Category Archives: Sustainability

LNG bunker supply chain emissions

It’s difficult to quantify the emissions load generated by LNG bunkering for oceangoing ships. Rystad Energy has released a study of this from Well to Tank.

Liquefied Natural Gas (LNG) is currently an important maritime fuel as the industry tries to transition to a lower carbon footprint. LNG-fuelled ships now account for over 20% of the current order book.

The question is this: how does LNG perform in terms of greenhouse emissions? One needs to consider how it’s produced (Well!), transported, liquefied, stored, and processed for bunkering, as well as the loading process. That’s the study’s focus.

They found 13.9 grams of carbon dioxide equivalent per megajoule heating value, known as LHV. This broke down into 4.2 gCO23/MJ, for upsteam; 1.3 for transportation and processing; 5.9 for liquefaction; 1.8 for shipping and distribution; and 0.7 for bunkering operations.

The total of 13.9 compares with the FuelEU Maritime figure of 18.5 gCO2e/MJ, which Rystad says is too high.

A key quote from the article:

Rystad’s Vice President Emissions Research, Patrick King, commented: “Our analysis is based on asset-level data that ties specific gas fields to liquefaction facilities. This approach, supported by satellite-detected methane plume data and reported asset information, gives a more accurate picture of the LNG actually used for bunkering, rather than relying on outdated or overly broad averages.”

It seems like the right way to do the analysis.

The study is available from Rystad Energy or asoffered by Rystad

Seatrade logo

Paul Bartlett, Correspondent

September 4, 2025

https://www.seatrade-maritime.com/lng/rystad-releases-findings-on-lng-bunker-supply-chain-emissions

Impact of Trade Wars on Sustainable Energy Projects

How will the trade wars affect sustainable energy projects and products? S&P Global has a report that analyzes this.

Any long-term conclusions are risky, given the US propensity to alter course (TACO tactics). But thanks to them for giving it a try.

This traffic light analysis is helpful to understand the implications for different utility grade technologies.

Batteries seem to be hit the hardest. Wind falls within the medium range for most criteria. However, it suffers from policy bias by the current US administration. Distributed generation, such as home solar, is also at risk because of policy and cost implications.

Retaliatory measures from trade partners add more complexity and unpredictability to decisions for these technologies.

The full report is available here.

Energy Transition, Electric Power, Renewables, May 28, 2025

Analysis by Paola Perez Pena, Alex Kaplan, Tiffany Wang, John Murray, Timothy Stephure. With contribution from Indra Mukherjee, Tom Kim, Jiani Wang, Jessica Jin, George Hilton, Cinthya Pena, and Edurne Zoco

https://www.spglobal.com/commodity-insights/en/news-research/blog/energy-transition/052825-the-new-normal-how-trade-tensions-and-policy-uncertainty-may-reshape-the-us-cleantech-landscape

A “radically simplified” solution for SAF

I don’t usually write about air, but in this case I have two connections.

First, Aether Fuels is a new Chicago-based concern with an innovative approach to the Fischer-Tropsch process for making fuel from waste. When I was in Chicago, I participated in some of the planning for the South Chicago airport, which sparked my interest in airport development. If you’ve flown through O’Hare, you have some idea of how jammed-up air transport is in Chicago, and why new venues are needed, especially for freight.

Second, I’m interested in new technologies for sustainable fuels. What caught my eye here is the point at the end. The process can also be used to produce sustainable marine fuel! That really caught my eye.

The company is called Aether; they are well-funded by big corporate names. The article discusses a bit about the process, which is being developed now. A pilot plant is in the offing, maybe in the next couple of years.

One of the advantages of their process is its ability to use carbon-capture output as a feedstock. One of the big problems of carbon capture technologies is what to do with the output. Bury it? Crazy and costly! Another use for CO2 would be useful.

The article mentions that while the company’s goal is SAF fuel for airplanes now, the process could also make fuel for maritime transport. That’s a huge market, with a present-day need. There’s a risk that air carriers might have to compete for sustainable fuels with the maritime transport industry.

We can use all the sustainable fuels production we can get. It’s nice to see a startup that’s not “AI” or software, that can acquire funds to move a worthwhile effort ahead.

Dirk Singer Jun 01, 2025

https://open.substack.com/pub/simpliflying/p/how-aether-fuels-saf-conor-madigan