【环保】绿色甲醇：从规划到量产，资源、技术、客户缺一不可——氢氨醇行业跟踪报告（一）（殷中枢/郝骞）

Group 1 - The global scale of green and low-carbon methanol projects is rapidly increasing under the "carbon neutrality" background, with a total planned capacity of 56.3 million tons by November 2025; GENA Solutions estimates that the actual global production capacity of green methanol could reach 6 to 13 million tons by 2030, with securing purchase agreements and financing during the construction phase being the core challenges for project implementation [4][5] - The gasification stage of biomass methanol technology is the core of process control, and its technical level and operational stability directly determine the feasibility and economics of the project; the three methanol production process routes each have their advantages and disadvantages, and balancing costs and carbon utilization rates based on raw material characteristics is a key test for project implementation [4] - Green methanol projects require a core closed loop of resources, technology, and customer composition from planning to mass production; stable and accessible biomass raw materials and low-cost renewable energy are essential for ensuring the sustainability and economy of raw material supply; technology is the core support, with both electrolysis and biomass methanol technologies having application prospects, while customer engagement is crucial for locking in future cash flows through long-term purchase agreements in the context of high green methanol costs [5]