全球生化市场，2024-2031年

化学、生物技术、材料和传统能源公司对进入生物製造生态系统的兴趣日益浓厚，透过扩大生物化学品生产，推动了变革性成长。

Frost & Sullivan的这份分析报告检验了全球生物化学品市场和生物炼製厂。其主要细分依据是生物炼製厂采用各种製程和技术生产的不同类型的生物化学品。

本研究探讨了生物化学生态系的趋势和动态，包括原料、加工技术、平台技术、生物基中间体/平台化学品、生物基产品和终端应用。分析评估了各种原料类型的适用性，包括食品和非食品竞争性原料、农业/林业残余物、工业废弃物和城市固体废物（MSW）。本研究旨在识别近年来生物化学市场的整合、重组、联盟和併购趋势。此外，本研究也旨在识别生物化学品和生物炼製厂为传统化学工业企业创造的机会。

分析最后总结了价值炼和生物化学生态系中相关人员的九大成长机会。它从生物基产品需求、创造性原料和生物化学製程等方面，为化学企业、科技公司和生物炼製厂描绘了发展机会。

报告摘要：全球生化市场

全球生物化学品市场正经历加速转型，其驱动力来自永续性目标、原料循环利用和生物製造创新三者的融合。 2024年，该市场规模为318亿美元，预计到2031年将达到537亿美元，复合年增长率（CAGR）为7.8%。来自化学、生技、材料和传统能源公司的快速投资，正协助向碳中和化学品生产和具有韧性的生物基价值链转型。

主要市场趋势：

• 同时生产生质燃料和生物化学品的生物炼製厂正变得越来越一体化。
• 扩大废弃物衍生材料和循环生物经济模式的应用。
• 透过化学和生物技术公司之间的策略联盟加速创新。
• 监管激励措施和永续性措施正在推动新的生物製造产能。
• 欧洲和北美在技术成熟度方面领先，而亚太地区将因生物炼製厂的扩张而实现最快的成长。

生物化学生态系统正迅速多元化发展，涵盖生物基聚合物、润滑剂、涂料和特殊化学品的平台技术。生产乳酸、琥珀酸和夫喃甲醇等高附加价值中间体的生物炼製厂正在全球主要地区扩大生产规模。市场仍处于适度整合阶段，由ADM、Corbion、NatureWorks、Avantium和UPM等公司主导，而LanzaTech和Covation 生医材料等新兴企业则以製程创新占据优势。

随着永续性和脱碳成为产业发展的必然趋势，生物质市场正从利基绿色解决方案转型为主流生产。投资于原料增值、酵素优化和物料平衡整合的相关人员将更有利于掌握全球生物经济的下一波成长。

市场概况：全球生化市场

生物化学品市场是全球转型为永续和循环製造的重要基石。生物化学品透过生物、化学或混合製程生产，正在成为包装、建筑、个人护理、纺织和汽车等多个行业中化石基中间体的替代品。

产业转型：

• 该产业正从传统的化石原料转向农业残余物、城市垃圾、二氧化碳流和藻类转变，开闢新的循环经济道路。
• 化学和生物技术公司的整合正在重组价值链，并实现生物基中间体的规模化生产。
• 在资源波动的情况下，原料独立型技术的兴起提供了柔软性和成本效益。
• 为了提高透明度和消费者信任度，各公司越来越重视生命週期评估 (LCA) 和环境产品声明 (EPD)。

区域趋势：

• 在欧盟绿色交易和循环经济行动计画的支持下，欧洲持续主导生物製造技术的应用。
• 北美拥有强大的工业生物技术生态系统，透过能源部 (DOE) 和农业部 (USDA) 的资金，投资正在不断增长。
• 亚太地区正在崛起成为成长最快的市场，这主要得益于日本、韩国和印度政府主导的生物经济计画。

扩充的最终用途：

高利润的应用将集中在个人护理、家庭护理和包装行业，因为消费者愿意接受环境溢价；而汽车和建筑应用仍然对成本敏感，随着生物化学品实现更大的规模经济效益，这些应用将会扩大。

