Group 1 - The shipping industry is transitioning from traditional fuel oil to cleaner fuels in response to the International Maritime Organization's (IMO) carbon reduction targets for 2030-2050 [1] - Investment in alternative fuel vessels is increasing among shipowners to meet stricter environmental regulations, with LNG and methanol emerging as mainstream fuels [1] - The DNV annual report indicates a significant rise in global alternative fuel vessel orders, with a 38% increase to 515 vessels in 2024 compared to 2023, and LNG becoming the preferred choice with 264 new orders [1][2] Group 2 - The LNG bunkering market is rapidly developing, primarily concentrated in key ports such as Singapore, Rotterdam, and Shanghai, with a total of 198 ports capable of LNG bunkering globally [2] - The global supply of clean ship fuel reached 13.94 million tons, accounting for 6.48% of the market, with Singapore's total fuel sales hitting a record high of 54.92 million tons in 2024, a 6% increase year-on-year [2] - High-sulfur fuel oil (HSFO) sales increased by 21% to 20.15 million tons, while low-sulfur fuel oil (LSFO) sales decreased by 4% to 29.58 million tons [2] Group 3 - The IMO's 83rd meeting reached a consensus on achieving net-zero emissions in international shipping by 2051, establishing phased emission targets and compliance measures [3] - The industry is expected to gradually increase the proportion of green fuels, with traditional fuel vessels potentially incorporating more biofuels and carbon capture technologies [3] - Methanol is viewed as the most economically viable alternative fuel, with recommendations for developing a comprehensive supply chain for methanol bunkering and innovative supply methods [3]
行业人士:期待相关机构超前布局清洁船燃期货产品设计
Qi Huo Ri Bao Wang·2025-05-26 00:51