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Biodiesel Brazil 2009 World biodiesel markets Dr Alan Bullion, F.O. Licht
Biodiesel Brazil 2009
World biodiesel markets
Dr Alan Bullion, F.O. Licht
Biofuel producers are currently going through a rough patch. Why? • Volatile feedstock and crude
Biofuel producers are currently going through a
rough patch. Why?
• Volatile feedstock and crude prices
• Higher production costs
• Sustainability and land use debates
• Food versus fuel controversy
• Ambiguous policies and mandates
EU biodiesel output grows, but at slower pace (EBB)
EU biodiesel output grows, but at slower pace (EBB)
Biodiesel Brazil 2009 US biodiesel output set to halve
Biodiesel Brazil 2009
US biodiesel output set to halve
Biodiesel Brazil 2009 New Policy Developments Europe's Council of Ministers has endorsed anti-dumping and
Biodiesel Brazil 2009
New Policy Developments
Europe's Council of Ministers has endorsed anti-dumping and
countervailing measures against unfair US biodiesel exports.
The conclusion of a case launched in early 2008, the majority
of ministers supported European Commission (EC) proposals
for definitive remedies, with duties ranging from EUR213 to
EUR409 a tonne and lasting five years. The regulations are
expected to be published in the Official Journal by July 12.
The Indian government cut the import tax on biodiesel on
July 1 to 2.5% from 7.5%. Biodiesel units are likely to import
more and increase their supplies to the market as a result.
Oil giant ExxonMobil plans to invest over US$600 mln in
Synthetic Genomics to make transport fuel from algae.
US biodiesel exports to EU on the rise (EBB)
US biodiesel exports to EU on the rise (EBB)
Idle EU biodiesel production capacity grows: 276 plants open July 2009 (EBB)
Idle EU biodiesel production capacity grows: 276 plants open July 2009 (EBB)
Non-soy share of US biodiesel reaches 74% (May 2009), up from 42% (May 2008)
Non-soy share of US biodiesel reaches 74% (May 2009), up from 42% (May 2008)
Biodiesel Brazil 2009 US biodiesel margins EU biodiesel prices (November 2007 - January 2009) Source:
Biodiesel Brazil 2009
US biodiesel margins
EU biodiesel prices
(November 2007 -
January 2009)
Source: LMC International
Biodiesel Brazil 2009 World output down, but capacity up • World biodiesel production for 2009
Biodiesel Brazil 2009
World output down, but capacity up
World biodiesel production
for 2009 is estimated at
12.5 mln tonnes, down
slightly from 12.7 mln
tonnes in 2008.
F.O. Licht now pegs current
biodiesel production
capacity at 37.9 mln
tonnes, compared with 33.9
mln tonnes at the end of
2008.
Biodiesel Brazil 2009 World biodiesel output continues to climb
Biodiesel Brazil 2009
World biodiesel output continues to climb
Biodiesel Brazil 2009 EU biodiesel prices Nov 2007- Jan 2009
Biodiesel Brazil 2009
EU biodiesel prices Nov 2007- Jan 2009
Global oil production may have already peaked (BP)
Global oil production may have already peaked (BP)
EU dependence on imported FSU diesel oil grows
EU dependence on imported FSU diesel oil grows
Jatropha plantings in Africa (hectares) 2008 2015* Projects** Ethiopia 200 125,000 6 Tanzania 17,600 166,000
Jatropha plantings in Africa (hectares)
2008
2015*
Projects**
Ethiopia
200
125,000
6
Tanzania
17,600
166,000
9
Malawi
4,500
226,000
12
Madagascar
35,700
500,000
13
Mozambique
7,900
170,000
12
Zambia
35,200
134,000
6
Cameroon
3,000
13,500
4
Ghana
2,000
600,000
3
*Expert country estimates
** Projects identified
Source: Global Market Study on Jatropha, GEXSI 2008
Jatropha plantings in Asia (hectares) 2008 2015* Projects** China 105,000 600,000 13 Philippines 3,750 1.1
Jatropha plantings in Asia (hectares)
2008
2015*
Projects**
China
105,000
600,000
13
Philippines
3,750
1.1 million
9
Indonesia
75,000
5.2 million
12
Malaysia
1,700
57,000
6
Mynamar
850,000
4 million
1
India
407,000
1.9
million
20
*Expert country estimates
** Projects identified
Source: Global Market Study on Jatropha, GEXSI 2008
Jatropha plantings in Latin America (hectares) 2008 2015* Projects** Honduras 300 10,000 2 Haiti 350
Jatropha plantings in Latin America (hectares)
2008
2015*
Projects**
Honduras
300
10,000
2
Haiti
350
5,000
1
Colombia
1,000
100,000
2
Brazil
15,800
1.3 million
9
Peru
320
77,000
8
Costa Rica
10
40,000
1
Guatemala
650
15,000
2
Mexico
3,000
100,000
3
*Expert country estimates
** Projects identified
Source: Global Market Study on Jatropha, GEXSI 2008
Biodiesel Brazil 2009 EU biodiesel imports rise sharply • EU biodiesel imports in January/March 2009
Biodiesel Brazil 2009
EU biodiesel imports rise sharply
• EU biodiesel imports in January/March 2009
amounted to 412,463 tonnes, up from 164,615
tonnes imported in the same period of 2008. Total
imports in Jan-Dec 2008 were 1.490 mln tonnes.
• Major origins in Q1 2009 were the US (381,220
tonnes vs. 157,637 tonnes; Indonesia (13,287
tonnes vs. 0); Argentina (4,979 tonnes vs. 2,958);
and Malaysia (4,881 tonnes vs. 32). US output in
Jan/May 2009 was 627,044 tonnes vs. 862,637.
UK biodiesel feedstocks dominated by rape and soy
UK biodiesel feedstocks dominated by rape and soy