Legislative Hurdles To National Security In The Civil Maritime Domain
Ie. A *Starting Point* for Maritime Deregulation
Part 2.
3. Commercial Shipbuilding Obstacles Hamstringing Maritime Development
The second area in which existing legislation could be amended in order to affect a significant increase in national economic well-being is related to shipbuilding and maintenance policies. Over the years, it is clear that the nation has allowed our shipbuilding capability to deteriorate to levels that severely impact our overall national security. Simply in order to meet the requirements of the Jones Act, a vessel must be flagged in the US and have an all-citizen crew. Additionally, the ship must have been built in the United States.
Of the 126 active, registered shipyards operating in the United States, only 20 are recognized as capable of building large ships – and as demonstrated by the numbers, 10 out of 12 deep-draft vessels delivered in 2014 were ordered by the federal government. In fact, taking into account the ongoing long-term Naval and Coast Guard construction and modernization projects, over 70% of total shipbuilding and repair revenues come strictly from military orders. For further comparison, out of 1067 total shipyard deliveries in 2014, only 11 were made to the federal government.
In short, while there is clearly a robust system for constructing and delivering smaller craft tailor-made to operate in the littoral region and inland waterways of the United States, the national capability to construct large vessels has vastly deteriorated since the second World War.
- As a point of contrast, consider the shipbuilding industry in South Korea. Reviewing a report from 2015, in 2006 the industry employed approximately 150,000 people directly – but that number should be extrapolated higher over the intervening decade considering the increasing number of deliveries. By comparison, MARAD recorded a little over 110,000 people directly involved in the domestic shipbuilding industry in 2013 (rising to 400,000 when including secondary jobs associated with the industry). At the same time, for the year 2013, US shipbuilders delivered 227 ships and commercial vessels of which only 28 were above 2000 gross tonnage (GT) (including government orders) – and of those 21 were offshore support vessels or ocean-going barges. By comparison, South Korean shipyards delivered at least 301 vessels measuring 5000 GT or more each in 2013, including offshore support vessels. That there are several magnitudes of difference in production in spite of the numbers of employees involved in both cases reflects several issues.
An improvement in the economy of scale is a goal to aspire to for any nation – and while the United States was previously capable of great strides in shipbuilding during specific periods such as World War II with the Liberty and Victory class freighters, at this date, delays and cost overruns are common – both in military and civilian shipbuilding. A new cargo vessel can cost up to three times as much from a US commercial shipyard as one built overseas, while taking significantly longer. Additionally, a common belief held by commercial carriers and operators is that US shipbuilders contribute to these factors by refusing to commit to fixed price contracts or delivery by a fixed date.
While these commercial failings are frustrating, they can in turn be attributed in part to the continuously growing burden of governmental regulations and standards placed on domestic companies, which will be discussed further below. Traditionally, critics have pointed to lower environmental standards, salaries and costs of living in shipbuilding countries like China and South Korea – but as has been proven repeatedly before, a rising tide lifts all ships and we are rapidly seeing all of those factors approaching the western world – particularly in South Korea. Simultaneously, examining the governmental policies of South Korea also provides an interesting contrast to the US. While initially operating on several policies not dissimilar from the US regulations discussed here, by the mid 1980s, the government realized that corporate competition on an international scale was sufficient to allow domestic shipbuilding corporations to operate on their own under free market principles without excessive governmental support – and rescinded several key acts. Additionally during a recession in the early 90s and periodically since then, the government has recognized the need to make additional capital available for expansions or upgrades of facility but these have been acts of limited duration with the intents of the measures highly specified. These policies stand in contrast to the domestic regulations discussed here – some of which have been established for over a century and have consequently become that much more ingrained in the political consciousness – and accordingly difficult to address in a reasonable manner.
- The issue of shipbuilding capabilities touches on several specific factors. To begin with, it is a very capital-intensive industry. Unlike building construction, which takes place from the ground up at the desired location – often utilizing a wide variety of mobile, easily transportable equipment and tools, shipbuilding requires very large, very expensive pieces of equipment that must be fixed in place (or potentially very costly to move in a limited fashion) in a set location. In order to incentivize stakeholders to maintain or upgrade – or even develop and build – these facilities, there must be clearly achievable economic benefits to doing so. Specifically, they must have an expectation of future orders on which to predicate continue operation – and in turn employee manning, secondary and tertiary orders and subcontracting requirements.
