标普全球：欧洲低碳甲醇需求将增长

Core Insights - The demand for low-carbon methanol in Europe is expected to increase in the coming years, driven by the EU's energy transition and decarbonization efforts [1][2] - The European methanol market is currently facing a structural shortage, with imports accounting for approximately 75% of total sales, while annual demand is at a historical low of around 8 million tons [1] - The shift in methanol import sources from Russia to the United States has occurred due to the impact of the Ukraine situation over the past three years [1] Group 1 - The chemical sector's application of methanol is anticipated to rise as the industry cycle improves, alongside growing demand in the fuel sector [2] - Methanol is seen as an excellent pathway for decarbonization across multiple industries, with significant growth potential for low-carbon methanol [2] - In emerging markets like transportation, the potential annual demand for low-carbon methanol in Europe is estimated at around 3.2 million tons [2] Group 2 - Europe has announced several low-carbon methanol projects over the past decade, with a total production capacity of 5 million tons per year [2] - The EU is providing financial subsidies for various low-carbon projects, including methanol production facilities [2] - Competitive raw material and production costs, a clear regulatory environment, and supportive policies are essential for the success of low-carbon methanol projects in Europe [2]