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Summary of Maersk's Decarbonisation Strategy

Core Content

AP. Moller - Maersk is committed to decarbonising its global operations and achieving net zero emissions across its entire supply chain by 2040. The company integrates sustainability into its business model, using it as a strategic enabler for value creation. This includes a comprehensive approach to reducing greenhouse gas (GHG) emissions across all business segments, with a focus on ocean, logistics & services, and landside transportation.

Main KPIs and Targets

• 2030 Targets:

  • Ocean Operations:
    • 35% absolute reduction in scope 1 and scope 3 well-to-wake emissions from own container shipping operations.
    • 17% absolute reduction in scope 3 well-to-wake emissions from subcontracted container shipping operations.
  • Other Operations:
    • 42% absolute reduction in scope 1 emissions from all other sources.
    • 25% absolute reduction in scope 3 fuel and energy-related activities and upstream transportation.
    • 42% absolute reduction in scope 3 emissions from the use of sold products covering distributed fossil fuels.

• 2040 Targets:

  • Ocean Operations:
    • 96% absolute reduction in scope 1 and scope 3 well-to-wake emissions from own container shipping operations.
    • 97% absolute reduction in scope 3 well-to-wake emissions from subcontracted container shipping operations.
  • Other Operations:
    • 90% absolute reduction in scope 1 and scope 2 emissions from all other sources.
    • 90% absolute reduction in scope 3 emissions from all other sources.

Key Levers for Decarbonisation

Ocean

• Fuel Efficiency Improvements:
  • Network optimisation
  • Network execution
  • Technical management
• Transition to Green Fuels:
  • Investment in green vessels via existing fleet renewal plan
  • Retrofitting select existing vessels
  • Securing green methanol supply
  • Introducing chartered green vessels
  • Use of bio-diesel as a gap closer

Logistics & Services

• Efficiency Improvements:
  • Modal shifts towards more sustainable transport modes
  • Digitally enabled optimized network and routing
• Electrification:
  • 100% indoor electrification
  • 100% outdoor electrification where possible
  • Use of renewable electricity sources
• Energy Transition:
  • Battery-electric trucks as the dominant energy system
  • Potential use of biofuels

Landside Transportation

• Initiatives to reach 2030 Targets:
  • Efficiency measures and promotion of modal shift
  • Development of site-level energy transition roadmaps
  • Development of green alternatives and electrified transport based on renewable energy
  • Investing in innovations and strong partnerships

Green Vessels and Fuels

• Green Methanol-Enabled Vessels:
  • 25 vessels on order through 2027
  • 18 vessels with 16,000/17,000 TEU capacity, delivered 2024-2025
  • 6 vessels with 9,000 TEU capacity, scheduled for 2026-2027
• Laura Maersk:
  • First green fuel-enabled container vessel, in operation since September 2023
  • 2,100 TEU capacity
• Green Fuel Sources:
  • Green methanol is the current focus, with exploration of other green fuel options
  • Partnerships with OCI Global, Equinor, European Energy, and Goldwind
  • Green methanol production facility in Kassø, Denmark (16,000 tons/year, starting 2024)
  • Long-term offtake agreement with Goldwind for 500KT fuel (first volumes in 2026)

Emissions Reduction Pathways

• Maersk's GHG Emissions Footprint 2023:
  • Total GHG emissions: 79,462,000 tonnes CO2e
  • Scope 1: 34,138,000 tonnes CO2e (92% from ocean operations)
  • Scope 2: 386,000 tonnes CO2e (56% from terminals)
  • Scope 3: 44,938,000 tonnes CO2e
• EEOI (Energy Efficiency Operational Indicator):
  • Reduced from 13.0 in 2022 to 11.68 in 2023
  • Continued use of second-generation biodiesel and efficiency technologies (e.g., StarConnect, propellers, bulbous bows, shore power enablement)

Decarbonising Terminals

• 2030 Targets:
  • 65% reduction in scope 1 and scope 2 terminal emissions (from 2022 baseline)
• Key Levers:
  • Switching to renewable electricity
  • Electrifying container handling equipment
  • Optimising energy consumption
  • Adopting green fuels
  • Shore power enablement for vessels
• 2023 Highlights:
  • 13% reduction in absolute scope 1 and 2 emissions since 2020
  • 40% of electricity in Pipavav (India) sourced from renewable resources
  • 12 terminals completed with energy optimization assessments
  • Implementation of dedicated green electricity tariffs in European terminals, Elizabeth (USA), and Callao (Peru)
  • Electrification pilot in Aqaba, Jordan with 4 more planned in 2024
  • On-site solar panel installations in Pipavav (1MW), Aqaba (1MW), and Barcelona (0.5MW)

ECO Delivery

• ECO Delivery Ocean:
  • Offers emissions-reduced shipping using green fuels
  • Provides externally verified GHG savings for customers
  • Reduces over 80% of wake-to-well GHG emissions
  • Benefits include:
    • Flexible and easy to contract with up to 1-year fixed price
    • Low abatement cost (no BAF, LSS, and EU ETS payment required)
    • Credible with third-party verification
• Customer Demand:
  • Strong and expanding demand
  • Anticipated volumes and countries with customers

Customer Engagement

• Customer Maturity Levels:
  • Level 1 (Explorers): 35% of top 200 customers
  • Level 2 (Risk Managers): 39% of top 200 customers
  • Level 3 (Implementers): 15% of top 200 customers
  • Level 4 (Leaders): 11% of top 200 customers
• Support for Customers:
  • Maersk provides support across all levels of sustainability maturity
  • Offers ECO Delivery as a solution to help customers reduce their Scope 3 emissions

Industry Collaboration

• ZEPA (Zero Emission Port Alliance):
  • Industry-wide strategic coalition founded in 2023 by APM Terminals and DP World
  • Aims to accelerate the electrification of container handling equipment (CHE) in ports and terminals
  • Mission: Make battery-electric CHE affordable, accessible, and attractive by 2030
  • Focus areas: Battery-electric terminal tractors, straddle carriers, reach stackers, shore power, and other cargo port segments

ESG and Climate Commitments

• ESG Strategy:
  • Aligns with the Science Based Targets initiative (SBTi)
  • Aims for a 1.5-degree pathway by 2030
• Climate Commitments:
  • Net zero by 2040
  • 100% green solutions to customers

Summary of Actions and Investments

• Ocean Energy Performance:
  • Continued focus on energy efficiency and green fuel adoption
• Logistics & Services:
  • Electrification of vehicles and warehouses
  • Renewable electricity sourcing in over 100 key locations by 2024
• Landside Transportation:
  • Efficiency improvements and modal shifts
  • Development of green alternatives and electrified transport
• Terminals:
  • Electrification pilots and renewable electricity sourcing
  • Energy optimization assessments and green electricity tariffs

Maersk's decarbonisation strategy is a multi-faceted approach that involves technological innovation, strategic partnerships, and customer engagement, all aimed at achieving net zero emissions by 2040 and supporting a green and equitable energy transition.