Transporte marítimo mundial cresce devagar na transição, mas mercado pode atingir 10 MM$

Global shipping grows slowly in transition, but market could reach 10 MM$

Cargo owners' willingness to pay more for green shipping is losing momentum, in a market that is still poorly regulated and dependent on voluntary action, a new report points out.
According to the Shipping Decarbonization Survey by the Boston Consulting Group (BCG), "the global average willingness to pay a premium [for green transport] increased by only half a percentage point in 2024", in contrast to the annual growth of one percentage point recorded between 2021 and 2023.
According to a Jornal NegóciosThe study, which listened to 125 decision-makers in the sector at the end of 2024, identifies three distinct customer profiles: those who resist adoption until the law obliges; those who await regulatory clarification; and those who see zero-carbon transport as a strategic opportunity, considered to be the leaders.
The latter, mostly from the fashion, beauty, food and health industries, "are willing to pay a higher premium than 5%" and use the green option to gain customer loyalty, competitive advantage and financial return. However, even among the most advanced, "two out of three have never been approached with zero-carbon offers by their carriers" and 60% apply green solutions to only part of their transportation.
Trust, transparency and traceability of sustainable fuel options are now priorities for all segments. The study highlights that "65% of laggards and followers point to the lack of clarity in prices as the main barrier" to joining, while a third of those considered leaders also reject proposals because they consider the offer to be inadequate for their business needs.
Despite the slowdown, BCG estimates that "the potential market by 2030 could reach 10 billion dollars" if companies manage to capture 'dormant' demand, especially in Europe and in sectors with high-value cargo by volume. The International Maritime Organization's (IMO) regulatory review, scheduled for April and to be implemented in 2027, includes "a marine fuel standard with gradual greenhouse gas reduction targets".
"Hauliers must act carefully, identifying and capturing the most attractive pockets of growth," argues the report, stressing that it will be essential to master the technical and commercial side of alternative fuels, ensure competitive supply and accurately communicate the value of green offers.
According to BCG, carriers with sufficient scale can even "create their own market" by securing significant volumes of alternative fuel and improving zero-carbon solutions, shaping demand and winning the trust of customers. The report concludes that it is necessary to anticipate regulation in order to guarantee competitiveness.
(Photo DR)
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