Shipping Network News, a few days ago, S&P Global Platts freight analyst Anastasia Zania said that LNG will lead the green transformation of the shipping industry in the next decade, and the proportion of LNG consumption will rise from 4.6% in 2021. 10.7% by 2030, when the number of LNG-powered ships may exceed 4,000.
S&P Platts reports that older ships without scrubbers will be scrapped as scrubber-fitted ships account for a larger share of the ship’s market. The market share of high-sulfur fuel oil is expected to increase from 17.7% to 27% in 2030. At the same time, given the current situation of high oil and gas prices with no viable solution in the near term, orders for ships fitted with scrubbers are also expected to increase in the coming years.
In contrast to high-sulfur fuels, the company expects the market share of very low-sulfur fuels to fall from 45.5% to 38% in 2030, and the share of marine diesel-like distillates to 24% from 31.9%. Among the alternative fuels other than LNG, 40% of ships (mainly ferries and offshore vessels) will be battery hybrids, and LPG will be the main fuel for transport ships.
Anastasia Zania believes that the use of methanol and ammonia will drive the shipping industry to achieve decarbonization goals after 2030, and more product ships, chemical tankers, and container ships will use methanol as marine fuel in the future. Among the new shipbuilding orders, there are 45 ammonia-reserved ships and 24 methanol-fueled ships, which are convenient for the transformation of related fuel power in the future.
At present, all participants in the shipping industry are actively formulating post-pandemic development plans, and taking more into account the strategy of “environmental protection regulations and green transformation”. Under increasing regulation and pressure from container customers, the global merchant fleet is increasingly focusing on alternative fuels and energy-efficient technologies. Clarksons data shows that 425 new buildings will use alternative fuels in 2021, accounting for 33.8% of newbuilding orders, an increase of 103% from 209 in 2020, compared with 46 ships of this type in 2006.
It is reported that about 21% of the existing ships are equipped with energy-saving technologies, and the current mainstream technologies mainly include propeller ducts, Flettner rotors, rudder balls, sails, and air lubrication systems.
航运界网消息，日前，标普普氏能源资讯（S&P Global Platts）货运分析师Anastasia Zania表示，LNG将在未来十年内主导航运业的绿色转型，LNG消耗占比将从2021年的4.6%上升至2030年的10.7%，届时LNG动力船的数量可能超过4000艘。