37 SEPTEMBER 2026 vessels, as the technology is new and many shipyards lack familiarity. To estimate the capital cost of vessels, KPFF conducted in-depth research on recent U.S. vessel builds and sought direct feedback from construction shipyards. The fleet-scale capital cost diverges significantly when the number of vessels and the charging/refueling infrastruc- ture required to maintain operations is factored in. The graphic below shows the vessel and infrastructure require- ment for each fleet type for the East River Route. Operating Costs It is important to consider the cost of labor, ongoing main- tenance, and fuel, and how those costs will change over the course a vessel’s usable life. FLEET OPERATING COSTS, FIRST YEAR OF OPERATION BEV fleet 43.6% premium to diesel FCEV fleet 49.2% premium to diesel BEV fleet 47.9% TCO premium While diesel vessels appear more economical in the first year, modeling shows projected annual costs approach parity with FCEVs within 15 years, based on identical la- bor costs, lower maintenance for FCEVs, and a hydrogen fuel cost curve defined by higher costs in the near-term and incremental cost reduction over time. KPFF’s model assumed no permanent bunkering infrastructure for the FCEV fleet. If on-site storage, higher-volume transporta- tion, or even on-site hydrogen production were installed, fuel costs would be lower, and operating cost parity could be achieved much sooner. Conversely, the higher number of vessels in operation and expected continued growth in electricity prices is projected to widen the operating cost gap between BEVs and diesels over the lifetime of the fleet. Over 30 years, BEVs carry a 91.7 percent TCO premium to diesel; FCEVs, 29.7 percent. FCEV costs stem from vessel capital and fuel. BEV costs are driven by shoreside infra- structure and operational constraints. The 47.9 percent FLEET OPERATING COST OVER TIME $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 $40,000,000 $45,000,000 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Year of operation Diesel FCEV BEV
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