a Maritime Security Trust Fund and a Strategic Commercial Fleet Program aimed at growing the U.S.-flagged international fleet by 250 ships over a decade [6]. It has genuine bipartisan authorship and real momentum. It is not law. It’s been reintroduced, it has committee support, and companion legislation (the FLEETS Now Act, the Ready Reserve Force Modernization Accountability Act) is moving alongside it — but as of this writing, the path forward runs through a House-Senate conference expected this fall, likely bundled with the FY27 NDAA [7]. Anyone who tells you this fund already exists is ahead of the facts. It’s close. It isn’t done.

The workforce and unmanned-systems provisions — folding uncrewed surface and undersea vehicles into official force-structure procurement counts, and standing up maritime academy and mariner-credentialing incentives — are part of the same legislative and budgetary picture: real proposals with real support, still working their way through appropriations rather than sitting on the books as settled policy.

Why the distinction matters for this movement specifically: our credibility with the people who actually read this stuff — Hill staffers, the Midrats and USNI crowd, the shipyard workforce we claim to speak for — depends on us being the group that doesn’t round up. Overstating “passed” when the real status is “introduced” costs us the next argument we need to win.

What the Skeptics Are Saying

An honest progress report has to sit with the people who don’t think there’s much progress to report. Three worth taking seriously:

The fleet number moved the wrong way. WorkBoat’s own progress check in January 2026 cited Center for Maritime Strategy data showing the U.S.-flagged oceangoing fleet actually fell to 178 cargo ships, about 0.57 percent of world tonnage, even after the executive order and the SHIPS Act push began [8]. If the goal is closing the gap with a 5,500-ship Chinese fleet, that’s the one number that should be climbing, and as of this writing it hasn’t.

The money hasn’t landed yet. At a February 2026 maritime finance conference, one shipyard-side capital advisor put it bluntly: interest is real, but results are not [9].

“Tangible results to date – no.” [9]

That’s a financing-industry read on the same gap this report flags in its “In Motion” section — plans and requests are not yet appropriated dollars or delivered ships.

The industrial base has kept eroding underneath the good news. A MARAD report — reportedly held back internally for nine months before its release — found that 27 to 40 percent of U.S. waterfront industrial facilities have disappeared over the past twenty years [10]. New facilities like Factory 4 are real, but they’re being built against a backdrop of continued, not yet reversed, decline elsewhere on the waterfront.

The workforce fix may be aimed at the wrong pool. A Wharton graduate student who has studied U.S., Chinese, Japanese, and Korean yards — and who served as a junior officer with Navy construction units in Asia — argues the real workforce question isn’t why we can’t recruit 150,000 new kids into shipbuilding, but why the 30 million Americans already in construction, manufacturing, and transportation refuse shipyard jobs [11]. His answer: shipyard work sits on the wrong side of the toil-versus-earnings line compared to what construction and auto work now offer, because pay and conditions in those industries improved over the past 30 years in ways shipbuilding didn’t. If that diagnosis holds, academy incentives and credentialing streamlining address supply for new entrants, not the wage-and-safety gap keeping the existing skilled workforce away — which means our own scorecard needs to track pay and working-condition trends at the yards, not just enrollment and hiring counts.

We’re not citing these to talk ourselves out of the progress documented above — the EO, the budget request, and Factory 4 are real regardless of what the skeptics think. We’re citing them because a movement that only quotes its own wins isn’t one the public should trust, and because these are exactly the kind of numbers our own scorecard needs to keep watching.

The Accountability Scorecard: What We’re Watching Next

Building consensus on the problem was phase one. This is phase two — and it means holding institutions to the numbers they’ve put on paper, including our own.

1. Appropriation, not just authorization. Does the FY2027 defense package actually fund the $65.8 billion shipbuilding request, and does the SHIPS for America Act’s Maritime Security Trust Fund get enacted in the September conference — or slip again?

2. Yard output versus dollars in. Distributed shipbuilding is supposed to move from 10 percent to 50 percent of Navy projects. We’ll be tracking whether ship deliveries and on-time performance at key yards actually move, not just whether the money shows up.

