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绿色石油/锻烧石油焦市场-2024年至2029年预测Green Petroleum and Calcined Petroleum Coke Market - Forecasts from 2024 to 2029 |
全球绿油和锻烧石油焦市场预计在预测期内(2024-2029年)复合年增长率为5.38%。
GPC,以CPC(锻烧石油焦)形式存在,是一种预焦化材料,在铝冶炼行业和钢铁行业等各个行业中具有广泛的应用。 GPC以原油为原料,透过焦化製程製造而成,而CPC则是精製GPC,透过加热煅烧去除不需要的物质。 GPC 和 CPC 在向需要高品质碳材料的企业提供碳添加剂方面发挥着重要作用。对 GPC 和 CPC 的需求与依赖碳基投入的产业的扩张和动态密切相关。
此外,印度政府的目标是到年终将汽车产业规模扩大到 150 亿印度卢比。从2000年4月到2022年9月,汽车产业获得了330亿美元的收入。美国以770亿美元的FDI位居世界第三。据 PIB 称,这相当于印度约 4 兆美元国内生产总值的近 2%。此外,全球经济结构和政治也是影响供应链管理和市场拓展的因素。
基于这些机会,产业参与者可以在碳基产品的实验和利用的基础上寻找能够最大限度地促进产业成长的新市场。 Sanvira 是锻烧石油焦(CPC) 的重要製造商。 CPC 在印度和阿曼设有工厂,全球总产能为 990,000 MTPA。 Sanvira 计划在 2024年终将其全球 CPC 产能提高至 130 万公吨/年。除此之外,Sanvira 正在建造一座产能为 30 万 MTPA 的烧结阳极设施。
燃料级石油焦是石油焦的一种,可用作多种行业的燃料。它的高碳浓度和低灰分含量使其成为发电、水泥生产和其他工业用途的理想燃料。
使燃料级石油焦至关重要的唯一驱动力是对其他燃料类型(例如用于发电和运输的燃料)不断增长的需求。由于其高放热係数和低灰分含量,此类石油焦主要用于燃烧目的。这使得它们对寻求减少碳排放的能源密集型公司具有吸引力。
联合国碳行动倡议就是此类气候智慧型投资倡议之一。该倡议帮助世界各地的投资者更了解其投资组合公司的碳管理和能源效率计划,以及监管、营运、法律义务和声誉风险管理。随着越来越多的公司投资于碳减排和能源效率项目(建立更永续的经营模式),投资者的投资组合将变得更加气候智慧。该策略还帮助企业利用气候变迁创造的市场潜力,透过减碳和能源效率措施产生良好回报,并建立长期永续的企业。
此外,日益增长的环境问题以及原油产品中硫含量不断降低的趋势增加了对清洁燃烧燃料的需求,从而增加了对燃料级石油焦的需求。此外,绿色石油焦、RPC 或可种植级焦炭在印度石油公司的Koyali、Balauni、Bongaigaon、Digboi 和Guwahati 炼油厂生产,而燃料级石油焦则在印度帕尼帕特、IOCL 位于Paradip、Koyali 和Haldia的炼油厂生产。
铝生产业严重依赖绿色焦炭(GPC)和石墨化石油焦(CPC),这对铝冶炼过程至关重要。 CPC 在阳极製造中至关重要,因为它在提供导电性和碳源方面发挥作用。另一方面,GPC 充当燃料,透过熔炼辅助高温反应。随着公司优先考虑更有效率、轻量材料,对铝及 GPC 和 CPC 等相关原料的需求持续成长。
CPC 对于电解过程中使用的碳阳极的合成至关重要,因为它满足碳浓度和电导率的要求。根据美国地质调查局的资料,2021 年,三家公司在美国五个不同州经营了六家原生铝。这些设施中,只有两处运作稳定,四处运转率出现下降。 2021年终,国内冶炼厂产能将达55%左右,相当于每年164万吨。与 2020 年相比,初级产量下降了 13%,但新旧废钢的二次产量与 2021 年相比增加了 5%。
此外,2022年加拿大原生铝产量为300万吨。加拿大是世界第四大原生铝,仅次于中国、印度和俄罗斯。加拿大铝生产商的碳排放是其他生产商中最低的,因为他们利用水力发电和最好的技术。 2022年,加拿大铝产品进口总额为104亿美元。 40亿美元,比2021年增加20亿美元(24%)。同年,用于加工铝的矾土精矿和氧化铝进口额达22亿美元,占加拿大铝进口量的21%。主要进口来源是美国(41%),其次是巴西(20%)、中国(18%)、澳洲(3%)和德国(2%)。
英国政府宣布,2020年至2021年能源消费量总量成长4.6%,达到1.34亿吨(石油当量),但仍远低于疫情前的水准(不包括能源)。除了人们对能源使用的日益关注外,冶金领域的环保也是应用GPC的一大因素,GPC比传统石油焦更便宜。随着铝公司继续专注于提高利润率和减少对环境的影响,这一趋势预计将持续发展,使煅烧石油焦和绿色石油焦成为一个有前景的研究和开发领域。
由于多种原因,亚太地区的脱石油焦和锻烧石油焦市场很可能成为全球市场的领导者。其中包括中国、印度和日本等国家,这些国家的工业化、都市化和基础建设发展步伐较高,铝和钢铁业对CPC的需求非常高。新能源和产业技术综合开发机构(NEDO)是政府的研发资金筹措机构,旨在加强日本增加研发投资与提高收益之间的关係。为了获得研发资金,公司必须遵循 NEDO 创建的新方法来解释其研发如何带来创新。
除此之外,根据PIB的资料,2021-2022年印度粗钢生产设施数量为901座,总产能为15,406万吨。两家钢铁生产中央公营企业(CPSE)由钢铁部控制。这两家公司分别是印度钢铁管理局有限公司 (SAIL) 和 Rashtriya Ispat Nigam Limited。
此外,该地区严格的环境法规显示了 GPC 作为传统碳产品的更清洁替代品的潜力。为此,中国政府于2021年9月8日公布了《全国农业绿色发展第十四个五年规划》。农业农村部、发展改革委、科技部、自然资源部、生态环境部、国家林业局等六部门公布的《方案》具体内容是,政府旨在保护资源、防治污染、恢復农业生态系统、发展低碳农业产业链。
随着永续的概念变得越来越流行,人们也越来越重视开发高效能业务流程的技术。这为行业参与者提供了进入不断增长的市场并同时应对环境挑战的机会。
The global green petroleum and calcined petroleum coke market is expected to grow at a CAGR of 5.38% during the forecast period (2024-2029).