生物基化学与工业生物技术的融合定义了下一阶段的成长。生质乙醇、生物琥珀酸、乳酸和FDCA（邻苯二甲酸二苯酯）作为石油化学产品的直接替代品，正日益受到关注。全球产能扩张，特别是来自博雷加德（Borregaard）、斯道拉恩索（Stora Enso）、Chempolis和LanzaTech等公司的扩张，预计将在2030年前进一步巩固市场成熟度。

分析范围：全球生化市场

本研究对 2024 年至 2031 年全球生化市场进行了全面分析，评估了原料来源、製程技术和终端用户产业的成长机会。

研究范围：

• 原料种类：农业残余物、工业废弃物、都市废弃物、二氧化碳、非食用生物质
• 主要产品类别：乳酸、琥珀酸、夫喃甲醇、甘油、生物乙二醇、FDCA
• 製程技术：热化学、生物化学、混合催化转化工艺
• 终端用户产业：包装、汽车、个人护理、建筑、纺织
• 涵盖区域：美洲、欧洲、亚太地区、中东、非洲和南亚（MEASA）

除外情况：

本研究不包括专门的生质燃料炼油厂，但同时生产生质燃料和生物化学品的混合设施，只要有助于提高化学原料的价值，就会纳入分析。

数据和预测是基于弗若斯特沙利文专有的成长机会分析，该分析结合了原料经济性、製程产量和碳强度指标的初步研究、财务基准和情境建模。

收入预测：全球生化市场

2024年全球生化产品市场价值为318亿美元，预计2031年将达到537亿美元，复合年增长率为7.8%。

各地区成长前景：

• 欧洲：38% 的份额由循环经济政策推动。
• 北美：占 33% 的份额，由美国能源部/农业部计画提供支援。
• 亚太地区：由于私人投资增加和原材料供应扩大，预计该地区将以最高的复合年增长率（10.2%）成长。

政府奖励、不断增加的私人资本流入以及原料供应商与生物製药企业之间的垂直整合将支撑收入成长。到2031年，生物聚合物和生物中间体的大规模产能扩张预计将显着提升市场规模和成本竞争力。

细分市场分析：全球生化市场

依产品类型：

• 乳酸/PLA：对生物分解性塑胶和涂料的高需求占据了最大的市场份额。
• 琥珀酸/乙酰丙酸：汽车和工业应用领域成长最快的酸。
• 夫喃甲醇和FDCA：呋喃腈类产品和永续包装材料的关键中间体。
• BioMEG 和甘油：聚合物、润滑剂和个人保健产品配方中必不可少的成分。

按原料划分：

• 农业和林业废弃物：占45%。因其扩充性和可获得性而备受好评。
• 工业废弃物和都市固体废弃物：占27%。具有促进循环经济发展的巨大潜力。
• 藻类、海藻和二氧化碳：处于研发阶段的新型原料。

依工艺技术：

• 生物（发酵）：市占率 52%。
• 热化学转化：占 29%，在提高木质素价值方面发挥关键作用。
• 催化/混合製程：市场占有率 19%，具有高度扩充性和能源效率。

按应用领域：

• 包装：占30%的份额，主要受塑胶法规驱动。
• 个人护理和家庭护理：市场占有率为 24%，这主要得益于主导对永续性的关注。
• 汽车和建筑：总合占 18% 的份额，预计由于对绿色材料的需求不断增长而增长。

成长要素：全球生化市场

• 企业永续发展政策：大型化学和消费品公司正在努力实现净零排放生产，从而推动了对生物基替代品的需求。
• 政府奖励和政策驱动因素：欧盟绿色交易和美国通货膨胀控制法案正在推动绿色化学的发展。
• 循环利用原料：有效利用农业、林业和城市系统中的废弃物，提高资源利用效率。
• 技术创新：酶转化、微生物工程和催化製程的进步正在提高产量和经济效益。
• 消费者意识：消费者越来越偏好选择更安全、更环保的产品，这推动了化妆品和家居用品领域生物基产品的普及。
• 策略联盟：生技公司与传统化学品製造商之间的合作正在加速市场渗透。