3. Real people in real jobs — and what those jobs actually pay. Factory 4 promises up to 1,000 skilled manufacturing jobs [5]. Maritime academy incentives and mariner credentialing reforms are supposed to rebuild the workforce pipeline. But if the diagnosis above is right, the test isn’t just enrollment and hiring numbers a year from now — it’s whether entry-level shipyard pay and working conditions actually close the gap with construction and manufacturing, since that’s the gap keeping the existing skilled workforce away in the first place.

We’ll publish updates against these three benchmarks as the facts come in — credit where it’s earned, and a flag where it isn’t.

What We’ve Learned — and What We Actually See Improving

Numbers and bill statuses are one way to measure three years. Here’s the other way: what’s changed in the room, not just on paper.

The conversation itself has moved. Three years ago, “why does the Navy matter” was still a question we had to answer from scratch, on almost every call, with almost every audience. We don’t get that question much anymore. The “who pays” framing — the idea that national will has to turn into budgets, budgets into priorities, priorities into behavior, and behavior into readiness — used to be a hard sell. Now it’s closer to common ground, even across people who disagree about almost everything else in this fight.

The bipartisan coalition is more durable than we expected. A Navy-veteran-turned-astronaut Democrat and a Naval Academy Republican leading the same bill together isn’t a coincidence three years in — it’s a sign the “national security, not partisan security” framing we’ve pushed from the start actually took. That coalition surviving a change in administration, an election cycle, and a government funding fight is itself a data point.

Industry is showing up before Washington asks it to. The volunteered testimony, the willingness of yards, suppliers, and even new entrants like the autonomous-vessel builders to say “we can do this now, fund us or not” — that’s a different posture than three years ago, when the industrial base mostly waited to be told what to build.

What we’ve learned, plainly: awareness moves faster than appropriations, and appropriations move faster than delivered ships. Each stage takes longer than the one before it, and it would be a mistake to assume this pace picks up just because the last stage did. We also learned that the “builders not critics” posture works better than we expected at keeping doors open on both sides of the aisle — and that it only keeps working if we stay honest about what hasn’t happened yet, which is exactly why the sections above separate the real from the pending.

Where We Go From Here

We’re not critics of this effort. We’re builders who happen to think the public deserves the real state of play, not the highlight reel. The country spent two decades not noticing its own maritime decline. It would be a strange way to fix that to start exaggerating the recovery. The honest version of this story is good enough to tell on its own — and it’s the only version worth standing behind a year from now.

References

[1] Executive Order 14269, “Restoring America’s Maritime Dominance,” The White House, April 9, 2025.
[2] Seward & Kissel, “White House Releases Maritime Action Plan Following April 9, 2025 Restoring America’s Maritime Dominance Executive Order,” February 2026.
[3] The Defense Post, “US Navy Unveils 30-Year ‘Golden Fleet’ Modernization Plan to Reach 450+ Ships,” May 2026.
[4] ExecutiveGov, “Navy Unveils FY2027 Shipbuilding Plan,” 2026.
[5] U.S. Navy Office of Information / Navy.mil, “Advanced Shipbuilding ‘Factory of the Future’ Opens in Alabama,” March 20, 2026.
[6] Cozen O’Connor, “The SHIPS for America Act,” May 7, 2025; Rep. John Garamendi press release, April 30, 2025.
[7] Jones Walker LLP, “Update on the SHIPS for America Act.”
[8] WorkBoat, “Gauging Progress on US Shipbuilding After Trump’s Pledge,” January 28, 2026.
[9] Seatrade Maritime, “Momentum Slows on Trump’s US Maritime Action Plans,” February 13, 2026.
[10] Craig Hooper, Forbes, “MARAD: 27-40% U.S. Waterfront Industrial Facilities Gone In 20 Years,” March 3, 2026.
[11] The Philadelphia Inquirer, “Why Don’t Construction and Factory Workers Want to Build Ships?” interview with Gary Kim, September 2026.