WEBVTT

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Welcome to Cruise News, your daily update on

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everything happening at sea. Visit cruisenews

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.io to see today's stories and sign up for email

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alerts. Good to be back. So today we are looking

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at what I think is a fascinating split -screen

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moment happening in the cruise world. It really

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feels like it's pulling in two opposite directions

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at the same time. Exactly. On one side of the

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Atlantic, you've got these major U .S. ports,

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you know, pouring concrete, spending billions,

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basically rolling out a giant red carpet for

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bigger and bigger ships. And then on the other

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side, you look at these historic European capitals,

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and they're trying to hang up a giant Do Not

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Disturb sign. It's this exact tension expansion

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versus restriction that we're going to unpack

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today because cruise ports are, I mean, they

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are actively reshaping the future right now.

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Right. Some are building out to handle what they

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see as unstoppable demand, and others are deciding

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that the demand itself is actually the problem.

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It really gets to a fundamental question, doesn't

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it? What is a port city today? Is it a commercial

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engine, a gateway for tourism? Or is it a protected

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space for residents where these massive ships

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are seen more and more as an intrusion. To dig

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into this, we've got three big stories lined

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up. First, we'll head to Los Angeles, where they

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are betting big on a next generation terminal.

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Then we'll check in on New Orleans, a real consistent

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performer that just hit another huge passenger

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milestone. And then the big one. We have to talk

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about Amsterdam, where the city is seriously

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weighing a total ban on ocean cruise ships by

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2035. A huge story. It is. But OK, let's start

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on the West Coast. The Port of Los Angeles has

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just picked a developer for a massive new project.

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They've tapped a group called Pacific Cruise

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Terminals, or PCT. And when you look into who

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PCT actually is, it's pretty interesting. It

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is. It's a joint venture. You have Carricks,

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a big Seattle -based terminal operator, you know,

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the folks who know how to run the docks. And

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the other half is JLC Infrastructure out of New

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York. Right. And that's a name that probably

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jumps out to a lot of people. It's the Magic

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Johnson connection, right? JLC was co -founded

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by Irvin Magic Johnson and Jim Reynolds. It was.

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Yeah. And look, it's always interesting to see

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celebrity investment, but I think the real story

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here is what it signifies. OK. You don't get

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a major infrastructure fund like JLC involved

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in something like a cruise terminal unless they

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see it as a stable long -term asset. They see

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decades of reliable income. So they're not just

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flipping it, they see it as a toll booth that's

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going to be collecting money for a long, long

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time. For a very long time. Yeah. And the scope

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of what they're building really backs that up.

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This isn't just a new coat of paint. No, it's

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a two -part deal. First... A brand new outer

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harbor cruise terminal. And second, they're taking

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over and redeveloping the entire existing World

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Cruise Center in San Pedro. Which has been around

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since 1988. It's an institution. It is, but that

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outer harbor part is the real game changer here.

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The older terminals, they're often deep inside

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the port. Which has to be a headache for these

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huge new ships to navigate. It's a nightmare.

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The outer harbor means easier access, faster

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turnarounds, and most importantly, it can handle

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the sheer size of the next generation of ships.

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And the descriptions of this new terminal, they

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don't sound like a typical port building, a big

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warehouse where you just stand in line. No, the

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renderings look incredible. A modern circular

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structure with berths on both sides. It's treating

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the terminal like it's part of the vacation itself?

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That's the idea. They're integrating it with

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the waterfront. They're planning a central grassy

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park, outdoor seating. It's meant to be a destination.

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And it's built for the newer generations of ships,

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specifically. And it's future proof. With the

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shore power capability. Yes, that's becoming

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non -negotiable. The newest, most profitable

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ships require it. If you can't plug them in,

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they might just skip your port altogether. And

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the numbers seem to back up this kind of investment.

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2025 was a record year for LA. 241 cruise calls,

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1 .6 million passengers. I mean, those are huge

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numbers. The West Coast market is a year -round

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powerhouse now. And the economic impact, the

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port says, is about $1 .3 million for every single

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ship call. So do the math on that for 2025. It's

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over $300 million. And that explains everything.

