What is QED Missing?20 May 2026 18:14
I had supposed the gulf crisis would have sharpened shipping company focus on *all alternative fuel options (not just little old QED). However, as much as I read or attempt to equip myself with sufficient evidence to keep/close my QED investment - I cannot quite get close to the minds of those that would be making the decisions.... I naively assumed some clear logic would assemble in my mind, but I do not see any evidence of any direction for the market....
A method will appear and herd mentality will ensue where a high proportion of shipping companies will convert/or run their fleets on 'MagicMix42' because it's cheap, plentiful and smells of roses when combusted. But that time is not now...
What I do see is a lot of procrastination IE everybody knows things have to change but nobody wants to move first, get it wrong and risk losses and potentially going out of business.
So the Gulf crisis and the generally accepted long term damage to Oil supply chain, has not impacted anything yet! The Emissions Trading System (EU ETS) emissions controls on intra-EEA routes and FuelEU (Maritime controls on greenhouse gas intensity) don't seem to sway fuel choices... as shipping companies appear to simply pass on the costs of increased fuel!
If QED does have the answer, is it that many shipping companies are not aware of them because they are a minnow? Has OIW emulsion become a 'White Noise' IE everybody knows about it as it has been around so long as BP technology reject (feel free to correct my comprehension of history (I haven't energy for verbal...) ) Or are all shipping companies standing around 'hands in pockets' waiting for divine guidance?
It is comical, I have decided as I typed this post to keep where I am as I don't believe anyone knows what to back - while MSC are still keen, we have a 'puncher's chance' of making some money.