HMM Lines Up Methanol and LNG Fuel Supply in Shanghai Port

Mike Schuler April 3, 2024

South Korean ocean carrier HMM has inked a Memorandum of Understanding (MoU) with Shanghai International Port Group (SIPG), China’s largest port operator, on the supply methanol and liquefied natural gas (LNG) bunker fuel at the Port of Shanghai.

HMM says the establishment of port bunkering infrastructure for clean marine fuels is critical to achieving its net-zero emissions by 2050 commitment.

As part of this, HMM has already signed contracts for the construction of its first nine methanol-powered vessels with a capacity of 9,000 TEU each. The company also anticipates the operation of two 7,700 TEU LNG-powered vessels by the end of the year.

HMM said the MoU also supports carbon reduction goals, promotes global shipping new energy cooperation, and aids in shipping energy transformation and sustainable development.

Since 2022, SIPG has offered bonded LNG bunkering services to several global shipping companies. HMM says all preparations for green methanol bunkering in Shanghai Port have been completed.

“Through this cooperation with SIPG, we have expanded our green fuel supply chain in China, following Korea and Singapore. We will continue to strive for various efforts to find a way to go green,” said an HMM official.

https://gcaptain.com/hmm-lines-up-methanol-and-lng-fuel-supply-in-shanghai-port/

Since methanol is wood alcohol and easily made from grass clippings and fallen trees there will need to be a place making the stuff

HMM在上海港安排甲醇和液化天然气燃料供应

迈克*舒勒2024年4月3日

韩国远洋运输公司HMM已与中国最大的港口运营商上海国际港口集团（Sipg）签署了一份谅解备忘录（MoU），就在上海港供应甲醇和液化天然气（LNG）船用燃料。

HMM表示，为清洁船用燃料建立港口燃料补给基础设施对于实现其2050净零排放承诺至关重要。

作为其中的一部分，HMM已经签署了建造其前九艘甲醇动力船的合同，每艘船的容量为9,000TEU。 该公司还预计到今年年底将运营两艘7,700TEU液化天然气动力船。

HMM表示，该谅解备忘录还支持碳减排目标，促进全球航运新能源合作，并协助航运能源转型和可持续发展。

自2022年以来，SIPG已为多家全球航运公司提供保税液化天然气燃料补给服务。 HMM说，上海港绿色甲醇燃料补给的所有准备工作已经完成。

"通过与SIPG的合作，我们在韩国和新加坡之后扩大了中国的绿色燃料供应链。 我们将继续努力寻找绿色道路，"一位HMM官员说。

https://gcaptain.com/hmm-lines-up-methanol-and-lng-fuel-supply-in-shanghai-port/

"由于甲醇是木材酒精，很容易由草屑和倒下的树木制成，因此需要有一个制作这些东西的地方"

香港成为全球班轮网络重新设计的第一个主要受害者

山姆*钱伯斯2024年4月1日

这个世界上下降最快的主要集装箱港口将在未来几年进一步大幅下降。

香港在20年前是世界上最大的集装箱港口，但越来越多的国际班轮避开了香港。

主要的联盟，双子座合作，联盟和海洋联盟，都公布了他们今年和明年的网络变化，香港取消了许多航线。 对于马士基和哈马格–劳埃德之间的新联盟双子座来说，中国南方城市根本没有直接港口的特色。

丹麦咨询公司Sea-Intelligence的一份新报告说："这对香港港口来说并不是一个好兆头，但也应该被视为一个迹象，表明网络整合的一个要素正在进行，特别是与转运枢纽有关。"

根据Sea-Intelligence，对网络设计和网络效率的分析表明，更少但更大的集线器在经济上更有效。

该咨询公司在其最新的周报中称，香港似乎是第一个主要的"受害者"，警告说，更多的港口可能面临同样的命运。

过去十年，香港的连通性持续下降。

英国顾问公司Drewry的数据显示，去年香港的集装箱吞吐量下降了14%，至1430万teu，是去年全球最大港口中跌幅最大的一个。 广东城市现在在全球boxport联盟中排名第10位。

