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，浙能集團(tuán)下屬浙江浙能邁領(lǐng)環(huán)境科技股份有限公司一季度累計(jì)新簽船舶脫硫訂單290套，其中改造項(xiàng)目約占60%，新造項(xiàng)目約占40%。這一數(shù)量正迎頭趕上浙能邁領(lǐng)2023年全年新簽脫硫訂單，反映出脫硫塔市場的火爆，也從側(cè)面展示了整個(gè)航運(yùn)市場對高低硫油價(jià)差將持續(xù)保持高位的預(yù)判，以及船東對脫硫塔這一產(chǎn)品持續(xù)看好的強(qiáng)大信心。

據(jù)統(tǒng)計(jì)，自2024年1月1日以來，高低硫油價(jià)差逐步拉開，是脫硫塔市場熱度再次升高的一針強(qiáng)心劑。以新加坡港口的燃油價(jià)格為例，2024年1月中旬以來，高低硫油價(jià)差始終保持在150美元/噸以上，高位時(shí)甚至一度突破200美元/噸。根據(jù)150美元/噸的油價(jià)差計(jì)算，以一艘年油耗量15000噸的集裝箱船為例，采用傳統(tǒng)總包模式安裝脫硫塔，投資回報(bào)周期僅一年有余，收益十分可觀。

浙能邁領(lǐng)深耕船舶脫硫市場，根據(jù)克拉克森公布的2023年全球新裝脫硫系統(tǒng)的船舶數(shù)量，浙能邁領(lǐng)的交付占比近40%。浙能邁領(lǐng)的船舶脫硫產(chǎn)品以“全方位的總包服務(wù)”、“高效率的安裝速度”、“超靈活的付款模式”、“高質(zhì)量的售后服務(wù)”贏得了諸多國際知名的船東客戶的一致好評，浙能邁領(lǐng)80%以上的新增訂單都來自老客戶的貢獻(xiàn)。2023年，浙能邁領(lǐng)在傳統(tǒng)脫硫系統(tǒng)的基礎(chǔ)上，針對中小船型推出了“露天塔房”型脫硫塔，一方面簡化了系統(tǒng)外觀布局，另一方面，也大大降低了制造成本和安裝周期，相比傳統(tǒng)塔形，還大大縮短了投資回報(bào)周期。

此外，根據(jù)2023年11月中旬發(fā)布的中美陽光之鄉(xiāng)聲明，未來5到6年，將大力推進(jìn)CCUS系統(tǒng)的落地和應(yīng)用，而對船用CCUS系統(tǒng)而言，脫硫是必不可少的前置環(huán)節(jié)。浙能邁領(lǐng)在推出CCUS系統(tǒng)的同時(shí)，也優(yōu)化了船用脫硫系統(tǒng)，可提供CCUS-Ready型的脫硫系統(tǒng)，以滿足客戶未來可能產(chǎn)生的CCUS安裝需求。

如果您想了解更多浙能信息，請發(fā)送郵件至marketing@zeme-china.com。