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EU ETS shipping: key statistics on attributed companies, verified emissions, allowance prices and carrier surcharges

EU ETS shipping: rising carbon costs and gaps in compliance visibility

EU ETS shipping obligations are moving from 70% of covered 2025 emissions to 100% of covered 2026 emissions, increasing allowance requirements as operators plan for the next surrender cycle. Longer voyages around the Cape add further carbon costs, while bundled carrier surcharges complicate comparisons between regulatory exposure and the amounts charged to shippers. Why we chose this report: This report […]

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Critical maritime chokepoints and ports mapped by traffic share, trade disruption risk, network position and economic value

Maritime chokepoints cannot be measured by traffic alone

Maritime chokepoints are commonly ranked according to the volume of trade passing through them, but this can obscure their true economic and operational importance. The report argues that criticality also depends on network position, congestion risk, alternative routes, economic dependence and ownership. Evidence from Panama, Suez, Piraeus, the Red Sea and Hormuz shows that the costs and benefits associated with […]

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Shipping decarbonisation pathway showing zero-emission fuel uptake targets for 2030, 2035 and 2045

Shipping decarbonisation falls behind 2030 zero-emission fuel target

Shipping decarbonisation is falling behind the trajectory required to reach its 2030 breakthrough target, despite continued progress in alternative-fuel technology and infrastructure. Methanol-capable tonnage has increased sharply and more ports are offering methanol bunkering, but orders for zero-emission-capable vessels have declined while demand, finance and policy indicators remain off track. Regulatory uncertainty is now affecting investment decisions throughout the maritime […]

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Marine insurance risks linked to Strait of Hormuz disruption and major global maritime chokepoints

Marine insurance faces mounting pressure from Strait of Hormuz disruption

Marine insurance came under mounting pressure as vessel traffic through the Strait of Hormuz contracted sharply in spring 2026. Inb this assessment from May, analysis shows that daily transits fell from around 100–140 vessels to as few as two to four, leaving ships and crews awaiting safe passage. The report examines how vessel incidents, restricted passage and higher war-risk costs […]

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