演讲分享⑦ | 收率70%：一家民企让地沟油"直接上岗"变SAF

Core Viewpoint - The article discusses the advancements in Sustainable Aviation Fuel (SAF) technology, particularly focusing on Junheng Biotechnology's innovative approach to converting waste cooking oil into clean aviation fuel, addressing the challenges of traditional methods and highlighting the potential for significant carbon emissions reduction in the aviation industry by 2050 [2][3]. Group 1: SAF Market and Technology Overview - The global aviation industry is projected to emit over 2 billion tons of carbon annually by 2050, with SAF technology expected to contribute 65% of the necessary emissions reductions to achieve carbon neutrality [2]. - Junheng Biotechnology has delivered over 300,000 tons of SAF to the international market and is constructing the world's largest SAF production facility, capable of processing 1 million tons of waste oil annually [3][25]. - The HEFA (Hydroprocessed Esters and Fatty Acids) technology is identified as the most commercially viable route for SAF production, expected to dominate the Chinese SAF market by 2030 [7][25]. Group 2: Challenges in SAF Production - Traditional SAF production methods face significant challenges due to the complex composition of waste oils, which contain various contaminants that can damage catalysts [10][12]. - The stringent requirements for feedstock purity in conventional methods lead to high costs and environmental concerns due to waste generation from extensive pre-treatment processes [16][20]. Group 3: Junheng's Innovative Approach - Junheng's strategy simplifies the pre-treatment process by allowing waste cooking oil to undergo only basic washing before entering the hydrogenation unit, significantly reducing investment costs and environmental impact [19][20]. - The company has developed a robust catalyst capable of withstanding high levels of contaminants, enabling efficient conversion of waste oils into SAF without extensive pre-treatment [21][23]. Group 4: Comparative Analysis of SAF Technologies - Other SAF production technologies, such as AtJ (Alcohol-to-Jet) and G-FT (Gasification-Fischer Tropsch), face their own challenges, including high raw material costs and technical issues like tar formation [28][34]. - PtL (Power-to-Liquid) technology, while theoretically capable of high emissions reductions, currently suffers from low energy efficiency and high production costs, making it less competitive without policy support [39][43]. Group 5: Future of China's SAF Industry - The Chinese SAF industry is still in its pilot phase, with a lack of comprehensive policy frameworks compared to the EU's established blending mandates [48][50]. - Junheng's advancements demonstrate that technological innovation can lower costs and enhance competitiveness in the SAF sector, with expectations for HEFA technology to lead in the short term while G-FT may gain traction in the medium term [51][53].