日本生物燃料行业市场前景及投资研究报告-外文版培训课件2024.8储能

INDUSTRIES

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MARKETSBiofuelsinJapanCHAPTER

01OverviewBiofuelproductionworldwidefrom2000to2023(in1,000barrelsofoilequivalentperday)Globalbiofuelproduction2000-20231,2001,00080060040020002000

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20233Description:In2023,globalbiofuelproductionreached960thousandbarrelsofoilequivalentperday,instarkcomparisontothe12thousandbarrelsofoilequivalentperdaythatwereproducedintheyear2000.Growthhaslargelybeendrivenbypoliciesthatencouragetheuseandproductionofbiofuelsduetotheperceptionthatitcouldprovideenergysecurityandreducegreenhousegasemissionsinrelevantsectors.Biofuelscanbebeneficialduetoitslimitedenvironmentalimpactsincomparison[...]

ReadmoreNote(s):Worldwide;2000to2023Source(s):EnergyInstitute;Kearney;KPMGBiofuelconsumptionworldwidefrom2000to2023,withaforecastuntil2030(inmillionmetrictons)Globalbiofuelconsumptionvolume2000-20302502001501005004Description:Worldwideconsumptionofbiofuelsisexpectedtoclimbto203.7millionmetrictonsin2024.Thiswoulddenoteanincreaseofsomesixmillionmetrictonscomparedwith2023levels.Annualconsumptionofethanolandbiodieselisforecasttobenearly224millionmetrictonsin2030onward.TheUnitedStatesissettoremainthesinglelargestbiofuelconsumer.ReadmoreNote(s):Worldwide;2000to2023Source(s):FAO;OECDElectricitygenerationfromsolidbiofuelsandrenewablewasteinJapanfrom2013to2022(in1,000gigawatthours)ElectricityproductionfromsolidbiofuelsandrenewablewasteJapan2013-202240353036.6934.1327.7425.44252119.91201510517.3415.8415.2514.33201302014201520162017201820192020202120225Description:TheelectricitygenerationfromsolidbiofuelsandrenewablewasteinJapanamountedtoaround36.7thousandgigawatthoursin2022.Figuresincreasedsteadilythroughoutthepastdecade.Toreducegreenhousegasemissions,theJapanesegovernmentcurrentlyaimstoincreasetheshareofrenewableenergysourcesinelectricitygeneration.ReadmoreNote(s):Japan;2013to2022Source(s):IRENAForecastmarketsizeforcarbon-neutralfuelsinJapaninfiscalyears2030and2050,byfuel(inbillionJapaneseyen)Forecastmarketsizeforcarbon-neutralfuelsJapanFY2030-2050,byfuelHydrogenAmmoniaCarbonrecyclingGaseoussyntheticfuelLiquidsyntheticfuelRenewablefuelBiofuels16,00014,00012,00010,0008,0006,0004,0002,0000203020506Description:In2030,themarketsizeforhydrogenisforecasttoreachoveronetrillionJapaneseyen.For2050,thehydrogenmarketsizeisforecasttoexpandtooverfivetrillionyen,makinghydrogenthecarbon-neutralfuelwiththelargestforecastmarketsize.Japanisembarkingonanambitiousjourneytotransitiontorenewablefuelsaspartofitsbroaderstrategytoachievecarbonneutralityby2050.Acentralcomponentofthisstrategyistheexpansionofthehydrogenmarkettomakeita[...]

ReadmoreNote(s):Japan;fiscalyears2030to2050;theJapanesefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyearSource(s):YanoResearchForecastmarketsizeforbiofuelsinJapaninfiscalyears2030and2050(inbillionJapaneseyen)ForecastmarketsizeforbiofuelsJapanFY2030-20502,0001,8001,6001,4001,2001,7501,0001,0008006004002000203020507Description:In2030,themarketsizeforbiofuelsisforecasttoreacharoundonetrillionJapaneseyen.For2050,thebiofuelsmarketsizeisforecasttoexpandfurther.

