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CMB.TECH NV
CMBT · ARCX · Oil & Gas Midstream · Belgium
CMB.TECH NV is a diversified maritime group headquartered in Antwerp, Belgium, specializing in marine transportation and pioneering decarbonisation technologies. Operating through three key divisions—Marine, H2 Infra, and H2 Industry—it manages a fleet of approximately 250 vessels, including crude oil tankers, bulk carriers, container ships, chemical tankers, offshore wind support vessels, tugboats, and ferries. The H2 Infra division focuses on developing green molecule supplies, producing, and distributing hydrogen and ammonia fuels, while the H2 Industry division delivers scalable dual-fuel industrial applications powered by these clean energy sources. Formerly known as Euronav NV until October 2024, CMB.TECH NV, a subsidiary of CMB NV, plays a pivotal role in the energy and maritime sectors by decarbonising the entire value chain—from vessel operations to fuel production and innovative engine technologies in partnership with leading OEMs. With a strong emphasis on sustainability, efficiency, and entrepreneurship, it leads the transition to low-carbon shipping solutions worldwide.
Industry
Oil & Gas Midstream
Energy sector · Belgium
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Supply Chain
Liquefied Natural Gas Supply Chain
The LNG supply chain moves natural gas from producing regions to importing countries by cooling it to -162°C for ocean transport, then reheating it for distribution through domestic pipeline networks to heat homes, generate electricity, and fuel industrial processes. The system is governed by three root constraints: liquefaction infrastructure that costs $10-20 billion per facility and takes five to seven years to build, regasification dependency that prevents importing countries from receiving LNG without their own terminal infrastructure regardless of global supply levels, and long-term contract structures requiring fifteen to twenty-year take-or-pay commitments that lock trade flows into rigid patterns that cannot quickly redirect when geopolitical or market conditions change.
Oil and Gas Supply Chain
The oil and gas supply chain moves crude oil, natural gas, gasoline, diesel, jet fuel, and plastics feedstock from subsurface reservoirs to end consumers through an infrastructure system governed by three root constraints: geological fixity of reserves that cannot be manufactured or relocated, capital cycle lengths of five to ten years that make investment decisions effectively irreversible, and infrastructure lock-in from pipelines, refineries, and terminals that are geographically fixed and take decades to build, producing a system where supply responses lag demand signals by years and physical bottlenecks determine competitive outcomes more than pricing power.
Natural Gas Pipeline Supply Chain
The natural gas pipeline supply chain moves methane from production basins to homes, power plants, and factories through networks of buried steel pipes, compressor stations, and underground storage facilities. The system is governed by three root constraints: infrastructure irreversibility that locks specific producers to specific consumers for decades once a pipeline is built, compressor station physics that make pipeline capacity a function of the entire compression chain rather than pipe diameter alone, and storage geography mismatches where seasonal demand buffering depends on underground facilities whose locations were determined by geology rather than proximity to consumption centers.