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They're also factoring in the value of the batteries second life, which seems at best, speculative.
ships should be electric, they're filthy to be around with 24/7 diesel generators running even on the quayside. if ship electrification prompted better port facilities of shore side hookup just that would be a win.
This is the buried lede. They are excluding basically all cargo shipping.
- Very little of the shipping industry is US-flagged. Most commercial ships sail under flags of convenience such as Panama and Libera, because of their reduced regulations and costs.
- Nobody carries cargo any distance in vessels of less than 1000 gross tons, because that scale would be uneconomical to operate. Modern seagoing cargo ships have about one crew member per 8000 tons of cargo.