马来西亚废食用油出口将承压SAF生产成主因

Core Viewpoint - Malaysia's export volume of used cooking oil (UCO) is expected to face pressure by 2026 due to the gradual ramp-up of production capacity at the EcoCeres sustainable aviation fuel (SAF) plant in Johor [1] Group 1: Production and Capacity - The EcoCeres SAF plant officially commenced operations in October, marking Malaysia's first facility capable of producing ISCC CORSIA and ISCC EU certified SAF, with a core capacity of 350,000 tons per year [1] - The Malaysian Palm Oil Board reports a significant increase in UCO exports, projected to reach 465,000 tons in 2024, a substantial rise from 310,000 tons in 2023 [1] Group 2: Future Developments - By the third quarter of 2028, a joint biorefinery project by Petronas, Eni, and Euglena in Pahang is expected to add a processing capacity of 650,000 tons per year, leading to a combined raw material demand of 1 million tons per year from both plants [1] - Malaysia will compete directly with international buyers for global UCO resources as the demand for raw materials increases [1] Group 3: Supply Chain Challenges - The core challenge in the UCO supply chain is the collection of raw materials, necessitating the expansion of collection infrastructure for households and businesses [1] - It is crucial to avoid impacting the supply of other industries, such as biodiesel, and to refrain from relying on unverified imported raw materials [1]