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🔥 Greetings, Maritime Mavericks!
The past weeks changed everything.
The IMO’s long-awaited Net-Zero Framework — the world’s first global carbon-pricing system for shipping — was delayed by one year.
But beneath the headlines, the transition hasn’t stopped. It’s just shifting from politics to markets.
Here’s what really matters — and what’s coming next.
⚓ 1. A pause — not a collapse
The IMO voted 57–49 to delay implementation until 2028. The legal text survives, but confidence has cracked. Expect intense revisions in 2026.
💰 2. Carbon pricing is still coming
Once active, the framework will charge $100 to $380 per ton of CO₂ for non-compliant ships and reward efficient ones with tradable credits. The delay only shifts the timeline — not the cost curve.
⛽ 3. Three choices for shipowners
When the system starts, operators must either pay penalties, buy credits, or switch to clean fuels that cost less than $380 per ton to abate. Strategy beats waiting.
