Geopolitical instability and oil price spikes are changing the economics of maritime transport. As conventional bunker fuels become more expensive, LNG and methanol are becoming more cost competitive, offering shipowners a way to manage price risk while planning for future emissions mandates. However, the transition depends heavily on the production method of these fuels. While LNG provides an immediate commercial hedge, meaningful carbon reductions only occur when switching to green or blue synthetic fuels rather than grey variants.
