柴油引擎废气处理液 (DEF) 供需分析

柴油引擎废气处理液 (DEF) 供应分析

预计到2024年，全球DEF产能将超过2万吨，每年成长约120万吨。预计亚太地区、北美和欧洲将新建一些工厂，而更严格的排放法规以及柴油车辆和设备使用量的增加将推动产能成长。仅雅苒国际在北美和西欧的装置容量就超过280万吨，使其成为该市场最大的参与者之一。

DEF 供应展望（2026-2036 年）

全球主要的DEF生产商有雅苒国际、BASF、达科他气化公司、CF工业、IFFCO（克里尼尔工业）、EuroChem、乐天精细化学、日产化学、Velvex（南丹石化）、Achema（Gaschema）、科拉斯环保科技有限公司（龙川）、四川美峰等。

2026年至2036年，DEF产量预计将快速成长，以满足日益增长的需求。新兴市场，尤其是汽车和工业柴油引擎普及率不断上升的亚洲，可能会新建工厂。同时，已开发地区的升级和产能扩张将有助于建立稳定且多元化的供应链。

DEF消费趋势

预计全球 DEF 需求短期内将以 6.5% 的复合年增长率成长，总消费量将超过 26,000 千吨。长期来看，需求预计将达到约 38,500 千吨。到 2024 年，亚太地区和北美总合将占全球消费量的近 65%，预计这一趋势将在整个预测期内持续下去。西欧目前占全球需求的略低于 30%，预计年增率为 3.6%，这得益于德国、法国和西班牙等国消费量的增加。相较之下，荷兰、奥地利、比利时和英国等市场预计成长率较低（2-3%）。这些成长模式主要受交通运输、製造业和农业中柴油引擎的使用所驱动。

印度是柴油引擎废气处理液 (DEF) 成长最快的市场之一。预计到 2024 年，该国的产能将从几年前的 10 万吨飙升至约 130 万吨。印度的主要製造商包括 IFFCO（Krinir Industries）、Velvex（Nandan Petrochem）、海湾石油润滑油公司 (Gulf Oil Lubricants)、印度石油公司 (Indian Oil) 和 Apar Industries。 IFFCO 和 Velvex 合计占印度总产量的一半以上。例如，海湾石油润滑油公司在清奈经营一个产能为 7.5 万千升的 DEF 生产装置，并由 13 家卫星工厂提供支持，年产能为 27.9 万千升。

印度政府于2020年实施相当于欧六的巴拉特第六阶段（BS6）排放标准，导致DEF需求大幅增加。 2020年至2024年间，印度对DEF的需求增加了三倍，主要由重型商用车（HCV）推动。目前，印度约60%的新註册HCV配备了SCR系统。轻型商用车（LCV）和2000cc以上的柴油乘用车也贡献了显着成长，占印度DEF消费量的剩余40%。

在农业领域，印度是全球领先的拖拉机製造商。然而，大多数拖拉机引擎功率低于55马力，通常使用废气再循环 (EGR) 或稀薄氮氧化物捕集器 (LNT) 系统，而非选择性催化还原 (SCR)。目前，只有约5%的拖拉机支援使用柴油引擎废气处理 (DEF)。在商用车领域，所有主要製造商均于2017年采用了选择性催化还原 (SCR) 系统，但由于当时DEF的可用性和成本构成挑战，Ashok Leyland选择了其自主研发的iEGR（智慧废气再循环）系统。

