未来十年石油基船用燃料成本将翻倍、消费占比大降 近日，全球最大船舶工程企业之一的芬兰瓦锡兰集团首席执行官哈坎・阿格内瓦尔表示，受国际海事组 织(IMO)即将实施的温室气体排放新规影响，未来10年内石油基船用燃油成本将翻倍，这将深刻改变目 前船舶燃料市场的游戏规则。 新规更改船燃游戏规则 根据普氏船用燃油成本计算数据显示，5月新加坡市场最常见的船用低硫燃油(VLSFO)平均到岸价为 504.35美元/吨，而含24%废食用油甲酯(UCOME)和76%VLSFO的B24生物混合燃料平均到岸价为713.84 美元/吨。新规的实施将使两者的实际价格发生改变。挪威船级社(DNV)数据显示，目前全球99%的船舶 为传统动力船，仅能使用生物柴油(如UCOME)和石油基船舶燃油。不过未来几年，随着新规实施，这 一比例预计下降，将有更多采用替代燃料的船舶投入运营。标普全球商品洞察公司预计，2050年石油和 液化天然气在全球船舶燃料消费中的占比将降至56%，远低于当前的98%。 转型路径有多重选择 IMO预计，将从2035年起进一步收紧船舶燃料温室气体标准，最终目标是2050年实现航运业净零排放。 阿格内瓦尔认为，在这一背景下，航 ...

Core Viewpoint - The successful implementation of the "dual-function warehouse" reform for bonded fuel oil supply at Tianjin port marks a significant advancement in enhancing the operational efficiency and cost-effectiveness of international shipping services in the region [1][2]. Group 1: Policy and Regulatory Changes - Tianjin Customs has initiated a special action for cross-border trade facilitation, addressing the complexities and high costs associated with bonded fuel oil supply by implementing the "dual-function warehouse" reform [2]. - The reform allows the same warehouse to serve both as a bonded warehouse and an export supervision warehouse, streamlining the process for domestic fuel oil to be directly declared for export and stored without physical transfer [2]. Group 2: Operational Efficiency - The new process simplifies the operational workflow from the traditional "two in, two out" to "one in, one out," significantly reducing the time and costs associated with fuel supply operations [2]. - The capacity of the approved "dual-function warehouse" tanks totals 180,000 cubic meters, enhancing the utilization rate and safety of storage facilities [2]. Group 3: Economic Impact - The bonded fuel oil supply capability is a core function of international shipping centers and a key indicator of port internationalization and service capacity [1]. - The reform is expected to lower the operational costs for international shipping vessels by eliminating tariffs and import taxes on bonded fuel oil, thereby promoting the competitiveness of Tianjin as a shipping hub [1].