美国市场人士认为：政策和产品性能决定可再生化学品未来

Core Insights - Renewable chemicals have significant potential in reducing carbon footprints and promoting sustainability, but face challenges such as high costs, climate change, and policy uncertainty [1] - The renewable chemicals sector has not achieved substantial commercial success despite significant investment and R&D efforts [3] - Stable and effective policies are crucial for fostering an environment conducive to renewable raw material applications [4] Group 1: Industry Challenges - The production of renewable chemicals accounts for less than 2% of the total chemical output in the U.S., despite decades of research and investment [2] - High capital costs, lengthy market development cycles, and competition from existing products have led to failures among many leading companies [2] - Recent bankruptcies and strategic shifts, such as Danimer Scientific's bankruptcy and Coca-Cola's adjustments to its sustainability goals, indicate a cooling trend in the renewable chemicals sector [2][3] Group 2: Market Dynamics - Consumer willingness to pay a premium for renewable chemicals is weak, particularly in the packaging sector, leading manufacturers to question the true market demand [2] - Companies like Unilever have scaled back sustainability commitments, reflecting broader industry hesitance [2] - The lack of strong momentum in renewable chemicals development is attributed to consumer focus on energy issues rather than material concerns [2] Group 3: Technological and Policy Considerations - Successful renewable chemical projects often rely on technological integration and supply chain compatibility [3] - Effective policies can promote innovation and simplify regulatory processes, yet current U.S. policies remain insufficiently focused on renewable chemicals [4] - The use of biomass balance methods to increase renewable content in chemicals has faced criticism for being misleading, although proponents argue it is a low-cost transitional solution [4]