Another way to look at it: the shipping industry will take a beating while everyone transitions.
If anyone is left wondering why there's so much institutional resistance to changing our energy diet, its institutions like this that are lobbying and generating the propaganda behind it. Energy companies are just one faction.
the biggest resistance is coming from the owner class. the great fear is that we could enter into an age where human labor isn't needed and it becomes feasible to have a society where resources just get distributed for free because everything* is* practically free.
Or they'd just ship something else? They'd lose some money and scrap a few ships, but the drop in costs would make it more economical to ship whatever else people want, like lumber and funko pops.