Core Viewpoint - The demand for green methanol is expected to grow diversely, driven by factors such as shipping decarbonization, the EU's Carbon Border Adjustment Mechanism (CBAM), green chemicals, and sustainable aviation fuel (SAF) applications [1] Group 1: Demand Drivers - Shipping decarbonization is a core driver for the demand for green methanol [1] - The export manufacturing sector is increasingly seeking green methanol to meet decarbonization needs due to the impact of the EU's CBAM [1] - Green methanol serves as a fundamental raw material in the green chemicals sector, indicating broad application prospects [1] - Green methanol can also be utilized as a raw material for sustainable aviation fuel (SAF) in the aviation industry [1] Group 2: Industry Outlook - The industry is entering a verification and integration phase, with 2025-2026 being critical for validating various technological routes and equipment [1] - The market is expected to undergo a "survival of the fittest" phase, where only those capable of producing stable, low-cost green methanol that meets international standards will dominate [1] - Long-term development relies on technological advancements and cost reductions, with production costs of green methanol expected to optimize continuously [1] Group 3: Environmental Impact - The lifecycle carbon reduction contribution of green methanol is projected to increase from approximately 65% to over 85% or even 90% [1] - The dual drivers of "cost reduction" and "carbon reduction and efficiency enhancement" will collectively promote the economic viability and expansion of application scenarios for green methanol [1]