This case study analyzes 10 marine fuels using an HFO-equivalent model to determine their full lifecycle costs, including fuel prices and regulatory compliance costs, from 2025 to 2050. The results highlight a critical tipping point in 2040, driven by the FuelEU Maritime regulation increasing carbon intensity reduction targets sharply from 14.5% to 31%. This blog provides shipowners with guidance on how to navigate these evolving cost scenarios and maintain competitiveness to ensure future-proof investments.

This case study calculates and compares EU ETS and FuelEU compliance costs for three major shipping companies: CMA CGM, Hapag-Lloyd and COSCO. From 2025 until 2050, these three companies will pay a total compliance cost of $54B (CMA CGM), $25B (Hapag-Lloyd) and $32B (COSCO).

This case study calculates and compares the compliance costs with regards to EU ETS and FuelEU for VLSFO, bio-methanol and e-ammonia. Results show that the averaged compliance costs for VLSFO between 2025 and 2050 are $966 per mT.