POTEN & PARTNERS

Check out our latest featured analysis from Poten's #LNG in World Markets Mid-Month: Europe Proposes Storage Regulations Extension to 2027 https://hubs.ly/Q03cZnD60

Our Global Head of Maritime Advisory Services, Rob Farmer FRINA, FIMarEST invited aboard the world’s first ammonia fuelled vessel, Fortescue’s Green Pioneer during its stay in the heart of London at Canary Wharf. Rob is on the Technical Committee of the Society for Gas as a Marine Fuel (SGMF) helping to develop industry best practice and guidance for IMO IGF Code vessels, covering LNG, methanol, ammonia and hydrogen marine fuels. For any of your marine and shipping decarbonization questions, contact [email protected] #maritime #shipping #maritimeadvisoryservices #IMO #IGFCode #LNG #methanol #ammonia #hydrogen #marinefuels #decarbonization

Tanker chartering is a business defined by continuity. Each year, the industry’s ranking of the largest spot charterers remains broadly unchanged, with the same major players — trading houses, oil majors, and national oil companies — dominating the landscape. The latest data from Poten & Partners’ 2024 charterer rankings largely confirms this trend. For the first time, Orlen entered Poten’s top 20 dirty spot charterers in 2024, ranking at number 16, with 150 dirty spot fixtures. Compared to Unipec’s 805 similar fixtures it seems rather small, but this development marks a fundamental change in the company’s approach to crude oil sourcing, prompted by geopolitical pressures and strategic realignment. Historically reliant on pipeline crude imports from Russia, PKN Orlen has aggressively diversified its procurement strategy in response to shifting energy dynamics. The company has increasingly turned to seaborne crude oil imports from the North Sea and the Middle East, leading to a surge in its tanker chartering activity. In 2024 alone, Orlen fixed an estimated 16M tonnes of crude oil cargoes on the spot market, securing its position as a key participant in global shipping markets. Riviera Maritime Media Ltd https://hubs.ly/Q03cL8yw0

Check out our latest featured analysis from Poten's #LPG in World Markets: USTR Targets Chinese Maritime Dominance https://hubs.ly/Q03bXwWv0

Download Insight: ACI Green Ammonia Summit 2025 Graham Hoar Global Head of Hydrogen, Ammonia & Methanol, delivered an insightful presentation on "Green Ammonia - Are We Ready for Zero Carbon?" at the ACI's Ammonia Summit 2025. ?? Check out a summary of his key takeaways and download your copy: https://hubs.ly/Q03bzP0t0 #GreenAmmonia #EuropeanGreenAmmoniaSummit

Join us for our upcoming webinar: LNG Growth in an Uncertain Geopolitical Climate Our expert panelists will dive deep into the challenges and opportunities facing the LNG market today, including the impact of retaliatory tariffs, EU storage reforms, and shifting global policies. Panelists Include: Jason Feer – Global Head of Business Intelligence Kit Ling Wong – Head of Business Intelligence, Asia Pacific Steven Swindells – Senior LNG Analyst, Europe & Africa Meredith Freeman – Senior Editor Get the latest insights on how geopolitical tensions are shaping the future of LNG markets. Register now and secure your spot! https://hubs.ly/Q03bznj80 #LNG #Geopolitics

Overall, liquefaction fees for U.S. LNG projects are on a path to rise above $2.50/mmBtu due to a tight labor market, rising construction costs and stubbornly elevated interest rates, brokerage Poten and Partners said in a recent report to clients. Higher liquefaction fees could hurt the cost-competitiveness of U.S. LNG projects, especially if coupled with an increase in U.S. natural gas prices and or a drop in Brent crude oil prices, Poten warned. "On top of a labor shortage, inflation is driving up the price of equipment and materials," Poten said. Reuters https://hubs.ly/Q03bngMK0

At the Hydrogen Asia Conference 2025, Will Pulsford Manager of Consulting – Asia Pacific, provided valuable insights into the challenges of hydrogen transportation and the potential for repurposing existing infrastructure. To explore his key insights, download the full presentation here: https://hubs.ly/Q039jwcB0 #HydrogenAsia2025 #Hydrogen

In its most recent Tanker Opinion, Poten and Partners says that, based on data from freight pricing portal Vortexa, tankers made an estimated 12,108 U.S port calls in 2024 “We don’t know how many of these calls were made by Chinese operators or operators with Chinese built vessels in their fleet or operators with newbuildings on order at Chinese shipyards,” says Poten. “However, if we take a look at the current tanker fleet and the orderbook, we can get a general feel for the numbers. https://hubs.ly/Q039f5VH0

Check out our latest featured analysis from Poten's #LNG in World Markets: EU Rethinks Storage and LNG Policies to Bring Down Energy Costs https://hubs.ly/Q0395kCg0