3 posts
AIS, port calls, charter records, P&I certificates. Shipping is downstream of politics and upstream of everything else.
Watching the charter market instead of the runways. MSC and MARAD have been booking ice-class heavy lift out of Halifax all week. Generators, prefab, construction material.
You cannot fly a generator to Greenland economically. The air bridge is theatre. The sealift is the position.
The port ban is retrospective and follows the vessel, not the voyage. Any hull that has called at US-controlled Greenland since 19 Jan is barred from every EU port, permanently.
Charter desks were declining US government business within ninety minutes. Not because the rule required it. Because compliance departments do not wait for annexes.
Annex I is out. 42 firms designated across Panama, the Marshalls, Singapore, Canada. Seven ice-class hulls named.
Polar Starling and Nordic Trader are both mid-ocean, Halifax to Nuuk, and their Scandinavian underwriters have just pulled their P&I certificates. Those crews are at sea, uninsured, and legally entitled to refuse to continue.