eFuel Alliance：2026电子燃料市场潜力报告：气候效益与规模化发展的关键成功因素（英文版）（164页）.pdf

1、efuel-alliance.euThe Market Potential of eFuelsClimate contribution andsuccess factors for ramp-up Publisher:eFuel Alliance e.V.Berlin Office:Unter den Linden 1010117 BerlinGermanyBrussels Office:De Crayer Straat 7,Rue de Crayer 71000 BrusselsBelgiumT+49(0)30 700 140 313F+49(0)30 700 140 150E infoef

2、uel-alliance.euwww.efuel-alliance.euAuthors:Study coordinators:Ralf Diemer,eFuel Alliance e.V.,Chief Executive OfficerDr.Tobias Block,eFuel Alliance e.V.,Chief Strategy OfficerCo-authors:Dr.Lukas Mauler,Porsche Consulting GmbH,Associate PartnerCorentin Pri,Porsche Consulting GmbH,ManagerDate:03/2026

3、3The Market Potential of eFuelsTable of contents1.Executive summary 2.Background,scope and objective of the study 3.EU mobility transformation:“EU Ambition”scenario 3.1.Introduction to the European Commissions Impact Assessment 3.2.Methodology,modelling and data collection 3.2.1.Fleet&powertrain 3.2

4、.2.Energy demand 3.2.3.CO2 emissions 3.3.Fleet stock evolution and required new registrations in on-road mobility 3.3.1.Passenger car segment 3.3.2.Truck&bus segment 3.4.Energy demand 3.5.Annual CO2 emissions 4.Bottleneck analysis:“Bottleneck-adjusted”scenario 4.1.Methodology,modelling and data coll

5、ection 4.1.1.Scope of the bottleneck analysis 4.1.2.Methodology and modelling for EU mobility supply 4.1.3.Methodology,modelling and data collection for EU mobility demand 4.1.4.Methodology and modelling of“Bottleneck-adjusted”scenario 4.2.Detailed approach for exemplary bottleneck factors 4.2.1.Lit

6、hium 4.2.2.Wind power equipment for eFuel production 4.2.3.Electrolysis equipment for eFuel production 4.2.4.Installation of eFuel plants 4.3.Overview of results and sensitivities 4.4.Adjusted new registrations and fleet stock evolution for on-road mobility 4.5.Resulting energy demand in the transpo