maritime shipping
6 statements across 6 episodes · 1 bullish · 2 bearish · 5 people on the record · first statement Oct 13, 2022 by Alyssa Peterson · across every show →
Everything said about maritime shipping, oldest first
Oct 13, 2022 bearish
Jan 5, 2023 neutral
Friedmann: Maritime shipping will use a mix of methanol and ammonia by 2050
“But in twenty-fifty, I think we're going to end up with a blend of both, in part because we're starting already with methanol. People are making investments in methanol ships and methanol bunkering because they want to decarbonize rapidly by twenty-thirty. And…”
May 2, 2024 bullish
Friedmann: Methanol will become a major fuel for decarbonizing maritime shipping
“And the reason why is because methanol is going to be an important maritime fuel. About two, two and a half percent of global emissions are shipping stuff around the world with boats. And it turns out that they need a clean fuel too. As we've talked about befo…”
May 30, 2024 bearish
Lubbershane: Battery electrification is not practically feasible for maritime cargo ships
“You can only imagine what kind of additional electric infrastructure would be required to power, you know, large cargo ships at a port and not just providing shore power while they're parked, but actually giving them enough energy to make a journey across the …”
Jul 12, 2024 neutral
Loo: Maritime shipping will not converge on a single replacement fuel
“I think, you know, the future of maritime, it's not going to be single fuel. So we're not going to, for example, move into one single fuel. I think, you know, as a contrast to aviation, where I think there's a convergence that we need sustainable aviation fuel…”
Dec 19, 2024 neutral
Klauber: Maritime fuel scaling is harder than SAF due to multiple engine specs
“One of the differences between aviation and shipping is that with aviation fuels, you've got a drop in solution, right? So any staff that meets the spec can go into any aircraft, and that's not the case with shipping. They've got something called, they like to…”