Summary

Maritime fuel debates usually start with the wrong object. They look at today’s bunker fuel demand, line up replacement molecules, and ask whether ammonia, methanol, hydrogen, LNG, biofuels, or synthetic fuels can scale far enough to replace it. That sounds like a practical question, but it skips the larger one: how much maritime fuel demand remains after the energy transition changes the cargoes that ships carry. The important result from my rebaselined maritime energy pathway is that fossil fuel cargo is not just large by mass.

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