成长抑制因素：全球生化市场

• 原材料供应不均衡：原材料的品质和供应情况的变化给规模化生产带来了挑战。
• 生产成本高：生化产品仍比化石基替代品更昂贵，限制了其竞争力。
• 规模经济有限：目前生质燃料为中心的基础建设能力超过了生化生产能力。
• 监管碎片化：各地区缺乏统一的指令和认证标准，减缓了扩张速度。
• 技术商业化差距：试点阶段的技术难以过渡到全面生产。
• 消费者价格敏感度：像汽车业这样对成本敏感的产业，如果没有补贴和环境奖励，其普及程度将会很低。

竞争格局：全球生化市场

生物化学市场集中度适中，由大型化学公司、专业生物技术公司和新兴的以永续性为中心的Start-Ups组成。

主要企业：

• 嘉吉、ADM、科比昂、NatureWorks 和 Avantium 是乳酸、琥珀酸和 FDCA 的主导生产商。
• UPM、Borregaard 和 Stora Enso 正在利用其林业专业知识进行木质素的增值转化和纤维素中间体的生产。
• Neste正在将生物化学品整合到其可再生燃料业务中。
• LanzaTech是二氧化碳制化学品技术的主导。
• Convation 生医材料和 Genomatica 是高附加价值生物中间体开发领域的领导者。

策略趋势：

• 原料整合：林业和农业生产者之间的直接合作确保了供应安全。
• 授权和合作：生物技术创新者和领先的製剂製造商之间的技术共用加速了商业化进程。
• 区域扩张：欧洲和美国公司正在投资亚太地区的生物炼製厂，以获得市场准入。
• 永续发展品牌：推广透明的生命週期评估（LCA）和认证，以解决有关「绿色清洗」的担忧。

新兴优先领域：

• 用于高性能添加剂的高附加价值木质素。
• 利用微生物发酵进行二氧化碳基生化合成。
• 藻类和海藻衍生的生物产品正进入早期商业化阶段。

到 2031 年，竞争差异化将取决于原料柔软性、碳效率和战略生态系统伙伴关係，这将使生物化学品成为全球工业脱碳的关键驱动力。

目录

调查范围

• 分析范围
• 市场区隔

成长环境：生化市场的变化

• 为什么成长变得越来越困难
• The Strategic Imperative 8
• 三大战略挑战对生物化学产业的影响

生化市场生态系统

• 市场概况及简介
• 调查范围概述
• 生物化学生态系统
• 价值链
• 价值链分析
• 市场一体化
• 汇聚的生物化学生态系统
• 参与生物炼製厂系的公司

议程

• 原料来源
• 原物料采购能力
• 基于关键参数的原料评价
• 关键工艺技术
• 工艺技术
• 透过不同途径进行生化生产
• 製程技术趋势
• 资本投资
• 谁将运营生物炼製厂？
• 生物製品及最终用途
• 生化市场的主要竞争因素
• 竞争环境
• 生物化学品和主要企业
• 案例研究：Chempolis
• 案例研究：博雷加德
• 案例研究：斯道拉恩索
• 案例研究：兰扎科技

生化市场成长的来源

• 成长指标
• 成长要素
• 成长抑制因素
• 成长抑制因素因素分析
• 预测考量
• 收入预测
• 按业务板块分類的收入预测
• 收入预测分析
• 主要成长机会概述
• 为生物化学生态系中各相关人员规划成长机会

生化市场成长机会整体情况

• 成长机会1：化工企业策略性地将自身重新定位为生物化学企业
• 成长机会2：生物加工领域对製程化学品的需求不断成长，创造了策略性市场机会。
• 成长机会3：生物基产品製造将推动对特种添加剂的需求激增
• 成长机会 4：原物料公司策略性地多元化发展，进军生物化学製造领域
• 成长机会 5：优化城市垃圾的收集、分类和分配，以开发生化原料
• 成长机会 6：透过策略性原物料供应开发额外收入来源
• 成长机会7：提高木质素价值为木质纤维素原料加工业者创造机会
• 成长机会 8：帮助生技公司从生物製造融合中获益
• 成长机会9：专注于研发生产高附加价值产品的公司

附录与未来工作

• 成长机会带来的益处和影响
• 未来计划
• 图表清单
• 免责声明

作者：Soundrya Gowrishankar

Increasing Interest from Chemical, Biotech, Feedstock, and Traditional Energy Companies in Entering the Biomanufacturing Ecosystem is Driving Transformational Growth by Boosting Biochemical Production

This Frost & Sullivan analysis examines the biochemicals market and biorefineries across the world. The primary segmentation is by the different types of biochemicals produced in biorefineries using a wide range of processes and technologies.

