Capital Link Podcasts - Shipping Forum Podcast
2026 18th Annual Capital Link Shipping & Marine Services Forum | Mepc Reality Check
Sep 15, 2026 · 42 min · 9 segments
- Speakers
- KonstantinosGuestRicardoGuestKaiGuestSannaGuest
Capital Link Podcasts - Shipping Forum Podcast
Sep 15, 2026 · 42 min · 9 segments
Yeah, and that goes back to Konstantinos' point about, take ammonia, for example, toxicity of ammonia and operational safety on board seems to be the biggest hurdle at the moment, aside from fuel availability.
Kai, we'll move on to you.
What are your customers most asking for? Is it lower emissions? Is it increased transparency? Or are they still defaulting back to the cheapest transportation costs?
So at the end of the day, it is a low cost, a competitive cost.
So this transportation, it has to be cheap is a wrong word for a high-quality service.
I think we are supplying as an industry.
But the next step will be transparency.
As I said before, those who really decarbonize supply chains and understand the topic and follow the topic, They require a detailed emission reporting.
And that is, I think, where especially the container sector can get better.
So at the moment, we use quite generic values.
So one emission value covers all kinds of ships.
So there have been fantastic investments and better ships.
We track that.
We even make it public.
But in general, there's one generic value used.
So what should I then pay for? And this transparency with a competitive pricing using the existing subsidies or supporting mechanics will lead to an acceptance of the cargo side of the scope 3 side.
We can see it as a practice now for whatever will come out at the IMO.
And for the further ongoing efforts, like very pinpointed subsidies like H2 Global, all these things which are existing, What will happen with all these ETS proceedings? It has to be somehow funneled back to the industry.
This open point you made, that is also not sure.
But I think we are very close, but have to go from these ongoing discussions to practice, accepting compromises.
So a lot of these discussions got very esoteric, very evangelistic in kinds of technology.
But getting it now really in the day-to-day pricing, seeing it as a second currency is there if done right.
Yeah, compromise and consensus seems to be the sort of name of the game at the moment.
Yeah, and that goes back to Konstantinos' point about, take ammonia, for example, toxicity of ammonia and operational safety on board seems to be the biggest hurdle at the moment, aside from fuel availability.
Kai, we'll move on to you.
What are your customers most asking for? Is it lower emissions? Is it increased transparency? Or are they still defaulting back to the cheapest transportation costs?
So at the end of the day, it is a low cost, a competitive cost.
So this transportation, it has to be cheap is a wrong word for a high-quality service.
I think we are supplying as an industry.
But the next step will be transparency.
As I said before, those who really decarbonize supply chains and understand the topic and follow the topic, They require a detailed emission reporting.
And that is, I think, where especially the container sector can get better.
So at the moment, we use quite generic values.
So one emission value covers all kinds of ships.
So there have been fantastic investments and better ships.
We track that.
We even make it public.
But in general, there's one generic value used.
So what should I then pay for? And this transparency with a competitive pricing using the existing subsidies or supporting mechanics will lead to an acceptance of the cargo side of the scope 3 side.
We can see it as a practice now for whatever will come out at the IMO.
And for the further ongoing efforts, like very pinpointed subsidies like H2 Global, all these things which are existing, What will happen with all these ETS proceedings? It has to be somehow funneled back to the industry.
This open point you made, that is also not sure.
But I think we are very close, but have to go from these ongoing discussions to practice, accepting compromises.
So a lot of these discussions got very esoteric, very evangelistic in kinds of technology.
But getting it now really in the day-to-day pricing, seeing it as a second currency is there if done right.
Yeah, compromise and consensus seems to be the sort of name of the game at the moment.
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