In the first half of 2022, a new high -fuel new ship order was made up

In the first half of 2022, the replacement of new fuel new ship orders for innovation-Xinde Maritime Green Shipping Insight 2022-27 weeks

Keywords: new shipbuilding order in the first half of 2022

In 2022, it has been more than half of the shipping decarbon transformation. From the initial popular hotspots, it has become a topic in which the shipping news is firm. The application of ship replacement fuel has become an indisputable fact in the countless discussions of "there is chickens or eggs first" and "what fuel choice".

In this issue, the insight into the green shipping insight will focus on the application of replacing fuel in the new shipbuilding order in the first half of 2022. (The data in this issue mainly comes from Clarksons Research database)

According to Clarksons Research, a total of 701 new shipbuilding orders in the first half of 2022 (June-June), compared with the same period of the fiery market in 2021, decreased by nearly half. However, in the new ship's order, the use of alternative fuel (including alternative fuel, battery power, battery hybrid ship) ship order has occupied 313 ships, as high as 45%.

Among them, LNG (LNG) steadily occupied the leading position of replacement fuel, accounting for about 31%of all new shipbuilding orders. Reaches a new high of history.

Looking back at the time of the past three years, the topic of shipping decarburized transformation has sprung up. This is not only reflected in the sound of public platforms, but also to the data level of new shipbuilding orders. It is not difficult to find the new shipbuilding data of the past three years. The proportion of replacing new fuel new ships has significantly increased year by year. In just three years, it has almost doubled.

This is an amazing number in any market.

But in terms of figures, the order of LNG fuel ships in the first half of 2022 will be close to LNG fuel orders last year. Although LNG fuel has been accused of having problems such as methane leakage and cannot achieve real low -carbon and zero -carbon emissions, the fact that LNG is used as transitional fuel has been confirmed in order performance. Currently, LNG fuel supporters represented by CMA CGM (CMA CGM) actively explore the production and supply of biological liquefied natural gas (BIO-LNG) and synthetic liquefied natural gas (Synthetic LNG), and will be realized in the future life cycle fuel certification. Low -carbon, even carbon neutral discharge performance.

Over the past few years, "how to choose a replacement fuel, choosing various alternative fuels" has always been a core issue at the strategic level of the shipping company, but as more and more shipping companies have formulated and announced their fleet's decarbon route, replacement The problem of fuel selection has become clearer. In addition to some specific LPG transport ships selected LPG as fuel, ethane transport ships choose ethylene as replacement fuels. At present, mainstream alternative fuel choices have been concentrated on LNG, methanol and ammonia fuels.

Limited to the display form of the above charts, simple methanol fuel and ammonia fuel ships are not conspicuous, but in terms of alternative fuel -integrated ships, methanol and ammonia have reached a very high level. In the first half of 2022, there were a total of 86 replacement fuel -intertwined ships, exceeding one -tenth of existing ships, and these ships could be transformed by replacement fuel in the future after a few months. Among them, LNG Ready is 12, 28 methanol Ready, and 64 ammonia fuel Ready.

Monol fuel was used only on ferries, cruise and methanol transport ships in the early days. After Mascia suddenly announced the construction of methanol fuel container ships, it quickly became a star -level alternative fuel option. The shipping industry has doubled in confidence in this kind of fuel, and the container shipping company ONE and the Dafei ship have also announced the construction plan for methanol fuel container ships.

As an alternative of zero -carbon emissions, as a real sense of zero -carbon emissions, many shipping companies are also used as the ultimate decarbon choice in the future. It is worth noting that 42 of the current 64 ammonia fuel Ready ship orders are ships with LNG fuel power. The LNG fuel and ammonia fuel are more similar, so that the shipping company is choosing LNG as an alternative to replacement While fuel, the possibility of reservation of ammonia fuel greatly increases.

In terms of division, there are many noteworthy places: Among them, only 4 LNG fuel ships and two ammonia fuel reserved ships are of 109 orders (BULK). As a more traditional market, dry bulk shipping is obviously not ideal for the acceptance of new alternative fuels, and the market income of the dry bulk shipping market for many years may also be the main reason for shipping companies to easily try high -priced alternative fuels. ; But of the 28 orders of the car transport ship (PCC), all ships can use LNG as alternative fuel without exception. Leading and high profits.

