ZEME Surges Ahead in the Maritime Scrubber Market
In the dynamic landscape of the maritime industry, Zhejiang Energy Marine Environmental Technology Co., Ltd. (ZEME), a subsidiary of Zhejiang Energy Group, has emerged as a pivotal player for vessel scrubber systems. As of March 2024, ZEME has inked a substantial total of 290 vessel scrubber orders in the first quarter alone. These orders encompass both retrofitting and new-building projects, with retrofitting projects constituting approximately 60% and new-building projects comprising the remaining 40%. This surge in orders reflects the growing demand within the scrubber market, indicating the prevailing projections within the shipping industry regarding the sustained disparity between high and low sulphur oil pr 2024,ices.Moreover, it highlights the unwavering confidence of shipowners in the efficacy of ZEME's scrubber products.
Statistical data reveals that since January the gap between high and low sulfur oil prices has steadily widened, acting as a catalyst for the resurgence in market interest surrounding scrubber solutions. For instance, taking into account the fuel price differentials at the port of Singapore, the variance between high and low sulfur oil prices has consistently exceeded $150 per ton since mid-January 2024, peaking at over $200 per ton at certain points.. In light of this, ZEME's Turnkey mode for installation presents as an attractive feature for shipowners seeking to capitalise on the cost differentials. For instance, considering a container vessel with an annual fuel consumption of 15,000 tons and leveraging ZEME's Turnkey mode for scrubber installation, the return on investment cycle is estimated to be slightly over one year, emphasising the significant potential returns on investment.
ZEME's prominence in the ship desulfurization market is further accentuated by its delivery of nearly 40% of newly installed scrubber systems worldwide, as per Clarkson's 2023 report. This substantial market share can be attributed to ZEME's commitment to providing comprehensive contract services, characterised by high efficiency installation speeds, flexible payment options, and top-tier after-sales service. Impressively, over 80% of ZEME's new orders stem from the continued backing of its esteemed clientele. In a strategic move aimed at enhancing its product portfolio and addressing the needs of small and medium-sized vessels, ZEME introduced an "exposed-tower" type scrubber in 2023. This innovative solution streamlines the system's aesthetic layout while also reducing manufacturing costs and installation lead times. Notably, the exposed-tower design also facilitates a shorter investment return period compared to traditional scrubber towers.
Moreover, in accordance with the Sino-US Sunnylands statement disclosed in mid-November 2023, the next 6 years are positioned to witness a strong promotion of the Carbon Capture, Utilization, and Storage (CCUS) system. Notably, desulfurization emerges as a foundational requirement for the successful implementation of the Marine CCUS system. Anticipating this industry shift, ZEME has proactively enhanced its vessel scrubber systems to offer CCUS-ready solutions, thus ensuring readiness to cater to the future installation demands of customers embracing CCUS technologies.
In essence, ZEME's steadfast commitment to excellence, coupled with its proactive approach to innovation and market adaptation, positions the company as a pioneer in the maritime desulfurization landscape. As the industry continues to navigate regulatory and economic challenges, ZEME stands ready to deliver cutting-edge solutions that empower shipowners to navigate a path towards a greener, more sustainable future.
截至2024年3月31日，浙能集团下属浙江浙能迈领环境科技股份有限公司一季度累计新签船舶脱硫订单290套，其中改造项目约占60%，新造项目约占40%。
这一数量正迎头赶上浙能迈领2023年全年新签脱硫订单，反映出脱硫塔市场的火爆，也从侧面展示了整个航运市场对高低硫油价差将持续保持高位的预判，以及船东对脱硫塔这一产品持续看好的强大信心。
据统计，自2024年1月1日以来，高低硫油价差逐步拉开，是脱硫塔市场热度再次升高的一针强心剂。
以新加坡港口的燃油价格为例，2024年1月中旬以来，高低硫油价差始终保持在150美元/吨以上，高位时甚至一度突破200美元/吨。
根据150美元/吨的油价差计算，以一艘年油耗量15000吨的集装箱船为例，采用传统总包模式安装脱硫塔，投资回报周期仅一年有余，收益十分可观。
浙能迈领深耕船舶脱硫市场，根据克拉克森公布的2023年全球新装脱硫系统的船舶数量，浙能迈领的交付占比近40%。
浙能迈领的船舶脱硫产品以“全方位的总包服务”、“高效率的安装速度”、“超灵活的付款模式”、“高质量的售后服务”赢得了诸多国际知名的船东客户的一致好评，浙能迈领80%以上的新增订单都来自老客户的贡献。
2023年，浙能迈领在传统脱硫系统的基础上，针对中小船型推出了“露天塔房”型脱硫塔，一方面简化了系统外观布局，另一方面，也大大降低了制造成本和安装周期，相比传统塔形，还大大缩短了投资回报周期。
此外，根据2023年11月中旬发布的中美阳光之乡声明，未来5到6年，将大力推进CCUS系统的落地和应用，而对船用CCUS系统而言，脱硫是必不可少的前置环节。
浙能迈领在推出CCUS系统的同时，也优化了船用脱硫系统，可提供CCUS-Ready型的脱硫系统，以满足客户未来可能产生的CCUS安装需求。
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