A sulfur cap on global shipping will go into effect in January 2020, an effort by the International Maritime Organization (IMO) to reduce emissions in the marine sector. While that target will directly disrupt shippers and refineries, the implementation of IMO 2020 will provide a one-off spur for oil demand while harming heavy crude producers in the process, OPEC said in its “World Oil Outlook 2040” report released on Sept. 23.

The rule limits the sulfur content in all bunker fuels from 3.5% to 0.5% in January 2020. While the regulation will hit the refining industry, OPEC said that it expects the rule to “likely affect overall demand levels, especially in the one to two years following its implementation.”

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