亚洲SAF行业面临三重挑战

Core Insights - The Asian aviation industry is intensifying efforts to scale up sustainable aviation fuel (SAF) production, but fragmented policy support, infrastructure gaps, and rising raw material costs may hinder growth in the coming years [2][3] Policy and Regulation - The founder and Chief Sustainability Officer of the Asian Sustainable Fuel Association emphasized the need for customized development roadmaps that consider regional collaboration to position Asia as a major SAF hub [2] - Singapore is viewed as a benchmark in SAF policy, with its passenger fuel surcharge mechanism providing predictable demand signals for SAF producers [2] - Countries like India, Malaysia, Indonesia, and South Korea are expected to introduce mandatory SAF blending quotas starting in 2027, which will create clear demand expectations and attract new project investments [2][3] Supply Chain and Infrastructure - Supply chain traceability and infrastructure gaps are significant barriers to SAF development in Asia, despite the region's abundant agricultural waste and underutilized plantation resources [3] - The lack of a robust logistics system, including pipelines and rail networks, poses challenges for SAF production and distribution, potentially increasing logistics costs as production capacity expands [3] Technology and Production - Hydroprocessed esters and fatty acids (HEFA) technology remains the dominant method for SAF production in Asia, while alcohol-to-jet (ATJ) and e-fuels are rapidly emerging [3][4] - Future SAF development may focus on the integration of biofuels and renewable energy, utilizing biomass or captured CO2 to produce synthetic gas combined with green hydrogen [4] Economic Viability - The price of HEFA-based SAF is significantly higher than traditional aviation fuel, with a price difference of $1,300.90 per ton, while e-SAF costs could exceed $8,000 per ton [4] - There is a consensus among industry experts that Asia must accelerate the improvement of policies, infrastructure, and financing systems to meet SAF market demand [4]