美國生物燃料行業(yè)市場前景及投資研究報告-培訓(xùn)課件外文版2024.4

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TRENDSBiofuelindustryintheU.S.CHAPTER

01OverviewBiofuelproductionworldwidefrom2000to2022(in1,000barrelsofoilequivalentperday)Globalbiofuelproduction2000-20222,5002,0001,5001,00050002000

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20223Description:In2022,globalbiofuelproductionreached1,914thousandbarrelsofoilequivalentperday,instarkcomparisontothe180thousandbarrelsofoilequivalentperdaythatwereproducedintheyear2000.Growthhaslargelybeendrivenbypoliciesthatencouragetheuseandproductionofbiofuelsduetotheperceptionthatitcouldprovideenergysecurityandreducegreenhousegasemissionsinrelevantsectors.Biofuelscanbebeneficialduetoitslimitedenvironmentalimpactsin[...]

ReadmoreNote(s):Worldwide;2000to2022Source(s):EnergyInstitute;Kearney;KPMGLeadingbiofuelproducingcountriesworldwidein2022(in1,000barrelsofoilequivalentperday)Globalbiofuelsproduction2022,bycountryProductioninthousandbarrelsofoilequivalent300

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5000100200600700800UnitedStatesBrazil728409IndonesiaChina1746662GermanyArgentinaIndia4543NetherlandsThailandFrance3936354Description:In2022,theUnitedStateswasthelargestbiofuelproducerintheworld,withproductionamountingto728thousandbarrelsofoilequivalentperday.BrazilandIndonesiarankedsecondandthird,withproductionat409and174thousandbarrelsofoilequivalentperday,respectively.Bycomparison,France'sdailybiofuelproductiontotaled35thousandbarrelsofoilequivalentthatyear.ReadmoreNote(s):Worldwide;2022Source(s):EIA;EnergyInstitute;Kearney;KPMGProjectedbiofuelconsumptionworldwidein2030,bycountry/region(inbillionliters)Globalprojectedbiofuelconsumptionvolumebycountry2030Consumptioninbillionliters100050150200250UnitedStatesBrazil71.1946.33EuropeanUnionIndia27.0613.3812.0111.93ChinaIndonesiaWorld213.15Description:Accordingtoa2023study,worldwidebiofuelconsumptionissettoincreasetomorethan200billionlitersperannumby2030.TheUnitedStatesisexpectedtoremainthelargestconsumerofethanolandbiodiesel,atsome71.19billionliters.

ReadmoreNote(s):Worldwide;2023Source(s):FAO;OECDCHAPTER

02CapacityProductioncapacityofethanolbiorefineriesinstalledintheUnitedStatesfrom1999to2023(inmilliongallonsperyear)InstalledethanolbiorefineryproductioncapacityintheU.S.1999-202320,00018,00017,94617,95016,96416,00014,00012,00010,0008,0006,0004,0002,000015,07713,0284,39820041,7991999200920142019202220237Description:In2023,theUnitedStateswasabletoproducenearly18billiongallonsofethanolperyearwithalmost200biorefineriesinstalledacrossthecountry.Incomparisonto24yearsago,ethanolbiorefineriesintheU.S.hadaproductioncapacityofonly1.8billiongallonsperyear.ReadmoreNote(s):UnitedStatesSource(s):RFAAnnualethanolproductioncapacityintheUnitedStatesin2023,byleadingstate(inmilliongallonsperyear)EthanolproductioncapacityintheU.S.2023,byleadingstateProductioninmilliongallonsperyear05001,0001,5002,0002,5003,0003,5004,0004,5005,0005,500IowaNebraskaIllinois4,8092,3051,886SouthDakotaMinnesotaIndiana1,4421,4271,426Ohio732644550540WisconsinNorthDakotaKansas8Description:IowahadbyfarthelargestethanolproductioncapacityamongallU.S.statesin2023,withanannualproductionof4.81billiongallons.Thatsameyear,Nebraskarankedsecond,withroughlyhalfofIowa'sproduction.Bycomparison,NorthDakota'sethanolproductioncapacityamountedto550milliongallonsperyear.ReadmoreNote(s):UnitedStates;2023Source(s):RFAAveragebiodieselproductioncapacityintheUnitedStatesfrom2013to2022(inmilliongallons)BiodieselproductioncapacityintheU.S.2013-20223,0002,5002,0001,5001,000500020132014201520162017201820192020202120229Description:TheUnitedStateshadabiodieselproductioncapacityof2.1billiongallonsperannumin2022,downbysomesevenpercentfromthepreviousyear.Duringtheperiodinconsideration,figurespeakedin2019,whichwasanincreaseofnearly400milliongallonsfromtheproductioncapacityrecordedin2015.BiodieselproductionintheU.S.totaled1.6billiongallonsin2022.ReadmoreNote(s):UnitedStates;2013to2022Source(s):EIACHAPTER

