MEPC 84 approaches as the Net-Zero Framework enters its specification phase
Implementation work continues as regulatory clarity remains pending While the Hormuz crisis has dominated headlines this month, the upcoming 84th session of the International Maritime Organization’s Marine Environment Protection Committee remains a key milestone for shipping decarbonisation. MEPC 84 is expected to continue work on implementation guidelines for the IMO Net-Zero Framework, following the approval […]
EMF operating fleet map
See where the EMF vessels are going at this very moment Freeport Star Currently located in the North Atlantic Ocean Enroute from Houston, USA to Rotterdam, Netherlands, ETA 1 April The Port of Houston sits at the heart of the largest petrochemical complex in the world, making it one of the most critical energy shipping […]
Joint Insight from the Advisory Board
Dear Investors, Following the market commentary from the Chairman of the Investment Advisory Board, Martin Haugaard, in December, we believe it is timely to provide an update given the significant developments across our core markets in recent weeks. Tensions between the United States, Israel, and Iran have increased geopolitical risk in the Middle East, particularly […]
Energy market dislocation reshapes global trade flows
Hormuz disruption accelerates rerouting and reinforces structural tightness across shipping markets The outbreak of conflict converts theoretical Hormuz risk into operational realityUS and Israeli military operations against Iran since late February, and subsequent Iranian military action throughout the Persian Gulf, have triggered the most significant disruption to global oil and gas markets in history. Starting […]
Structural tightness persists as disruption reinforces earnings visibility
Moderating fleet growth and constrained availability support a resilient rate environment Hormuz disruption introduces friction that tightens effective vessel availabilityThe closure of the Strait of Hormuz has been the defining driver of the PCTC market in March and added a meaningful layer of operational complexity to the market. Transits have effectively fallen from 20-40 vessels […]
Rates surge as Hormuz disruption removes Middle Eastern supply from the market
US Gulf exports anchor global flows as dislocation reshapes LPG trade LPG market sees the strongest rate response as Hormuz flows are constrainedThe IEA confirmed this month that LPG is the oil product most affected by the disruption in the Strait of Hormuz. The numbers explain why: laden VLGC transits through the Strait represented 92% […]
Hormuz disruption drives non-executable rate spike and tightens global freight markets
Dislocation, trapped tonnage, and rerouting drive a structurally supported earnings environment Supply shock at key chokepoint drives immediate tightening across global tanker marketsMarch was defined by a single, extraordinary event: the de facto closure of the Strait of Hormuz following US and Israeli airstrikes on Iran beginning 28 February. Starting in early March, Iranian forces […]
Kort over EMF’s operationelle flåde
Se, hvor vores skibe er på vej hen lige nu Freeport Star Befinder sig i øjeblikket i Nordatlanten På vej fra Houston, USA til Rotterdam, Holland, med forventet ankomst den 1. april Havnen i Houston ligger i centrum af verdens største petrokemiske kompleks og er et af de vigtigste knudepunkter for energishipping globalt Stavanger […]
Et indblik fra vores Advisory Board
Kære investorer Efter markedsopdateringen i december fra formanden for vores Investment Advisory Board, Martin Haugaard, mener vi, at det nu er rettidigt at give en ny opdatering i lyset af de markante udviklinger på vores kernemarkeder de seneste uger. Spændinger mellem USA, Israel og Iran har øget den geopolitiske risiko i Mellemøsten, især omkring Hormuzstrædet. […]
MEPC 84 nærmer sig – Net-Zero Framework går ind i specifikationsfasen
Implementeringsarbejdet fortsætter, mens lovgivningen fortsat mangler klarhed Selv om Hormuz‑krisen har domineret månedens overskrifter, udgør det kommende møde i IMO’s Marine Environment Protection Committee (MEPC 84) en central milepæl i skibsfartens grønne omstilling. Arbejdet med retningslinjer for implementeringen af IMO’s Net‑Zero Framework fortsætter efter MEPC 83’s godkendelse af udkast til ændringer af MARPOL Annex VI […]