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That's why you pour the concrete. LA is making

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a very clear play to be the undisputed West Coast

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gateway for cruising. Okay, so LA is building

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for the future. Let's shift over to the Gulf

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Coast. New Orleans isn't building a giant circular

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terminal, but man, they are proving their staying

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power. The consistent performer for sure. Port

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and LA just announced they topped one million

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cruise passenger movements again in 2025. And

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the context there is so important. That's the

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ninth consecutive year they've crossed that million

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mark if you take out the pandemic years. That

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shows incredible resilience. A lot of ports would

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love to have that kind of sustained demand. Now

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I was looking at the data and the 2025 total

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about 1 .0 six million was actually a little

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bit lower than 2024. Should we read into that

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dip? I don't think so, because if you look at

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the monthly numbers, the story is actually the

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opposite. OK. March of 2025 was the single highest

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month in the port's entire history. Over one

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hundred and sixty five thousand passenger movements.

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So the peaks are actually getting higher, even

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if the annual number flattened out a bit. Exactly.

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Yeah. And that could just come down to a ship's

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dry dock schedule or repositioning. The underlying

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demand is still incredibly strong. So what's

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the secret sauce for New Orleans? I mean, beyond

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being an amazing city to visit? It has a totally

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unique selling point in the U .S. market. It's

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the only home port that supports both ocean cruises

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and river cruises. That's a huge distinction.

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It is. From one city, you can get on a massive

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ship to the Caribbean, or you can board a riverboat

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to go up the Mississippi. It creates this really

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diverse tourism ecosystem. It really does. And

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it protects them from shifts in any one part

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of the market. And they're gearing up for more

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growth, too. Royal Caribbean is coming back.

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And Carnival is upgrading their ship there. Right.

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They're bringing in the Carnival Dream to replace

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the smaller Carnival Valor. A bigger ship just

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means more passengers per sailing. Simple math.

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It's an efficiency play. And when you look at

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the economics. $445 million annually for the

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region. And the fact that 90 % of those cruisers

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come from out of state. That's new money. People

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flying in, staying in hotels, eating in the restaurants

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before they even get on the ship. It's a massive

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boost for the local economy. So the story in

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the U .S. is clear. Build it bigger, break more

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records, bring us more people. Which brings us

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to the screeching halt we're seeing across the

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Atlantic. Let's fly over to Amsterdam because

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while LA and New Orleans are celebrating, Amsterdam

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is effectively saying we might be done. It's

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such a stark contrast. The coalition government

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there is seriously weighing a proposal for a

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full phase out of ocean going cruise ships by

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2035. And let's be clear, this isn't just limiting

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ships. This is a potential ban and everybody

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out order for the big ocean laners. That's what's

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on the table. Now, to be precise, it's not a

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final law yet. The next administration has to

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take it up after the elections in March 2026.

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But the political momentum is undeniable. I remember

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just a few years ago, the whole discussion was

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about moving the terminal, wasn't it? moving

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it from the city center out to the Western Harbor.

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That was the plan. That was seen as the compromise.

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But now officials like Mayor Halsma are looking

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at the price tag. How much was it going to cost?

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Over 85 million euros. And they're looking at

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that number and basically saying we're not sure

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we'll ever get a return on that investment. So

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the thinking has shifted from let's move the

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problem to. Let's just eliminate the problem.

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Pretty much. And here's the crazy part. They've

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calculated that banning the ships will cost them

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money too. About 46 million euros in lost revenue

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over 30 years. Wait, hold on. So it costs 85

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million to move the terminal, but only costs

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them 46 million to ban the ships entirely. In

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terms of direct cost versus lost revenue? Yes.

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It's actually cheaper for them to just say goodbye.

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That's a stunning calculation for a city to make.

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It is. And they're arguing that the loss is worth

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it for what they call livability. Better air

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quality, less overtourism. And there's an urban

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planning issue at play here too, isn't there?

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A huge one. The city has plans to build new bridge

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over the IJ River to connect some neighborhoods.

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And the current cruise terminal is physically

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in the way. The ships are too tall. The terminal

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blocks the bridge. It's a classic case of a city

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deciding that connecting its own residents is

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more important than housing these massive visiting

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ships. So even before this potential 2035 ban,

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things are getting tighter right now. Oh, definitely.

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The gap on ship calls has already been slashed

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from 190 a year down to 100. And the goal is

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no more than one ocean ship per day starting

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in 2026. Plus mandatory shore power by 2027.

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It's a major clampdown. But there's a really

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important nuance here. This is for ocean ships.

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What about the river cruises? The river cruises

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are safe. This is the crucial distinction. And

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there are a lot of them. A lot. Around 11 in

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150 calls a year are expected to continue. The

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city sees them differently. They're smaller.

