Core Insights - The price of Sustainable Aviation Fuel (SAF) in Europe has reached $2705 per ton, marking a 21% increase year-on-year for the quarter, while in China, the price has risen to $2400 per ton, with a 20% year-on-year increase [1] Group 1: Price Trends - European SAF prices have surged, attributed to the completion of mandatory blending and inventory replenishment [1] - The SAF-HVO price in Europe experienced an inversion in the first half of 2025, indicating supply constraints [1] Group 2: Market Dynamics - A high subsidy plan in Europe and strengthened enforcement of mandatory blending policies are expected to drive a significant increase in SAF demand [1] - Supply tightness in SAF is anticipated to persist due to various factors, including domestic supply issues and maintenance at major SAF plants [1] Group 3: Regulatory Environment - The European Union's imposition of anti-dumping duties on US SAF is seen as beneficial for Chinese producers [1] Group 4: Industry Outlook - The trend towards the industrialization of SAF is becoming clearer, suggesting potential investment opportunities in key industry players [1]
供应紧张局面延续 SAF需求或将爆发
Zheng Quan Shi Bao Wang·2025-09-24 01:22