The study explores the trends and dynamics in the biochemicals ecosystem, including feedstocks, processing technologies, enabling technologies, bio-based intermediates/platform chemicals, bio-based products, and end applications. The analysis assesses the competence of different types of feedstocks, including food/non-food competing feedstocks, agricultural/forest residues, industrial wastes, and municipal sewage waste (MSW). The study aims to uncover the level of integration, consolidation, partnerships, and mergers and acquisitions (M&A) trends in the biochemicals market in recent years. It also aims to identify the opportunities that biochemicals and biorefineries are creating for companies in the traditional chemical industry.

The analysis concludes by summarizing 9 growth opportunities for stakeholders across the value chain and around the biochemicals ecosystem. Opportunities are mapped for chemical companies, technology companies, and biorefineries in terms of demand for bio-based products, creative feedstocks, and biochemical processes.

Report Summary: Global Biochemicals Market

The global biochemicals market is undergoing accelerated transformation driven by the convergence of sustainability goals, feedstock circularity, and biomanufacturing innovation. Valued at USD 31.8 billion in 2024, the market is projected to reach USD 53.7 billion by 2031, growing at a CAGR of 7.8%. The surge in investment from chemical, biotech, feedstock, and traditional energy companies underscores a shift toward carbon-neutral chemical production and resilient bio-based value chains.

Key Market Insights:

• Increasing integration of biorefineries that co-produce biofuels and biochemicals.
• Growing adoption of waste-based feedstocks and circular bioeconomy models.
• Strategic partnerships among chemical and biotech firms accelerating innovation.
• Regulatory incentives and sustainability commitments driving new biomanufacturing capacity.
• Europe and North America lead in technological maturity, while Asia-Pacific exhibits fastest growth due to expanding regional biorefineries.

The biochemical ecosystem is rapidly diversifying-incorporating platform technologies for bio-based polymers, lubricants, coatings, and specialty chemicals. Biorefineries producing value-added intermediates such as lactic acid, succinic acid, and furfural are scaling up operations across key global regions. The market remains moderately consolidated, led by ADM, Corbion, NatureWorks, Avantium, and UPM, with emerging players like LanzaTech and Covation Biomaterials leveraging process innovation.

As sustainability and decarbonization become industrial imperatives, the biochemicals market is shifting from niche green solutions to mainstream manufacturing enablers. Stakeholders investing in feedstock valorization, enzyme optimization, and mass-balance integration are best positioned to capture the next growth wave in the global bioeconomy.

Market Overview: Global Biochemicals Market

The biochemicals market represents a cornerstone of the global transition toward sustainable and circular manufacturing. Biochemicals-produced through biological, chemical, or hybrid processes-are emerging as substitutes for fossil-based intermediates in multiple industries such as packaging, construction, personal care, textiles, and automotive.

Industry Transformation:

• The sector is evolving from traditional fossil feedstocks to agricultural residues, municipal solid waste, CO? streams, and algae, unlocking new circular pathways.
• Integration between chemical and biotech companies is reshaping the value chain, enabling scalable production of bio-based intermediates.
• A rising number of feedstock-agnostic technologies are allowing flexibility and cost efficiency amid resource variability.
• Companies are emphasizing Life Cycle Assessments (LCA) and Environmental Product Declarations (EPDs) to strengthen transparency and consumer trust.

Regional Trends:

• Europe continues to lead biomanufacturing adoption, supported by the EU Green Deal and Circular Economy Action Plan.
• North America is scaling investments through DOE and USDA funding, with strong industrial biotechnology ecosystems.
• Asia-Pacific is emerging as the fastest-growing market, driven by government bioeconomy programs in Japan, South Korea, and India.

End-Use Expansion:

High-margin adoption is concentrated in personal care, home care, and packaging, where consumers accept green premiums. In contrast, automotive and construction applications remain cost-sensitive and will scale as biochemicals achieve greater economies of scale.