本报告对全球柴油引擎废气处理液 (DEF) 市场进行了深入分析，包括市场动态和行业趋势、各细分市场的供需情况、製造商概况和其他资讯。

目录

第一章 引言

第二章 市场摘要

• 市场演变
• 供需概况
• 产业结构
• 战略问题
• 最终用途趋势
• 成长预测

第三章 经济与能源展望

• GDP与人口统计
• 货币和财政政策
• 原油产量和价格
• 天然气
• 电费

第四章 终端使用产业表现

• 车
• 工业
• 农业
• 其他的

第五章工厂与计划分析

• 柴油引擎废气处理液 (DEF) 产能（依公司）
• 柴油引擎废气处理液 (DEF) 产能（依国家/地区）
• 生产能力概览

6. 柴油引擎废气处理液 (DEF) 简介及市场概况

• 产品描述
• 等级和特点
• 原料
• 製造过程
• 环境问题
• 价值链
• 目的

第七章市场动态与产业趋势

• 市场动态
• 驱动程式
• 限制因素
• 机会
• 任务

第 8 章。全球柴油引擎废气处理液 (DEF) 供需分析（按车辆类型和应用（数量和价值））（2018-2034 年）

• 战略问题
• 供需分析及预测（2018-2034）
• 生产能力
• 运转率
• 生产
• 净出口
• 要求
• 需求成长率
• 驱动因素分析
• 全球柴油引擎废气处理液 (DEF) 市场（按车型）
• 搭乘用车
• 轻型商用车
• 大型商用车
• 施工机械
• 农业拖拉机
• 其他的
• 全球柴油引擎废气处理液 (DEF) 市场（按应用）
• OE
• 售后市场

第九章。按地区/国家（数量和价值）的供需分析和市场回顾（2018-2034）

• 战略问题
• 生产能力
• 运转率
• 生产
• 净出口
• 要求
• 需求成长率
• 柴油引擎废气处理液 (DEF) 市场（按车辆类型）
• 柴油引擎废气处理液 (DEF) 市场（按应用）
• 北美洲
• 美国
• 加拿大
• 墨西哥
• 西欧
• 德国
• 法国
• 义大利
• 英国
• 西班牙
• 其他西欧国家
• 中欧/东欧
• 俄罗斯
• 波兰
• 土耳其
• 其他中欧和东欧国家
• 亚太地区
• 中国
• 日本
• 印度
• 韩国
• ASEAN
• 其他亚太地区
• 拉丁美洲
• 巴西
• 其他拉丁美洲
• 中东和非洲
• 沙乌地阿拉伯
• 南非
• 其他中东和非洲地区

第十章定价分析

• 柴油引擎废气处理液（DEF）平均价格
• 各国柴油引擎废气处理液 (DEF) 平均价格
• 各地区柴油引擎废气处理液 (DEF) 平均价格
• 价格预测

第十一章 关键策略问题

第十二章机会评估

• 市场吸引力评估
• 前景与目标市场研究

第十三章 策略建议与提案

第十四章公司分析及市场占有率分析

• 柴油引擎废气处理液 (DEF) 製造商概况/公司分析
• 基本讯息
• 总部、主要市场
• 拥有
• 公司财务
• 製造地
• 全球销售
• 员工总数
• 产品系列/服务/解决方案
• 采用的关键业务策略和 Prismane Consulting 概述
• 近期动态
• 目标公司
• IFFCO (Krinir Industries)
• CF Industries
• Kelas Environmental Protection Technology Co., Ltd (Lopal)
• Sichuan Meifeng Blue
• Dakota Gasification Company
• Yara International
• Iowa Fertilizer Company
• Velvex (Nandan Petrochem)
• Lotte Fine Chemical
• Nissan Chemical Corp
• BASF
• EuroChem
• Achema (Gaschema)
• 其他製造商

第十五章 附录

Diesel Exhaust Fluid (DEF), commonly sold under names like AdBlue, NOx Doser, or AUS 32, is a solution made of 32.5% automotive-grade urea and 67.5% deionized water. It's a non-toxic fluid used in diesel vehicles equipped with Selective Catalytic Reduction system and by injecting DEF into the exhaust, harmful nitrogen oxides (NOx) are broken down into nitrogen and water vapor, which are safe for the environment. This process is essential in helping diesel engines meet current emission standards, especially in the commercial and industrial sectors.

Diesel Exhaust Fluid Supply Analysis

The global production capacity for DEF reached over 20,000 kilo tons in 2024 and continues to rise by around 1,200 kilo tons annually. New facilities expected in Asia Pacific, North America, and Europe and this increase is being driven by tighter emission regulations and the growing use of diesel vehicles and equipment. Yara International alone has over 2,800 kilo tons of capacity installed across North America and Western Europe, making it one of the largest players in the market.

DEF Supply Outlook (2026-2036)

Key global manufacturers of DEF include Yara International, BASF, Dakota Gasification Company, CF Industries, IFFCO (Krinir Industries), EuroChem, Lotte Fine Chemical, Nissan Chemical Corp, Velvex (Nandan Petrochem), Achema (Gaschema), Kelas Environmental Protection Technology Co., Ltd (Lopal), Sichuan Meifeng Blue, Iowa Fertilizer Company, and several other producers.

