Boats

ChatGPT generated landscape image of port-side infrastructure with ferry charging stations, showcasing practical considerations and infrastructure requirements for electrification

Global Ferry Electrification Accelerates: 70% Of New Orders Go Electric

Seventy percent of ferries currently on order globally now feature electric drivetrains, a remarkable shift underscoring just how rapidly maritime transportation is decarbonizing. Norway has about 70 electric ferries running already, and there are likely north of 200 globally. There are about 15,400 ferries in operation around the world, new … [continued]

ChatGPT generated impressionistic rendering of the China Zorrilla, a sleek electric Buquebus ferry, capturing its vibrant motion and clean energy future across the Río de la Plata

China Zorrilla: How The World’s Largest Electric Ferry Changes Maritime Electrification

The launch of the all-electric ferry China Zorrilla, expected to be operating between Argentina and Uruguay, represents a landmark event in global maritime electrification. Commissioned by Buquebus, a major regional ferry operator connecting Buenos Aires and Montevideo, this vessel is—for now—the largest battery-electric passenger and vehicle ferry in the world. … [continued]

ChatGPT generated landscape image of empty container ships anchored offshore near Long Beach, symbolizing disrupted trade flows and idle port activity

Ports, Fuels, & Emissions: How Trump’s Tariffs Are Reshaping Maritime Trade

Trump’s aggressive economic policies in Q1 2025 have triggered immediate ripples throughout global maritime logistics, reshaping shipping routes, port activity, fuel consumption, and emissions trajectories. I’ve been seeing statistics on container volumes and hearing from industry insiders that they are bracing for empty US ports in coming weeks. It’s time … [continued]

ChatGPT generated panoramic image of a cross-sectional diagram-style panorama of a SAF value chain: from waste feedstock, through pre-treatment and refining, to fueling a commercial jet

Fuel For The Edges: Five Biofuel Companies Built To Last In The Energy Transition

I’ve been rebalancing my portfolio lately. It’s something I do every couple of years—trim what’s run ahead, add where conviction has deepened, and adjust based on what I now believe to be real, durable value. I’m not a trader. I buy and hold for years, sometimes decades, and while my … [continued]

ChatGPT generated panoramic image of a port skyline with a large containership plugged into a grid connection, battery icon glowing, and a stack labeled “Synthetic Fuels Deferred”

Net-Zero by 2050: The IMO’s Victory—and the Case for Less Fuel, Not More

In April 2025, the International Maritime Organization did something rare for a UN body: it passed a binding climate policy. Not advisory, not aspirational, but actual mandatory rules. The agreement commits international shipping to net-zero greenhouse gas emissions “by or around 2050,” and despite the ambiguity of that phrasing, the … [continued]

ChatGPT generated stylized aerial view of Øygarden Northern Lights terminal with multiple ships queuing and tanks labeled by volume

CO₂ By Sea: The Risky Bet Beneath Europe’s Biggest Carbon Storage Project

Northern Lights is Europe’s most ambitious carbon capture and storage project, and possibly the most operationally serious one in the world. It deserves credit for getting past the pilot stage, for designing an end-to-end storage system with real injection capacity, and for contracting with emitters in four different countries. But … [continued]

ChatGPT generated create a panoramic image of a cowboy riding a horse labeled "H2" down a busy highway

Debunking The Myth: Hydrogen Will Not Dominate The Transportation Sector

The belief that hydrogen will dominate the transportation sector is rooted in optimism rather than evidence. It appeals to the imagination but collapses under scrutiny. In practice, hydrogen is being decisively outpaced by two more efficient and cost-effective alternatives: battery electric vehicles and advanced biofuels. The appeal of hydrogen may … [continued]