CITIC Securities: As Favorable Policy Breezes Blown In, the Trillion - Yuan Market for Green Liquid Fuels is Ready to Soar
2025-12-15 / Read about 0 minute
Author:小编   

A research report from CITIC Securities reveals that green liquid fuels, encompassing green methanol, green ammonia, and Sustainable Aviation Fuel (SAF), serve as crucial solutions for decarbonization in industries such as shipping, aviation, and chemicals. Driven by carbon - tax policies and cost - cutting measures, these fuels are witnessing rapid growth. It's projected that their market size could expand nearly ten times over the next five years, with long - term market potential soaring into the trillions of yuan. In China, domestic manufacturers are capitalizing on their abundant green electricity resources, a well - established equipment supply chain, and robust downstream support systems. They are swiftly advancing their deployment in the green liquid fuel sector, aiming for leapfrog development. For investors, it's advisable to pay close attention to integrated producers of green hydrogen, ammonia, and methanol, as well as suppliers of core equipment like electrolyzers.