- Huge and immediate need for renewable-based fuels in shipping represents opportunity for investors, according to ‘Fuelling 的 Fourth Propulsion Revolution’ 报告 released today.
- 投资绿色基础设施是关键, as shipping will carry more than half of 的 world’s net-zero fuels by 2050, 报告估计.
- Particular opportunity for 的 Global South identified as net-zero fuel production costs expected to be up to 20% lower in Latin America and Africa.
英国伦敦. 加拿大温哥华. 17th 2022年5月. New data released today has revealed how 的 global shipping industry will require 的 equivalent of 的 world’s entire current renewable energy demand in order to replace fossil fuel use.
‘Fuelling 的 Fourth Propulsion Revolution’, authored by Professor Dr. Stefan Ulreich from Germany’s University of Applied Sciences, and commissioned by 的 International Chamber of Shipping, highlighted 的 ‘enormous opportunity’ for investors and governments represented by 的 global shipping industry’s need for new, 绿色燃料.
实现行业2050年(净)零目标, shipping’s fuel needs would require electricity from renewable sources to increase by up to 3,000太瓦时, 的 报告 显示. This is 的 equivalent of 的 entire world’s current renewable energy production.
It found that to achieve 的 IEA’s Net Zero Emissions by 2050 scenario, 的 world would need an 18-fold increase in existing renewable production capacity.
Taking 的 global trading of hydrogen as an exemplar, 的 报告 identified substantial potential benefits for exporting and importing countries, 尤其是在南半球. This is due to 的 expected production cost differentials of such fuels across 的 world (expected range of €72.60 / MWh€156.2050年40 / MWh).
The cost range reflects 的 abundance of renewable potential, 比如太阳能和风能, 在许多非洲和拉丁美洲国家, which can generate 的 electricity needed in 的 production of hydrogen fuels at much lower cost.
The 报告 identified 的 first movers who are looking to seize 的se investment opportunities, 包括德国, 阿尔及利亚, 和智利, who have signed multiple bilateral agreements on 的 production of hydrogen fuels (seen as key for powering ships).
在温哥华的世界港口会议上公布, 加拿大, ‘Fuelling 的 Fourth Propulsion Revolution’ urgently calls for increased R&绿色燃料中的D, and to specifically develop production infrastructure in key geographic locations such as Latin America and Africa.
Estimates show a production potential of more than 10,000太瓦时 for (net) zero carbon fuels in coastal regions worldwide. Shipping views investment in 的se areas as key to helping countries realise 的 potential gains present in 的ir bilateral agreements.
到目前为止, t在这里 continues to be a lack of investment in zero-emission technologies, with 的 IEA highlighting that 的 total amount of corporate R&海运方面的D投资从2美元下降.从2017年的70亿美元降至1美元.2019年60亿.
然而,到2050年, at least half of (net) zero fuels traded globally are expected to be moved by ships, according to 的 International Renewable Energy Agency (IRENA). Today’s 报告 indicates that this makes maritime a key enabler of 的 decarbonisation of land-based industrial sectors.
该报告的作者，Prof. Dr. Stefan Ulreich of 的 University of Applied Sciences Biberach, Germany, said:
“To meet 的 enormous demand for hydrogen-based fuels in 的 Global North, production centers in 的 Global South are urgently needed.
“While governments are beginning to realise 的 need to transition to fuels like hydrogen, little thought to date seems to have been given to how 的y will actually transport those fuels.
“Shipping must be part of wider energy transition negotiations, and shipping and ports are going to need investment. But with this investment comes huge opportunity for return.”
Stuart Neil, Director of Strategy and Communications at 的 International Chamber of Shipping said:
“Shipping will be a key enabler of 的 global energy transition, providing cost effective and flexible solutions to transport at least half of 的 net zero carbon fuels traded around 的 world.
“A great deal is talked about 的 global energy transition to zero emission fuels outside of shipping. But what we have found in this 报告 is that t在这里 is a tremendous opportunity for all.”
The International Chamber of Shipping (黄金城) is 的 principal international trade association for merchant shipowners and operators, representing all sectors and trades and over 80% of 的 world merchant fleet.