香港作为一个主要集装箱港口的衰落，在最近在当地外国记者俱乐部举行的一次活动中，一些主要船东讨论了香港作为一个主要集装箱港口的衰落

香港船东协会主席安加德*班加（Angad Banga）告诉与会者，伦敦或瑞士等地向与会者展示了香港如何发展成为国际海运中心，而不管港口数量下降。

班加认为，香港作为一个"高成本管辖区"不应该竞争集装箱，另一位小组成员华信航运董事长蒂姆*赫胥黎（Tim Huxley）也赞同这一观点。

赫胥黎说："在船上和船上吊运金属箱并不是一个全球土地成本最高的城市应该做的高价值业务。"他提醒与会者，该市也是全球三家最大的全球码头运营商的总部，中远(COSCO)、招商局(China Merchants)和和记黄埔(Hutchison Ports)都在那里注册。

https://splash247.com/hong-kong-becomes-first-major-victim-of-global-liner-network-redesigns/

>>20703043 (me)

Original English version:

Hong Kong becomes first major victim of global liner network redesigns

Sam Chambers April 1, 2024

The world’s most rapidly declining major container port is braced for further huge throughput drops in the coming couple of years.

Hong Kong, which 20 years ago was the largest container port in the world, is increasingly being shunned by global liners.

The major alliances, Gemini Cooperation, THE Alliance and Ocean Alliance, have all unveiled their network changes for this year and next with Hong Kong deselected for many routes. For Gemini – the new alliance between Maersk and Hapag-Lloyd – the southern Chinese city does not feature as a direct port at all.

“This does not bode well for the Port of Hong Kong, but should also be seen as a sign that an element of network consolidation is afoot, especially related to transhipment hubs,” stated a new report from Danish consultancy Sea-Intelligence.

Analysis of network design and network efficiency shows that fewer, but larger, hubs are economically more efficient, according to Sea-Intelligence.

Hong Kong appears to be the first major “victim” of this, the consultancy argued in its latest weekly report, warning that more ports could risk the same fate.

Connectivity for Hong Kong has been on a consistent decline over the last decade.

Container throughput in Hong Kong fell 14% last year to 14.3m teu, the biggest percentage drop among the world’s biggest ports last year, according to data from UK consultants Drewry. The Cantonese city now lies in 10th place in the global boxport league.

Hong Kong’s decline as a major container port was discussed by some of the city’s leading shipowners at a recent event at the local Foreign Correspondents’ Club

Angad Banga, chairman of the Hong Kong Shipowners Association, told attendees that the likes of London or Switzerland showed how Hong Kong can develop as an international maritime centre, regardless of declining port numbers.

Hong Kong as a “high cost jurisdiction” ought not to compete for containers, Banga argued, a point of view echoed by another panellist, Tim Huxley, the chairman of Mandarin Shipping.

“Lifting metal boxes on and off ships is not the high value business that a global city with the highest land costs in the world should be doing,” Huxley said, reminding attendees that the city also was the headquarters for three of the world’s largest global terminal operators, with COSCO, China Merchants and Hutchison Ports all registered there.

https://splash247.com/hong-kong-becomes-first-major-victim-of-global-liner-network-redesigns/

中国重型起重船运载新的北极液化天然气2模块到俄罗斯尽管制裁

马尔特*亨伯特（gCaptain）-2024年5月10日

就在美国财政部批准四艘重型起重船将液化天然气技术运往俄罗斯的几天后，一艘迄今为止未经批准的船只Wei Xiao Tian Shi正在摩尔曼斯克途中。 这艘62,074载重吨的船载着诺瓦泰克北极液化天然气2项目的第三个生产列车的前两个液化天然气模块。

这艘船由中国海南微笑天使船运公司拥有，于3月底离开Wison近海和海洋舟山制造场，预计将于5月底抵达Novatek的Belokamenka建造场。

卫星图像显示该船在2024年3月18日至3月29日期间装载了两个模块。 还有两个模块留在院子里等待取货.

