在需求端健康发展的同时，全球首批商业规模电子甲醇工厂也相继投运。2025年5月13日，全球首座商 业规模电子甲醇工厂在丹麦卡索正式投产。该工厂年产能达4.2万吨，采购方包括马士基、诺和诺德等 企业。项目利用邻近太阳能电站的电力进行电解，并从当地沼气厂获取生物基二氧化碳。仅两个月后， 全球第二座电子甲醇工厂在中国投产。该项目位于吉林省洮南市，由上海电气承建，利用风能发电进行 电解，并通过生物质转化生产电子甲醇。项目一期年产能为5万吨，二期计划将产能提升至25万吨/年。 化工行业占全球甲醇消费量近七成，是绿色甲醇的主要需求方。2024年，约35%的绿色甲醇用于化工行 业。全球百强化工生产商中，有70多家承诺到2050年实现碳中和，这凸显了绿色甲醇在该领域的增长潜 力。 在航空领域，合成甲醇理论上可作为可持续航空燃料(SAF)的前驱体，埃克森美孚等企业正在推进相关 技术研发。尽管目前该领域仍以生物燃料为主，但随着产能扩大，甲醇制航空燃料有望成为电子甲醇的 未来潜力市场。 近期有市场人士表示，2025年已成为电子甲醇爆发元年，该技术终于从试点项目和小规模项目迈向首批 商业工厂投产阶段。电子甲醇——这种旨在助力交通运输 ...

Core Insights - HIF Global has officially received environmental approval for its $830 million green fuel project in Chile's Magallanes region, marking a significant step in the development of the green hydrogen industry [1] - The project will establish a fuel chemical plant that utilizes electrolysis to produce synthetic fuels, powered by the South Wind Power Plant, with an annual output of 173,600 tons of e-methanol and 70,000 tons of e-gasoline [1] - The construction phase is expected to create 600 jobs, while the operational phase will provide 500 jobs [1] Industry Developments - The project is part of a broader strategy to transform Chile from an energy-importing country into a global clean energy supply hub [1] - The region is also home to two other major projects: HNH Energy with an investment of $11 billion and TotalEnergies with $16 billion, indicating significant investment interest in the area [1] - Although the TotalEnergies project has been delayed until the end of 2026 due to environmental inquiries, it remains the largest project ever submitted for environmental assessment in Chile's history [1]

Core Viewpoint - Bureau Veritas is actively promoting sustainable hydrogen-based fuels and their applications, focusing on certification systems and services to support the green transition in various industries [5][9]. Group 1: Industry Insights - Bureau Veritas Industrial Technology Center covers five major sectors: oil and gas, chemicals, power and renewable energy, transportation and logistics, and industrial supply chains [2]. - The European Union has been enhancing regulatory frameworks to promote green energy, providing regulatory certainty for renewable hydrogen producers and investors since the first Renewable Energy Directive (RED) was issued in 2009 [7]. Group 2: Certification System Overview - The certification system aims to ensure supply chain sustainability, achieve greenhouse gas emission reductions, and facilitate global market access, creating a fair competitive environment for enterprises [9]. - The certification process encompasses the entire lifecycle of sustainable fuels, from raw material collection to processing, production, transportation, and usage [14]. Group 3: Certification Conditions - The certification conditions include comprehensive coverage of the supply chain elements, ensuring that each stage meets sustainability requirements [14]. - Bureau Veritas provides full support throughout the certification process, typically issuing certificates within 60 days after on-site audits [15]. Group 4: Fuel Testing Services - Bureau Veritas offers specialized fuel testing services, including C-14 biomass carbon content testing, which accurately assesses biomass carbon components in mixed raw material products [17]. - The company also provides sustainable aviation fuel testing, helping clients quickly apply for airworthiness certification and significantly shortening the certification cycle [20].

Core Viewpoint - The cost of oil-based marine fuels is expected to double over the next decade due to new greenhouse gas emission regulations from the International Maritime Organization (IMO), significantly altering the shipping fuel market dynamics [2][3]. Regulatory Changes - The IMO has established greenhouse gas intensity threshold standards for ships from 2028 to 2035, imposing financial penalties on shipowners who fail to initiate low-carbon transitions. Shipowners using heavy fuel oil will see their operating costs double by 2035 [3]. - Under the new regulations, shipowners emitting above a lower threshold but below a higher threshold will pay an additional fee of $100 per ton of CO2 equivalent, while those exceeding the higher threshold will pay $380 per ton. Shipowners using low-carbon fuels can generate carbon credits to sell to those exceeding the higher threshold [3]. Market Impact - The implementation of these regulations is expected to create a fair competitive environment between fossil fuels and green fuels, potentially leading to a surge in demand for biofuels in the short term [3]. - Current data shows that 99% of global ships are traditional power vessels, but this percentage is expected to decline as more vessels using alternative fuels enter operation [4]. Future Fuel Consumption Trends - By 2050, the share of oil and liquefied natural gas in global marine fuel consumption is projected to drop to 56%, down from the current 98% [4]. Transition Pathways - The IMO aims to tighten greenhouse gas standards further from 2035, with a long-term goal of achieving net-zero emissions in the shipping industry by 2050. Various new fuel options, including biodiesel, bio-LNG, bio-methanol, and renewable ammonia, are expected to become widely available in the 2030s [5]. - Shipowners are encouraged to invest in multi-fuel compatible power systems now to avoid asset idling due to fuel transitions, given the long lifespan of ships [5]. Technological Developments - The Wärtsilä Group is actively developing various ship propulsion systems to meet the evolving fuel system requirements, increasing its R&D expenditure to €296 million in 2024, which is 4.6% of net sales [6]. - The company has been a pioneer in developing LNG, LPG, and methanol propulsion systems, with the first ammonia-fueled ship expected to be operational by 2026 [6]. Carbon Capture Initiatives - Despite the anticipated rise in low-carbon fuel usage, oil and gas will still hold a significant share in marine fuels. Shipowners can reduce emissions by improving fuel efficiency and installing carbon capture systems [7]. - Wärtsilä has introduced a carbon capture and storage (CCS) system with a 70% capture rate, costing between €50 and €70 per ton, which has already been successfully tested on a vessel [7].