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The ship.energy podcast

The ship.energy podcast

著者： ship.energy
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概要

 The ship.energy podcast allows subscribers to engage first-hand with the many discussions that are happening and evolving around shipping’s energy transition.

We talk regularly to maritime thought leaders, technology experts, policymakers and finance providers as shipping embarks on its huge learning curve towards decarbonisation.

Expect some tough talking, intelligent thinking, as well as some questions – nobody has all the answers!

Join the discussion today by following ship.energy on LinkedIn, Facebook or X. ship.energy limited 政治・政府 科学 経済学
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  • S7 Ep5: Lara Naqushbandi, CEO of ETFuels

    S7 Ep5: Lara Naqushbandi, CEO of ETFuels
    2026/03/09

    We unveil how some e-fuel producers are progressing their projects despite the uncertainty around the fate of a global pricing mechanism for shipping’s GHG emissions.

    Podcast highlights


    In this episode, Lara explains how the FuelEU Maritime regulation, with its requirements on the GHG intensity of the energy used on ships to ratchet up from 2030, was instrumental in sealing a 10-year binding offtake agreement under which ETFuels will supply e-methanol to shipping company RFOcean.
    The agreement, she says, demonstrates that the EU regulation, with its clear penalties for non-compliance and incentives for e-fuels, is strong enough to incentivise a fuel switch and make e-fuel production projects viable. She warns that companies that opt to do nothing and end up being hit by penalties are likely to see their fuel costs increase by 55% by 2030.
    Lara explains that the biggest challenge for ETFuels isn’t offering a mutually agreeable price for its e-methanol, but rather persuading shipping companies to commit to offtake agreements several years before they receive the fuel. While such long-term deals are essential for e-fuel producers to secure financing, she argues that locking in a long-term price for e-fuels is also a good risk management approach for shipping companies, as supplies of compliant fuels will be limited throughout the 2030s.
    Asked whether shipowners’ appetite for long-term agreements was dampened by the uncertainty around the IMO Net-Zero Framework, she reports that the potential global regulation was never a main driver for early transactions. She reveals that ETFuels currently has terms agreed for over 200% of its first plant’s production capacity and advanced commercial discussions with four additional companies, driven by European regulation.
    She also reflects on the role of public funding in making the first e-fuel production projects financially viable in the short and medium term, and on the reasons why installations in the United States and Europe can be competitive with countries like China.
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    27 分
  • S7 Ep4: Daniel Gent, Marine Fuels Transition Lead, Soya Group

    S7 Ep4: Daniel Gent, Marine Fuels Transition Lead, Soya Group
    2026/02/23
    We ask what a sensible approach to decarbonisation can look like with the new Marine Fuels Transition Lead for Soya Group, which partly owns UECC, Wallenius Wilhelmsen and Wallenius Sol.
    Podcast highlights
    Daniel argues that shipping companies should move ahead of regulatory requirements on decarbonisation and start integrating alternative fuels into their operations despite uncertainty around the IMO Net-Zero Framework. He warns that adopting a ‘sit back and wait’ approach risks creating knowledge gaps, which would lead to those companies being outcompeted in the longer term.
    He makes the case that ‘union is strength’ when it comes to decarbonisation strategies, both in terms of sharing learnings between individual companies and aggregating demand to send stronger demand signals to alternative fuels producers.
    Daniel also shares some key learnings from UECC’s experience trialling and adopting LNG and biofuels. He emphasises that pilots must be designed to generate ‘repeatable learnings’, as well as the importance of mastering data and certification requirements for the use of renewable fuels to be recognised by regulators. He also explains how the company achieved, five years ahead of time, its ambition of having 40% alternative fuels in its energy mix by 2030.
    Reflecting on whether using alternative fuels pays off in business terms today, he acknowledges that first movers are not consistently rewarded commercially yet, with the picture depending on whether each company’s customer base is prepared to pay for decarbonised shipping. However, he highlights that the benefits are ‘more strategic than financial’, and insists that being prepared to introduce alternative fuels is a pragmatic decision.
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    23 分
  • S7 Ep3: FuelEU Maritime turns 1 - Robert Gaina, Ardmore and Filip Feurst, Stena Bulk

    S7 Ep3: FuelEU Maritime turns 1 - Robert Gaina, Ardmore and Filip Feurst, Stena Bulk
    2026/02/09
    Shipping companies Ardmore and Stena Bulk discuss how they have navigated the first year of the FuelEU Maritime regulation.
    Podcast highlights
    Ardmore’s Chief Operating Officer, Robert Gaina, explains how the company, which operates 25 chemical and product tankers, has decided to comply with FuelEU Maritime by bunkering biofuels on selected voyages.
    Describing how the new regulation, which sets a limit on the greenhouse gas (GHG) intensity of the energy used on ships, has impacted crews and onshore teams in practice, he argues that the biggest change was not technical, but ‘behavioural’ – as ensuring compliance requires closer collaboration between different teams on voyage planning and bunker procurement.
    As Ardmore’s fleet is operated primarily on the spot market but also includes vessels on time charters, Robert compares the complexity of ensuring compliance under the two trading models.
    Asked about the commercial repercussions of the regional regulation, he explains why he doesn’t believe that it has made European companies less competitive, and why he expects the additional costs to eventually be passed down as the market adapts.
    Stena Bulk’s Sustainability Manager, Filip Feurst, explains why the tanker operator opted for pooling as its main FuelEU compliance strategy, despite having six vessels capable of using methanol as fuel in its fleet of 58 ships.
    He illustrates how companies that operate the majority of their vessels on the spot market, like Stena Bulk, face additional challenges in planning for their FuelEU Maritime compliance – as a lack of visibility on whether a voyage will call Europe makes it harder for those companies to plan the bunkering and use of alternative fuels. But he explains how the new regulation has nonetheless changed Stena Bulk’s approach to fuel procurement.
    Filip also relates how the industry has leapt forward on data sharing as owners, operators, and pooling parties need to exchange information to ensure compliance and avoid penalties.
    Looking ahead, he sees a commercial potential for companies that are able to monetise and trade the compliance surpluses of their dual-fuel vessels, although he notes that the opportunity might be easier to seize for companies on liner trades.
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    28 分
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