John Ʌ Konrad V Profile picture
Jul 16 5 tweets 3 min read Read on X
BREAKING NEWS: Massive shipbuilding changes in DC. None of them good.

@gCaptain has confirmed from a White House source that Trump has closed the shipbuilding office at the NSC.

Reuters reports that Ian Bennitt, the President’s Special Assistant for Shipbuilding at the White House, has been fired.

Favored candidates for Provost and Superintendent positions at the U.S. Merchant Marine Academy have received denial notices.

At a recent USNI shipbuilding conference, it became clear: major shipbuilding primes are actively fighting plans to expand commercial shipbuilding.

Sources inside the Pentagon say Admirals and SES are digging in their heels on several key shipbuilding objectives.

Some Jones Act companies now expressing fear that building new ships could devalue their current fleets.

Congressional sources say progress on the SHIPS Act is stalling in committee.
It’s also unlikely the new Commandant will be confirmed before the August break.

We’ve confirmed that the French billionaire who offered to invest $20B in U.S. shipping sent a letter to Trump saying he’s not getting the support he needs to move forward.

The U.S. Coast Guard is slashing cutter orders left and right.

Reports from my sources in Korea say the new far-left, pro-China president is chilling U.S.-Korean shipyard cooperation.

Nobody has seen or heard from @SecDuffy’s new acting Maritime Administrator.

The plan to centralize shipbuilding under the Department of Commerce is apparently stalled or stalling.

I spoke with half a dozen senior sources in DC—every single one is frustrated.

Yes, there’s still optimism around @SECNAV’s commitment to shipbuilding but his plate is full with emerging priorities

Not a single Admiral has publicly supported the SHIPS Act or the White House’s “Restoring America’s Maritime Dominance” plan.

Deadlines are being missed or pencil-whipped on the Maritime Executive Order, and with the NSC shipbuilding office closing, no one knows how the next deadline will be met.

Zero follow-through on Trump’s State of the Union promise to open a dedicated White House shipbuilding office.

New intel confirms more Navy shipbuilding delays, including further slippage in carrier programs.

Despite Trump requesting her resignation, the rogue U.S. delegate to the @IMOHQ still attended last month’s meeting, compromising U.S. objectives. @michaelgwaltz’s confirmation as UN ambassador is still not scheduled.

A Panama Canal pilot confirms U.S. military ships are still paying for transits, and @Michael_Yon confirms that China’s bridge over the canal is still under construction.

New Houthi attacks on ships in the Red Sea point to a failure of massive US bombing (first revealed during signalgate) to reopen the Red Sea.

It’s been 252 days since the election, and not a single new ship has been ordered.

Still no updates on public hearings into Biden-era maritime disasters, including the Gaza Pier and Baltimore Bridge.

The Baltimore Bridge removal is delayed another 9 months, and retrofits to prevent future bridge strikes around the nation are postponed.

Still zero word from @PeteHegseth on fixing the Army Corps of Engineers, the agency responsible for inland rivers and dredging.

What am I missing? The number of panicked and/or depressed calls I’ve received from DC in the last few days is unreal.

I’m struggling to find a silver lining.
For background listen to @mercoglianos and I on the @CavasShips podcast last week

podcasts.apple.com/us/podcast/cav…
@mercoglianos @CavasShips Reuters news on the white house special adviser for shipbuilding getting fired:

reuters.com/world/us/white…
@mercoglianos @CavasShips I knew I forgot one:

We are down several maritime comissioners @FMC_gov
@mercoglianos @CavasShips @FMC_gov UPDATE:

We apparently have a new shipbuilding office at OMB! 🎉🎉

(Yes, I missed the announcement too)

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More from @johnkonrad

Jul 7
USCG hero Scott Ruskan saved 165 lives this week.

But few realize the Rescue Swimmer program that made this possible was born from tragedy, made possible by three men history has forgot.
🧵

In 1983, the WWII-era cargo ship Marine Electric sank in freezing Atlantic waters.

