Decarbonize Weekly DD005 — The IMO Net-Zero Framework: LNG's Compliance Math Is Breaking Down

📺 Decarbonize Deep Dive DD005

The IMO Net-Zero Framework Is the First Global Carbon Price on an Entire Industry — and LNG May Fail It

The IMO's Net-Zero Framework is the first globally binding carbon price on an entire industry. Its Well-to-Wake accounting methodology reveals a problem the shipping industry didn't fully price in: LNG — ordered by the thousands as shipping's "bridge fuel" — may be noncompliant by 2030 under real-world methane slip data.

In this deep dive, we break down how the GFI compliance mechanism works, why Well-to-Wake accounting changes everything for LNG, which ships face stranded asset risk, and where green methanol and ammonia now sit in the race.

MEPC 84 (April 27 – May 1, 2026) will be a critical signal for whether the 2028 compliance timeline holds.