In the order of container ships, the application of fuel is more recognizable. Among the 245 new container ships in the first half of 2022, traditional fuels and replacement fuels achieved five or five. It also reached 120 ships. No accident, LNG fuel ship is also the mainstream choice. Objects this week

Design R & D and certification

1. Recently, the hydrogen power system, control engineering system, and power distribution system of clean maritime startup ACUA Ocean announced the announcement of the principle approval (AIP) of the car -grade Society Laud Class (LR). It is said that this is the world in the world The first zero -discharged hydrogen -powered sea surface autonomous ship (MASS).

2. Recently, a sailing ship "Manta", a sailing sailing ship that can collect and deal with marine plastic garbage, has obtained the principle approval (AIP) of the French BV Class Society. "Manta" was developed by Manta Innovation, a comprehensive engineering design office of the non-governmental organization The Seacleaners, and was supported by the ship design company Ship-S and LMG Marin. This is a ship dedicated to collecting and cleaning marine plastic garbage. It is planned to set sail by the end of 2025.

3. The Korean Class (KR) said on June 28 that the principle recognition (AIP) certificate of 40,000 cubic meters of liquefied carbon dioxide (LCO2) transport ship has been issued to Hyundai Heavy Industries.

This type of ship was developed by the Korean Class Class and Hyundai Heavy Industries through joint development. Among them, modern heavy industry is responsible for the basic design and structural design of the type of ship. Safety and appropriateness have been verified.

New ship construction and delivery

1. On June 29, Kawasaki Heavy Industry delivered the third 84,000 cubic meter LPG power VLGC "Crystal Oasis" wheel for Kumiai Navigation. The ship was built from the shipyard of Kawasaki Heavy -time Sakura. It is the fourth ship of the new ship type with LPG dual fuel in the 84,000 cubic meter LPG ship of Kawasaki Heavy Industry. It is also the 67th LPG ship delivered by Kawasaki Heavy Industry.

2. Singapore LNG Ship Boat and operator BW LPG has converted its main engine of LPG petroleum gas transport ship BW Malacca into dual fuel operation. German engine manufacturer Man said that this is the 15th ship in the BW series equipped with a Man ME-LGIP engine. The 84,000 cubic meter ship will now be able to operate with fuel and liquefied petroleum gas.

3. On June 28, ATOB@C Shipping, a subsidiary of ESL Shipping, said that it will build the seventh ship in the Indian shipyard Chowgule & Company Private Limited. The company ordered a series of six same electric hybrid ships at the shipyard last September. The first two of them were under construction, and the first ship was planned to be delivered in the third quarter of 2023.

Alternative

1. On June 29, Japanese business ships Mitsui announced that they cooperated with the Totalenergies Marine Fuels of Totalenergies, France, successfully completed the first car transport ship biofuel operation in Singapore.

2. On June 30, the Japanese Shipo Merchant Mardo (MOL) announced the joint display of the Arab Emirates (UAE) and Japan's cleaning chain with the Japanese company Inpex Corporation and IHI Corporation.

Clean ammonia provided by Abu Dhabi National Petroleum Corporation (Adnoc). It is produced by Fertiglobe, a joint venture of Adnoc and OCI.NV. OCI.NV is the main supplier of ammonia and uses natural gas produced by Abu Dhabi.

3. Recently, CMA CGM announced with ENGIE to promote their cooperation with Energy Group, ENGIE, and plans to launch bioline production in France in 2026.

The two companies announced an investment plan of 150 million euros ($ 156 million) to build a production plant in the port of Le Averer. Produced 11,000 tons of bioline methane. It is expected to make an investment decision at the end of this year.

Carbon technology

1. On June 29th, Berge Bulk, an independent dry bulk ship owned by more than 80 ships, announced an agreement with Bar Technologies and YARA Marine Technologies, which will install four YARA on the Berge Olympus wheel of 210,000 tons. Marine Technologies (Windwings) Bar Tech Windwings sail.

2. On June 27th, Ex SenMobil, China Sea Oil, Shell and the Guangdong Provincial Development and Reform Commission signed a memorandum of understanding, and cooperated to seek the construction of the Daya Bay Area in the National Economic and Technological Development Zone in Huizhou City, Guangdong Province. Opportunities for carbon capture and seal cluster research projects. 3. June 28. The shell announced the signing agreement with the CMA CGM (CMA CGM), and the two parties will cooperate closely to accelerate the decarbon in the maritime field. These include a multi -year LNG (LNG) supply agreement, which will supply liquefied natural gas fuel to 13,000 TEU ships at the 13,000 TEU ships at the Port of Singapore in the second half of 2023.