ReadmoreNote(s):Japan;fiscalyears2030to2050;theJapanesefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyearSource(s):YanoResearchCHAPTER

02BiodieselProductionvolumeofbiodieselinJapanfrom2013to2023(inkiloliters)ProductionvolumeofbiodieselJapan2013-202218,00015,39116,00014,00012,00010,0008,0006,0004,0002,000014,88414,06213,90213,52713,18711,7019,7239,6538,59520132014201520162017201820192020202120229Description:In2022,theproductionvolumeofbiodieselinJapanamountedtoapproximately8.6thousandkiloliters.Thefiguredecreasedinrecentyears,likelyduetotheCOVID-19pandemic.DespitethestagnationinJapaninrecentyears,theglobaluseofbiofuelsisexpectedtoincreaseinlinewithglobalwarmingmeasures.ReadmoreNote(s):Japan;2013to2022;*Includingestimates.**Forecast.ReadmoreSource(s):JORADemandofbiodieselfuelinJapaninfiscalyear2022,byblendratioanduse(inliters)DemandofbiodieselfuelJapanFY2022,byblendratioanduseDemandinlitersB100

B5500,00001,000,0001,500,0002,000,0002,500,00054,71512,000Bus1,982,802Unknownuse1,120,000349,521Garbagetruck849,924121,13250,378TruckConstructionandworksiteapplicationsPowergeneration803,403301,448121,09032,4662,786Agriculturalandforestrymachinery(includingtractors)Officialcar17,3189,30211,1213,709Passengercar3,600962,848HeatsourcesuchasboilerOthers0617,674134,29810Description:Infiscalyear2022,thedemandforB5biodieselforbusesinJapanamountedtoalmosttwomillionliters.Atthesametime,thedemandforB100biodieselstoodataround54.7thousandlitersforbuses.

ReadmoreNote(s):Japan;fiscalyear2022;theJapanesefiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyear;multipleanswersallowedSource(s):JORANumberofbiodieselmanufacturersinJapanfromfiscalyear2013to2022NumberofbiodieselmanufacturersinJapanFY2013-2022604950403020100464443413636353331201320142015201620172018201920202021202211Description:Accordingtothefiscalyear2022surveyonbiodieseladoptioninJapanbytheNationalBiodieselUsagePromotionCouncil,Japanhadaround35biodieselmanufacturers.Overall,theirnumbershowedadecreasingtrend.

ReadmoreNote(s):Japan;fiscalyears2012to2022;theJapanesefiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyearSource(s):JORANumberofbiodieselmanufacturersinJapaninfiscalyear2022,bytypeofrawmaterialNumberofbiodieselmanufacturersinJapanFY2022,bytypeofrawmaterialNumberofmanufacturers10

150520253035WastecookingoilfrombusinessesWastecookingoilfromhouseholdsWastecookingoilfrompublicfacilities*Others312929212Description:Accordingtothefiscalyear2022surveyonbiodieseladoptioninJapanbytheNationalBiodieselUsagePromotionCouncil,Japanesebiodieselmanufacturersmostlyusedwastecookingoilfrombusinessesasrawmaterial,with31respondentsconfirmingitsuse.With29respondents,wastecookingoilfromhouseholdsfollowed.ReadmoreNote(s):Japan;fiscalyear2022;theJapanesefiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyear;multipleanswersallowed;excludingbusinessesonlycollectingorpurchasingmaterials;*Suchasschoolcanteens.

ReadmoreSource(s):JORANumberofbiodieselmanufacturersinJapaninfiscalyear2022,byrawmaterialprocessingcapacityNumberofbiodieselmanufacturersinJapanFY2022,byprocessingcapacity1211101086444320200Lorless201to500L501to2,000L2,001to5,000L5,001Lormore13Description:Accordingtothefiscalyear2022surveyonbiodieseladoptioninJapanbytheNationalBiodieselUsagePromotionCouncil,Japanhadtenbiodieselmanufacturerswithaprocessingcapacityof200litersorless,representing31percentofdomesticmanufacturers.Whiletheshareofsmallermanufacturersdecreased,theratiooflarge-scaleproducersprocessingmorethan2,000litersperdayincreasedinfiscalyear2022.Theaverageprocessingcapacitypermanufacturerwasroughly2,500liters.

