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China's e-buses dent oil demand more than electric cars do

bloomberg.com

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Re: China's e-buses dent oil demand more than electric cars do

#3

Then just imagine if shipping tankers became electrified. The world's 6 largest shipping tankers produce more CO2 than all the world's personal vehicles combined.

That’s surprising to me. Do you have any references for that?

Why are the ships so emissive?

Re: China's e-buses dent oil demand more than electric cars do

#5

Then just imagine if shipping tankers became electrified. The world's 6 largest shipping tankers produce more CO2 than all the world's personal vehicles combined.

That’s surprising to me. Do you have any references for that? Why are the ships so emissive?

I think it’s because once they are in international waters, they use extremely dirty burning bunker fuel.

Re: China's e-buses dent oil demand more than electric cars do

#7

Then just imagine if shipping tankers became electrified. The world's 6 largest shipping tankers produce more CO2 than all the world's personal vehicles combined.

That’s surprising to me. Do you have any references for that? Why are the ships so emissive?

I think it's because they use cheap oil that tends to be really, really dirty when burned.

Re: China's e-buses dent oil demand more than electric cars do

#8

Then just imagine if shipping tankers became electrified. The world's 6 largest shipping tankers produce more CO2 than all the world's personal vehicles combined.

That’s not true. They produce more sulphur dioxide, a pollutant that cars don’t emit much of in general, and which the heavy fuel used by ships generates in abundance. Somehow the story morphed from “a few ships emit more of this specific pollutant than all cars” to “more pollution” to “more CO2.”

The entire worldwide shipping industry accounts for about 3% of humanity’s CO2 emissions.

Re: China's e-buses dent oil demand more than electric cars do

#10

Then just imagine if shipping tankers became electrified. The world's 6 largest shipping tankers produce more CO2 than all the world's personal vehicles combined.

With the amount of optimization that goes around the bunker industry and fueling shipping tankers, I’d would be extremely interesting to see how electrification plays into this. Right now you have such fun cases as a Bunker company selling fuel cheaper than it bought it yet still making money through discrepencies in volume/weight measures, and by pumping gas or loading gravel into the fuel, and of cause you have such things like false headings on fuel tankers to drive down local prices prior to fueling, with headings then reverting.

A lot of thise optimizations are a sort of cool hyperoptimization that only make sense because of the scale of things. I wonder if electrification, likely through subsidies, would suddenly mean we’d see the tanker industry “weaponizing” weather models to predict which ports can provide cheap wind or solar energy. Or aggressively pushing the battery stacks because even a 0.01% margin is suddenly very attractive.

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