Conclusions: PtX opportunities and challenges for aviation and beyond?
Opportunity 1: Promised enormous increase in renewable energy generation
• German coalition agreement (government): +300 - 350 TWh renewable electricity by 2030
• New RE capacity implementation: 35 - 40 TWh p.a.?
• 10 % for aviation: 3.5 – 4.0 TWh -> +100 - 200 kt/a SAF addition each year?
Opportunity 2: Promised short term SAF pull (aviation industry) and push (expected deployment policies)
• Immediate utilization of >: e.g. stop burning industrial H2, explore cheap green carbon
Challenge 1: underdeveloped European SAF industry (compared to GWP saving request)
• Mandatory: reliable, permanent market for SAF – e.g., year-on-year growth rate of blending until 2030?
• Investor certainty crucial
Promise 100 % SAF within 3 decades? - Fair share: 33 % supply in this decade