More to the point of this paper – once a company becomes insolvent or determines that the shipbuilding portion of their portfolio is no longer economical, mothballing or shuttering operations is a decidedly final step for equipment and facilities. Without constant use or maintenance much related equipment – particularly dry-docking facilities or cranes – rapidly deteriorates, and the prime waterfront real estate these facilities occupy can be disposed of equally efficiently. At this juncture, given the political realities – taking into account environmental regulations, particularly with finding an appropriate location, it would likely be very difficult to build, establish and open a new shipyard domestically without expending an extremely large amount of capital.
As previously stated, there are well over 100 shipyards currently operating in the United States and many of them operate on a much smaller scale. The geography of the United States with its myriad rivers and lakes, supports a broader, shallower base of smaller vessels that must still be built to detailed specifications in order to meet Jones Act requirements – which in turn do employ large numbers of employees. Korea in contrast, builds virtually exclusively for blue-water operations, taking into account that over 90% of deliveries were for international buyers.
Which consequently introduces the second issue regarding shipbuilding in the United States – to put it bluntly, there is no competitive advantage whatsoever for a corporation to construct a ship domestically. Even if a company wanted to order large cargo vessels domestically in order to participate in Jones Act commerce, the turnaround time for almost any order would be significant, measured in years at a minimum. This assumption is predicated strictly on the limited numbers of available domestic shipyards capable of actually constructing a large, ocean-going vessel. One report commissioned by the US Navy in 1991 estimated that from conception to delivery, a new 42,000 DWT single shaft commercial cargo vessel would take approximately 57 months. Of those numbers, the 12 month concept development window is the portion that would most likely be reduced – significantly – by the various technological advances that have taken place since the report was generated. The 15 month contracting period and the 30 month construction period still appear largely accurate under the current industrial environment – although if the vessel was constructed in a shipyard owned by a parent corporation, that would probably result in a reduction in time as well. While that situation is not rare to see in South Korea, at this date, none of the current US flagged shipping operators maintain their own shipyard facilities – although given the numbers involved, it is clearly not a surprise.
While MARAD does run a number of incentive programs offering competitive loans and even grants for shipyard and port modernization and fleet upgrades to private corporations, it is telling that only a limited number of carriers reported direct experience with these loans, and that the surface consensus appeared to be that approval was overly complex. Similarly, the official website for the Small Shipyard Grant program hasn’t been updated since 2013 and as of its last update, reported nearly $10 million in outstanding grant funding.
(*NOTE*: site has been updated since this article was drafted in 2015 and reports there is no funding currently available – yay – and frankly – who really wants to be on the hook to Uncle Sugar?)
4. Onerous Tax Burdens
- One other legislative antique is the Ad Valorem duty on overseas ship repairs for US flagged ships – associated with the Tariff Act of 1930. In short, for any repair work conducted on a US flagged vessel beyond emergent work necessary for safe operation – that is to say, routine overhaul maintenance or upgrades involving rebuilding more than a certain percentage of the superstructure or replacement of equipment measured in tonnage, must be conducted in a US shipyard or else face a 50% tax on the dollar value of the work. While this measure was established to direct more work to US shipyards and US jobs, it is difficult to see at this juncture what its value is to the overall economy. Indeed shipping companies report that even after paying the Ad Valorem duty, they are still saving a significant amount of money over the amount they would pay for the work to be conducted domestically. This is to say nothing of the time involved waiting for an available shipyard to open up. With so few large shipyards capable of handling larger cargo vessels, it becomes increasingly difficult to schedule availabilities in a timely manner. [NOTE: From my Navy experience the past 7 years, including multiple maintenance periods two of which were in dry-dock (both of which ran multiple months longer than originally scheduled) – this is an understatement if anything.] Different companies have different maintenance standards and while some may schedule repairs and refurbishments in advance of actual faults, in accordance with the tight budgets and timeframes of the shipping industry, others will gladly continue operation until forced otherwise. In these cases in particular, the lack of an immediately available, affordable shipyard is a key factor in deciding to conduct necessary work overseas.
And Peter Angelos put many a shipyard under with asbestos plaintiff’s cases too, aye?
I’ve been arguing local politics with some radio hosts this and last week, trying to tell them how, once the government gets involved in any industry, shit just gets worse/more complicated/more expensive/etc. They just don’t see it.
This series seems like shipbuilding is especially beholden to factors like that, but no, no… I’m all wrong!
