By any estimate, the cost of renewing the global commercial shipping fleet to meet decarbonisation targets will run into trillions of dollars
How can investors, be they traditional shipowners, lessors, asset managers or private equity funds, make a reasonable summary of these issues and how they apply to the market for newbuilding or secondhand vessels such as oil tankers, gas carries, dry bulk vessels, ferries, container ships or even river-going barges? They can start by reading the new publication from Shipping Strategy Ltd, Shipping’s Energy Transition and Investment Timing.
This 45,000-word, 80-page report guides the reader through the relevant IMO regulations and decarbonisation policies in the major maritime nations. It surveys shipping’s decarbonisation status today, taking in retrofits, LNG fuel, hydrogen, ammonia and methanol, batteries and fuel cells, synthetic fuels and nuclear power.
The report reviews the case for investing today, considering the changing nature of ship finance, the ’Dreadnought Effect’ on first movers, and the ’Betamax versus VHS’ challenge of choosing a viable alternative to fuel oil. The current universe of ships, owners and lessors is surveyed by ship type and leasing structures are assessed. The report ends with conclusions and recommendations for investors.
Shipping Strategy Ltd founder and managing director Mark Williams said, “Investing in shipping’s energy transition is not just about technology. It is also about policy, about how shipping fits into the wider economy, about corporate sustainability in a century by the end of which geopolitics, energy, demographics and trade will look very different to their appearance at its beginning. Investors will want to see that shipping’s priorities tally with their own. This report assesses how shipping is shaping up to meet those priorities, and how investors can take advantage today.”
The report is available now for £799 (US$1,107), plus VAT where applicable. Click here to read the Executive Summary.
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