Market Scenario Planning: Renewable Feedstock Availability – Executive Summary - 2023 report provides an overview of NexantECA’s scenario-based forecasts created for natural oils, carbohydrates, cellulosics and emerging feedstocks.  The report brings together the work done in these volumes providing high level insights into the availability of each type of feedstock.  The report presents low, base and high scenarios for the production of each feedstock by region to 2040, based on assumptions whereby key market drivers evolve in fundamentally different ways.  As well as the scenarios, detail on the current situation of the market and key market drivers are provided.  Additional analysis is provided regarding the pressure on existing and projected supply of each commodity from the expanding requirements of the biofuel and biochemical sectors.

The Market Scenario Planning: Renewable Feedstock Availability – Natural Oil Feedstocks - 2023 report provides NexantECA’s scenario-based forecasts for a range of oil-derived feedstocks for biofuels and biochemicals, including soybean oil, palm & palm kernel oil, rapeseed oil, sunflower oil, coconut oil and cottonseed oil, as well as Used Cooking Oil (UCO), tallow and lard.  The report presents low, base and high scenarios for the production of each feedstock by region to 2040, based on assumptions whereby key market drivers evolve in fundamentally different ways.  As well as the scenarios, detail on the current situation of the market and key market drivers are provided.  Additional analysis is provided regarding the pressure on existing and projected supply of each commodity from the expanding requirements of the biofuel and biochemical sectors.

Market Scenario Planning: Green Ammonia report provides NexantECA’s scenario forecast for green ammonia demand out to 2045 by key region and application (marine fuel, power generation, hydrogen carrier, fertilizer derivatives and industrial end uses).  Scenarios forecast demand based on low, base and high assumptions whereby underlying policy, cost learning curves and adoption of green ammonia in each application evolves in fundamentally different ways.  As well as the scenarios, detail on the current situation of the market and key market drivers (carbon intensity, market pressure, cost competitiveness and policy) are provided.This report is part of our new Market Scenario Planning program which looks at emerging products, market events and end-use industries where scenario forecasting provides more value due to the higher uncertainty associated with the subject.  Scenarios are defined as low, base and high and are informed by NexantECA’s expert knowledge of chemical, fuel and fertilizer markets.

Market Insights: Sustainable Aviation Fuel - 2023 report provides a comprehensive review of the global market for drop-in fuels for aviation – commonly referred to as Sustainable Aviation Fuel or SAF – detailing the major established and emerging pathways to low/zero carbon jet fuel.  The report covers the following scope:Discussion of key market drivers and constraints for each region including up-to-date analysis of major regulatory programs in Europe and the United StatesSupply and demand history and projections for nine regions: North America, South America, Western Europe, Central Europe, Eastern Europe, Middle East, Africa, Asia Pacific (excluding China) and ChinaPlant-level tracking of existing, expected and forecast production capacity by individual SAF routeDiscussion of the separate evolution of production of HVO, BG-FT, ATJ and PTL SAFCompetitiveness analysis, including competitive landscape, major suppliers and cost competitiveness for each major pathwayPrice forecasts with commentary regarding latest trendsHistoric data from 2010 onwards, forecast data to 2040.This report addresses the key developments driving growth for these pathways.  Notably, it identifies the gap between the likely scale-up of production and the massive task of replacing petroleum jet fuel use to drive planned emission cuts, suggesting that the market will remain supply-constrained through the forecast period.For Related Reports, please review lists below.