I’ve worked in regulatory compliance (for companies), and come to the conclusion that most people are totally deluded about regulation. They think it’s about some brave agents swooping in to save the populace from evil capitalists poisoning their world. In reality, it’s about filling in stacks and stacks and stacks of forms, wasting millions of man-hours a year that could go to actual productive activity.
Even where they make some actual sense (such as utilities having to file financials), they unnecessarily fuck with companies by demanding that the required information be entered on the government form, rather than the regulators just getting off their ass and looking through 10-K or 10-Q’s.
One of my internships was at boutique investment research firm and one of my jobs was keeping up with the SEC regulations with regards to the 10-K and 10-Q. Anyway, a leftist acquaintance of mine (a couple of years ago) was bitching about how the finance industry isn’t regulated. I took a picture of the bookshelf with all the regulations that we dealt with ( the books overflowed in the bookshelf) and put it on his FB wall.
His response: Well there needs to be more.
I argued that one of the reasons why big financial firms get away with the shit that they do is because the regulations are written to benefit them along with fucking over their smaller competitors. This happens as a result of the government getting it’s hands more and more into financial regulations,
It still went over his fucking head.
I worked in the investment department at a bank. The investment team took up only a third of the floor. Compliance took up the rest. I’ve found that anyone who states that there is not enough regulation in the investment industry either (a) doesn’t understand investments or (b) just thinks that the entire investment world is just a bunch of guys with monocles trying to figure out how to steal people’s money.
Or (c) hasn’t had to deal with the incredible amount of work, money and disclosure that goes into even a private stock offering, let alone a public one.
Monocles are the industrialists.
Investment people dress like Gordon Gekko.
It’s like you don’t even know your evil capitalist stereotypes
Anyway, a leftist acquaintance of mine (a couple of years ago) was bitching about how the finance industry isn’t regulated.
Having formerly worked in customs I have the same reaction when the Trump-populists start moaning/the libertarians praise North American ‘free trade’. The paperwork for even non-tariff goods crossing the border is a bureaucratic nightmare, but then you do get into the little cronyist exemptions NAFTA set up and it just becomes a hundred times worse. And that’s just the experience at the border, it ignores second hand effects of stuff like American farmers being so heavily subsidized Canada throws up tariff barriers and has established cartels and quotas to try and stay ‘competitive’.
There’s entire industries that exist solely because NAFTA regulations are goofy, annoying bullshit that companies don’t want to deal with, so they outsource their paperwork to middle men between them and custom brokers.
With a tip o’ the hat to sarcasmic:
How do you know the finance industry isn’t regulated enough? Because it still exists.
Also, I should point out that I’m aware the 10-K and 10-Q were SEC regs, but that only furthers the point: instead of trying to coordinate to align purposes, they simply add new crap regs.
10-K and 10-Q are post-offering through. Neither of them has nearly the volume of information you have to put out for your IPO, which is on Form S-1 (usually).
A lot of SEC regs are foist upon the agency by Congress anyways. They had to make all kinds of (usually dumb) changes that were forced upon them by Dodd Frank.
At least we’re still better at making ships than North Korea.
USA, USA, USA!
“Hey, at least I beat the retarded kid on the IQ test.”
Reasonably sure that North Korea has no need for ocean going ships given that they can’t afford a blue water navy and their only significant trading partner is China
Um…he was making a joke.
Rasilio had a humerectomy, Switzy. He can’t help it.
To be fair, we’re outstanding at designing and building warships.
That’s up for debate (in some cases – mission creep, etc), but as I’ve said before…the building portion (and repairing) is where we have significant bottlenecks even for military vessels..
Gluten free meth
http://nbc4i.com/2017/05/09/police-departments-offering-to-check-meth-for-deadly-gluten/
It’s about fucking time!
I came to a (probably obvious) conclusion about regulations, re: good vs bad.
First, this comes from a minarchist perspective, so STATE BAD isn’t an option.
B. It is a bit more utilitarian in thought than I generally like, but lets go with it.
The “good” laws/regulations whatever are the the ones that make society/economy function smoother. Without some sort of property rights and courts and etc, think how hard it would be to start a business of any size whatsoever. People would just swoop in and steal your stuff. Even some very basic safety regulations probably work this way. They remove a lot of friction in the purchasing.
But, it doesn’t take long at all before it goes the other way. Bad regulations make things worse. How many regulations make it harder to open a business than easier? How many regulations prevent safe products (drugs, food, whatever) from the market because the cost to test is to high?