03ProductionBiofuelproductionintheUnitedStatesfrom2009to2022(in1,000barrelsofoilequivalentperday)BiofuelproductionintheU.S.2009-202280070072870169368567865563261459760050040030020010005605625344994232009201020112012201320142015201620172018201920202021202211Description:TheUnitedStatesproduced728thousandbarrelsofoilequivalentbiofuelsperdayin2022.Thiswasadailyaverageincreaseofover43,000barrelscomparedtothepreviousyear.TheU.S.istheleadingbiofuelproducingcountryintheworld.Biofuelsarealternativemotorfuelsderivedfromcrops,cookingfats,andotherbiomasswaste.Theyareconsideredarenewableenergysourceduetotherelativelyshorttimespanneededtoregrowplantmaterial.However,theircombustion[...]

ReadmoreNote(s):UnitedStatesSource(s):EIA;EnergyInstitute;Kearney;KPMGProductionvolumeoffuelethanolintheUnitedStatesfrom1980to2023(inmilliongallons)FuelethanolproductionintheU.S.1980-202318,00016,00014,00012,00010,0008,0006,0004,0002,000012Description:FuelethanolproductionintheUnitedStateshasconsiderablyincreasedsince1980,reaching15.6billiongallonsin2023.Thiswasdownfromapeakof16.1billiongallonsin2018.IowahasthelargestethanolproductioncapacityintheUnitedStates,atsome4.81billiongallonsperyear.ReadmoreNote(s):UnitedStates;1980to2023;*EstimatesThisstatisticwascompiledusingseveralreleasesofthepublication.ReadmoreSource(s):EIA;RFALeadingfuelethanolproducingstatesintheUnitedStatesin2021(in1,000barrels)FuelethanolproductionintheU.S.2021,bystateProductioninthousandbarrels010,00020,00030,00040,00050,00060,00070,00080,00090,000100,000110,000IowaNebraskaIllinois97,41848,25134,08331,04230,44627,520SouthDakotaMinnesotaIndianaOhio13,98812,670KansasWisconsinNorthDakotaMichiganTexas12,60012,4047,6576,97413Description:IowaistheleadingproducingstateoffuelethanolintheUnitedStates.In2021,over97millionbarrelsoffuelethanolwereproducedatrefineriesinIowa,morethandoubletheamountproducedinneighboringNebraska.Thatyear,totalfuelethanolproductionintheU.S.reached15billiongallons.ReadmoreNote(s):UnitedStates;2021Source(s):EIANumberofethanolplantsintheUnitedStatesfrom2000to2021U.S.:numberofethanolplants2000-2021250200200201198197193194193195195192200150100501871701391109581726861565402000

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202114Description:In2021,thenumberofethanolplantsintheUnitedStatesstoodat192.Thisrepresentedamorethanthree-foldincreasecomparedtothenumberofethanolplantsin2000.Incloseproximitytocornproduction,U.S.ethanolplantsaremostlyfoundintheMidwest.ReadmoreNote(s):UnitedStates;2000to2021Source(s):EIA;RFA;USDepartmentofEnergyProductionvolumeofbiodieselintheUnitedStatesfrom2001to2022(inmilliongallons)BiodieselproductionintheU.S.2001-20222,0001,8001,6001,4001,2001,00080060040020002001

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202215Description:In2022,thetotalvolumeofbiodieselproductionintheUnitedStatesamountedtosome1.6billiongallons.Biodieselisintendedtobeusedinstandarddieselenginesasastandalonefuelorblendedwithpetroleum.

