RE: Is there any impact of Oil supply chain on MSAR?13 Apr 2026 09:08
I think that this oil supply crisis can have a positive impact on our chances of commercial success.
There’s plenty of residual bottom of the barrel stocks around the world but marine industry must be looking for alternatives to HFO that reduce their costs.
Secondly this crisis is sharpening pencils and minds. Why have to wait for long LONO trials? I’m thinking that the industry is even now trying to find ways to shorten new fuels path to market. I think that Peter alluded to this during his presentation and Q&A at interims.
I would not be surprised to see us quickly going into limited supply immediately following the POC potentially saving 6 months of trial time.
Don’t be fooled by the media frenzy. Until there are long queues and flight bans etc, there is still plenty of petrol and diesel production all over the world.
And plenty of fossil energy under our feet that will100% be exploited before too long.