Let’s dive right into the math and geeky details behind the emissions footprint of my AI-assisted ‘holiday greetings’ LinkedIn post!
The IMO is set to convene next week for MEPC 80. Many anticipate more ambitious 2050 goals as well as interim targets. New milestones will affect everything – the fuels that vessels will run on, the technologies that are on board and most likely, the way we fundamentally do business. It’s a fitting time to pick up on where I left off with a previous post and talk more about Ambition for maritime decarbonisation. Why is deep decarbonisation of shipping necessary? Almost every discussion that brings together climate and shipping provides these statics: over 90% of traded good are transported by sea, and shipping accounts for about 3% of global carbon dioxide emissions. But what do these really numbers really mean? Though out of sight for most people, the maritime industry is massive. Over 10.6 billion tons of cargo is moved by ships annually. That is a whopping 1.3 tons of goods – about equal to the weight of 6,500 medium weight cotton t-shirts – for every single person on our planet, every year. The physical footprint of all the cargo transported by vessels in 2020 was 58,865 billion ton-miles – that is equivalent to shipping 1 kg of potatoes from the earth to Proxima Centauri, the star nearest to us after the sun, over 42 times. Consequently, shipping also has an enormous impact on climate. Each year, shipping emits over 1 billion tons of carbon dioxide into the earth’s atmosphere. If the shipping industry were a country, it would be the 6th largest polluter, with a footprint lower than that of Japan and higher than Iran. The types and sizes of vessels, the goods they carry and the routes they ply will change to reflect changes in the global economy. But shipping will continue to underpin life as we know it. We would be doing ourselves, our planet, and the future of humanity an immense disservice by not thinking big in the context of shipping. Where did the 1.5°C target come from and where do we stand today? The idea that temperature could be used to guide society’s response to climate change was first proposed by an economist half a century ago. In a 1975 paper on the economics of climate change, William Nordhaus (winner of the 2018 Nobel prize in economics), pondered about what might constitute a reasonable limit of global temperature rise for humanity to achieve. Subsequently, […]
I published my first overview of shipping’s clean energy technologies at the end of 2021. A lot has changed since then, and decarbonisation has slowly but surely made its way to the top of the maritime agenda. I’ve been keeping tabs on the different technologies and companies that have been making waves in a dynamic, open-source database in the Ship Technologies section of this website. Here is an updated, non-exhaustive, TRL-agnostic, 2023 overview of the industry’s new on-board hardware technology ecosystem. The top changes during the last 18 months are: Do you know of any other company or technology that should be included here next time?Let me know!
Until recently, I had the privilege of working for a company that has pushed the limits of European inland shipping by going beyond mere feasibility studies and embarking on the journey to build a fleet of zero-emissions vessels. I have spent these last 6+ years steeped in all things shipping and decarbonisation. As I set my sights on the future, and work on finding a new path to contributing to large-scale positive climate impact, I have tried to distil my learnings into a framework for what I think is needed to supercharge shipping’s energy transition, or that of any other hard-to-abate sector for that matter. This will guide my own choice of what I dedicate the next decade of my life to and how. I hope that it will give you something to chew on or inspire you to share your own perspectives. Ambition Whether it is because we are caught up in the vagaries of everyday life, or because we pride ourselves on being modest, we don’t often dare to dream big and consider the possibility that crazy, audacious goals can propel us much further than modest ambitions. You know what they say — fortune favours the bold. We begin to think in possibilities and constantly look for opportunities when we believe that the sky is the limit, instead of making peace with the suboptimal. What might inspire you to take up baking? The hope that you can recreate your grandma’s scrumptious chocolate cake one day, or the need for some bread for tomorrow’s lunch? SpaceEx created reusable rockets and changed the face of space exploration. Would they have accomplished that if their dot on the horizon had been ‘make a better rocket’ instead of ‘colonise Mars’? Action Flour sold out very quickly in grocery stores across Europe during Covid because many of us picked up a new hobby — yes, you guessed right, baking. Accomplished bakers will tell you that it is ‘a science, not an art; it requires precision and planning’. So when we started baking, we looked up recipes, found the right tools, and researched and purchased the appropriate ingredients. All the preparations helped a lot — to a certain extent. Beyond that, they only delayed learning. At some point, you had to actually bake to figure out if your recipe, technique and ingredients worked. When I made carrot cake for the first time, it turned […]
The maritime technology ecosystem is evolving quickly and the shipping industry’s future most likely holds a multitude of alternative fuels and energy technologies. What’s already out there? Who’s building which technology and what does this new ecosystem look like? Here’s an overview. Notes:
As the world clamours to meet greenhouse gas reduction targets to mitigate climate change and electrify different sectors (especially cars), lithium is fast becoming a hot (pun intended) commodity. A recent outlook by Benchmark Mineral Intelligence mentioned that ‘there isn’t enough capacity within the supply pipeline to meet the demand we’re anticipating over the next decade’ and that ‘the deficit of LCE (lithium carbonate equivalent)* is expected to grow to 50,000 tons by 2025.’ Moreover, soaring lithium demand is expected to exhaust the residual lithium reserve on land by 2080. The largest producers of lithium today are Australia, Chile China, Argentina, US, Brazil, Zimbabwe and Portugal. In 2020, the total annual production of lithium amounted to 82,000 tons. Total identified (land-based) lithium resources stand at 86 Million tons; Bolivia, Chile and Argentina (the ‘lithium triangle’) are home to > 50% of these. Several initiatives are looking into potentially extracting significant amounts of lithium from seawater. Environmental, social and ethical issues have long been bones of contention in lithium production. Several companies and researchers are working on different battery chemistries that aim to store energy at lower costs than lithium-ion batteries, have lower lifecycle climate impact, and reduce our dependence on lithium. A few such chemistries that have made big waves recently are EnerVenue’s nickel-hydrogen battery, ESS Inc’s iron flow battery and Form Energy’s iron-air battery. The following table compares these on a few basic parameters to the ubiquitous lithium-ion batteries. It is important to note at this point, that there are several lithium ion battery chemistries in use today, including Lithium-Iron Phosphate (LFP), Lithium-Cobalt Oxide (LCO), Lithium Manganese Oxide (LMO), Lithium-Nickel Manganese Cobalt (NMC), Lithium-Nickel Cobalt Aluminium (NCA), and Lithium-Titanate Oxide (LTO) and they could use different types of anodes, including carbon (graphite, hard carbon, soft carbon, graphene), silicon, and tin. The cost per kWh is compared below without taking into account the balance of plant (all the components surrounding the battery cells) and the integration specific to each chemistry or application (automotive, marine, etc.). These additional costs can be quite significant, especially in the case of maritime batteries. For marine applications, batteries are required to meet more stringent safety and operational parameters when compared to batteries used in cars or for stationary applications. They also tend to be much larger, as even the auxiliary power systems of inland or short sea cargo vessels would require far more capacity than a Tesla model S for example. The number of vessels operating with […]