GPC is a pre-coke material with multifaceted applications in various industries, such as the aluminum smelting industry and steel industry, in the form of CPC (Calcined Petroleum Coke). GPC originates from crude oil through a process called coking, while CPC is produced from purified GPC through calcination with heat to make it free from unwanted substances. Both GPC and CPC serve crucial roles in delivering carbon additions for operations requiring high-quality carbon materials. Their demand is intimately related to the expansion and dynamics of sectors that rely on carbon-based inputs.
In addition, the Indian government aims to grow the size of the auto sector to Rs. 15 lakh crores by the end of 2024. Thus, from April 2000 to September 2022, the industry received US$33 billion. It ranked third globally with FDI amounting to US$77 billion. This equates to nearly 2% of India's around four trillion dollars in gross domestic product, as stated by PIB. Furthermore, the world's economic structure and politics are another element that affects supply chain management and market expansion.
Based on these opportunities, players in the industry can build on their experimentation and use of carbon-based commodities and find new markets through which the industry's growth can be maximized. Sanvira is a significant maker of Calcined Petroleum Coke (CPC). It has a total worldwide CPC capacity of 990,000 MTPA, having units in India and Oman. Sanvira expects to raise its total worldwide CPC capacity to 1,300,000 MTPA by the end of 2024. In addition to this, Sanvira is building a Baked Anode facility capable of producing 300,000 MTPA.
Fuel-grade petroleum coke is one of the types of pet coke that can be used as fuel in several industries. It has a high carbon concentration and a low ash level, making it a desirable fuel for power generation, cement manufacture, and other industrial applications.
The singular driving factor that makes fuel-grade petroleum coke imperative is the growing demand for other fuel types, such as those used in electricity generation and transportation. This type of petroleum coke is utilized for combustion purposes mainly because of the high calorific factors and low ash percentages. This makes them attractive to companies related to high-energy usage looking forward to reducing their carbon footprint.
The United Nations Carbon Action Initiative is one such initiative about climate-smart investing. It assists investors worldwide in improving their understanding of portfolio companies' carbon management and energy efficiency programs and risk management in regulation, operations, judicial obligations, and reputation. Investor portfolios will become more climate-smart as more businesses invest in carbon reduction and energy efficiency operations (creating more sustainable business models). This strategy also assists firms in leveraging market possibilities created by climate change and generating good returns through carbon reduction and energy efficiency initiatives, therefore establishing long-term sustainable enterprises.