Between 2026 and 2036, DEF production is expected to expand rapidly in response to rising demand. New plants are likely to be set up in developing markets where vehicle and industrial diesel engine adoption is increasing, especially in Asia. At the same time, upgrades and capacity expansions in developed regions will ensure a stable and diversified supply chain.

DEF Consumption Trends

Global demand for DEF is projected to grow at a CAGR of 6.5% in the short term, with total consumption expected to exceed 26,000 kilo tons. Over the longer term, demand is set to reach approximately 38,500 kilo tons. In 2024, Asia Pacific and North America together accounted for nearly 65% of global consumption, a trend expected to continue through the forecast period. Western Europe currently accounts for under 30% of global demand and is expected to grow at an annual rate of 3.6%, with countries like Germany, France, and Spain seeing higher uptake. In contrast, smaller growth rates (2-3%) are projected for markets like the Netherlands, Austria, Belgium, and the UK. These growth patterns are largely driven by diesel engine use in transport, manufacturing, and agriculture.

India is one of the fastest-growing markets for DEF. The country's production capacity has risen sharply from just 100 kilo tons a few years ago to around 1,300 kilo tons by 2024. Major producers in India include IFFCO (Krinir Industries), Velvex (Nandan Petrochem), Gulf Oil Lubricants, Indian Oil, and Apar Industries. IFFCO and Velvex together account for over half of the domestic production. Gulf Oil Lubricants, for example, operates a DEF production unit in Chennai with a capacity of 75,000 kilo liters, supported by 13 satellite plants with an added 279,000 kilo liters of annual capacity.

The Indian government's enforcement of Bharat Stage VI (BS6) emission standards in 2020, which are on par with Euro 6 norms, significantly boosted DEF demand. Between 2020 and 2024, DEF demand in the country tripled, driven mainly by heavy commercial vehicles (HCVs). About 60% of new HCVs registered in India are now equipped with SCR systems. Lighter commercial vehicles (LCVs) and diesel passenger cars with engines above 2,000 cc also contribute substantially, making up the remaining 40% of the country's DEF consumption.

In the agricultural segment, India is one of the largest tractor manufacturers in the world. However, most tractors have engines under 55 horsepower and typically use Exhaust Gas Recirculation (EGR) or Lean NOx Trap (LNT) systems instead of SCR. Only about 5% of tractors currently support DEF use. In the commercial vehicle segment, all major manufacturers adopted SCR systems in 2017, except for Ashok Leyland, which chose an in-house iEGR (intelligent exhaust gas recirculation) system due to challenges in DEF availability and cost at that time.

Demand Drivers for DEF

Regulatory policies are the biggest force behind DEF demand growth and the US, EU, China, and India have all set strict emission rules requiring NOx reductions in diesel engines. As a result, SCR systems that rely on DEF are now a standard feature in many heavy-duty trucks and buses. Another significant driver is the push to modernize vehicle fleets. Many governments offer incentives to replace old diesel vehicles with newer, cleaner alternatives, especially in the trucking, construction, and agricultural sectors. These newer models are usually equipped with SCR systems, further supporting DEF consumption growth.

Table of Contents

1. Introduction

• 1.1. Scope
• 1.2. Market Coverage
• Vehicle Type
• Application
• Regions
• Countries
• 1.3. Years Considered
• Historical - 2018 - 2023
• Base - 2024
• Forecast Period - 2025 - 2034
• 1.4. Research Methodology
• Approach
• Research Methodology
• Prismane Consulting Market Models
• Assumptions & Limitations
• Abbreviations & Definitions
• Conversion Factors
• Data Sources

2. Market Synopsis

• Market Evolution
• Demand-Supply Overview
• Industry Structure
• Strategic Issues
• End-use Trends
• Growth Forecast

3. Economic & Energy Outlook

• GDP and Demographics
• Monetary & Fiscal Policies
• Crude Oil Production and prices
• Natural Gas
• Electricity Prices

4. End-use Sector Performance

• Automotive
• Industrial
• Agriculture
• Others

5. Plants & Projects Analysis

• Diesel Exhaust Fluid Production Capacity, By Company
• Diesel Exhaust Fluid Production Capacity, by Country and by region
• Capacity Overview

