Filed under supply-chain.

The Port Runs on Rented Steel

American ports are deploying AI on a two-to-three-year clock onto crane infrastructure that will take a decade to replace — roughly 80% of it still built by Shanghai Zhenhua. The sovereignty gap is the distance between those two timelines, not a gap between competing models. Three failure points are already in the calendar: the ILA contract running to 2031, no credible domestic crane pipeline, and freight data that crosses LOGINK on every overseas transit.