Green port

1. Gunvor, a Swiss -headed commodity trade giant, signed a joint development agreement with American hydrogen production company Air Products, which will establish a green hydrogen imported pier in the port of Rotterdam by 2026. The Gunvor factory of the Europoort has specified green ammonia produced by renewable energy for large -scale production of green hydrogen. These ammonia will be sold to the European market, including the Netherlands, Germany and Belgium.

On June 28th, European Energy signed a contract with the Port of Esby in the United Kingdom. Since the first half of 2023, European Energy Corporation will provide green ports from Esimi from its production facilities in Esbyy hydrogen. The supply of green hydrogen to Esimi Port will be produced at the Madian wind farm at Mada near Esby in Europe.

3. On June 28, Amsterdam Port and Duisport announced that they would expand long -term cooperation and will jointly develop hydrogen value chains and its hinterland networks.

Cutting -edge research

1. On June 30, Maski Mike Keni Mueller Zero Carbon Shipping Center (MMMC) released a new study, indicating that only 33 (35%) companies of 94 major shipping companies are clear It means that the target of the emissions by 2050 is zero or those who follow the IMO (compared with 2008, the total carbon dioxide emissions of 2050 will decrease by 50%by 2050).

2. On June 27, the International Clean Commission (ICCT) released a new report saying that China ’s coastal shipping should be implemented at the latest in 2030 to implement low -carbon fuel regulations, thereby providing sufficient development of related industries and technologies. time.

3. A new research report on European shipping decontamination costs pointed out that ships with green fuel (electronic fuel) completely use the price of a pair of sneakers to increase the price of less than 0.1 euros.

In the report published by the Transport and Environment (T & E), a large container ship (14354teu) was analyzed from Shenzhen Port to Antpu Port, Belgium. Suppose carbon pricing is 80 euros/ton, and the ship uses 50%of green fuel during sailing. Calculate the additional costs incurred by alternative ship fuels, except for the number of container loaded on board and the number of products loaded by each container. It is assumed that the loading coefficient of the analyzed ship is 70%.

4. Recently, the Together in Safety Alliance released a report entitled "Future Fuels Risk Assessment" to perform potential operating risks for the four main shipping replacement fuel LNG, methanol, hydrogen, and ammonia. Evaluate. The conclusion of the report said that of the four alternative fuels for censorship, the risk of methanol was the smallest, followed by the risk rating of liquefied natural gas, hydrogen and ammonia in order.

5. The International Cleaning Transport Council (ICCT) headquarters in Washington has recently released a new report, which is suggested that the Aiuzhen Islands near Aliuzhen can become the hydrogen fuel center of the shipping industry. The organization believes that this development can be used as a promoter to create a new plan to connect the green corridor in the United States and China to promote the use of zero -emission fuel in the corridor.

In the report, the background of the survey is outlined, and then the potential LH2 demand of the existing Alexian Islands fleet is modeling. Subsequently, the needs of the new injection station of the ocean ship teammates. And compare the supply with demand, and estimate the market size, so that the necessity of establishing fuel hubs in the Alexian Islands.

6. Recently, the French Class (BV) cooperated with Totalenergies to conduct a study of the risk aimed at reducing ammonia as a ship's fuel, which pays special attention to the relief and treatment of ammonia leakage.

Other information

1. On June 29, local time, the EU Council announced that the important legislative proposal in the "FIF For 55" package plan passed its negotiation position (general method). The package is planned to be proposed by the European Commission on July 14, 2021, including the shipping industry into the EU Carbon Trading System (EU ETS).

2. On June 29th, the International Class Congress Association (IACS) announced the establishment of a safe decapyice group (SDP) during the 85th session of the IACS Council (C85). The Board of Council was held in London this week and was chaired by Mr. Nick Brown, CEO of the Lourai Class Society in the United Kingdom.

3. On June 27, Crowley Maritime Corporation, USA, released the first sustainable development report saying that it would achieve carbon neutrality in 2025.4. Recently, Stream Marine Training announced that it has been approved by the Bahama Maritime Affairs Bureau (BMA), providing STCW Bigf and AIGF training courses for seafarers working on alternative fuels.

These courses are designed to provide foundation and advanced training for seafarers. These seafarers are responsible for the care, use and emergency response to the designated safety responsibilities (IGF Code) on the fuel on board in accordance with the "International Use Gas or other low -flash ship safety rules".

5. Recently, the Swiss Mediterranean Shipping Corporation (MSC) and the Japanese shipping giant Nyk Line signed the United Nations global sustainable marine principle with more than 150 stakeholders.

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