6. Introduction to Diesel Exhaust Fluid and Market Overview

• 6.1. Product Description
• 6.2. Grades & Properties
• 6.3. Raw Material
• 6.4. Manufacturing Process
• 6.5. Environmental Issues
• 6.6. Value Chain
• 6.7. Applications

7. Market Dynamics and Industry Trends

• 7.1. Market Dynamics
• Drivers
• Restraints
• Opportunities
• Challenges

8. Global Diesel Exhaust Fluid Demand-Supply Analysis, By Vehicle Type, Applications (Volume, Value) (2018-2034)

• 8.1. Strategic Issues
• 8.2. Demand-Supply Analysis and Forecast (2018 - 2034)
• Capacity
• Capacity Utilization (%)
• Production
• Net Trade
• Demand
• Demand Growth Rate (%)
• Driving Force Analysis
• 8.3. Global Diesel Exhaust Fluid Market, By Vehicle Type
• Passenger Cars
• Light Commercial Vehicles
• Heavy Commercial Vehicles
• Construction Equipment
• Agriculture Tractors
• Others
• 8.4. Global Diesel Exhaust Fluid Market, By Application
• OE
• Aftermarket

9. Demand-Supply Analysis and Market Review, By Region, By Country (Volume, Value), (2018- 2034)

• 9.1. Strategic Issues
• 9.2. Capacity
• 9.3. Capacity Utilization (%)
• 9.4. Production
• 9.5. Net Exports
• 9.6. Demand
• 9.7. Demand Growth Rate (%)
• 9.8. Diesel Exhaust Fluid Market, By Vehicle Type
• 9.9. Diesel Exhaust Fluid Market, By Application

Note: Demand-Supply Analysis has been provided for all major Regions / Countries as mentioned below. The demand-supply (consumption) split by applications has been provided for each of the countries/regions in Volume (Kilotons) and Value (USD Million).

• 9.10. North America
• USA
• Canada
• Mexico
• 9.11. Western Europe
• Germany
• France
• Italy
• United Kingdom
• Spain
• Rest of Western Europe
• 9.12. Central & Eastern Europe
• Russia
• Poland
• Turkey
• Rest of Central & Eastern Europe
• 9.13. Asia-Pacific
• China
• Japan
• India
• South Korea
• ASEAN
• Rest of Asia-Pacific
• 9.14. Central & South America
• Brazil
• Rest of Central & South America
• 9.15. Middle East & Africa
• Saudi Arabia
• South Africa
• Rest of Middle East & Africa

Note: CAGR will be calculated for all the applications to arrive at the regional/global demand growth for the forecast period (2025 - 2034)

10. Pricing Analysis

• Average Diesel Exhaust Fluid Prices, USD/Kg
• Average Diesel Exhaust Fluid Prices, By Country
• Average Diesel Exhaust Fluid Prices, By Region
• Price Forecast

11. Key Strategic Issues

12. Business Opportunity Assessment

• 12.1. Market Attractiveness Assessment
• 12.2. Prospective & Target Market Study

13. Strategic Recommendation & Suggestions

14. Company Analysis and Market Share Analysis

• 14.1. Diesel Exhaust Fluid Manufacturers Profiles/ Company Analysis
• Basic Details
• Headquarters, Key Markets
• Ownership
• Company Financial
• Manufacturing Bases
• Global Turnover
• Total Employee
• Product Portfolio / Services / Solutions
• Key Business Strategies adopted and Prismane Consulting Overview
• Recent Developments
• Companies Covered
• IFFCO (Krinir Industries)
• CF Industries
• Kelas Environmental Protection Technology Co.,Ltd (Lopal)
• Sichuan Meifeng Blue
• Dakota Gasification Company
• Yara International
• Iowa Fertilizer Company
• Velvex (Nandan Petrochem)
• Lotte Fine Chemical
• Nissan Chemical Corp
• BASF
• EuroChem
• Achema (Gaschema)
• Other Manufacturers

Note: This section includes company information, company financials, manufacturing bases, and operating regions. Company financials have been mentioned only for those companies where financials were available in SEC Filings, annual reports, or company websites. All the reported financials in this report are in U.S. Dollars. Financials reported in other currencies have been converted using average currency conversion rates. Company profiles may include manufacturers, suppliers, and distributors.

15. Appendices

• Demand-Supply - Regions
• Demand-Supply- Countries
• Capacities, 2018-2034