Of the 34 men aboard, 31 died—many seen clinging to wreckage, slowly succumbing to hypothermia as Coast Guard helicopters circled above.

They could see the men.
But they had no one trained to jump in.Image
There were no rescue swimmers.
No cold-water suits.
No personal locator beacons.
No way to retrieve the drowning crew

That night exposed the worst kind of failure:

A USCG regulatory system that let an unseaworthy ship sail, then couldn’t save her crew.
Read 16 tweets
May 18
The real mystery with the Mexican Navy tall ship ARM Cuauhtémoc isn’t what went wrong, we know the engine was likely stuck in reverse.

It’s why the tugboat wasn’t tied up.

I spoke with a New York Harbor pilot and a tug captain near the scene.

Here’s what we know 🧵👇
This is important because the ship only has a small 1,125 horespower Auxiliary engine installed.

The Tugboat Charles D. McAllister is 58 years old but was repowered in 2007 with two CAT 3512 engines with 2,800 horespower.

mcallistertowing.com/our-fleet/char…
The tugboat should have been able to overpower Cuauhtémoc’s engine—even with wind and current pulling the tall ship under the bridge.

The problem?

It wasn’t tied up.

Without a line, the tug could only push across the current not pull the ship against it. Huge difference.
Read 27 tweets
May 18
Here’s my thread on what we know so far. For notes I have been a competitive sailor and I am licensed to captain ships of any size but I have not sailed tall ships. 🧵
First of all this photo confirms there were Mexican Navy’s Cadets on the highest yardarms.

The incident happened at 8:30PM with current traveling upriver.

Currents aren’t strong but it’s only 1.5 hours after low tide so they were still building and hadn’t reached maximum which happens approximately 3 hours after low tide.

Average maximum current at the bridge is usually 2-3 knots.

What can you tell me about the current in the east river at nine pm may 17th based on this dataImage
But the wind was also blowing about 10 knots from the southwest to the northeast

So it would have contributed to pushing the ship into the bridge Image
Read 22 tweets
Apr 18
Nothing in my 18 years since founding gCaptain has caused more panic than @USTradeRep’s recent proposal to charge companies that own Chinese ships $1 million per port call in the US.

USTR held hearings on the fees and today issued major modifications. 🧵
The biggest problem was the original port fees proposed by Trump late February was there were ship size and type agnostic.

All Chinese built ships would be charged $1.5 million per port and $1 million for any ship owned by a company that operates chinese built ships.
This was ok for a very large containership with 17,000 boxes that could absorb the fee

But it would have been devastating for a bulker that only carries low value cement.
Read 11 tweets
Mar 10
When something goes wrong, the experts say, “Wait for the report.”

Let’s be real—you won’t remember or care in a year but… this is a teaching moment.

So here’s a 🧵 on possible causes: 👇
First we have to define what type of incident it is.

We say incident instead of accident because we can’t rule out foul play.

This is also not a collision. It’s an Allision. A collision is between two moving objects, an allision is 1 moving and 1 fixed

gcaptain.com/maritime-word-…
Words are important because liability will be in the tens of millions.

Next we have to determine who’s at fault. Unfortunately for the 🇺🇸 at anchor admiralty law always finds BOTH vessels at fault.

Is this fair? No. But the ocean isn’t fair
Read 18 tweets
Feb 23
This post is going viral, and I’m getting a lot of questions about whether a Marine could be appointed as the next Chief of Naval Operations (CNO) and who’s actually in the running.

Could a Marine Be the Next CNO?

Here’s a 🧵 on who it might be
General Heckl would be a great choice but a marine is highly unlikely. The CNO has always been a Navy admiral. General Karsten Heckl is retired—he could technically be called up, but it’s a long shot.

While predicting the next CNO is tricky, here are the names that keep coming up among insiders—ranked by likelihood.
Established Three and Four-Star Contenders

If Trump wants a quick, low-drama senate confirmation, expect @PeteHegseth to go for a Vice Admiral or Admiral who has already been through the Senate Armed Service Committee wringer.
Read 24 tweets

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