ReadmoreNote(s):Japan;fiscalyear2022;theJapanesefiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyear;dailyprocessingcapacitySource(s):JORABiodieselmanufacturingcostperliterinJapaninFY2022,bytype(inJapaneseyen)BiodieselmanufacturingcostperliterinJapanFY2022,bytypeJapaneseyenperliter100515202530ManufacturingcostMethanol/CatalystsPersonnelexpensesWater,light,andheatingRawmaterials2726222120QualityinspectionOthers1717Depreciation1614Description:Accordingtothefiscalyear2022surveyonbiodieseladoptioninJapanbytheNationalBiodieselUsagePromotionCouncil,manufacturingcostswerethemaincostdriverinbiodieselmanufacturing,amountingtoanestimatedstandardofaround27Japaneseyenperliter.Methanolcostsfollowed,witharound26yenperliter.ReadmoreNote(s):Japan;fiscalyear2022;theJapanesefiscalyearsstartonApril1ofthestatedyearandendonMarch31ofthefollowingyear;estimatedstandardSource(s):JORACHAPTER

03BioethanolNumberofrefineriesproducingfuelbioethanolinJapanfrom2014to2022withaforecastfor2023NumberofrefineriesproducingfuelbioethanolJapan2014-2023655432103311110002014201520162017201820192020202120222023*16Description:In2022,therewerenorefineriesinJapanthatproducedfuelbioethanol.Figuresdecreasedcomparedtofiverefineriesin2014.ReadmoreNote(s):Japan;2014to2023;*Estimate,ReadmoreSource(s):ANRE(Japan);JapanAlcoholAssociation;JapanCustoms;USDAForeignAgriculturalService;Zen-NohProductionvolumeoffuelbioethanolinJapanfrom2014to2022withaforecastfor2023(inmillionliters)ProductionvolumeoffuelbioethanolJapan2014-20231817161412108642210.20.20.20.200002014201520162017201820192020202120222023*17Description:In2022,thetherewasnoproductionoffuelbioethanolinJapan.Figureswereestimatedtoremainatthesamelevelin2023.Ethanoliscommonlyproducedfromcorn,butinJapan,riceismainlyusedasfeedstock.

ReadmoreNote(s):Japan;2014to2023;*Estimate.ReadmoreSource(s):ANRE(Japan);JapanAlcoholAssociation;JapanCustoms;USDAForeignAgriculturalService;Zen-NohConsumptionvolumeofbioethanolinJapanin2022,bytype(inmillionliters)ConsumptionvolumeofbioethanolJapan2022,bytypeConsumptionvolumeinmillionliters300

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5000100200600700800900Fuelconsumption837Industrialconsumption57118Description:In2022,theconsumptionvolumeofbioethanolasfuelinJapanamountedtoaround837millionliters,makingupthelargestconsumptionvolumeofbioethanolinthatyear.Ethanoliscommonlyproducedfromcorn,butinJapan,riceismainlyusedasfeedstock.ReadmoreNote(s):Japan;2022Source(s):ANRE(Japan);JapanAlcoholAssociation;JapanCustoms;USDAForeignAgriculturalService;Zen-NohImportvolumeoffuelbioethanolinJapanfrom2014to2022withaforecastfor2023(inmillionkiloliters)ImportvolumeoffuelbioethanolJapan2014-2023IndustrialimportsFuelimports**1,6001,4001,2001,00087484379083280060040020007828257857585995185625665384614123853733883473252014201520162017201820192020202120222023*19Description:In2022,theoverallimportvolumeoffuelbioethanoltoJapanamountedtoover1.4billionkiloliters.Fuelimportsmadeupthemajorityofimportedfuelethanol.Bioethanoliscommonlyproducedfromcorn.

