Contract signals rebirth of U.S. shipbuilding industry

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MIAMI BEACH -- The signing of a contract by American Classic Voyages to build two 1,900-passenger ships in the U.S., at a cost of $880 million, signifies not only the rebirth of the luxury shipbuilding industry in the U.S. but the spread of Caribbean-style cruising to the Hawaiian islands, according to the company.

The historic order for two of the 72,000-ton passenger vessels from Ingalls Shipbuilding of Pascagoula, Miss., marked the first with a U.S. shipyard since Ingalls in 1958 delivered the Brasil and Argentina to Moore McCormack Lines.

American Classic, parent company of Delta Queen Steamboat Co. and American Hawaii Cruises, has an option for a third ship and may negotiate for three more, according to Philip Calian, president of American Classic, which is traded over Nasdaq.

He said American Classic, under the name Project America, has been planning to build large cruise liners in the U.S. since 1997, when Congress passed enabling legislation, called the U.S.-Flag Cruise Ship Pilot Project Statute.

Project America will be renamed as a cruise line to operate the new vessels, the first two of which are scheduled for delivery early in 2003 and 2004, according to Rod McLeod, who last month was named president and chief executive officer of Project America.

McLeod, a veteran industry executive who was executive vice president of Royal Caribbean International for many years as well as senior vice president of marketing for Carnival Corp., is expected to head the successor cruise line to Project America.

"Our opportunity is to create a new cruise brand, which will be introduced as a new style of cruising in the Hawaiian islands," he told a press conference at the Seatrade Cruise Shipping Convention here.

He said that contemporary, megaliner-style cruising is virtually unknown in Hawaii, which attracts 7 million visitors a year. However, the new cruise line will not be limited to itineraries in Hawaii, he said, and will eventually operate elsewhere in the U.S., including possibly Alaska.

Within Hawaii, each ship built by American Classic in the U.S. will enjoy exclusivity in the market from all other ships above 275 passengers for a period of 25 years, according to the 1997 Congressional legislation. That exclusivity made it worthwhile for American Classic to take the risk of investing its equity in the project, according to Calian.

In addition to the investment risk, the company will be incurring several cost disadvantages by building and flagging ships in the U.S., according to industry executives, who noted that American Classic was paying a premium of around $100 million for each of its $440-million ships, when compared with the cost in European yards.

The company also will incur added costs by operating under U.S. labor laws and paying U.S. corporate taxes, they noted.

But another advantage offered by the 1997 law, Calian said, was the right to reflag foreign-made ships under U.S. registration starting immediately -- and to operate them in Hawaii for 18 months after the first U.S.-built ship is introduced into the islands.

In utilizing that right, he disclosed, American Classic is currently seeking a ship to supplement American Hawaii's 39,000-ton, 840-passenger Independence, which sails for three-, four- and seven-day cruises in Hawaii.

According to Calian, American Classic intends to retain the American Hawaii brand name even as it launches a new cruise line to operate the newly ordered ships.

Ingalls Shipbuilding, a major builder for the U.S. navy, said it expects to make a $130 million investment in new shipyard facilities to build the new ships. In addition, Ingalls, which is a subsidiary of advanced-technology company Litton Industries, said it has contracted with Finland's Kvaerner Masa shipyards to obtain essential cruise ship expertise from that company, which is one of the world's leading builders of cruise ships.

The new ships, which will have a total passenger capacity of just over 2,200 persons, will feature a four-deck-high atrium, a 1,060-seat dining room, an 840-seat theater, a 590-seat cabaret lounge and a uniquely Hawaiian outdoor performance stage, according to McLeod. Of the 950 cabins, 77% will be outside; and 64% will have private balconies, he said. Special features will be 85,850 square feet of open deck space and 2,100 square feet of conference space.

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