Stock Markets November 13, 2026 02:40 PM

Administration Extends Jones Act Waiver for 90 Days to Ease Domestic Shipping Constraints

Waiver - the longest in the statute's history - keeps case-by-case approvals in place to expand intercoastal fuel and goods movements

By Priya Menon
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The White House announced a 90-day extension of a Jones Act waiver, allowing foreign-flagged vessels to carry oil and other cargo between U.S. ports. The measure, first issued as a blanket waiver in March and adjusted in August to require case-by-case approvals, aims to ease transport pressures and help lower prices for fuels and fertilizer that rose amid the war on Iran. Since March, the administration says an additional 90 million barrels of petroleum have moved between U.S. ports under the waiver.

Administration Extends Jones Act Waiver for 90 Days to Ease Domestic Shipping Constraints
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Key Points

  • The White House extended a Jones Act waiver for 90 days, allowing foreign-flagged vessels to move oil and other goods between U.S. ports - impacts shipping and energy logistics.
  • Since March, the waiver has enabled the domestic shipment of an additional 90 million barrels of petroleum, including 27 million barrels of gasoline, 26 million barrels of crude oil, and 6 million barrels of renewable fuels - relevant to energy and refined-products markets.
  • August's change to case-by-case approvals remains in place; the current extension is the longest waiver in the law's history - significant for domestic maritime operations and supply-chain flexibility.

Overview

The administration has extended a temporary waiver of the Jones Act for 90 days, permitting foreign-flagged ships to transport oil and other goods between U.S. ports, a White House official said on Friday. The extension continues the case-by-case approval process that was added in an earlier modification of the policy.


History of the Measure

The waiver was first issued as a blanket exemption in March, issued one month after the start of the U.S. military action referred to in the announcement as the war on Iran. In August, the waiver was altered so that movements by foreign-flagged vessels between domestic ports would be allowed only after individual approvals. That case-by-case requirement remains in force under the latest 90-day extension.


Scope and Scale

According to the White House, since the waiver took effect in March an additional 90 million barrels of petroleum - primarily refined products - have been moved between U.S. ports. The administration provided a breakdown of that total: 27 million barrels of gasoline, 26 million barrels of crude oil, and 6 million barrels of renewable fuels have been shipped domestically under the waiver.


Intended Purpose and Legal Context

The Jones Act requires that cargo carried between U.S. ports travel on vessels that are U.S.-built, U.S.-owned and crewed by American mariners. The temporary waiver is aimed at expanding available shipping options and reducing transport delays in order to help lower prices for gas, diesel and fertilizer - categories that the administration says rose as a result of the war on Iran.


Notable Point

The White House described this extension as the longest waiver in the history of the Jones Act.


Limitations of the Public Record

The announcement provided the volume figures and the administrative approach to approvals, but did not include further operational details about the case-by-case review process or indicate whether additional extensions will follow after the new 90-day period.

Risks

  • Prices for gas, diesel and fertilizer were said to have increased due to the war on Iran; whether the waiver will fully mitigate those price pressures is not guaranteed - risk for energy and agricultural-input markets.
  • The case-by-case approval process introduced in August introduces uncertainty for shippers and supply-chain planners because approval timing and scope are not detailed in the announcement - risk for logistics and transportation sectors.
  • The announcement does not specify whether further extensions will occur after this 90-day period, leaving the longer-term status of the waiver and planning horizon for affected industries unclear - risk for maritime operators and downstream industries dependent on consistent shipping rules.

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