RE: OCP27 Aug 2025 15:18
The bottom line as I can see it , is that everything has to be completed by year end at the latest.
1) MSC.....the IMO EGM in October is going to focus minds....this puts into place the Framework which is to be adopted 16 months later at about March 2027...this means they have to start to apply these measure from this date...with tariffs for C02 starting in 2028....if MSC want to adopt MSAR/ BioMsar then year end is the latest time to get the show on the road...with 8 weeks approx to install MMU at Antwerp its going to be be in March 2026, for the MSAR POC to trial taking approx 2months ...so BioMsar would start in June taking the full 8 months to Jan 2027....2 months before IMO implementation....alongside that other bunkering hubs need to be negotiated and installed.
This window is closing fast, so the sit back and see approach is rapidly coming to an end.
2) Morrocco, I was wrong in my research about Cummins, don't know why I didnt remember it was a burn in the kiln...it was only later I remembered the QED on burner tips for Morocco....anyways
This has to be resolved this year, going into 2026 will be year 6 and thats just plain ridiculous....if QED have any balls, if no resolution by year end terminate the process...thats What AM said he was there for...to direct resources away from those projects going nowhere.
3) Utah....how long is a piece of string...
4) Sparkle seems our best opportunity...but dint think for one minute these results are coming out quickly, they will be pouring over these results with a fine tooth combination so again end of year seems about right.
But either way...we need resolution....this year after year after year grind needs to stop...because once again this year nothing that has come out of QED .....has happened and I'd be ashamed to keep saying the same old BS time and again to keep the lights on and the gravy train rolling.
THE TIME FOR QED IS NOW...remember saying that...its a year old .....so make it happen because this whole thing is just plain tiresome now.