5.Green Marine 綠色甲醇市場.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

7、covered by corporate net-zero targetsVolume of heavy fuel oil-equivalent fuel consumption by vessel typeSource:Clarksons,LR,GREEN MARINE Ship Typeso Containerso Bulk carrierso Chemical Tankerso VLCCo Cruise,Ferrieso Dredgeo OSVo Harbour craft,tugso Pure Car Carriers50estIn Operation500+On OrderMetha

8、nol DF auxiliary enginesWhich Fuel and When?FuelsMethanol DF Main EnginesEvery fuel has its unique development pathwayAlt Fuel Uptake by Number of VesselsSource:ClarksonsAlt FuelFleet%FleetOrder Book%Order BookMethanol41.00.0%272.04.1%*313No.Vessels*Doesnt include DF BVs or retrofits as of Oct 1st,2

9、024New Build Order BookEngine DesignersEngine ModelVessel Type0 5 10 15 20 25 30SUPPLYProducer Regions164 projects and operational facilitieso 93 e-methanolo 59 bio-methanolo 12 low-carbon Total project capacity 32.3(Mt)o 15.0 Mt e15.0 Mt e-methanolmethanolo 9.2 Mt bio9.2 Mt bio-methanolmethanolo 8.

10、1 Mt low8.1 Mt low-carbon carbon methanolmethanolProduction Share by RegionChina maintains a35%share in theglobalrenewableandlow-carbonproject pipelineChinasshareinbiomethanolande-methanolprojectsisevenhigher:43%and47%,respectivelyOnlyinbiomethanoldoesEuropehaveacomparable share,with37%ofallcapacity

11、Production Status1 Mt under construction and 1.6 Mt in engineering0.7 Mt under construction and 2.8 Mt in engineering0.1 Mt under construction and 4.2 Mt in engineeringPRICINGPOLICY o The commitments of shipping liners are limited due to significant challenges in affordability,availability and accep

12、tabilityo One of the biggest bottlenecks is the price of sustainable fuels,which creates a chicken-and-egg problem between demand and supplyHURDLESSource:Port of RotterdamGreen Corridorso In 2028 GC shipping partners are expected to have 200 vessels capable of sailing on sustainable fuels,mainly either methanol or bio-methane o Potential demand of 2.5M mtpa across both fuelsPort of Rotterdam|Singapore Green and Digital CorridorSource:Port of RotterdamPrice DiscoveryRequired Support MechanismsABCSource:Port of Rotterdam,MI,IRENATHANK YOU