Publications

Research on the transition

Briefs on maritime decarbonization — regulation, compliance markets, fuels and the money behind them. Written for shipowners, ports and lenders, with the figures and the source.

  1. Research briefNovember 2026Financing the blue transitionThe core asset is bankable; the transition increment is not. How catalytic capital, blended structures and specialist funds close the gap in ports and shipping.Read the brief4 min
  2. Research briefNovember 2026IMO Net-Zero Framework: the December showdownA vote on 4 December decides whether shipping gets the first global carbon price on an entire industry. What the draft does, who is fighting over it, and the three cost paths that follow.Read the brief5 min
  3. Research briefNovember 2026FuelEU Maritime: compliance on paper, transition on holdOver 90% of companies met FuelEU through external pooling, at about a seventh of the penalty. What captured the pool, and the four reforms that would change it.Read the brief6 min