The convergence of bio-based chemistry and industrial biotechnology is defining the next phase of growth. Bioethanol, bio-succinic acid, lactic acid, and FDCA are gaining traction as drop-in replacements for petrochemical equivalents. Global capacity expansions-particularly by Borregaard, Stora Enso, Chempolis, and LanzaTech-are expected to strengthen the market's maturity by 2030.

Scope of Analysis: Global Biochemicals Market

This study provides a comprehensive analysis of the global biochemicals market for the period 2024-2031, evaluating growth opportunities across feedstock sources, process technologies, and end-use industries.

Scope Coverage:

• Feedstock Types: Agricultural residues, industrial waste, municipal waste, CO?, and non-food biomass.
• Key Product Segments: Lactic acid, succinic acid, furfural, glycerol, bio-MEG, and FDCA.
• Process Technologies: Thermochemical, biochemical, and hybrid catalytic conversion processes.
• End-Use Industries: Packaging, automotive, personal care, construction, and textiles.
• Geographies: Americas, Europe, Asia-Pacific, and MEASA.

Exclusions:

Biofuel-only refineries are excluded from this study's scope. However, hybrid facilities that co-produce biofuels and biochemicals are analyzed where they contribute to chemical feedstock value.

Data and forecasts are supported by Frost & Sullivan's proprietary Growth Opportunity Analytics, combining primary interviews, financial benchmarking, and scenario modeling of feedstock economics, process yields, and carbon intensity metrics.

Revenue Forecast: Global Biochemicals Market

The global biochemicals market was valued at USD 31.8 billion in 2024 and is projected to reach USD 53.7 billion by 2031, reflecting a CAGR of 7.8%.

Regional Growth Outlook:

• Europe: 38% share, driven by circularity mandates.
• North America: 33% share, supported by DOE/USDA programs.
• Asia-Pacific: Fastest CAGR (10.2%) with increasing private investments and feedstock availability.

Revenue growth will be supported by government incentives, rising private capital inflows, and vertical integration among feedstock suppliers and biomanufacturers. By 2031, large-scale capacity expansions in biopolymers and bio-intermediates will significantly boost market output and cost competitiveness.

Segmentation Analysis: Global Biochemicals Market

By Product Type:

• Lactic Acid & PLA: Largest share, driven by high use in biodegradable plastics and coatings.
• Succinic & Levulinic Acid: Fastest-growing for automotive and industrial applications.
• Furfural & FDCA: Key intermediates for furanics and sustainable packaging materials.
• Bio-MEG & Glycerol: Integral to polymer, lubricant, and personal care formulations.

By Feedstock:

• Agricultural Residues & Forest Waste: 45% share; valued for scalability and availability.
• Industrial & Municipal Waste: 27% share; strong circularity potential.
• Algae/Seaweed & CO?: Emerging feedstocks under R&D development.

By Process Technology:

• Biological (Fermentation): 52% market share.
• Thermochemical Conversion: 29% share, with strong role in lignin valorization.
• Catalytic & Hybrid Methods: 19% share; high scalability and energy efficiency.

By End-Use Sector:

• Packaging: 30% share, propelled by regulations on plastics.
• Personal Care & Home Care: 24% share, supported by consumer-driven sustainability.
• Automotive & Construction: 18% combined; growth driven by green materials.

Growth Drivers: Global Biochemicals Market

• Corporate Sustainability Mandates: Large chemical and consumer goods firms aim for net-zero production, driving demand for bio-based alternatives.
• Government Incentives & Policy Push: The EU Green Deal and US Inflation Reduction Act are promoting green chemistry.
• Circular Feedstock Utilization: Valorization of waste from agriculture, forestry, and municipal systems enhances resource efficiency.
• Technological Innovation: Advancements in enzymatic conversion, microbial engineering, and catalytic processes improve yield and economics.
• Consumer Awareness: Preference for safer, eco-friendly products expands bio-based adoption in cosmetics and home care.
• Strategic Collaborations: Partnerships between biotech innovators and traditional chemical manufacturers accelerate market penetration.

Growth Restraints: Global Biochemicals Market

• Feedstock Supply Inconsistency: Variability in raw material quality and availability challenges scaling.
• High Production Costs: Biochemicals remain costlier than fossil-based alternatives, limiting competitiveness.
• Limited Economies of Scale: Biofuel-focused infrastructure currently overshadows biochemical production capacity.
• Regulatory Fragmentation: Lack of unified mandates and certification standards across regions slows expansion.
• Technology Commercialization Gaps: Pilot-stage technologies struggle to transition into full-scale manufacturing.
• Consumer Price Sensitivity: Adoption in cost-sensitive industries like automotive remains limited without subsidies or green incentives.

