Market Insights: Ethanol – 2024 includes discussion regarding key market trends, as well as demand analysis by region, end use and typeRoad use ethanol: Demand, capacity, supply, net trade, regulation, blend mandates, first vs second generation;Aviation use ethanol (Alcohol to Jet Sustainable Aviation Fuel): Demand, capacity, supply, net trade, regulation, blend mandates, first vs second generation;Chemical feedstock use ethanol: Demand by end-use productRegions include North America, South America, Western Europe, Central Europe, Eastern Europe, Middle East, Africa, China and Other Asia Pacific.  Analysis also includes the competitive landscape, first and second generation (cellulosic) capacity development, renewable feedstock availability, capacity listing, value chain development, and  pricing analysis by product and region.

This new report series provides quarterly tracking of profitability and associated metrics in the sustainable aviation fuels (SAF) market, allowing subscribers to benchmark the major technological routes to SAF (HVO, alcohol-to-jet, biomass Fischer-Tropsch and power-to-liquids) by profitability, region, and carbon intensity over time.  In addition to rolling output from NexantECA’s in-house cost of production modelling for the different SAF types, the service will provide key market information including product and feedstock prices, capacity developments and regulatory updates, supporting clients in addressing important questions:How do the main SAF technologies compare in terms of production cost?How do these costs vary for producers in different regions?How does the potential for emissions reduction – i.e. carbon intensity – vary between technologies and regions?Which technologies and locations offer the highest margins for producers?How does feedstock choice impact both carbon intensity and profitability?What are the expectations for new competing capacity additions, in terms of scale, technology and location?In a regulation driven market, how are current rules being implemented, and what’s on the horizon for new regulations? 

Market Scenario Planning: Renewable Feedstock Availability – Cellulosic & Emerging Feedstocks - 2023 report provides NexantECA’s scenario-based forecasts for a range of second-generation/advanced feedstocks for biofuels and biochemicals, including corn stover, wheat straw, sugarcane bagasse and sugarcane trash, palm empty fruit bunches and other emerging inputs into waste or specialty crop-derived biofuels and chemicals.  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.