Group 1 - The core argument highlights the potential impact of Trump's proposed trade measures against China on the U.S. biofuel industry, particularly regarding the import of used cooking oil (UCO) [1][3] - In the first eight months of 2024, 384,000 tons of Chinese UCO accounted for 65% of U.S. imports, with an expected total of 1.27 million tons for the year, crucial for 72 U.S. biofuel plants [3] - The U.S. generates approximately 600,000 tons of waste oil annually, which is insufficient to meet domestic demand, emphasizing the reliance on Chinese UCO for achieving carbon reduction targets [3] Group 2 - The global supply chain challenges are exacerbated by the EU's increased demand for UCO, with a gap of 2 million tons due to Indonesia's export restrictions [5] - China's efficient waste oil recovery system can convert 10 million tons of UCO annually, while the U.S. faces higher recovery costs due to its fragmented restaurant structure [5] - The U.S. biofuel industry is struggling to source UCO globally, with significant competition for available supplies [5] Group 3 - Trump's suggestion to replace UCO with soy oil is economically unfeasible, as soy oil production costs are 2.3 times higher than UCO, and the transition would take 18 months [7] - Historical parallels are drawn to the 19th-century British Corn Laws, illustrating the potential economic consequences of protectionist measures on the U.S. sustainable aviation fuel (SAF) industry [8] Group 4 - Workers in Wisconsin's biodiesel plants are expressing concerns over raw material shortages, which have reduced production capacity utilization to 61% [10] - The importance of raw material security in the context of green energy transition is emphasized, with UCO exports from China contributing significantly to carbon reduction efforts [10] Group 5 - The article warns against the dangers of weaponizing energy supply chains, citing historical examples of trade conflicts leading to systemic failures [12] - The U.S. remains heavily reliant on China for soybean purchases, with an expected procurement of 32 million tons in 2024, countering claims of intentional trade disruptions [12]
气急败坏!特朗普又盯上东大这个,这次全网都笑了
Sou Hu Cai Jing·2025-10-16 03:03