话题 构建绿色甲醇“共赢链”.pdf

48484949构建绿色甲醇505152535455565758596062绿色甲醇供应链未来还会出现消费地和生产地分离情况吗？有哪些新的业务发展机会出现？63Maritime China|中国远洋海运9demand,and freight rates are expected to show fluctuations at the low level.There will be a serious oversupply in the fundamentals of the container shipping market,and freight rates will continue to decline.Although factors such as the slowdown of the container fleet speed and the dismantling of old ships affect the market supply,the scale of completion and delivery of new ships will set a new record,and the significant expansion of fleet capacity is a foregone conclusion.According to Clarksons forecast,the growth rate of fleet size in 2024 is expected to be 6.8%,which is significantly higher than the expectation of the growth rate of maritime demand in the same period.Drewry forecasts a fleet growth rate of about 6.4%in 2024,which is also significantly higher than the forecast for the growth of maritime demand in the same period.From this point of view,the oversupply of the global container shipping market in 2024 has become a high probability event,and the downward pressure on freight rates is severe.P42Topic:build a Win-Win Chain of green methanolThe shipping industry has been searching for an environmentally friendly,commercially valuable,and highly operable alternative marine fuel.Last year,LNG was considered a highly executable transitional fuel for the decarbonization process of the industry,while this year,methanol is seen as a well-expected alternative fuel.With the gradual implementation of emission reduction and carbon reduction strategies in the shipping industry,and the delivery of approximately 200 dual fuel methanol ships in the future,the importance of green methanol as a sustainable alternative marine fuel is becoming increasingly prominent.However,the overall supply of green methanol is tight,how can we 10December 2023promote a stable,reliable,and economical green transformation of the shipping industry?This round table discussion invites representatives from relevant parties in the methanol supply chain to share their insights on how to build a green methanol supply chain and other topics of industry concern.The aim is to promote communication between the shipping industry and the methanol fuel industry,jointly explore solutions,and provide suggestions for building a win-win green methanol supply chain.Q1:From your perspective in the supply chain,what are the key or most difficult aspects of establishing a green methanol supply chain?What progress has been made in the development of the industry standards?Are there any characteristics that are distinct from fossil fuel supply chains?Q2:Could you provide an overview of the cost estimation for each component of the green methanol supply chain?How will the marginal cost affected by the overall supply volume?Q3:How do you anticipate the future development of green methanol supply chain?Will there be any new players that are likely to join?Q4:Will the consumption areas continue to be separated from the production locations in the green methanol supply chain?Could you identify some new business development opportunities that are likely to arise?P48Charting the course for the community with a shared future for the oceansThe ocean plays a crucial role in nurturing life,connecting the world,and promoting development.The sustainable future of mankind is closely linked to the sustainable development of the ocean.Additionally,the ocean s significance extends to world peace,stability,and shaping the international order.In the context of human society s collective 栏目责编：陶润元