Trump Unveils $20 Billion Investment In US Shipping Infrastructure By French Shipping Giant CMA CGM - Amplify Commodity Trust Breakwave Dry Bulk Shipping ETF (ARCA:BDRY)

U.S. President Donald Trump has announced a significant $20 billion investment in U.S. shipping logistics and terminals by French shipping giant CMA CGM.

What Happened: Trump took to his Truth Social to announce that CMA CGM plans to invest $20 billion in the U.S. to expand shipping logistics and terminals.

This move aligns with the Trump administration’s aim to revive the U.S. shipbuilding industry and reduce China’s influence in the sector. The administration is reportedly preparing an executive order to impose a levy on ships linked to China when they dock at U.S. ports. The President also urged U.S. allies to follow suit.

On the Truth Social, Trump stated that the program regarding the building of very large ships in the U.S. is likely to be announced next week or the one after that.

"It's so important because it's about shipping," Trump said.

"You know, we lost our way for many years. We haven't done anything. We used to build a ship a day."

CMA CGM, one of the biggest shipping giants in the world, and the owner of the American flag carrier, American President Lines (APL) confirmed the investment and stated that it would generate 10,000 jobs. The investment, spread over four years, will encompass the expansion of container ports and the creation of an air cargo hub in Chicago, backed by five newly operated Boeing 777 freighters flown by American pilots.

The Group also plans to build port infrastructure at strategic locations across the U.S., including Miami, Houston, Dutch Harbor, Los Angeles, and New York.

Why It Matters: This announcement comes in the wake of Trump’s reported plans to boost U.S. shipbuilding and counter China’s maritime dominance. The proposed executive order includes 18 measures aimed at enhancing the American maritime sector and raising revenue through fees on Chinese-built ships and cranes entering the U.S. In his Congressional address, Trump also announced the creation of the Office of Shipbuilding inside the White House, alongside special tax incentives for the industry.

Furthermore, the Chairman and CEO Rodolphe Saadé declared in the Oval Office alongside Trump that his group is considering supporting the construction of container ships and will make an announcement “in the coming weeks”. The company also intends to expand its fleet of U.S.-flagged vessels from 10 to 30.

The Breakwave Dry Bulk Shipping ETF BDRY, which provides Dry bulk freight futures exposure, surged 10.92% over the past month.