Core Viewpoint - The transformation of "gutter oil" from a notorious food safety hazard to a highly sought-after resource for sustainable aviation fuel illustrates a dramatic shift in perception and market dynamics, driven by global demand for eco-friendly energy sources [1][3][30]. Group 1: Historical Context - Ten years ago, gutter oil was infamous for its health risks, including cancer-causing substances and food poisoning, leading to widespread public fear and government crackdowns on its production and sale [1][3][5]. - The 2011 major gutter oil scandal involved a vast criminal network across 14 provinces in China, with over 99.2 million yuan involved, highlighting the severity of the issue [5][13]. Group 2: Current Market Dynamics - In 2023, China exported nearly 2 million tons of gutter oil, accounting for over half of the country's waste cooking oil production, marking a historical high [3][18]. - The demand for gutter oil has surged, particularly in Europe and the United States, with the U.S. importing 718,000 tons in 2023, and projections indicating a continued increase in imports [3][18][20]. Group 3: Price Trends - The price of gutter oil has risen significantly, reaching an average of 6,525 yuan per ton by August 2025, a 24% increase year-on-year, with peak prices exceeding 10,000 yuan per ton [5][18]. Group 4: Transformation into Sustainable Resource - The shift began with the use of gutter oil in sustainable aviation fuel (SAF), which utilizes waste cooking oil to produce a low-carbon alternative for aviation, thus creating a new market for what was once considered waste [17][20]. - The global aviation industry has increasingly adopted SAF, with over 40 airlines using it, and a projected need for millions of tons annually to meet carbon neutrality goals [17][18]. Group 5: Future Implications - The competition for gutter oil has intensified, with countries recognizing its strategic importance in the energy transition, leading to the establishment of numerous biofuel plants in Europe and the U.S. [23][25]. - China is also ramping up its production capabilities for SAF, with several factories set to begin operations, indicating a shift towards domestic utilization of gutter oil for higher-value products [25][27]. Group 6: Geopolitical Considerations - The global demand for gutter oil has led to geopolitical tensions, with Western countries wary of China's potential profits from this resource, resulting in trade barriers and anti-dumping measures [28][30]. - The future of gutter oil as a commodity will depend on balancing domestic needs with export opportunities, as well as navigating international trade dynamics [28][30].

以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 作者：张静波 来源： 华商韬略（ID：hstl8888) 还记得地沟油吗？ 十年前，触目惊心的地沟油事件，让中国人咬牙切齿。 出人意料的是，十年后，它却惊天逆袭，一改过去遭众人唾弃的形象，被世界多国疯抢。 01 世界疯抢中国地沟油 两年激增580倍！ 中国地沟油在美国，被抢爆了。 2023年，美国从中国进口了71.8万吨地沟油。2024年再次猛增，仅上半年，就超过60万吨。 要知道，两年前的2022年，这个数字还几乎为零！ 这种大规模的进口行为，严重损害了美国农民的利益。 但即便如此，也未能阻挡这一趋势。在美国长滩港，许多进口商正在焦急等待来自中国的货轮。 不止美国人。 早在2012年，荷兰一家公司，就开始从中国进口地沟油。此后，这种行为被多国效仿，欧洲从中国进 口的地沟油呈爆炸式增长。 如今， 欧洲每天消耗13万桶地沟油，大部分依赖进口，其中六成来自中国。 由于需求太旺盛，地沟油价格飙升，一度超过了棕榈油，以致欧盟怀疑：自己进口的地沟油里，掺杂 了棕榈油。 于是，决定对中国地沟油征收关税。 大量地沟油涌入美国，甚至引发美国 ...