信德海事网-专业海事信息咨询服务平台 登录 | 注册 [ 设为首页 ] [ 加入收藏 ] 中文版 ENGLISH WeChat Mobile --> --> ENGLISH   >   SHIPBUILDING --> Shipyards Heat Up: IMO’s Net-Zero Delay Sparks Global Retrofit Rush 2025-10-29 09:07 By： xinde marine news 分享： --> --> --> 评论 --> --> After the International Maritime Organization postponed the vote on its Net-Zero Framework, attention in the shipping market is quickly shifting from newbuilding to retrofit and repair. Aging vessels are approaching mandatory special surveys, demand for energy-saving retrofits is soaring, and shipyard capacity is tightening fast. According to Clarksons Research, global ship-repair activity has surged 7% year-on-year in 2025, with China dominating the market by a wide margin. IMO’s Net-Zero Delay: Confidence Shaken, Reality Returns The IMO’s decision to delay the adoption of the Net-Zero Framework has sent shockwaves through the shipping industry. Analysts warn it may reshape a multi-billion-dollar newbuilding landscape and undermine confidence in decarbonization pathways. Frode Morkedal, Managing Director of Clarksons Securities, called the delay a “missed opportunity for newbuilding investment,” noting that the short-term winners are owners of older, conventionally fueled ships. “A global carbon price would have spurred newbuilding, encouraged slow steaming, and accelerated scrapping of obsolete ships,” he said. “Now that rhythm is disrupted.” Morkedal expects new order growth to slow, prices to soften, and conventional designs to regain favor—placing IMO’s 2030 (40% reduction) and 2050 (net-zero) targets under practical strain. Pragmatic Decarbonization and the Ship-Repair Surge In a recent commentary, Bureau Veritas (BV) warned: “The real danger is that prolonged delays deepen market uncertainty and postpone investment decisions. Consensus is in everyone’s interest.” BV also highlighted a more pragmatic route emerging—developing green corridors where ships, ports, fuel supply, and regulation advance t