Comment by throwaway2037
3 hours ago
I agree with a lot of what you say, except the bit about "cargo ships can all be electrified". It is more likely that they will use ammonia or hydrogen that are fully produced using only electricity (and some air/water).
For pragmatic reasons methanol is more probable: https://methanol.org/what-fuels-shipping
and that production of hydrogen (as a base for either ammonia or methanol production) will likely come via electrical cracking .. but it might also come as a result of atmospheric carbon sequestration in ultramafic rock: https://phys.org/news/2026-09-orange-hydrogen-western-austra...