Renewable Diesel & Sustainable Aviation Fuels 2030, Vol 2

1. GLOBAL DEMAND DRIVERS FOR RENEWABLE DIESEL 

1.1 New GHG and Low-Carbon Fuels Regulations Bring New Opportunities

1.1.1. Clean Cities Transport Initiative Opportunities in U.S., Europe, Americas, Asia

1.1.2. Sustainable Aviation Initiatives for CORSIA (U.N.) Program

1.1.3. Sustainable Shipping Initiatives for IMO (U.N.) 2020 Regulations

1.1.4. Feedstock Opportunities to Produce Low-Carbon Fuels for Emerging Markets like California

1.2 Low Carbon Fuel Regulations Bring Disruptive Challenges, Opportunities to Producers

1.2.1 Change and Transition from 2020 Targets to 2030 COP26 GHG Targets

1.2.2 New GHG Targets Bring Opportunities for Bio/Renewable Diesel (California, EU, Canada)

1.2.3 New GHG Targets Bring Challenges to 1st Generation Biodiesel Producers (Soy, Palm)

1.2.4 New GHG Regulations Bring Opportunities to Refiners, Blenders, Obligated Parties

2. SUMMARY OF GLOBAL RENEWABLE DIESEL PRODUCTION

2.1 Review of Renewable Diesel and SAF Demand Projections

2.2 Analysis of Global Renewable Diesel Production by Region, Location and Capacity

2.3 Top 10 Global Renewable Diesel Producers – by Production Volumes

2.4 Existing Global Renewable Diesel Producers by Capacity, MT, Gallons, Location, 2021

2.5 Planned Global Renewable Diesel Expansions by Capacity, MT, Gallons, Location, 2021

2.6 New Renewable Diesel Plants Under Construction by Capacity, Gallons, Location, 2021

3. EUROPE – DEMAND DRIVERS

3.1 Renewable Energy (RED2) Directives and Targets 2020 to 2030, by Country

3.2 Current EU Renewable Diesel Production Based on COP21 Targets for GHG to 2030

3.3 Market Size and Share of European Renewable Diesel Production by Project

3.4 Rapid Expansion of Europe Renewable Diesel (HVO) Production 2011-2021

4. EUROPE- CASE STUDIES OF RENEWABLE DIESEL PRODUCERS, AND REFINERIES, BY COUNTRY
Each producer site case study includes: Start Up Date, Location, Status, Production Capacity, Feedstocks, Technology Partners, Expansion Plans

4.1 DENMARK
Neste (Rotterdam, RD/SAF, 345mgy or 1.15 million MT, 2021 Expansion to 2 million MT)

4.2 FINLAND
Neste (Finland, RD/SAF, 270mgy or 440k MT, 2021 Expansion)
UPM BioVerno (RD/SAF, 35mgy or 100k MT, Feedstock: tall Crude Oil, Lappeenranta, 2021: operating)
UPM (Kotka, RD/SAF. 137mgy or 300k MT, Feedstock: Tall Crude Oil, 2021: planning for 2025 production)
ST.1 Finland (RD/SAF, 55mgy or 200k MT, waste oils, 2021 :operating)

4.3 ITALY
ENI Venice (165mgy or 350k MT, RD/SAF w UOP tech, 2021 expanding to 600k MT)
ENI Sicily (Gela Plant Expansion, RD/SAF w UOP tech, 206mgy or 600k MT, 2021 operating)

4.4 FRANCE
Total LaMede (RD/SAF, 150mgy or 500k MT, waste and plant oils, La Mede, 2021 operating)
Total Grandpuits (RD/SAF/Naptha, 93mgy or 400k MT, waste and plant oils, Paris/Seine, 2021 announced)

4.5 SWEDEN
Preem Gothenburg (RD, 250mgy, FOGs, 2021 Operating)
Preem, Sunpine (Gothenburg, HTopsoe, 16,000bpd)
Preem Setra (RD, 8mgy, Woody Biomass, 2021 Construction)

4.6 NETHERLANDS
Empyro Hengelo (5mgy, RD/SAF, Upgraded Pyrolysis Oils, Hengelo, Neth, Operating 2021)
SkyNRG (28mgy, SAF, Amsterdam, Netherlands, 2021 planning)

4.7 UNITED KINGDOM
Philips 66 Humber (RD/SAF, 46mgy, Humber, England, 2024 expansion to 80mgy)

4.8 SPAIN
Repsol (2021: under construction, 2023: opening at 250MT, 2030: expansion to 600MT)
Cepsa

4.9 PORTUGAL
Galp

4.10 POLAND
PKN Orlen (300k MT/yr, 2021: under construction, 2025: plans to open)

5. USA – DEMAND DRIVERS, LOW CARBON FUEL STANDARDS

5.1 U.S. National Renewable Fuels Standard (RFS) Program and Targets 2005-2022
5.2 California Low Carbon Fuel Standard 2012-2030. Target = 20% by 2030
5.3. Oregon Low Carbon Fuel Standard, Target = 10% by 2025, TBD by 2030
5.4 Washington Low Carbon Fuel Standard, Target = 8.5% by 2030
5.5 British Columbia Low Carbon Fuel Standard, Target = 20% by 2030
5.6 Neighboring Canada’s Expected Low Carbon Fuel Standard, Target = 12.9% by 2030
5.7 US States with Volumetric Targets (Minnesota, Iowa, Texas, etc)

6. USA – CASE STUDIES OF RENEWABLE DIESEL PRODUCERS

Renewable Diesel & Sustainable Aviation Fuels 2030, Vol 2. provides detailed case studies and analysis of the key producers and developers participating in the development of more than 29 renewable diesel projects in North America, 5 in Canada, 18 in Europe, 11 in Asia, and 2 in South America.

