ships

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Jan 5, 2023 by Julio Friedmann · across every show →

Everything said about ships, oldest first

Jan 5, 2023 bearish

Prediction Held up

Friedmann: Global ammonia trade will rely on ships, not pipelines

“There are not going to be huge amounts of ammonia pipelines going around the world. Like, we're not going to see that. The way that we use ammonia pipelines in the U.S. Today is sort of very unusual and bespoke for our purpose, but that's not the way that we'r…”

Julio Friedmann Jan 5, 2023 ▶ 39:50 Ammonia: the beer of decarbonization

Feb 9, 2023 neutral

Assertion Partly supported

Koch-Blank: One steel mill matches hydrogen demand of 100,000 buses

“You need roughly, you know, 100,000 fuel cell buses to equate to a single steel mill. And shipping is somewhere in between with roughly 30 ships for, you know, equating to a steel mill”

Thomas Koch-Blank Feb 9, 2023 ▶ 36:35 What hydrogen leakage means for the climate

Apr 18, 2024

Assertion Supported

Grabow: Ships transport only about 2% of US freight

“If you look at The data, something like only two percent of freight in the United States is transported by ships. You add in barges, that's like another four percent. So we're well under 10% for water transport in the U.S.”

Colin Grabow Apr 18, 2024 ▶ 13:18 How an obscure, 100-year old law is disrupting U.S. energy

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ships

Everything said about ships, oldest first

Turn any episode into a week of clips.