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They use different docks. And they don't loom

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over the historic center like... as one politician

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put it, floating apartment blocks. Floating apartment

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blocks. That quote says it all, doesn't it? It's

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really about quality of life versus pure revenue.

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So if I'm a cruise line and I can't get a spot

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in Amsterdam, where do I go? Go to Rotterdam.

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Which is not the same thing. Not at all. It's

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a great city, but it's about an hour away by

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bus or train. Yeah. And we're already seeing

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lines like Carnival and Celebrity do this. So

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they dock in Rotterdam and then just bus everyone

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for an hour to see Amsterdam. Yep. Put them on

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a bus, drive them in, let them wander around

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for a few hours, bus them back. That feels like

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a real downgrade to the passenger experience.

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That's two hours of your day gone. It is. But

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the demand to see Amsterdam is just that high.

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But it changes the visit. It turns the city into

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just another day trip excursion. Not a true port

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of call where you wake up in the heart of it

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all. And this isn't just an Amsterdam thing,

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is it? This feels like a broader European trend.

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It's definitely not just Amsterdam. You look

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at Barcelona. They're closing city center terminals.

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The French Riviera has limits on ship size. And

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Greece is talking about new passenger taxes for

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the islands. The pendulum is swinging back hard

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against mass cruise tourism in these historic

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centers. The golden age of docking right next

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to the cathedral seems to be coming to an end.

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I think you're right. Okay, fascinating stuff.

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Before we get to our final thought, let's hit

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a few other stories in our News Brief segment.

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Let's do it. First, Princess Cruises in Asia.

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The Diamond Princess is adding destination -driven

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dining. A very smart move. They're adding a high

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-end sushi restaurant and their Crown Grill.

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It shows they know you can't just serve generic

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food to the Japanese market. It has to be authentic

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and high quality. Back to California, the Blue

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Whales and Blue Skies program. Yeah, this is

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the voluntary speed reduction program. Slow steaming.

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To protect whales. Protect whales from strikes

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and also to cut down on air pollution. More cruise

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lines are joining for 2026. It's just becoming

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an expectation of doing business on the California

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coast. Quick one from Royal Caribbean. They're

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moving up the debut of Legend of the Seas. To

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July 4th, 2026. You only do that if bookings

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are incredibly strong. It shows the demand for

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those big resort style ships in Europe is still

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booming, even as some cities push back. And finally,

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a leadership note. Captain Berger Vorland of

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the Crystal Serenity is retiring. It's the end

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of an era. He was a steady hand through Crystal's

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bankruptcy and its relaunch. His retirement really

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feels like the brand is officially moving into

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its next chapter under new ownership. A big moment

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for that crew. Okay, let's bring it all together.

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We've got LA building a massive cruise hub where

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the port is a destination and Amsterdam saying

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the ship no longer fits the city. A complete

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split. So what's the big takeaway? Where is this

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all heading? Well, here's a provocative thought

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for you. As these ships keep getting bigger,

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like the ones LA is specifically building for,

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are we actually seeing the end of city center

00:12:15.779 --> 00:12:17.610
cruising? What do you mean by that? The end of

00:12:17.610 --> 00:12:20.070
it? I mean, think about it. If the only places

00:12:20.070 --> 00:12:22.629
that can handle these mega ships are huge industrial

00:12:22.629 --> 00:12:25.710
style hubs like San Pedro or Rotterdam, are we

00:12:25.710 --> 00:12:27.950
witnessing a geographic separation of the ship

00:12:27.950 --> 00:12:29.870
from the city? So the ship and the destination

00:12:29.870 --> 00:12:33.049
are kind of getting a divorce. Exactly. Is the

00:12:33.049 --> 00:12:36.090
future that historic cities just become backdrops

00:12:36.090 --> 00:12:38.929
you take an hour long bus ride to see? The ship

00:12:38.929 --> 00:12:41.429
itself becomes the primary destination and the

00:12:41.429 --> 00:12:44.490
actual city. It's just another shore excursion

00:12:44.490 --> 00:12:46.370
on the list. That's a really interesting thought.

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Are you booking a trip to visit a city or are

00:12:49.330 --> 00:12:51.610
you just booking a trip to visit a port? That's

00:12:51.610 --> 00:12:53.330
the question we all need to start asking. Well

00:12:53.330 --> 00:12:55.309
on that note, we're going to dock this episode

00:12:55.309 --> 00:12:58.149
right here. Thanks for listening to Cruise News.

00:12:58.529 --> 00:13:01.250
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00:13:01.250 --> 00:13:03.570
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