Wison Offshore的消息来源证实，Wei Xiao Tian Shi携带管架模块3-TMR-001和3-TMR-002。

传统上，这些模块是第一批安装的单元，将构成第三条生产线的核心。 每条生产线由14个模块组成,组装在一个巨大的浮动重力混凝土结构上.

北极LNG2列车的Wison近海图形,模块TMR-001和TMR-002突出显示. （来源：惠生）

2月，北极液化天然气2利益相关者TotalEnergies表示，第三列火车的建设已被搁置。 然而，第三列火车的初始模块出货表明Novatek可能打算完成最终生产线。

北极石油和天然气开发项目专家Ben Seligman解释说："谣言工厂现在真的会翻腾，因为train3模块正在前往Belokamenka。"

"早些时候的声明表明，北极液化天然气2项目的列车3已经被放弃，整个列车最终可能被重新用于摩尔曼斯克液化天然气，"塞利格曼证实。

Novatek尚未对摩尔曼斯克液化天然气做出最终投资决定，该项目将不早于2027开放。

为了减缓俄罗斯新建液化天然气工厂的速度，美国系统地对Novatek，其北极液化天然气2项目，组装场和众多重型起重船实施制裁。

新制裁的公司包括新加坡红盒能源服务公司，其船只Audax和Pugnax今年冬天在冰冻的北海航线上运载模块。

虽然这些措施在减缓建设方面取得了一些成功，但到目前为止，它们还无法阻止中国五个造船厂的预制液化天然气模块的运输。

这不是魏小天石第一次为北极液化天然气2运输液化天然气模块。 2023年9月，该船载有模块2-TMR-003和2-TMR-004。

当时这艘船被称为范周10号. 据船舶注册平台Equasis报道，该船最近经历了从江苏范洲船务公司到微笑天使船务的所有权变更。

https://gcaptain.com/chinese-heavy-lift-vessel-carrying-new-arctic-lng-2-modules-to-russia-despite-sanctions/

>>20861410

Chinese Heavy Lift Vessel Carrying New Arctic LNG 2 Modules to Russia Despite Sanctions

By Malte Humpert (gCaptain) – May 10, 2024

Just days after the U.S. Department of the Treasury sanctioned four heavy lift vessels for carrying LNG technology to Russia, a thus-far unsanctioned vessel Wei Xiao Tian Shi is en route Murmansk. The 62,074 dwt vessel is carrying the first two LNG modules for the third production train of Novatek’s Arctic LNG 2 project.

The vessel, owned by Chinese Hainan Smiling Angel Shipping Company, departed from the Wison Offshore & Marine Zhoushan Fabrication Yard at the end of March and is expected to arrive at Novatek’s Belokamenka construction yard by the end of May.

Satellite images show the vessel loading two modules between March 18 and March 29, 2024. Two additional modules remain at the yard awaiting pickup.

Sources at Wison Offshore confirm Wei Xiao Tian Shi to be carrying pipe rack modules 3-TMR-001 and 3-TMR-002.

The modules are traditionally the first units to be installed and will form the core of the third production line. Each production line consists of 14 modules assembled atop a massive floating gravity-based concrete structure.

Wison Offshore graphic of an Arctic LNG 2 train, with modules TMR-001 and TMR-002 highlighted. (Source: Wison)

In February Arctic LNG 2 stakeholder TotalEnergies stated construction of the third train had been put on hold. However, the shipment of initial modules for the third train suggests that Novatek may intend to complete the final production line.

“The rumor mill will really be churning now, given that train 3 modules are on their way to Belokamenka,” explains Ben Seligman, a project specialist for Arctic oil and gas development.

“Earlier statements suggested train 3 of the Arctic LNG 2 project had been abandoned and the whole train could eventually be repurposed for Murmansk LNG,” confirms Seligman.

Novatek has yet to make a final investment decision for Murmansk LNG and the project is slated to open no earlier than 2027.