Competitive Landscape: Global Biochemicals Market

The biochemicals market is moderately consolidated, featuring a mix of large chemical corporations, biotechnology specialists, and emerging sustainability-driven startups.

Key Players:

• Cargill, ADM, Corbion, NatureWorks, and Avantium dominate production of lactic acid, succinic acid, and FDCA.
• UPM, Borregaard, and Stora Enso leverage forestry expertise for lignin valorization and cellulose-based intermediates.
• Neste integrates biochemicals within its renewable fuels business.
• LanzaTech leads in CO?-to-chemical conversion technologies.
• Covation Biomaterials and Genomatica pioneer high-value bio-intermediates.

Strategic Trends:

• Feedstock Integration: Direct collaboration between forestry and agricultural producers ensures supply stability.
• Licensing & Partnerships: Technology sharing among biotech innovators and large formulators accelerates commercialization.
• Regional Expansion: European and U.S. firms invest in APAC-based biorefineries for market proximity.
• Sustainability Branding: Companies promote transparent LCAs and certifications to combat greenwashing concerns.

Emerging Focus Areas:

• Lignin valorization for high-performance additives.
• CO2-based biochemical synthesis through microbial fermentation.
• Algae and seaweed bioproducts entering early commercialization.

By 2031, competitive differentiation will depend on feedstock flexibility, carbon efficiency, and strategic ecosystem partnerships-positioning biochemicals as a critical enabler of global industrial decarbonization.

Table of Contents

Research Scope

• Scope of Analysis
• Market Segmentation

Growth Environment: Transformation in the Biochemicals Market

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Biochemicals Industry

Ecosystem in the Biochemicals Market

• Market Overview and Introduction
• Snapshot of Research Coverage
• Biochemicals Ecosystem
• Value Chain
• Value Chain Analysis
• Market Integration
• Converging Biochemicals Ecosystem
• Companies Involved in the Biorefinery Ecosystem

Agenda

• Sources of Feedstock
• Feedstock Competence
• Feedstock Evaluation Based on Key Parameters
• Key Process Technologies
• Process Technologies
• Biochemical Production through Different Routes
• Process Technology Trends
• Capital Investments
• Who Operates Biorefineries?
• Bioproducts and End Applications
• Key Competitive Aspects in the Biochemicals Market
• Competitive Environment
• Biochemicals and Key Companies
• Case Study: Chempolis
• Case Study: Borregaard
• Case Study: Stora Enso
• Case Study: LanzaTech

Growth Generators in the Biochemicals Market

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Growth Restraint Analysis
• Forecast Considerations
• Revenue Forecast
• Revenue Forecast by Segment
• Revenue Forecast Analysis
• Summary of Key Growth Opportunities
• Growth Opportunities Mapped to Various Stakeholders in the Biochemicals Ecosystem

Growth Opportunity Universe in the Biochemicals Market

• Growth Opportunity 1: Chemical Companies Strategically Repositioning Themselves as Biochemical Companies
• Growth Opportunity 2: Rising Demand for Process Chemicals in Bioprocessing Creating Strategic Market Opportunities
• Growth Opportunity 3: Manufacturing Bio-Based Products Driving a Surge in Specialized Additives Demand
• Growth Opportunity 4: Feedstock Companies Strategically Diversifying into Biochemical Manufacturing
• Growth Opportunity 5: Optimizing Municipal Solid Waste Collection, Sorting, and Distribution for Biochemical Feedstock Development
• Growth Opportunity 6: Industries Developing Additional Revenue Streams through Strategic Feedstock Supply
• Growth Opportunity 7: Lignin Valorization Creating Opportunities for Lignocellulosic Feedstock Processing Companies
• Growth Opportunity 8: Biotech Companies Positioning Themselves to Benefit from Biomanufacturing Convergence
• Growth Opportunity 9: Companies Focusing on R&D to Produce Higher-Value Products

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer

Author: Soundarya Gowrishankar