5.Green Marine 绿色甲醇市场.pdf

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1、October 17,2024GREEN METHANOL MARKET FORMATION20242024o Design&Constructiono Technical policy validationo New Build,Retrofito Trainingo Production advisory&offtakeo Trading&Logisticso Bunkering Supplyo BunkeringGREEN MARINE IS AN END-TO-END,VALUE CHAIN SOLUTION PROVIDER,FOR ALTERNATIVE FUELS,BEGINNI

2、NG WITH TECHNOLOGYAll of which serves to underpin the acceleration ofdecarbonization,beginning with the marine industry,in a cost-effective and value accretive manner.GREEN MARINEHOW TO CAPITALISE ON THE DEVELOPMENT OF METHANOL AS A FUEL BASED ON THE FOLLOWING KEY DRIVERS:1.POLICY(EU&IMO)2.NUMEROUS

3、CHINESE PORTS,SINGAPORE,ULSAN,LA,HOUSTON AND ROTTERDAM AS POTENTIAL METHANOL TRADING&BUNKERING HUBS3.CHINA AS LOWEST COST PRODUCER IN NEAR TERM,FOLLOWED BY US GULF COAST MASS BALANCE PLANTS,MIDDLE EAST AND EU4.PRICE ASSESSMENTSMETHANOLPOLICYIMOFuel EU Maritime FuelEUMaritimesetsrequirementsonannual

4、average GHG intensity of energy usedby ships trading in the EU or EuropeanEconomicArea(EEA),measuredasGHGemissions per energy unit(gCO2e/MJ).GHG emissions are calculated in a well-to-wake perspective,including emissions relatedtoextraction,cultivation,productionandtransportation of the fuel,in addit

5、iontoemissions from energy used on board the ship.Calculations will be set relative to theaverage well-to-wake fuel GHG intensity of thefleet in 2020 of 91.16 gCO2e per megajoule(MJ).This will start at a 2%reduction in 2025,increasing to 6%in 2030,and accelerating from2035 to reach an 80%reduction b

6、y 2050.DEMANDEvolving ApplicationsSource:BloombergNEF,International Maritime Organizations Fourth Greenhouse Gas Study.Source:BloombergNEF.Maersk Mc-Kinney Moller Centre for Zero Carbon Shipping,Clarkson.Note:DWT refers to deadweight tonnage.Net Zero Targets|FOeqby TypePercentage of vessel capacity