ReadmoreNote(s):UnitedStates;2001to2022Source(s):EIALeadingbiodieselproducingstatesintheUnitedStatesin2021(inmillionbarrels)BiodieselproductionintheU.S.2021,bykeystateProductioninmillionbarrels4012356789IowaMissouriTexas8.095.044.043.97IllinoisIndiana2.12MinnesotaNorthDakotaWashingtonOhio1.821.811.71.46Arkansas1.1116Description:IowaistheleadingbiodieselproducerintheUnitedStates.In2021,8.1millionbarrelsofbiodieselwereproducedintheMidwesternstate,accountingfornearly20percentoftotalU.S.biodieselproduction.Iowaisalsooneoflargestcornandsoybeanproducersinthecountry.Missouriwasthesecondgreatestbiodieselproducerinthatyear,withaboutfivemillionbarrels.ReadmoreNote(s):UnitedStates;2021Source(s):EIANumberofbiodieselproductionfacilitiesintheUnitedStatesin2023,bykeystateBiodieselproductionplantsintheU.S.2023,bykeystateNumberofproducers602481012IowaMissouri115Texas444IllinoisCaliforniaMinnesotaMichiganPennsylvaniaIndiana322222MississippiArkansas17Description:IowaistheleadingbiodieselproducingstateintheUnitedStates.AsofJanuary2023,therewereelevenoperationalbiodieselproductionplantsbasedintheMidwesternstate.Missourifollowedwithfivebiodieselproducingplants.

ReadmoreNote(s):UnitedStates;asofJanuary1,2023Source(s):EIACHAPTER

04Trade&pricesValueofbiofuelexportsfromtheUnitedStatesin2022,bydestinationcountry(inmillionU.S.dollars)BiofuelexportvalueintheUnitedStates2022,bydestinationcountryExportvalueinmillionU.S.dollatrs1,000

1,50005002,0002,5003,0002,850CanadaEuropeanUnionSouthKoreaPeru410.46401.33226.88211.24IndiaMexico183.36Brazil162.43UnitedKingdomPhilippinesSingapore161.93160.46127.7919Description:In2022,CanadawasbyfartheUnitedStates'largesttradingpartnerforbiofuels.Thatyear,theUnitedStatesexportedapproximately2.85billionU.S.dollarsworthofbiodieseltoCanada.Bycomparison,biofuelsexportstotheEuropeanUnion,America'ssecondleadingbiofueltradingpartner,amountedtoaround410.5millionU.S.dollars.ReadmoreNote(s):UnitedStates;2022Source(s):USDAForeignAgriculturalServiceExportvolumeoffuelethanolfromtheUnitedStatesfrom2010to2022(in1,000barrels)FuelethanolexportsintheU.S.2010-202245,00040,00035,00040,70434,92033,09231,36231,27629,58228,45730,00025,00020,00015,00010,0005,000027,86420,14919,81117,65614,73720139,48820102011201220142015201620172018201920202021202220Description:TheUnitedStatesexported31.3millionbarrelsoffuelethanolin2022,anincreasecomparedtothepreviousyear.In2019,exportsdecreasedforthefirsttimesince2015largelyduetolowerimportdemandoftheBrazilianmarket.Fuelethanolisusedingasolineblendsforregularcombustion-enginerunmotorvehiclesoraspurehydrousethanolfuelforspecificallydesignedengines.ReadmoreNote(s):UnitedStates;2010to2022Source(s):EIAImportvolumeoffuelethanolintotheUnitedStatesinselectyearsfrom1995to2023(in1,000barrels)FuelethanolimportsintheU.S.1995-202314,00011,76512,00010,0008,0006,0004,0002,00008,9764,64420194,09220113,67020203,23420052,17920151,77820141,82420171,64520221,44720211,2942018862649387373116199520002010201220132016202321Description:TheUnitedStatesimportedaround649,000barrelsoffuelethanolin2023.Thiswasanotabledecreasecomparedtothepreviousyearandthelowestannualimportvolumesince2010.TheU.S.istheworld'slargestproduceroffuelethanol.

