Decarbonization Reality Check: What Gets Built and Why

As energy security and return on investment reshape priorities, the pace of decarbonization is increasingly determined by bankability, commercial risk and speed to FID. While EU measures such as ETS and FuelEU Maritime – and initiatives like the Net Zero Industry Act – are influencing pricing and investment decisions, many energy transition projects are stalling before approval, as capital flows toward more mature or hybrid models that combine conventional energy with lower-carbon solutions. This session examines how developers, investors and shippers are navigating these trade-offs – and what ultimately determines which decarbonization pathways move forward and translate into real cargo flows.