Trimtabist

The US Trade Ledger — every US container gateway, every partner country, every month. Census-recorded, AIS-verified.

The big-ship divide: half of America’s gateways upsized, half didn’t

precision · 2018 → 2024 (65,921 terminal calls) · verdict: CONFIRMED — SHARPER THAN REGISTERED

What was registered, before the data was touched

The post-2016 big-ship cascade split US gateways: LA/LB, Oakland and post-Bayonne NY-NJ upsize materially (median calling vessel +20m or more), while Savannah, Charleston and Seattle-Tacoma do not (±10m); nationally, calls by ships of 300m+ rise from ~30% toward ~50%. Registered 2026-08-07, before the confirmatory run.

What the record shows

The divide is real, and sharper than registered. The median container ship calling at LA–Long Beach grew 39 metres (294 → 333 m) and Oakland 34 m — both now host a 333 m median, ULCV territory. New York–New Jersey grew 22 m, the Bayonne Bridge raise made visible from orbit, and Houston matched it. Meanwhile Norfolk moved zero metres, Seattle–Tacoma one, Savannah −11 — and Charleston went the other way entirely, −22 m, beyond our registered band: as the biggest hulls consolidated on fewer deep-water calls, its median ship got smaller. Nationally, 300 m+ ships were 30% of calls in 2018 and 46% in 2024, peaking at 50% in 2022. Big ships are not coming to American ports evenly — they are sorting the port system into two tiers.

2018 2024 Oakland: 299m (2018) → 333m (2024) Oakland 299m 333m Charleston: 294m (2018) → 272m (2024) Charleston 294m 272m LA–Long Beach: 294m (2018) → 333m (2024) LA–Long Beach 294m 333m Norfolk: 292m (2018) → 292m (2024) Norfolk 292m 292m Houston: 272m (2018) → 294m (2024) Houston 272m 294m Savannah: 269m (2018) → 258m (2024) Savannah 269m 258m New York–New Jersey: 259m (2018) → 281m (2024) New York–New Jersey 259m 281m Seattle–Tacoma: 255m (2018) → 254m (2024) Seattle–Tacoma 255m 254m
Median length of container ships calling at each gateway, metres. Source: NOAA AIS terminal-tagged calls.
50 25 2018: 30 % of calls2019: 32 % of calls2020: 34 % of calls2021: 44 % of calls2022: 50 % of calls2023: 43 % of calls2024: 46 % of calls 46 201820212024
Share of container-terminal calls by ships 300 m or longer, all 8 gateways. Source: NOAA AIS, 174,440 stays.

What would prove this wrong

A "no-upsize" gateway at +20m, or LA/Oakland under +15m, would have broken the divide; neither occurred. 2022 per-call figures carry berth-shuffle weighting and are excluded from the headline.

Cite this

In print: “The big-ship divide: half of America’s gateways upsized, half didn’t” — a pre-registered event study by the Trimtab US Trade Ledger, ruled 2026-08-06, from US Census port records and 174,440 vessel stays (NOAA AIS, 2018–2024) — trimtabist.com/atlas/big-ship-divide
For the record: Event Atlas · big-ship-divide · CONFIRMED — SHARPER THAN REGISTERED · ruled 2026-08-06

This study is a frozen artifact: the ruling and its exhibits do not change when new data lands. If the verdict is ever revised, the revision is printed here with its reason, and the original stays on the record.

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