In an effort to slow down Russia’s construction of new LNG plants the U.S. has systematically levied sanctions against Novatek, its Arctic LNG 2 projects, the assembly yard and numerous heavy lift vessels.

Newly sanctioned companies include Singaporean Red Box Energy Services whose vessels Audax and Pugnax carried modules across the frozen Northern Sea Route this winter.

While the measures have had some success in slowing down construction, they have thus far been unable to stop the transport of prefabricated LNG modules from five shipyards across China.

This isn’t the first time Wei Xiao Tian Shi has transported LNG modules for Arctic LNG 2. In September 2023, the vessel carried modules 2-TMR-003 and 2-TMR-004.

At the time the ship was called Fan Zhou 10. According to ship registry platform Equasis, the vessel recently underwent an ownership change from Jiangsu Fanzhou Shipping Company to Smiling Angel Shipping.

https://gcaptain.com/chinese-heavy-lift-vessel-carrying-new-arctic-lng-2-modules-to-russia-despite-sanctions/

俄罗斯计划到2026年开放海运码头，向亚洲出口液化石油气

撰稿Vladimir Soldatkin路透社2024年5月22日

路透莫斯科5月22日–两位业内人士周三表示，俄罗斯可能会在2025年底前与中国联合投资，在太平洋沿岸开设第一个液化石油气（lpg）码头。

上周，俄罗斯直接投资基金（RDIF）与中国石油化工公司海威达成协议，为俄罗斯远东的海运码头提供融资，以运送液化石油气。 它没有提供项目完成的时间。

该协议是在普京总统5月16-17日访华前签署的，计划在该码头投资70亿卢布（合7,763万美元），年生产能力为100万吨。

投资总额约为300亿卢布。

贸易商表示，来自码头的液化石油气供应将使俄罗斯有可能接触到中国东部和南部以及越南，韩国，印度尼西亚和其他国家的消费者。

Sovetskaya Gavan（苏联港口）港口的码头将有助于促进俄罗斯能源资源从欧洲出口到亚洲的持续重定向，欧洲对俄罗斯液化石油气实施了对乌克兰冲突的制裁。

中国是世界上最大的液化石油气消费国和进口国，或丙烷和丁烷的组合，主要用作汽车燃料，取暖和生产其他石化产品。

海关数据显示，中国3月份液化石油气进口量较2月份跃升约46%，至308万公吨。 数据显示，美国以160万吨仍是3月份的顶级供应商，比上月增长38％。

中国咨询公司龙中信息表示，今年的液化石油气进口量可能超过去年3200万吨的记录。

俄罗斯私营公司Remstal大约在五年前开始建造码头。 由于缺乏融资，建筑工程已经暂停，Remstal的所有者Rifkat Badrutdinov告诉路透社，该公司预计一旦资金到达，就会恢复建设。

俄罗斯对中国的液化石油气出口在过去几年中稳步上升。 该码头将允许通过海运增加出口，而目前俄罗斯只能通过铁路和公路向邻国供应这种燃料。

到目前为止，中国占俄罗斯液化石油气出口的一小部分。 在2022年俄罗斯铁路液化石油气出口总量349.6万吨中，该比例为4.3%，仅为15万吨。

2023年上升至5.6%，即20.2万吨，而2024年1–4月为8.9%，即10.6万吨。

(1 1=90.1750卢布)

https://gcaptain.com/russia-plans-to-open-sea-terminal-for-lpg-exports-to-asia-by-2026/

>>20900655 (me)

Russia Plans to Open Sea Terminal for LPG Exports to Asia by 2026

writing by Vladimir Soldatkin Reuters May 22, 2024

MOSCOW, May 22 (Reuters) – Russia will likely open its first liquefied petroleum gas (LPG) terminal on the Pacific Ocean coast with joint investments from China by the end of 2025, two industry sources said on Wednesday.

Last week, Russian Direct Investment Fund (RDIF) struck an agreement with Chinese petrochemical company Haiwei to finance the marine terminal in Russia’s Far East to ship LPG. It did not provide the timings for the project completion.