Each producer case study includes: Start Up Date, Location, Status, Production Capacity, Feedstocks, Technology Partners, Expansion Plans

6.1 Diamond Green Diesel (Valero/Darling w UOP tech, 675mgy, Norco, Louisiana, US, 2021 Expansion)
6.2 REG Geismar (75mgy operating 2021, Louisiana, US, 2021 Expansion to 340mgy)
6.3 World Energy (RD/SAF, operating, w expansion to 360mgy in 2022, Los Angeles, US)
6.4 Emerald Biofuels (w UOP Tech, 110mgy, Port Arthur, Texas, US, 2021 planning)
6.5 Kern Oil and Refining (California, USA)
6.6 BP Cherry Point (RD/SAF from waste FOG, 42mgy, Birch Bay, Washington, op in 2021)
6.7 Ryze Renewables Las Vegas (RD/SAF, 168mgy, Las Vegas, Nevada, 2021 planning)
6.8 Ryze Renewables Reno (RD/SAF, 168mgy, Las Vegas, Nevada, 2021 planning)
6.9 NEXT Renewable Fuels (RD/SAF, 765mgy, Port of Columbia, Oregon, 2021 planning)
6.10 Marathon (RD/SAF, 183 million gallons/yr, Dickinson, North Dakota, 2021 conversion)
6.11 Holly Frontier Cheyenne (RD, 200 million gallons/yr, Cheyenne, Wyoming, 2021 conversion)
6.12 Global Clean Energy – Exxon (125mgy, 7500 to 15,000 bpd, Bakersfield, California, 2021 conversion)
6.13 Philips 66 Rodeo (RD/SAF, 800mgy, Rodeo, California w Worley, 2021 planning)
6.14 Wyoming Renewable Diesel ( )

6.15 CVR Energy (Wynnewood, Oklahoma Q3 2021)
6.16 St Joseph Renewable Fuels (RD/Naptha, 90mgy, Waste Oils, Illinois. 2021 planning)
6.17 Diamond Green Diesel – Port Arthur (Valero/Darling wUOPtech, 470mgy, Texas. 2021 construction)
6.18 East Kansas Agri-Energy (RD, 5mgy, DCO oil, Nextchem/Saola tech, Garnett, Kansas, 2021 operating)
6.19 Aemetis Carbon Zero 1 Project (RD/SAF/RNG/CCS, 45mgy, Riverbank, California, 2021 construction)
6.20 Gevo: Net Zero 1 (RD/SAF/RNG/Feed, 45mgy, California, est. 4Q 2021)
6.21 Seabord Energy (former Abengoa, 6500bpd/85mgy, Hugoton, Kansas, est. Dec. 2021)
6.22 Heartwell Renewables (Love’s-Musket-Trillium/Cargill, Tallow, 80mgy, Nebraska)
6.23 Gron Fuels (w/Koch, 900 million gallons/year, Port Charles in Baton-Rouge, Louisiana, 2021 planning)
6.24 Calumet (Great Falls Refinery (10 to 12,000bpd, Great Falls, Montana est 2022)

6.3 CANADA

LOW CARBON FUEL STANDARDS & PROGRAMS
6.3.1 Canada’s Low Carbon Fuel Standard Target = 12.9% by 2030
6.3.2 British Columbia Low Carbon Fuel Standard, Target = 20% by 2030

RENEWABLE DIESEL PRODUCERS AND CASE STUDIES

6.3.3 Covenant Energy (RD/SAF. 6500bpd, 300mliters/yr, Canola, Saskatchewan, est 2023)
6.3.4 Tidewater (3000bpd w HTopsoe, Prince Georges refinery, British Columbia, est 2022+)
6.3.5 Cielo Alberta (RD, 30mgy, Lethbridge, Alberta, Canada, 2021 planning)
6.3.6 Ensyn Ontario (3mgy, Renewable Crude and Diesel from Pyrolysis, 2021 operating)
6.3.7 Ensyn Cote Du Nord Quebec (10mgy, Renewable Crude and Diesel, Pyrolysis, 2021 construction)

6.4 SOUTH AMERICA

6.4.1 PARAGUAY
Omega Green (RD/SAF, 400mgy, BSBios/Paraguay, $800million est, 2024 Startup)
6.4.3 BOLIVIA
Government/Bolivian Fiscal Oil Fields(YPFB) Partnership,
Guillermo Elder Bell refinery ($250million, 9,000bpd or 3 million barrels/yr)