ReadmoreNote(s):Japan;2014to2023;*Estimate.**IncludingfuelofwhichtomakeETBE,andfuelimportedasETBE.ReadmoreSource(s):ANRE(Japan);JapanAlcoholAssociation;JapanCustoms;USDepartmentofAgriculture;Zen-NohMarketpenetrationoffuelbioethanolinJapanfrom2014to2022withaforecastfor2023(inmillionliters)MarketpenetrationfuelbioethanolJapan2014-202390084785083783082578478480070060050040030020010007576125032014201520162017201820192020202120222023*20Description:In2022,themarketpenetrationofbioethanolfuelinJapanamountedtoover830millionliters.Thefigurewasforecasttodecreaseto825millionlitersin2023.ReadmoreNote(s):Japan;2014to2023;*Estimates.ReadmoreSource(s):GTA;MAFF;METI(Japan);USDAForeignAgriculturalServiceCHAPTER

04BiomassDomesticsupplyofbiomassenergyinJapanfromfiscalyear2013to2022(inpetajoules)DomesticsupplyofbiomassenergyJapanFY2013-2022500450476468434413398400379358346344333350300250200150100500201320142015201620172018201920202021202222Description:Infiscalyear2022,thedomesticsupplyofenergygeneratedfrombiomassinJapanamountedto468petajoules.Figureshavebeenincreasingfrom346petajoulesinfiscalyear2013.TheshareofrenewablesinelectricitygenerationinJapanhasincreasedrecently,withhydropowerbeingthemainrenewablesource.ReadmoreNote(s):fiscalyears2013to2022;theJapanesefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyearSource(s):ANRE(Japan);METI(Japan)DomesticsupplyofbiomassenergyinJapaninfiscalyear2022,bysource(inpetajoules)DomesticsupplyofbiomassenergyinJapanFY2022,bysourceEnergysupplyinpetajoules60

8002040100120140160180WoodDirectuseofblackliquorOthers16915190WastematerialBiofuel392023Description:Inthefiscalyear2022,thedomesticsupplyofbiomassenergygeneratedfromthedirectuseofwoodamountedto169petajoules,makingupthelargestsourceofbiomassenergyinJapan.Followinghydropowerandsolarenergy,biomassenergyconstitutedoneofthelargestrenewableenergysourcesinJapaninthatyear.ReadmoreNote(s):Japan;fiscalyear2022;theJapanesefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyearSource(s):ANRE(Japan);METI(Japan)MaximumcapacityofbiomasspowerplantsinJapanasofSeptember2023,byprefecture(in1,000kilowatt)MaximumoutputofbiomasspowerstationsJapan2023,byprefectureMaximum

