[thackney]

The little I understand of the latest rule change is a reduction of the particulates and NOx permitted in the exhaust. I suspect it will effect engine manufactures more than fuel.

The lower sulfur requirement was passed earlier and is being phased in.

[Eric in the Ozarks]

The soot issue suggests they may be targeting N6 oil, used in most of the big ocean ships and on the Great Lakes. I saw a study by PIRA that suggested the world does not have enough diesel fuel to replace all the residual oil now going into the shipping industry as motor fuel.
On the sulfur issue, if the ships run ULSD, what are they going to use to replace the lubricant that sulfur imparted to these big engines ? A pal at one of the shipping lines suggested "sulfur pellets" which would be dropped in the bunker, every few hours...