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The ship.energy podcast

The ship.energy podcast

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The ship.energy podcast allows subscribers to engage first-hand with the many discussions that are happening and evolving around shipping’s energy transition.

We talk regularly to maritime thought leaders, technology experts, policymakers and finance providers as shipping embarks on its huge learning curve towards decarbonisation.

Expect some tough talking, intelligent thinking, as well as some questions – nobody has all the answers!

Join the discussion today by following ship.energy on LinkedIn, Facebook or X. ship.energy limited Ciencia Economía Política y Gobierno
Episodios
  • S7 Ep7: Evelyne Williams, Research Associate, Center on Global Energy Policy, Columbia University, New York

    S7 Ep7: Evelyne Williams, Research Associate, Center on Global Energy Policy, Columbia University, New York
    Apr 7 2026
    Evelyne analyses the different proposals submitted by different countries ahead of the MEPC 84 meeting, which will mark the first time the committee reconvenes since the extraordinary session, in October 2025, that was expected to formally adopt the first global greenhouse gas (GHG) pricing mechanism for shipping but was instead adjourned for a year.
    With Pacific Island States and Brazil calling for the existing Net-Zero Framework (NZF) text to progress without substantive alterations, while the United States and a group of petro-states including Saudi Arabia and Russia are opposed to any centrally administered pricing mechanism, she expects the current text to be reopened, and any potential outcome to ‘fall somewhere in the middle.’
    Evelyne also dissects two ‘middle path’ proposals, one submitted by Liberia, Panama and Argentina and the other by Japan, which would weaken emissions reduction targets and remove the Net-Zero Fund. From a climate perspective, she warns that both options risk under-delivering on the IMO 2023 Strategy’s ambition of reaching net-zero ‘by or around’ 2050.
    She argues that the outcome of MEPC 84 will largely be dictated by how seriously countries will take pressure from the United States, and whether they will be willing to butt heads with the Trump administration. She emphasises that the war in Iran has given the U.S. ‘considerable’ leverage on countries that depend on its LNG, and expects that some delegations, including the EU, could be less vocal in their defence of the NZF as a result.

    While the White House has ramped up the ‘rhetorical volume’, she explains that the country’s opposition to the NZF is not purely ideological and reflects genuine economic concerns. However, she highlights that the longer-term strategic picture goes in the opposite direction, and the U.S. could benefit from the Net-Zero Framework as a leading producer of LNG and biofuels. She also interprets the country articulating its ‘red lines’ as a sign it might remain open to a deal, which she notes is a change from its previous posture during October’s extraordinary session.

    https://www.energypolicy.columbia.edu/
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    26 m
  • S7 Ep6: Arvind Natrajan, Senior Manager and IMO representative, International Chamber of Shipping (ICS)

    S7 Ep6: Arvind Natrajan, Senior Manager and IMO representative, International Chamber of Shipping (ICS)
    Mar 23 2026
    We take stock of the latest developments in IMO’s work to update seafarer training requirements for the arrival of new fuels and technologies.

    Podcast highlights

    Arvind hails the two sets of interim training guidelines for seafarers working on ships using methanol and ammonia as fuel, which were agreed at the IMO’s HTW Sub-Committee in February, as ‘a big step ahead’ and a ‘great achievement.’ He explains why he expects the industry to embrace those guidelines even though they are not mandatory.


    He also comments on the ongoing revision of the International Convention on Standards of Training, Certification and Watchkeeping for Seafarers (STCW), which sets mandatory standards for seafarer training. He describes progress as ‘slow’ but ‘encouraging’, and outlines how IMO delegates are trying to ensure the new convention will be ‘future-proof’ for the 2040s and 2050s, amid rapid technology developments.
    A former seafarer and captain himself, he shares his views on what crews need in order to be prepared to safely deal with new fuels and technologies, insisting on the importance of onboard familiarisation and of avoiding overburdening seafarers with additional training requirements.
    Arvind also describes how alternative fuels training remains fragmented across the industry, with most first movers generally offering their own in-house training. Looking ahead to the wider adoption of new fuels, he acknowledges that questions around who will cover the cost of upskilling thousands of seafarers remain unresolved.
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    22 m
  • S7 Ep5: Lara Naqushbandi, CEO of ETFuels

    S7 Ep5: Lara Naqushbandi, CEO of ETFuels
    Mar 9 2026

    We unveil how some e-fuel producers are progressing their projects despite the uncertainty around the fate of a global pricing mechanism for shipping’s GHG emissions.

    Podcast highlights


    In this episode, Lara explains how the FuelEU Maritime regulation, with its requirements on the GHG intensity of the energy used on ships to ratchet up from 2030, was instrumental in sealing a 10-year binding offtake agreement under which ETFuels will supply e-methanol to shipping company RFOcean.
    The agreement, she says, demonstrates that the EU regulation, with its clear penalties for non-compliance and incentives for e-fuels, is strong enough to incentivise a fuel switch and make e-fuel production projects viable. She warns that companies that opt to do nothing and end up being hit by penalties are likely to see their fuel costs increase by 55% by 2030.
    Lara explains that the biggest challenge for ETFuels isn’t offering a mutually agreeable price for its e-methanol, but rather persuading shipping companies to commit to offtake agreements several years before they receive the fuel. While such long-term deals are essential for e-fuel producers to secure financing, she argues that locking in a long-term price for e-fuels is also a good risk management approach for shipping companies, as supplies of compliant fuels will be limited throughout the 2030s.
    Asked whether shipowners’ appetite for long-term agreements was dampened by the uncertainty around the IMO Net-Zero Framework, she reports that the potential global regulation was never a main driver for early transactions. She reveals that ETFuels currently has terms agreed for over 200% of its first plant’s production capacity and advanced commercial discussions with four additional companies, driven by European regulation.
    She also reflects on the role of public funding in making the first e-fuel production projects financially viable in the short and medium term, and on the reasons why installations in the United States and Europe can be competitive with countries like China.
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    27 m
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