In addition, due to the increased environmental concerns and the constant trend towards decreased sulfur content in crude oil products, the requirements for clean-burning fuels are heightened, creating more demand for fuel-grade petroleum coke. Furthermore, Green Petcoke or RPC or Calcinable grade coke is manufactured at Indian Oil refineries, including Koyali, Barauni, Bongaigaon, Digboi, and Guwahati, and Fuel Grade Petcoke is produced in IOCL's refineries located at Panipat, Paradip, Koyali & Haldia in India.
The aluminum production sector depends greatly on green petroleum coke (GPC) and calcined petroleum coke (CPC), which are essential components for aluminum smelting processes. CPC is indispensable in anode production due to its role in providing electrical conductivity and a carbon source; on the other hand, GPC acts as fuel through smelting to help with high-temperature reactions. As businesses prioritize lightweight materials for greater efficiency, the demand for aluminum and its related raw materials, such as GPC and CPC, continues to rise.
CPC is essential in synthesizing carbon anodes used in the electrolytic process in aluminum production since it fulfills the carbon concentration and conductivity. Based on the US Geological Survey data, three firms operated six primary aluminum plants in five different states throughout America in 2021. Only two of these facilities ran consistently, while four were operational at reduced rates. By the end of 2021, it was determined that domestic smelters were producing around 55% capacity - which amounts to 1.64 million tons annually. Primary production declined by 13% compared to 2020, but secondary output from new and old scrap climbed by 5% from 2021.
Moreover, in 2022, Canada produced 3.0 million tonnes of primary aluminum. Following China, India, and Russia, Canada is the fourth largest producer of primary aluminum globally. Canadian aluminum producers have the least carbon footprint among other producers since they utilize hydroelectric power and the best technologies. In 2022 overall aluminium goods import of Canada was USD 10. 4 billion, up USD 2.0 billion or 24% from 2021. In the same year, the number of bauxite concentrates and alumina imported for processing into aluminum was USD 2.2 billion, accounting for 21% of Canada's aluminum imports. The major source of imports was the United States at 41%, followed by Brazil at 20%, China at 18%, Australia at 3%, and Germany at 2%.
From 2020 to 2021, as stated by the Government of the United Kingdom, the level of total energy consumption increased by 4.6% to 134 million tonnes of oil equivalent; however, it remained profoundly lower than the pre-pandemic levels (excluding energy). In addition to the growing concern towards energy usage, the protection of the environment in the metallurgical sector has been another significant factor in applying GPC as it is cheaper than traditional petroleum coke. This trend will progress as aluminum companies continue to focus on improving margins and reducing their environmental impact, making calcined and green petroleum coke a promising area for R&D.
The Asia Pacific green petroleum coke and calcined petroleum coke market can emerge as the global market leader for several reasons. These include the pace of industrialization, urbanization, and infrastructural developments in countries like China, India, and Japan where the demand for CPC is much higher in the aluminum and steel industries. The New Energy and Industrial Technology Development Organisation (NEDO), a government R&D financing organization, aims to strengthen the relationship between increasing R&D investment and higher earnings in Japan. To qualify for R&D funds, organizations must explain how their R&D will result in innovation, according to a new approach created by NEDO.
In addition to this data point, PIB reports that India had 901 steel production facilities for crude steel during 2021-22, amounting to a total capacity of 154.06 million tonnes. Two steel-producing Central Public Sector Enterprises (CPSEs) are under the administrative control of the Ministry of Steel. Steel Authority of India Limited (SAIL) and Rashtriya Ispat Nigam Limited are two sector undertakings.
Furthermore, the region's strict environmental rules present prospects for GPC as a cleaner alternative to conventional carbon products. There is, therefore, the 14th Five-Year National Agriculture Green Development Plan released by the Chinese government on September 8, 2021. Explaining the details of the Plan, which was released by six departments, such as the MARA, NDRC, MOST, MONR, MEE, and SFGA, the government plans that resource protection, pollution control, agricultural ecology restoration, and the development of low- carbon agricultural industrial chains have to be reached by 2025.
As the concept of sustainable development is gaining popularity, the emphasis on technical development for efficient business processes is also increasing. Thus opening up the potential for industry players to tap into the growing market and, at the same time, work on solving problems related to the environment.