ReadmoreNote(s):UnitedStates;1995to2023Source(s):EIAExportvolumeofbiodieselfromtheUnitedStatesfrom2001to2022(in1,000barrels)BiodieselexportsintheU.S.2001-202218,00016,00014,00012,00010,0008,0006,0004,0002,00002001

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202222/statistics/509823/export-supply-of-biodiesel-in-the-usTheUnitedStatesexportedover7.1millionbarrelsofbiodieselin2022.Thiswasanincreaseof2.7millionbarrelscomparedwiththepreviousyear.Biofuelsmaybeusedasanadditiveorstandalonealternativemotorfueldependingontheenginetype.ReadmoreNote(s):UnitedStates;2001to2022Source(s):EIAImportvolumeofbiodieselintotheUnitedStatesfrom2001to2022(in1,000barrels)BiodieselimportsintheU.S.2001-202218,00016,00014,00012,00010,0008,0006,0004,0002,00002001

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202223/statistics/479868/import-supply-of-biodiesel-in-the-usTheU.S.importedmorethan5.9millionbarrelsofbiodieselin2022.Thisrepresenteda19percentincreasecomparedtothepreviousyear.Biodieselisintendedtobeusedinstandarddieselenginesasastandalonefuelorblendedwithpetroleum.

ReadmoreNote(s):UnitedStates;2001to2022Source(s):EIARetailpricesforE85fuelandregulargasolineintheUnitedStatesonthefirstdayofeachmonthfromJanuary2016toJanuary2024(inU.S.dollarspergasolinegallonequivalent)E85vis-a-visregulargasolineretailfuelpricesintheU.S.2016-2024E85Regulargasoline5.55.04.54.03.53.02.52.01.5Jan

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'2424Description:TheretailpriceforE85fuelintheUnitedStatesstoodat3.32U.S.dollarpergasolinegallonequivalentonJanuary1,2024.E85fueltendstosellforaround0.20to0.30U.S.dollarsmorethanregulargasoline,althoughthediscrepancywasgreaterin2022.ThelowestfuelpriceswererecordedinApril2020-attheheightofcoronaviruspandemic-inducedoilcrisis,whentheE85fuelpricewas2.28U.S.dollarspergasolinegallonequivalent.E85fuelisan85percentethanolfuelblendedwith[...]

ReadmoreNote(s):UnitedStates;January2016toJanuary2024Source(s):AlternativeFuelsDataCenter;USDepartmentofEnergyRetailpricesforB20fuel,B100fuelandregulardieselintheUnitedStatesonthefirstofeachmonthfromJanuary2016toJanuary2024(inU.S.dollarspergasolinegallonequivalent)B20andB100vis-a-visregulardieselretailfuelpricesintheU.S.2016-2024B20B99/B100Regulardiesel6.05.55.04.54.03.53.02.52.01.5Jan

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'2425Description:ThemeanB20retailfuelpricesintheUnitedStatesamountedto3.45U.S.dollarspergasolinegallonequivalentonJanuary1,2024.Thiscomparedto3.51U.S.dollarsforregulardieselfuel.B20fuelisadieselblendwith20percentwithbiodieselcontent.Thehigherthebiodieselcontentthemoreexpensivethefuelontheretailmarket.B100soldforameanretailpriceof4.6U.S.dollarsinJanuary2024.B20hasbeenthecheapestoptionsinceOctober2017.

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05ConsumptionBiofuelconsumptionintheUnitedStatesfrom2009to2022(intrillionBritishthermalunits)BiofuelsconsumptionintheU.S.2009-20223,0002,4192,5002,3642,3762,3552,3332,3312,1852,1362,0992,0261,9411,8992,0001,5001,0005001,8211,55302009201020112012201320142015201620172018201920202021202227Description:TheUnitedStatesconsumedsome2,419trillionBritishthermalunitsofenergyderivedfrombiofuelsin2022.Thisfigureincludesfuelethanolandbiodieselusedasautomotivefuels.BiofuelsconsumptionintheNorthAmericancountryhasbeenonamostlyupwardtendencyoverthelastdecade,peakingin2022.ReadmoreNote(s):UnitedStates;2009to2022Source(s):EIAFuelethanolconsumptionintheUnitedStatesfrom2000to2022(inmilliongallons)FuelethanolconsumptionintheU.S.2000-202216,00014,00014,48514,42014,55214,35613,94713,94413,98213,44413,21612,85812,89312,88212,68112,00010,0008,0006,0004,0002,00004,05920051,6532000201020112012201320142015201620172018201920202021202228Description:FuelethanolconsumptionintheUnitedStateswasaround14billiongallonsin2022,anincreasecomparedtothepreviousyear.Since2000,theamountoffuelethanolconsumedprimarilywithinthetransportationsectorhasincreasednearlytenfold,reachingitspeakin2019.TexasistheleadingfuelethanolconsumingU.S.state.ReadmoreNote(s):UnitedStates;2000to2022Source(s):EIALeadingfuelethanolconsumingstatesintheUnitedStatesin2021(in1,000barrels)FuelethanolconsumptionintheU.S.2021,bystateConsumptioninthousandbarrels15,000

