
航运公司对低碳船用燃料的需求今年有所减弱,因为国际海事组织(IMO)制定的监管排放框架前景仍不明朗,而一些公司正在使用碳信用额,行业高管表示。
Shippers' appetite for lower-carbon marine fuels weakened this year as the fate of a regulatory emissions framework from the International Maritime Organization (IMO) remained cloudy while some are using carbon credits, industry executives said.
IMO成员国将于今年11月初举行会议,正式通过一项净零框架,以引导行业在2050年前实现零碳排放,此前去年曾投票决定推迟该举措。
IMO member nations are set to meet by early November on the formal adoption of a net-zero framework to guide the industry towards zero carbon emissions by 2050, after last year's vote to delay the move.
在全球最大的加油港口新加坡,航运公司更关注的海洋生物燃料——一种更易获得的替代燃料——需求今年有所下降。
Demand for marine biofuel, a more readily available alternative fuel on which shippers have focused more, has softened this year at the world's largest bunker hub of Singapore.
政府数据显示,今年1月至9月,新加坡港口的海洋生物燃料销量约为60.3万吨,较2025年同期下降47%。2025年的总量比2024年增加了一倍多。
Marine biofuel sales at the port totalled about 603,000 tons between January and September, down 47% from the corresponding 2025 period, government data showed. Total 2025 volumes had more than doubled from 2024.
Oldendorff Carriers干散货船东董事Jens Maul Jorgensen表示:“在IMO作出决定之前,我不预计生物燃料需求会大幅增加。”
"I don't expect the biofuel demand to increase so much until we have an IMO decision," said Jens Maul Jorgensen, a director of dry bulk shipowner Oldendorff Carriers.
他对路透社表示:“如果有人只想要一个稍微更环保的世界,IMO就必须拿出更多行动。”
"If anybody wants to have just a slightly greener world, IMO will have to step up," he told Reuters.
Jorgensen在新加坡国际加油会议(SIBCON)侧边会议上补充道:“目前我们看到的是碳信用额在FuelEU Maritime方面出现过剩,这正在与生物燃料(使用)竞争。”
"What we see now at the moment is a surplus of (carbon) credit to the FuelEU Maritime, and that is competing with biofuel (uptake)," added Jorgensen, speaking on the sidelines of the Singapore International Bunkering conference (SIBCON).
他指的是一项欧盟法规,要求总吨位超过5000吨且停靠欧盟港口的船舶减少排放。
He was referring to an EU regulation that requires ships exceeding gross tonnage of 5,000 tons and calling at EU ports to reduce emissions.
虽然FuelEU Maritime法规在欧洲加油枢纽鹿特丹推动了生物燃料的使用,但需求增长未达到预期。
While the FuelEU Maritime regulation has supported biofuels uptake in the European bunker hub of Rotterdam, the demand increase fell short of expectations.
Cargill-Hafnia合资企业Seascale Energy首席执行官Peter Grunwaldt表示:“欧洲的一些税收优惠确实带动了生物燃料的稍微多一些使用,但总体而言,我们对需求的不足感到有些惊讶。”
"Some of the tax benefits in Europe have prompted a little more uptake on biofuels, but in general we are a little bit surprised about the lack of demand," said Peter Grunwaldt, chief executive at Cargill-Hafnia joint venture Seascale Energy.
“尽管生物燃料(伊朗战争之后)在某些情况下比柴油便宜,但我们看到人们仍然坚持使用柴油。需求没有我们预期的那么大,这有点让我们感到惊讶,”格伦瓦尔特说。
"Even though biofuels (post-Iran war) are cheaper than gasoil (on some occasions), we are seeing people stick with gasoil. That's a little bit of a surprise to us, that the demand is not greater," said Grunwaldt.
港口数据显示,鹿特丹生物混合燃料船用油销售量在2025年上半年较去年同期增长了28%。
Total bio-blended bunker sales at Rotterdam have risen 28% in the year's first half over the first half of 2025, port data showed.
“我们需要明确的监管信号,以便行业能够合作,”KPI OceanConnect全球替代燃料负责人耶斯佩尔·索伦森说。“目前,唯一到位的监管措施是排放交易系统和FuelEU。”然而,美以与伊朗的战争促使更多航运公司继续多元化供应。
"We need clear regulatory signals for the industry to work with," said Jesper Sorensen, global head of alternative fuels at KPI OceanConnect. "Right now, the only regulatory things in place are the emissions trading system and the FuelEU." The US-Israeli war with Iran has prompted more shippers to continue diversifying supplies, however.
“已经订购替代燃料吨位和双燃料吨位的船东正在将选择性纳入其燃料组合中,”索伦森补充道。“中东的动荡表明,选择性是一件好事。”本周基于化石的海洋燃料价格至少比伊朗战争于2月爆发前的水平高出70%。
"Shipowners who have ordered alternative-fuel tonnage and dual-fuel tonnage are building optionality into their fuel mix," added Sorensen. "The disruption in the Middle East has shown that optionality is a good thing." Fossil-based marine fuel prices this week are at least 70% higher than levels before the Iran war began in February.