The agreement, signed ahead of President Vladimir Putin’s visit to China on May 16-17, envisages investing 7 billion roubles ($77.63 million) in the terminal with annual capacity of 1 million metric tons.

Total investments are seen at around 30 billion roubles.

Traders said LPG supplies from the terminal would make it possible for Russia to reach consumers in the east and south of China, as well as Vietnam, South Korea, Indonesia and other countries.

The terminal in the Sovetskaya Gavan (Soviet harbor) port will help facilitate continuous redirections of Russian energy resources’ exports to Asia from Europe, which introduced sanctions against Russian LPG over the conflict in Ukraine.

China is the world’s largest consumer and importer of LPG, or combination of propane and butane, mainly used as fuel for cars, heating and to produce other petrochemicals.

China’s imports of LPG jumped about 46% to 3.08 million metric tons in March from February, customs data showed last month. The United States remained the top supplier for March with 1.6 million tons, up 38% from the previous month, the data showed.

LPG imports this year may surpass last year’s record of 32 million tons, Chinese consultancy Longzhong Information said.

Russian private company Remstal started terminal construction around five years ago. The construction works have been suspended due to lack of financing and Remstal’s owner, Rifkat Badrutdinov, told Reuters the company expects to resume construction once funds arrive.

Russian LPG exports to China has been steadily rising in the past few years. The terminal will allow increased exports via the sea whereas currently Russia supplies this fuel to the neighbouring country only via rail and roads.

China so far accounts for a small portion of Russia’s LPG exports. It stood at 4.3%, or only 150,000 tons out of a total 3.496 million tons of Russian exports of LPG via rail in 2022.

In 2023 it rose to 5.6%, or 202,000 tons, while in January – April 2024 it stood at 8.9%, or 106,000 tons.

($1 = 90.1750 roubles)

https://gcaptain.com/russia-plans-to-open-sea-terminal-for-lpg-exports-to-asia-by-2026/

一般研究#25771 >>21015471

石油美元交易已经到期

作为维持美元世界储备货币主导地位的努力的一部分，美国证券交易委员会亨利*基辛格（Henry Kissinger）于1974年与沙特达成了一项为期50年的协议，以美元为主导的石油贸易。

在尼克松于1971年8月"暂时"暂停金本位后，美元信心下降后，这是需要的。

现在没有金本位，也没有石油美元。 美元主导地位的另一个裂缝。

金砖国家新闻

↑沙特阿拉伯与美国签订的有50年历史的石油美元协议已经到期，没有新的协议。

沙特阿拉伯现在将以多种货币出售石油，包括人民币、欧元、日元和人民币，而不是只以美元出售。

金砖国家新闻

https://x.com/WallStreetSilv/status/1801061788160516147

>>21015750 (me)

Original English version

General Research #25771 >>21015471

The Petrodollar deal has expired

As part of the effort to maintain the World Reserve Currency dominance of the US Dollar, Sec of State Henry Kissinger in 1974 brokered a 50 year deal with the Saudis for oil trade would be dominated by US Dollars.

This was needed after loss in confidence in the US Dollar after Nixon "temporarily" suspended the Gold Standard in August 1971.

Now there is no Gold Standard and there is no PetroDollar. Another crack in the dominance of the US Dollar.

BRICS News

🇸🇦 🇺🇸 Saudi Arabia's 50-year-old petrodollar agreement with the United States has expired, with no new agreement in place.

Saudi Arabia will now sell oil in multiple currencies, including the Chinese RMB, Euros, Yen, and Yuan, instead of exclusively in US dollars.