output

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kilowattFukuokaYamaguchiHokkaidoEhime488.32313.48298279.52249.8243.75242.1215.4214.9202.5191.3157.63134.85ChibaTokushimaShizuokaFukushimaTottoriMiyagiHiroshimaAichiAomori24Description:AsofSeptember2023,thebiomasspowerplantsinFukuokaprefecturehadamaximumoutputcapacityofapproximately488.32thousandkilowatt,makingFukuokatheprefecturewiththelargestbiomasspowercapacity.Incontrast,Kyotoprefectureonlyhadanoutputcapacityofaboutonethousandkilowatt.ReadmoreNote(s):Japan;asofSeptember2023Source(s):METI(Japan)ShareofbiomassenergyintotalenergygenerationinJapanfrom2014to2023ShareofbiomassenergyinenergyproductionJapan2014-20230.06%0.05%0.04%5.7%4.6%4.1%3.2%0.03%2.7%2.2%20182%1.9%0.02%0.01%0%1.5%20141.5%2015201620172019202020212022202325Description:In2023,theshareofbiomassinthetotalenergygenerationinJapanamountedto5.7percent.Figuresincreasedcontinuouslyfrom1.5percentin2015.ReadmoreNote(s):Japan;2014to2023Source(s):ISEP;METI(Japan)ForecastoftheinstalledpowergenerationcapacityofbiomassinJapanfrom2022to2032(inmillionkilowatts)ForecastofthebiomasspowergenerationcapacityJapan2022-203276.666.566.0565.36543210202220232027203226Description:TheinstalledpowergenerationcapacityofbiomasspowerinJapanwasforecasttoreach6.56millionkilowattsin2032.Figureswereestimatedtoincreasecomparedtoaround5.4millionkilowattsin2022.Toreducegreenhousegasemissions,theJapanesegovernmentcurrentlyworksonincreasingtheshareofrenewableenergysourcesinelectricitygeneration.ReadmoreNote(s):Japan;asofSeptember2023Source(s):OrganizationforCross-regionalCoordinationofTransmissionOperators,JapanFeed-intariff(FIT)priceofbiomassperkilowatthourinJapanfromfiscalyear2021to2025,byfuelcategory(inJapaneseyen)BiomassFITpriceperkilowatthourJapanFY2021-2025,byfuelcategoryMethanefermentationgas(derivedfrombiomass)Woodybiomassderivedfromthinnedwood(morethan2,000kilowatt)Woodybiomassderivedfromthinnedwood(under2,000kilowatt)4540353025201510540404040403939353535323232323202021*202220232024202527Description:Forfiscalyear2025,theforecastFITpriceforbiomasswashighestforwoodybiomassderivedfromthinnedwoodunder2,000kilowatts,witharound40Japaneseyenperkilowatt-hour.TheFITpriceofwoodybiomassderivedfromthinnedwoodwithmorethan2,000kilowattswasthelowest,withonly32yenperkilowatt-hour.ReadmoreNote(s):Japan;fiscalyears2021to2025;theJapanesefiscalyearstartsonApril1ofthestatedyearandendsonMarch31ofthefollowingyear;*Reference.Releasedateisdateofaccess.

Databeforefiscalyear2023comefromprevious[...]

ReadmoreSource(s):METI(Japan)CHAPTER

05WoodpelletsNumberofwoodchipmanufacturersinJapanfrom2013to2022NumberofwoodchipmanufacturersJapan2013-2022MainbusinessSidebusiness1,6001,4001,2001,0008001,1211,0701,0671,0231,0049599098607907706004002003893853703573603443413363203120201320142015201620172018201920202021202229Description:In2022,Japanhadoveronethousandwoodchipproducers.Amongthem,320werespecializedproducers;therestproducedchipsasasidebusiness,suchaswoodprocessingcompaniesorveneerboardproducers.Thetotaloffactoriescontinuouslydecreasedthroughouttheprecedingdecade.ReadmoreNote(s):Japan;2013to2022Source(s):JapanWoodyBioenergyAssociation;MAFFProductionvolumeofwoodchipsinJapanfrom2013to2022,bywoodtype(inmilliontons)ProductionvolumeofwoodchipsinJapan2013-2022,bywoodtypeSoftwoodchipsHardwoodchips6.05.01.311.311.231.054.03.02.01.00.01.551.341.411.351.191.064.053.553.533.453.293.213.223.183.112.89201320142015201620172018201920202021202230Description:In2022,woodchipproducershadanoutputofapproximately3.5milliontonsofsoftwoodchipsand1.05milliontonsofhardwoodchips.Totalwoodchipproductiondecreasedslightlycomparedtothepreviousyear.

ReadmoreNote(s):Japan;2013to2022Source(s):JapanWoodyBioenergyAssociation;MAFFAmountofwoodpelletsusedinthemanufacturingsectorinJapanin2022,byindustry(inmetrictons)VolumeofusedwoodpelletsinthemanufacturingindustryJapan2022,byindustryUsageinmetrictons1,000

2,00003,0004,0005,0006,0007,000PlywoodMiscellaneousmanufactureofwoodproductsOthers6,2635,8333,410Manufacturingofpulp,paperandpaperproductsManufacturingoffurnitureandfixturesManufacturingofchemicalandalliedproductsFoodmanufacturing2,31119317377Gruedlaminatedtimbermills7670ManufacturingoftextilemillproductsLumberingandwooden