Is the Jones Act Waiver Working and Is It Necessary? | What Does the US Need to Do in the Future?

What’s Going on With Shipping? (Sal Mercogliano)
What’s Going on With Shipping? (Sal Mercogliano)May 2, 2026

Why It Matters

The waiver’s limited impact on consumer prices highlights the tension between short‑term energy logistics and the long‑term need for a resilient, domestically built maritime fleet essential to U.S. national security.

Key Takeaways

  • 90‑day Jones Act waiver extended through mid‑August for oil, fuel, fertilizer.
  • Waiver permits foreign‑flag vessels to transport commodities between U.S. ports.
  • Economists say waiver unlikely to lower gasoline prices; shipping costs may rise.
  • Maritime labor groups argue domestic shipping costs have negligible consumer impact.
  • Jones Act fleet ensures national‑security fuel transport despite higher construction wages.

Summary

The Trump administration has pushed a 90‑day extension of the Jones Act waiver, now running through mid‑August, allowing foreign‑flag vessels to move oil, fuel and fertilizer between U.S. ports. The move is framed as a national‑defense measure, with Secretary of Defense Pete Hegseth citing operational pressures in the Persian Gulf.

Industry economists and tanker operators warn the waiver will do little to curb gasoline prices and could even lift shipping costs under certain market conditions. Seven maritime labor groups echoed this, stressing that crude‑oil prices, not domestic transport costs, drive fuel prices, and that any consumer savings would be marginal.

The video cites specific data from the U.S. Maritime Administration: of 190 vessels over 1,000 gross tons, 93 are Jones‑Act eligible, including 56 tankers that service coastal routes from Alaska to the Gulf and the East Coast. Some of these ships are currently in foreign shipyards, highlighting the limited U.S. repair capacity and the 50% admiralty tax on foreign repairs.

The analysis underscores the Jones Act’s role in preserving a domestic fleet critical for national‑security fuel logistics, even as higher construction and labor costs make it less competitive. Future policy will need to balance security imperatives with reforms to U.S. shipbuilding and repair infrastructure to reduce reliance on foreign yards.

Original Description

In this episode of "What’s Going on With Shipping?", we tackle one of the most debated pieces of maritime legislation: the Merchant Marine Act of 1920, better known as the Jones Act.
As fuel prices fluctuate and geopolitical tensions rise, the call for Jones Act waivers has become a recurring theme in Washington. But is waiving the act a temporary "band-aid" or a sign of a deeper systemic issue? We examine whether these waivers are actually achieving their intended goals and, what the United States needs to do to ensure they have sufficient tankers to move and distribute oil and fuel throughout the country.
Contact What's Going on With Shipping via:
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Email: mercoglianosal@gmail.com
00:00 - Introduction: Trump Administration's Jones Act Waiver Extension
01:23 - What is the Jones Act? (Merchant Marine Act of 1920)
02:14 - Legal Basis for Waivers (46 US Code 501)
03:10 - The Four Criteria for Jones Act Compliance
04:53 - Industry Reactions and Impact on Fuel Prices
05:51 - Analyzing the US Tanker Fleet Data
07:52 - Regional Operations: West Coast vs. Gulf Coast
09:34 - Special Exemptions and International Shuttles
10:21 - Challenges in US Ship Repair and Infrastructure
12:03 - International Trade and Tanker Security Program
14:11 - The Mechanism and Guidance for Requesting Waivers
15:47 - Congressional Testimony and Rebuilding the Merchant Marine
17:02 - Unanswered Questions: Foreign Crews and Labor Laws
17:57 - Studies on Waiver Effectiveness and Fuel Shortages
19:34 - Political Background and Jet Fuel Claims
21:48 - Fact-Checking Movement Data: 8 million Barrels?
24:41 - Detailed Review of Issued Waivers (April 30th Report)
25:53 - Case Study: Motor Vessel Cabo Deseado
28:18 - Case Study: Movement of Ethanol (Pheasant)
31:51 - Future Solutions: Vessel Replacement and Build-and-Charter
34:31 - Innovation: Propulsion and Nuclear Power in Shipping
36:09 - Conclusion and How to Support the Channel
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