Search results for: โshipping shipโ
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Decarbonize shipping: alternative fuel costs?
This data-file screens the costs of alternative shipping fuels, such as LNG, blue methanol, blue ammonia, renewable diesel, green methanol, green ammonia, hydrogen and e-fuels versus marine diesel. Shipping costs rise between 10% to 3x, inflating the ultimate costs of products by 0.1-30%, for CO2 abatement costs of $130-1,000/ton. We still prefer CO2 removals.
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Bulk shipping: cost breakdown?
Bulk carriers move 5GTpa of commodities around the world, explaining half of all seaborne global trade. This model is a breakdown of bulk shipping cost. We estimate a cost of $2.5 per ton per 1,000-miles, and a CO2 intensity of 5kg per ton per 1,000-miles. Marine scrubbers increasingly earn their keep and uplift IRRs from…
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Liquefied CO2 carriers: CO2 shipping costs?
This model captures the economics of a CO2 carrier, i.e., a large marine vessel, carrying liquefied CO2, at -50ยบC temperature and 6-10 bar pressure, for CCS. A good rule of thumb is seaborne CO2 shipping costs are $8/ton/1,000-miles. Shipping rates of $100k/day yield a 10% IRR on a c$150M tanker.
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LNG transport: shipping economics?
This data-file breaks down the cost of shipping cryogenic cargoes in seaborne tankers. LNG costs $1-3/mcf. The most important input variable is transport distance. Although switching to e-fuels (green hydrogen, ammonia, methanol) can double total cost.
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Container freight: shipping economics?
This data-file models the total costs of shipping a container c10,000 nautical miles from China to the West, in a 20,000 TEU vessel. Emerging fuels can lower the CO2 intensity of shipping from their baseline of 0.15kg/TEU-mile, by 60-90%, but freight costs inflate by 30%-3x.
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LNG shipping: company screen?
This data-file is a screen of LNG shipping companies, quantifying who has the largest fleet of LNG carriers and the cleanest fleet of LNG carriers (i.e., low CO2 intensity). Many private companies are increasingly backed by private equity. Many public companies have dividend yields of 4-9%.
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Decarbonized gas: ship LNG out, take CO2 back?
This note explores an option to decarbonize global LNG: (i) capture the CO2 from combusting natural gas (ii) liquefy it, including heat exchange with the LNG regas stream, then (iii) then send the liquid CO2 back for disposal in the return journey of the LNG tanker. There are some logistical headaches, but no technical show-stoppers.…
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LNG as a Shipping Fuel: the Economics
This data-file provides line-by-line cost estimates for LNG as a shipping fuel, for trucked LNG, small-scale LNG and bunkered LNG. After IMO 2020 regulations buoy diesel pricing, it should be economical to fuel newbuild ships with small-scale LNG; and in the US it should be economical to convert pre-existing ships to LNG.ย
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Global shipping and the switch from fuel oil?
The 240MTpa shipping-fuels market will be disrupted from 2020, under IMO sulphur regulations. Hence, this data-file breaks down the worldโs 100,000-vessel shipping fleet into 13 distinct categories. We see 40-60MTpa upside to LNG demand from 2040.
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Shipping in batteries: the economics?
What if it were possible to displace diesel from high-cost, high-carbon island grids, by charging up large batteries with gas- and renewable power, then shipping the batteries? We model the economics to be cost-competitive, while CO2 emissions can be halved. Futher battery cost deflation will also help.
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