The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Jackg123
Sustainability report quoted ‘vessels’
The LinkedIn noted vessel in the singular
Putting us off the scent?
Anyhow Bremerhaven will always be between Gothenburg and Felixstowe en-route to US eh?!
Good luck everyone here, closer than ever before, not long now . . .
Jackg123
But this is a trial of BioMSAR blend that is set.
It’s Glycerin and that’s it?!
BTG BioLiquids come into play much later on after blending and trialling those blends in a static engine which is still some way off.
What you’re suggesting might be a reason for a longer time getting a fuel agreement but I don’t think it’s a stopper. I do think it’s leaning towards a Dutch or Belgian fuel supplier now that the new route avoids Algeciras bay.
So, using the information in the posted link it’s 29 days from Klaipeda to Jacksonville including all the scheduled stops.
Approximately 17 days direct Jacksonville back to Klaipeda.
Using ports.com for sea distances travelled between ports and using the MSC NW Europe to US route schedule.
It’s 6505 nm inc stops out from Klaipeda to Jacksonville @ 0.05 t/nm = 326 t
That’s about 224 nm / day on way out.
It’s 5267 nm direct back to Klaipeda = 264 t fuel used.
That’s about 310nm per day sailed on way back.
So our ship will use Approx 590 t of fuel per cycle.
Google Panamax container ship fuel use per day and we get approx 360 miles per day consuming 18-20 tonnes of fuel. So google says 828 t per trip but this is heavily dependant on steaming speed.
Truth probably lies somewhere between 590 and 828 tonnes used per trip.
Hours steaming is 46 x 24 = 1104 per cycle
This is the MSC new EU to USA route announced in March this year:
https://www.porttechnology.org/news/msc-updates-northwest-europe-us-connection/
Klaipeda at one end and a few US Eastern seaboard ports at the other. Antwerp is included!
Good luck everyone here!
There are also two newer products that could be tested on these vessels also of course.
By the time the first one of the LONO trials is completed on MSAR or BioMSAR we could see a CSO blend ready for vessel testing.
Similarly, by the time the second of those initial tests is completed so a blend from the BioLiquids wood chip oil may be ready for vessel testing.
It’s in MSC’s interests to prove up these game-changing fuels and we are extremely well placed now to help to deliver.
As Dustofnations says, we just need the fuel agreement and get one of these trials going first!
Or potentially we could get MSAR trial on one and BioMSAR on the other of Leandra / Bremerhaven concurrently. Then one of them doing the bob trial whilst the other returns to service bunkered by the preferred/either fuel. 🤞
Phlandamobalpus
This proactive interview
https://www.youtube.com/watch?v=AV2O4cdl5Zg
25 bagger got me thinking about our chart and timeline too.
A Chartist stated earlier that it took (to 25 bag previously in 2013/14) 5 years
It did just about
But back then Maersk (or the promise of) was just about the only show in town
So we had POC and then lONO which created that rise.
Now we have at least two other projects that are close to being commercial!
I think if MSC get a riddle on this will blow away 45p before the LONO is done on a successful midway update! That’s half way through next year give or take!
Hold on tight folks it’s going to be a ride!
First image thanks to Angelo Vlasssenrood
https://www.marinetraffic.com/en/photos/of/ships/shipid:156168/shipname:MSC%20LEANDRA%20V
That would overheat the RSI eh?! 📊
I do think we will get some profit taking if we don’t get any further news for a couple of weeks though.
I’m inclined to think that early July Fri7th or Monday 10th is favourite based on JM’s plans changing!
My bubbly is nicely chilled. . .
his work is done?!
well i’m not complaining i bought a serious volume of shares from 2p all the way down to 1.1p on the back of the doom-mongers and soothsayers that claim they could predict a component failure in a trial fuel system through a chart
popy****!
thanks for all your efforts my average has halved!