🌍 Regulations: New Rules of the Game

• Med SOx ECA: From May 1, 2025, a 0.10% sulphur limit applies across the Mediterranean. This requires MGO fuel, scrubber solutions and re-planning of the supply chain.
• Hong Kong Convention: Inventory of Hazardous Materials (IHM) plans, certified dismantling yards and new insurance requirements are now on the agenda.
• FuelEU Maritime: From 2025, ships over 5000 GT have to reduce greenhouse gas intensity in EU ports. "Credit and banking" system in place.
• EU ETS: Scope expands, carbon costs directly reflected in freight prices.

⚓ Fleet and Orders

• 19.8 million GT of alternative fuel vessels ordered in the first half of 2025 (+78%).
• LNG and methanol are particularly prominent in the containership and PCC segments.
• Container order book reaches record high; Asian shipyards busy, deliveries prolonged.

📦 Logistics and Routes

• Red Sea traffic is recovering, but at half of pre-crisis levels. Insurance costs are rising.
• Panama Canal restrictions eased, but transit still limited. Hydrological pressure persists.
• There is growing interest in alternative routes in Asia and the Baltic, even the Northern Sea Route.

🛠️ Shipchandling and Sourcing

• Demand for low-sulfur fuels (VLSFO) and environmentally friendly chemicals is on the rise.
• Shipchandler companies are differentiating themselves with digital ordering platforms and green supply chain certifications.
• VLSFO prices are hovering between $580-650/ton at global hubs.

📈 Strategic Priorities (for Senior Managers)

• Fleet investments: Transition to low-carbon vessels compliant with IMO, FuelEU and ETS.
• Logistics Flexible route management, multimodal solutions.
• Shipchandling: Putting digitalization and sustainability at the heart of the business model.
• Finance: Managing ETS price fluctuations, hedging fuel risks.

📌 Conclusion

2025 marks a turning point for the maritime industry. Regulatory pressure, technological transformation and geopolitical risks overlap. Companies that quickly implement strategic vision and innovationwill stand out from the competition.

Sources

LR (lr.org), IMO (imo.org), REMPEC (rempec.org), UNEP/MAP (unep.org), Bureau Veritas, ABS Regulatory News (ww2.eagle.org), Maritime Mutual / World Ports Organization (worldports.org)

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