德勤中国、北京能源学会和龙基能源集团联合发布报告指出，全球绿色燃料需求面临爆发式增长[1]。根据报告预测，2030年全球航空、航运业绿色燃料总需求将达到3400万吨[1]。然而，供应能力远低于需求：2026年全球可持续航空燃料产量预计仅约240万吨，占航空燃料总用量不足0.8%[1]。这意味着绿色燃料市场面临巨大的缺口。
作为全球最大能源消费国，中国已成为补齐这一缺口的关键力量[1]。报告显示，中国在绿氨、绿色甲醇和可持续航空燃料领域的潜在年产能分别超过2000万吨、5000万吨和800万吨，位居全球前列[1]。德勤中国战略客户服务主管合伙人郭晓波表示，"依托化工生物技术实现产业化突破，是未来十年中国绿色燃料补齐产能缺口、兼顾能源安全与双碳目标、抢占全球产业话语权的核心抓手"[1]。
A joint report released by Deloitte China, the Beijing Energy Society, and Longji Energy Group projects that global demand for green fuels in aviation and shipping will reach 34 million tonnes by 2030, while sustainable aviation fuel production is expected to reach only approximately 2.4 million tonnes in 2026, accounting for less than 0.8% of total aviation fuel consumption [1]. This substantial gap underscores the urgency of ramping up production capacity to meet anticipated demand.
China has emerged as a critical driver of global green fuel capacity expansion, with significant production potential across key sectors [1]. The country's potential annual production capacity for green ammonia, green methanol, and sustainable aviation fuel exceeds 20 million tonnes, 50 million tonnes, and 8 million tonnes respectively [1]. China has also committed to developing the green fuel industry by 2026 [1]. According to Guo Xiaobo, a senior partner at Deloitte China's Strategic Customer Services division, "leveraging biochemical technology to achieve industrial breakthroughs is the core driver for China to close the capacity gap in green fuels over the next decade while balancing energy security and carbon neutrality goals, as well as securing global industry influence" [1].