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  • 2020 Fuel Overview

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    Maria Politi
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    The document discusses the fuel dilemma facing the shipping industry in 2020 due to new regulations. It analyzes demand by sector and the number of vessels that could install scrubbers to remain compliant. With 2020 spreads above $300 per quarter, most vessels could install scrubbers and see a return on investment within a year. Without scrubbers, proxy options are discussed. The impact on freight rates and opportunities for LNG powered vessels are also examined.

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    Global bunker demand

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    The document discusses the fuel dilemma facing the shipping industry in 2020 due to new regulations. It analyzes demand by sector and the number of vessels that could install scrubbers to remain compliant. With 2020 spreads above $300 per quarter, most vessels could install scrubbers and see a return on investment within a year. Without scrubbers, proxy options are discussed. The impact on freight rates and opportunities for LNG powered vessels are also examined.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    4 views18 pages

    2020 Fuel Overview

    Uploaded by

    Maria Politi
    The document discusses the fuel dilemma facing the shipping industry in 2020 due to new regulations. It analyzes demand by sector and the number of vessels that could install scrubbers to remain compliant. With 2020 spreads above $300 per quarter, most vessels could install scrubbers and see a return on investment within a year. Without scrubbers, proxy options are discussed. The impact on freight rates and opportunities for LNG powered vessels are also examined.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 18

    The 2020 Fuel Dilemma

    What Changes?
    Demand Analysis by Sector
    How many vessels are suited for scrubbers
    How many vessels will actually place scrubbers by 2020
    Where is the 2020 Spread today?
    Sample Spread Price per Quarter
    Basis the current 2020 spreads (> $300) most
    vessels can place a scrubber (open loop – hybrid
    ready) and have a payoff in more or less 1 year
    basis our previous slide 7.
    What if I do not want to pay for a scrubber? What are my
    proxy options?

    “Bjarne Schieldrop SEB’s Commodity Research”


    At what price can HSFO compete with coal for industrial use?

    “Bjarne Schieldrop SEB’s Commodity Research”


    How will this regulation affect Freight Rates?

    “Bjarne Schieldrop SEB’s Commodity Research”


    Is there an opportunity for LNG powered vessels?

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