U.S. LNG-CO2 Bidirectional Maritime Supply Chains Under Proposed U.S.-Flag Shipping Objectives: Strategic Value Chain and Technical Implications
米国LNG-CO2双方向海上サプライチェーン:米国船籍政策下での戦略的バリューチェーンと技術的含意 (AI 翻訳)
Vahid Atashbari, F. Cash, D. Devegowda, Jake Eddy, B. Pollett, Liying Xu
🤖 gxceed AI 要約
日本語
米国のLNG輸出に米国船籍船の使用を義務付ける政策が、LNG- CO2双方向海上サプライチェーンの実現可能性に与える影響を技術・経済両面から分析。米国大西洋岸から欧州へのLNG輸出と、欧州産業排出源からのCO2を米国沖合貯留層へ輸送する往復ルートのケーススタディを実施。双方向輸送は船隊効率を高め大規模炭素管理を支援するが、米国船籍要件はコスト増や造船所容量の制約をもたらすと結論。
English
This study analyzes the technical and economic feasibility of a bidirectional LNG-CO2 maritime supply chain under proposed U.S.-flag shipping requirements. A case study examines LNG exports from the U.S. Atlantic coast paired with return CO2 transport from European emitters to offshore storage in the South Carolina basin. Results show that bidirectional shipping enhances fleet efficiency and supports carbon management, but U.S.-flag mandates increase costs and constrain shipyard capacity, potentially delaying deployment.
Unofficial AI-generated summary based on the public title and abstract. Not an official translation.
📝 gxceed 編集解説 — Why this matters
日本のGX文脈において
日本でもCO2海上輸送とCCSハブ構想が進む中、米国の一貫した政策枠組みと船籍要件が与える影響は参考になる。ただし、本論文は米国特有の規制・地理条件に基づくため、直接的な適用には調整が必要。
In the global GX context
This paper provides a technical and economic blueprint for integrating LNG and CO2 shipping, a key enabler for cross-border carbon management. It highlights the tension between national shipping policies and decarbonization goals, offering insights for ISSB, CSRD, and transition finance frameworks that address maritime value chains.
👥 読者別の含意
🔬研究者:Provides a detailed feasibility model for LNG-CO2 bidirectional shipping, including vessel design and cost analysis.
🏢実務担当者:Useful for logistics planners and CCS project developers considering integrated maritime solutions.
🏛政策担当者:Highlights how maritime regulations can impact CCS deployment and LNG trade competitiveness.
📄 Abstract(原文)
Global energy systems are transitioning to balance energy security with greenhouse gas emission control. Liquefied natural gas (LNG) serves as a key transitional fuel, influenced by evolving trade rules and decarbonization goals. A proposed U.S. maritime policy mandates that LNG exports increasingly use U.S.-built and U.S.-flagged vessels, starting at 1% in 2028 and reaching 15% by 2047. While intended to strengthen domestic shipbuilding and maritime employment, this mandate may affect global LNG trade flows, vessel availability, and cost competitiveness. To improve fleet utilization under these constraints, this study investigates the technical and economic feasibility of a bidirectional maritime supply chain that integrates outbound LNG exports with inbound transport of captured CO2 for offshore geological sequestration. Moreover, implications for fleet strategy, logistics, and infrastructure investment are also assessed herein. A case study is developed for LNG shipments from the U.S. Atlantic coast coupled with return transport of captured CO2 from European industrial emitters to offshore storage in the South Carolina basin. The analysis evaluates dual-purpose vessel concepts capable of cryogenic LNG transport outbound and pressurized or cryogenic CO2 transport inbound, with attention to cargo containment systems, safety standards, and operational flexibility. Regulatory frameworks governing international CO2 transport and U.S.-flag requirements are examined to identify compliance pathways and cost impacts, while the storage capacity of the South Carolina offshore basin is assessed to confirm sequestration suitability. Economic analysis compares bidirectional shipping with conventional LNG transport, accounting for vessel utilization rates, capital and operating cost differentials associated with U.S.-built vessels, and potential revenue from carbon pricing or emissions offset mechanisms. Results indicate that bidirectional LNG-CO2 shipping can enhance fleet efficiency and support large-scale carbon management; however, the U.S.-flag requirement may increase construction and operating costs, constrain shipyard capacity, and delay deployment of specialized vessels, thereby affecting LNG export competitiveness and the pace of CO2 transport integration. Co-location of LNG export terminals and carbon capture and storage infrastructure can partially offset these challenges through shared facilities and reduced port handling costs, which can improve overall economic viability.
🔗 Provenance — このレコードを発見したソース
- semanticscholar https://doi.org/10.4043/36983-msfirst seen 2026-05-15 17:37:35
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