20,00005,00010,00025,00030,00035,00035,45834,11340,000TexasCaliforniaFlorida21,316NewYorkNorthCarolinaOhio12,89711,27811,24211,16810,928GeorgiaPennsylvaniaMichiganIllinois10,42710,33429Description:TexasistheleadingconsumingstateoffuelethanolintheUnitedStates.AsthesecondlargestmotorvehiclemarketafterCalifornia,itisunsurprisingthatbothstatesareamongthelargestconsumersoffuelethanol.In2021,theTexastransportation,commercial,andindustrialsectorconsumed35.5millionbarrelsoffuelethanolcomparedwith34.1millionbarrelsinCalifornia.Meanwhile,MidwesternstatesIowaandNebraskaweretheleadingfuelethanolproducingstatesin[...]

ReadmoreNote(s):UnitedStates;2021;FiguresexcludedenaturantSource(s):EIABiodieselconsumptionintheUnitedStatesfrom2007to2022(inmilliongallons)BiodieselconsumptionintheU.S.2007-20222,5002,0001,5001,0005002,0851,9851,9041,8761,8131,7101,6581,4941,4291,4178868993543223042600200720082009201020112012201320142015201620172018201920202021202230Description:TheUnitedStatesconsumedsome1.66billiongallonsofbiodieselin2022.Biodieselisintendedtobeusedinstandarddieselenginesasastandalonefuelorblendedwithpetroleum.Consumptionvolumespeakedin2016,at2.09billiongallonsbeforedecliningagainthefollowingyears.TheU.S.istheleadingbiofuelproducingcountryintheworld,followedbyBrazilandIndonesia.ReadmoreNote(s):UnitedStates;2007to2022Source(s):EIALeadingbiodieselconsumingstatesintheUnitedStatesin2021(inmillionbarrels)BiodieselconsumptionintheU.S.2021,bykeystateConsumptioninmillionbarrels012345678CaliforniaTexas6.94.8Illinois3.9MinnesotaOregon31.81.7NewYorkIowa1.5Ohio1.21.2PennsylvaniaLouisiana0.831Description:In2021,CaliforniawastheleadingbiodieselconsumerintheUnitedStatesfollowedbyTexas.Californiansconsumedsome6.9millionbarrelsofthebiofuelduringthatyear.ThisisunsurprisinggiventhatthestatehasbeentakingactionstoreducethecarbonintensityofitstransportationfuelaspartoftheCalifornia'sLowCarbonFuelStandard(LCFS).ReadmoreNote(s):UnitedStates;2021Source(s):EIACHAPTER

06CompaniesLeadingproducersofbiodieselbyoperationalcapacityintheUnitedStatesasofJanuary2024(inmilliongallonsperannum)LargestbiodieselproducersbycapacityintheU.S.2024Capacityinmilliongallonsperannum050100150200250300350400450500REGAgProcessing470194RBF180WorldEnergy133LouisDreyfusAgriculturalIndustriesArcherDanielsMidlandHeroBX88858075SeaboardEnergyFutureFuelChemicalCompanyCalgrenRenewableFuels595833Description:RenewableEnergyGroup(REG)istheleadingbiodieselproducerbyactiveproductioncapacityintheUnitedStates.AsofJanuary2024,REGhadanannualcapacityof470milliongallons.REGoperates11biodieselplants,thelargestofwhichislocatedinWashingtonstate.ReadmoreNote(s):UnitedStates;January2024Source(s):BiodieselMagazineLeadingproducersofethanolbycapacityintheUnitedStatesasof2023(inmilliongallonsperannum)LargestethanolproducersbycapacityintheU.S.2023Capacityinmilliongallonsperannum05001,0001,5002,0002,5003,000PoetBiorefining(SouthDakota)ValeroEnergy(Texas)2,6921,6401,613ArcherDanielsMidlandCo(Illinois)GreenPlains(Nebraska)958MarquisEnergy(Illinois)500430377BigRiverResources(Iowa)*CargillInc(Minnesota)GlacialLake