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Table of contents

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Scope of the study

The study focuses on the decarbonisation of maritime transport, without covering other environmental impacts.
It focuses on freight transport.
Its scope of analysis is mainly European (regulations, investments, obstacles to be removed).
It is based on an online documentary review and interviews with entrepreneurs, investors and experts in the sector. </aside>

1. Why are we so interested in this subject today?

1.1. Maritime transport is one of the most efficient modes of transport, accounting for 70% of world trade.

1.2. However, with 3% of global emissions, it is also one of the most polluting sectors.

1.3. To limit this impact, the sector is faced with stringent regulatory and societal requirements

2. The sea freight value chain: who are the key players?

2.1. Capturing less than 10% of economic value, the builders are expected to produce ever greener ships and equipment

2.2. With 15% of the value, ports are modernizing their infrastructures and tightening regulations

2.3. At the heart of the system, capturing over 60% of the value, charterers and shipowners must take responsibility their environmental impact

2.4. At the margin, the dismantling market remains modest but promises future opportunities (<15% of economic value)

3. What technological levers are needed to pull us back from the brink?

3.1. Immediate gains of -5 to -15% in emissions thanks to optimization of existing equipment, but adoption still limited outside large groups

3.2. Low-carbon fuels that can reduce emissions by up to 95%, but are still 3 to 5 times more expensive than fuel oil

3.3 Hydrogen, SMR, air-cushion hulls: huge potential... provided we invest massively today

These technological levers outline a clear trajectory for maritime decarbonization. What remains to be done is to identify which players are actually seizing them. Let us now map the startups and initiatives that are turning these promises into real solutions:

Startups mapping - La décarbonation du transport maritime.png

4. Challenges and opportunities for investors: how to fish well?