德勤：战略校准：探索澳大利亚低碳液体燃料潜力报告（2025）（英文版）（85页）.pdf

1、Refined Ambitions:Exploring AustraliasLow Carbon Liquid Fuel PotentialJuly 2025DisclaimerThis report is prepared solely for the use of the Clean Energy Finance Corporation.This report is not intended to and should not be used or relied upon by anyone else and we accept no duty of care to any other p

2、erson or entity.The report has been prepared for the purpose set out in Deloittes engagement letter signed by the Clean Energy Finance Corporation,dated 16October2024.You should not refer to or use our name or the advice for any other purpose.2Executive Summary SupplyMarket TrendsInvestment Barriers

3、Market ContextMarket DevelopmentDemandMarket AcceleratorsA message from the CEFCLiquid fuels are vital to Australias future,whether viewedthrough the lens of our enduring economic strength,our sovereign fuel security,or our efforts to cut emissions to limit theworst impacts of climate change.Economi

4、cally,our massive and diverse land mass underscoresour reliance on these energy dense liquid fuels to support heavy and long-distance payloads.Equally,our relatively remote location means we need ready onshore access to substantial physical reserves of these vital fuels.And from an emissions perspec

5、tive,there is no doubt that achieving net zero emissions by 2050 mustinclude the widespread adoption of low carbon liquid fuels to replace the high emitting fossil fuels currently in use.Refined ambition:fuelling net zeroAs a specialist investor backing our net zero ambitions,theClean Energy Finance

6、 Corporation(CEFC)is all too aware that theundoubted economic benefits of these liquid fuels are not without an emissions cost.And with Australias growing con-sumption of these fuels already driving as much as 32 per cent1 of national emissions,there is increasing awareness of the need for alternati