The future has come, and the shipbuilding industry has entered a new round of rapid development

Electricity will still be the largest secondary energy, wind, light, water and other renewable energy generation energy storage needs, conducive to the development of hydrogen/ammonia fuel. At present, China, Japan, Europe and other countries and regions, all regard hydrogen energy as the focus of the future energy supply system.

The development of biomass energy is conducive to LNG, methanol and other fuels to expand the market space, Europe, the United States has carried out large-scale use of biomass energy. China has a huge agricultural scale and a large population, and the scale advantage of developing biomass energy, especially biogas fermentation, is more obvious.

The clean utilization of traditional fossil energy can support hydrogen, ammonia, LNG and methanol, and these four fuels may become fuel types for large-scale application in the whole society.

Finally, under the current understanding, LNG, liquid ammonia and methanol are most likely to become the main fuels for ocean-going ships.

As a Marine fuel, LNG has been applied on a large scale in real ships, and the supply chain system has been formed. Later, by installing Marine carbon capture devices, or using synthetic natural gas and biological natural gas, zero emissions can be achieved.

Liquid ammonia powered Marine main engine is currently under development, and due to the development of Marine renewable energy, liquid ammonia as a way of energy storage and transportation, the application prospects in Marine related industries are generally optimistic.

The application of methanol does not need to make major changes to the Marine internal combustion engine, if the biological methanol enters the field of transportation on a large scale (especially heavy trucks), not only can directly replace the traditional Marine fuel oil, but also can be used as a supplement fuel for LNG-powered ships and ammonia fuel ships, improving the flexibility of Marine fuel.

Hydrogen-powered vessels and electric vessels, due to their disadvantage in energy density, are more likely to achieve large-scale applications in the near future in inland vessels, tugs, small and medium-sized Marine auxiliary vessels, passenger ships and other fields.

The impact of sulfur emission limits and ballast water conventions on the industry tells us that environmental legislation in the shipping industry has become the main driving force for technological innovation in the world's shipbuilding industry. The industrial opportunities brought by a new round of technological change such as low-carbon ships and zero-carbon ships are far greater than the impact of desulfurization towers and ballast water treatment devices on the industry, which will affect many industrial chain links such as ship design, ship assembly, power equipment, new supporting equipment, repair and refitting, and is a major opportunity for China's shipbuilding industry to break through the development bottleneck and build new advantages in industrial development.

Three, offshore equipment market new track looming

Since 2014, the global Marine engineering equipment manufacturing industry has been severely impacted by shrinking demand and sky-high inventories, and a large number of enterprises have fallen into the mire and can not extricate themselves. For more than 6 years, some people have left the field sadly, some people have stuck to it silently, and the market recovery that the defenders are struggling to pursue has been delayed. However, it is gratifying that in the context of a new round of energy revolution, a new track looms, and the industrial scale is expected to grow again.

First, the offshore wind power industry has taken the lead.

Governments' support for wind power has provided a good foundation for the development of offshore wind power. In particular, from 2018 to 2020, there has been a rush to install wind power projects in China, and the demand for offshore wind power engineering equipment has increased significantly, and the new and modified wind power installation ships/platforms have reached about 20 / seat each year.

However, due to the low value of equipment, it is difficult to play a substantial role in the recovery of the Marine engineering equipment market, and after the rush to install the tide, the sustainability of the market is also worrying. With the announcement of China's carbon peak and carbon neutral targets in 2020, the confidence of the offshore wind industry has been reignited, and there are even cases of drilling RIGS costing up to $200 million to be converted into wind power installation platforms.

To be sure, renewable energy is a long-term, sustainable industry, countries around the world are strongly supporting their own enterprises to seize Marine energy resources, large oil companies, power giants have entered, especially with the increasing power of wind turbines, platform lifting capacity is getting higher and higher, offshore distance is getting farther and farther, including wind power installation ships, wind power operation and maintenance ships. The market scale of offshore wind power equipment, including floating wind power platforms, will continue to grow.