BRICS News

https://x.com/WallStreetSilv/status/1801061788160516147

Bump

中国加强对全球造船业的抓地力

山姆*钱伯斯2024年9月13日

经纪商BRS提供了2024年主要航运主题之一的最新情况-中国加强对世界造船产量的控制。

随着中国进入2027年创纪录的长期订单，Splash一直在定期报道中国码场如何扩大或恢复。

根据BRS的统计，在船舶交付量、新建订单和订单方面，今年上半年中国的市场份额分别占55%、74.7%和58.9%,

根据BRS的数据，11中国造船厂已经宣布计划增加产能。 从2024年到2027年，它们的总产能将增加80%。

除此之外，为了应对造船市场的复苏和订单的激增，一些封存的造船厂在全国范围内重新开放。

中国在船舶建造方面日益占据主导地位，引起了全世界的关注。

加拿大最近加入了越来越多的造船厂国家瞄准中国的行列。

加拿大海洋工业和造船协会(CMISA)总裁兼首席执行官科林?库克(Colin Cooke)向渥太华发出了一个强硬的信息，要求贾斯汀?特鲁多(Justin Trudeau)政府在美国和欧洲的类似呼吁之后，对中国建造的船只征收关税。

加拿大最近对中国制造的电动汽车征收了100％的附加税，CMISA希望看到这一点扩展到中国制造的船只，库克在一份新闻稿中声称这是一个更大的"战略和道德威胁"。

库克说："中国的造船业是在军民融合的理论下运作的，根据这种理论，商业船舶出口得到补贴，以加强该国的军事能力。"

CMISA呼吁对所有进口到加拿大的中国船征收100%的附加税，并要求明确禁止任何政府实体收购或租赁中国船。

库克写道："政府必须采取这些措施来保护加拿大工业，维护国家安全，并确保我们的经济政策与我们对人权和道德商业行为的承诺一致。"

在边境以南，美国贸易代表（USTR）今年4月启动了对中国造船实践的调查，拜登政府回应了工会和两党呼吁限制在中华人民共和国建造的新建筑的定价政

中国商务部发言人在宣布造船调查时驳回了这一调查，他在北京对记者说："将美国自身的工业问题归咎于中国是缺乏事实依据的，也违背了经济常识。”

欧洲造船厂也举行了集会，决心收回业务，敦促政客们加入。

SEA Europe，代表欧洲海事技术行业的协会，包括造船厂和海事设备制造商，今年早些时候与欧洲国会议员会面，呼吁欧洲决策者采取行动，制定全面的欧洲海

"由于30％至40％的巨大价格差异，加上有利的财务激励措施–特别是中资银行提供的优惠措施–欧洲船东越来越多地选择亚洲造船商，"SEA Europe的一份声明说。

据船舶经纪公司估计，中国、韩国和日本这三大建造国的造船能力在过去一年中增长了20%以上，其中大部分产能扩张在中国和韩国。

尽管如此，全球活跃的造船厂数量比2007年达到的峰值下降了55％。

https://splash247.com/china-strengthens-grip-on-global-shipbuilding/

中国承认对去年欧洲管道破坏负责

2024年13月13日

中国当局表示，Newnew Shipping的集装箱船Newnew Polar Bear负责去年破坏爱沙尼亚和芬兰之间的Balticconnector海底天然气管道，尽管是偶然的。

据《南华早报》报道，中国当局已经进行了内部调查，并将结果转发给两个欧洲国家。 在其中，他们声称事故是由强烈的风暴引起的。

芬兰和爱沙尼亚当局仍在对1,638teu Newnew北极熊进行联合刑事调查。

中国媒体称，该报告目前正在通过几个部委，但这种类型的报告不能作为两国调查的证据。 芬兰和爱沙尼亚要求中国提供有关这艘船的信息，但除了报告之外，北京对此事保持沉默。

Balticconnector天然气管道于去年10月初在芬兰专属经济区（EEZ）受损。 那个月晚些时候，芬兰国家调查局表示，损坏是由外部机械力造成的，他们在受损管道附近发现了一个重物。

原来，上述重物是来自香港注册船只的锚，芬兰当局发现该锚上的油漆与Balticconnector上的油漆相同，很可能来自新北极熊。

https://splash247.com/china-admits-responsibility-for-last-years-european-pipeline-destruction/