Fastmarkets：2025航空未来：全球可持续航空燃料（SAF）价格与供应预测报告（网络研讨会PPT）（英文版）（28页）.pdf

1、2The Futures of Flight:Sustainable Aviation Fuels Price and Supply Forecasts WebinarTore AldenHead of Agricultural Analytics2025|Fastmarkets|The Future of Flight:Sustainable Aviation Fuels Price and Supply Forecasts Webinar3Technology,feedstock availability and global markets contribute to an ever-e

2、volving future for SAFAs SAF programs propagate around the world,producers will need flexibility.3Technologies are competing for viability in the race to build SAF capacity.1Feedstock availability is key detriment to building sustainable SAF supply chains.22025|Fastmarkets|The Future of Flight:Susta

3、inable Aviation Fuels Price and Supply Forecasts Webinar4Technology,feedstock availability and global markets contribute to an ever-evolving future for SAFAs SAF programs propagate around the world,producers will need flexibility.3Technologies are competing for viability in the race to build SAF cap

4、acity.1Feedstock availability is key detriment to building sustainable SAF supply chains.22025|Fastmarkets|The Future of Flight:Sustainable Aviation Fuels Price and Supply Forecasts Webinar5Hydroprocessed Esters and Fatty Acids(HEFA)Alcohol-to-Jet(AtJ)Power-to-Liquid(PtL)Three technologies are compe

5、ting for viability in the race to build SAF capacity and each have strengths and weaknesses.2025|Fastmarkets|The Future of Flight:Sustainable Aviation Fuels Price and Supply Forecasts Webinar20256|Fastmarkets|Presentation nameHEFA is the primary source of SAF capacity in the North American marketStr

6、engths1.Mature Technology2.Near-Term Scalability3.Policy Recognition4.Massive InvestmentWeaknesses1.Feedstock Dependence2.Price Volatility3.Competition for Feedstock from Biodiesel and Renewable Diesel05001,0001,5002,0002,5003,0003,5004,0004,5005,00020232024202520262027202820292030203120322033203420