Bioenergy
Hit The Gas - Decarbonising Trucking
Global shipping is finally steering toward net zero. With the IMO advancing toward enforceable emission rules—and the EU’s ETS already in play—the tide is turning fast for maritime fuel innovation. The real disruptor? Hydrogen-derived fuels like methanol and ammonia.
This is more than compliance. It’s a multi-trillion-dollar reinvention of global trade’s energy system.
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Key Signals for Investors:
- IMO Regulation Momentum: A potential global carbon pricing mechanism—like the Green Balancing Mechanism—could radically shift industry economics in favour of green fuels.
- Methanol Surpasses LNG: 2023 marked a tipping point—methanol-fuelled vessel orders beat LNG for the first time (138 vs. 130), with ammonia and hydrogen also gaining traction.
- Winners in the Value Chain: Fuel innovators like NEL, Ceres Power, ITM, and Refuels* stand to gain from increased demand and early adoption.
- Hydrogen as the Cornerstone: Whether as a fuel or feedstock for ammonia/methanol, hydrogen is pivotal—positioning electrolysis and CCU players front and centre.
This is more than compliance. It’s a multi-trillion-dollar reinvention of global trade’s energy system.
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ReFuels: Offering renewable biomethane (Bio-CNG), as the fast-track option for net-zero trucking.