There is clearly a law of diminishing returns involved. The first few rules make things a lot better (Dont murder, steal, rape). After that each new one provides less benefit than the previous, until finally there are just too many and each new one hurts. And this is assuming they are “a good idea” in isolation. The bad rules are bad to begin with (drug laws).
This last part isn’t really a new thought, Coase had an interview with Reason back in the 90s in which he mentioned that when doing research on regulations in the 1970s-80s to separate good from bad he couldnt find any good ones. I think that was because we were past the tipping point.
My new revelation (when thinking about small business, so hence those terms) was that the good/bad divide is between those that make business easier vs making business harder.
The other option as to why Coase couldn’t find any good regulations is because there aren’t any. At least, not any of the kind that we normally think of when we think of regulations; that is, laws passed by the legislature or promulgated by administrative agencies. After the basics are covered there isn’t much good that can come from positive or administrative law. Instead of trying to figure out every possible way that fraud could be perpetrated, it would be better if we just laid out a basic definition and left the particulars to the courts. Common law is much better at sorting things out on a case by case basis while still providing a sry of rules to follow and respect for property rights that would allow the market to function.
The idea of cost-benefit analysis has been gone for a long time. Modern day legislators and bureaucrats see only benefits and no costs to everything they do. What we lack, sorely, is a culture of accountability.
Most cruise ships are built at one of two shipbuilding companies,: Meyer Werft GmbH and Fincantieri Cantieri Navali Italiani. I understand that much of the commercial ship-building goes to South Korea, but are our regulations really so onerous that we lose out on shipbuilding contracts to companies in Germany and Italy?
I hadn’t thought about that. Shit.
All of the cruise ships I’ve ever been on were made in Italy and flagged in Liberia.
I guess it is a good thing their ships are more reliable than their cars
Float it again, Tony.
*opera applause*
It’s all about the Benjamins. That’s why – in general with few exceptions – you won’t have any cruises that take you directly between 2 US ports – nearly all will have stops in other countries en route (probably including Havana soon).
Only a few shipyards stateside are large enough to handle a cruise ship and between the time/skilled labor/etc involved – it’s not worth the money compared to oil rig support ships or Navy/CG vessels.
Whether you’ve been involved in a minor dock incursion or you earn your livelihood on the great salty brine, it always pays to know an experienced maritime lawyer when dealing with the law of the sea.
North Korean ties with Russia growing stronger.
Get ready for the “DRUMPF WON’T FIGHT THE NORTH KOREANS BECAUSE HE’S A RUSSIAN PUPPET” moaning.
Over at the Other Site, McSuderman has a post up entitled “After Comey Firing, Congress Gives Up on Checks and Balances”.
After? They’ve been asleep at the wheel for years.
Nope, 2017 is the year congress abdicated their duties.
2014, when the executive branch was small, congress controlled the money, and the states did most of the governing.
Then November 16 happened, and Supreme Chancellor Trump cackled “I AM the senate!”
What’s annoying is that it seems to all be predicated on the false idea that Congress has some oversight role in firing agency heads.
He keeps alluding to the necessity for “investigations”, but never actually says what impropriety was supposed to be involved.
not watching the video, but i think any country that develops “closer ties” to North Korea is simply signing themselves up for problems. More power to both of them. Let the Russians feed the Norks instead of the UN.
the prime waterfront real estate these facilities occupy can be disposed of equally efficiently
Not necessarily, environmental remediation can be a huge issue, and these properties can sit unused for many years. The productive capability is lost, nothing replaces it, and the cost to clean up the site seems to grow with every passing year.
Shovel (ing contaminated dirt into dumpsters) ready jobs!
It depends – comparatively speaking it’s extremely valuable real estate. I was actually thinking about the Columbia river waterfront outside Portland (did the Rose Festival thing twice with my first ship). Yes, there are sunk costs, but the demand once you put in the muscle is very high.
I’ve also been following the merger of Seattle and Tacoma as the Northwest Seaport Alliance – again, a ton of NIMBY BS involved with any privately funded upgrades, but what do you expect.
A pizza called “the Inducer”
I bet it induces plenty, all right.
Spoiler alert:
not watching but following the CL tie on a blog. Umm, that’s quite a start…
One moment in the game makes me feel they’re going to be a bit more desperate to pay over the odds for de Gea.