インドの持続可能な航空燃料（SAF）市場の評価：燃料タイプ別、技術別、用途別、地域別、機会、予測（2024年度～2033年度）

インドの持続可能な航空燃料（SAF）市場は、年間1,900万トン～2,400万トンのSAFを生産できる原料を有しており、SAFの混合目標を5％とすると、インドでは年間1億4,000万リットルのSAFが必要となります。世界第3位の航空市場であるインドの航空産業は、所得水準の上昇、格安航空企業の登場、UDAN（Ude Desh Ka Aam Naagrik）政策などの奨励的な政府プログラムにより、目覚ましい成長を示してきました。2028年までに年間10億回の旅行に対応できるよう空港の能力を大きく増強しようとするNABH（The Nextgen Airports for Bharat Nirman）計画は、この成長を支えています。インドの航空部門は、2005年～2018年に排出が2.5倍に増加しており、この産業が国の温室効果ガス排出において重要な役割を果たしていることを示しています。放射強制力などの要因から、航空機の排出は既存の予測よりも2～4倍大きな世界への影響を及ぼすと予測されています。航空産業は、温室効果ガス排出を2030年までに3.6～3.8倍に、2050年までに最大14倍に拡大すると予測されています。

インドでは、航空排出がCAGRで7.34％の速度で増加しています。こうした問題を受け、インドの持続可能な航空燃料（SAF）市場が注目を集めています。持続可能な資源であるSAFは、従来の航空タービン燃料（ATF）に代わる競争力のある選択肢であり、温室効果ガスの排出を削減し、航空産業の環境負荷を低減する可能性を秘めています。SAFの燃料混合への統合は、同国の航空市場が伸び続ける中、航空産業に成長と持続可能性のバランスを取る重要な機会を提供します。この変化は、世界でもっとも急速に拡大している航空市場の1つの環境に対する影響を管理する手助けをすることで、経済発展と気候変動目標の双方に利益をもたらす可能性があります。

市場の成長に影響を与える、政府の持続可能性への注目

インド政府のThe National Biofuel Coordination Committee（NBCC）は、航空部門における持続可能性の推進に向けた取り組みを強化しています。NBCCは、従来の航空タービン燃料と持続可能な航空燃料（SAF）の混合比率に関する最初の目標を発表しました。国際線の最初の目標は、2027年までにSAFを1％、2028年までに2％にすることです。International Civil Aviation Organization（ICAO）の国際航空に対するCarbon Offsetting and Reduction Scheme for International Aviation（CORSIA）は、2027年から世界の航空企業に排出の増加を相殺することを義務付けており、これはこの計画に沿ったものです。ATFに比べ、SAFは再生可能な原料から作られているため、カーボンフットプリントは大幅に低いです。

政府がSAF混合を推進することで、インドのCORSIAコンプライアンスと航空機の排出は恩恵を受けると予測されます。民間部門の関与は不可欠です。Indian Oil Corporation（IOC）やMangalore Refinery and Petrochemicalsなどの大手企業を含む技術プロバイダーと提携してSAF製造プラントを設立します。使用済み食用油や非食用油を原料として、アルコールからジェット燃料に変換するような経路で生産します。環境と農業に大きな恩恵があることから、政府はSAF混合率を4～5％に拡大する計画です。

例えば2023年5月、Hardeep Singh Puri石油相は、インドが2025年までにジェット燃料に持続可能な航空燃料（SAF）を1％混合することを義務付ける画期的な政策を実施すると宣言しました。持続可能な燃料を目指す世界の動向と歩調を合わせ、この取り組みは航空産業からの排出を大幅に削減することを目指しています。

市場における急速な技術革新

技術開発は、インドの持続可能な航空燃料（SAF）市場の大きな成長を促進すると予測されます。インドは、SAF、バイオディーゼル、バイオCNGなどのクリーンエネルギーを推進することで、化石燃料への依存を減らすことを目指しています。これは、サトウキビ、農業廃棄物、使用済み食用油、都市廃棄物などのさまざまな原料を、ガス化/フィッシャートロプシュ法、ATJ（Alcohol to Jet）、水素化処理エステル・脂肪酸（HEFA）などの先端技術と組み合わせて利用することで達成されます。経営中の製糖工場やエタノール施設からのイソブタノール（IBA）生産により、年間150万トンのSAFが生産される可能性がある一方、使用済み食用油（UCO）を利用したHEFA技術により、最大200万トンのSAFが生産される可能性があります。分別インフラが改善されれば、年間最大1,100万トンのSAFが生産される可能性があります。

当レポートでは、インドの持続可能な航空燃料（SAF）市場について調査分析し、市場規模と予測、市場力学、主要企業の情勢などを提供しています。

目次

第1章 プロジェクトの範囲と定義

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 顧客の声

• ブランド認知度
• リードタイム
• サプライチェーン
• 品質
• 購入のしやすさ

第5章 インドの持続可能な航空燃料（SAF）市場の見通し（2024年度～2033年度）

• 市場規模の分析と予測
  • 金額
  • 数量
• 市場シェア分析と予測
  • 燃料タイプ別
  • 技術別
  • 用途別
  • 地域別

第6章 ポーターのファイブフォース分析

第7章 PESTLE分析

第8章 市場力学

• 市場促進要因
• 市場の課題

第9章 市場の動向と発展

第10章 インドの既存および今後のSAFプラントのリスト

第11章 競合情勢

• マーケットリーダー上位5社の競合マトリクス
• 上位5社のSWOT分析
• 主要企業上位10社の情勢
  • Neste Oyj
  • World Energy LLC
  • LanzaJet Inc.
  • Indian Oil Corporation Limited (IOCL)
  • Avaada Group
  • Gevo Inc.
  • Praj Industries Limited
  • SAF One Energy Management Ltd

第12章 戦略的推奨

第13章 当社について、免責事項

List of Tables

• Table 1. Pricing Analysis of Products from Key Players
• Table 2. Competition Matrix of Top 5 Market Leaders
• Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. India Sustainable Aviation Fuel Market, By Value, In USD Million, FY2024-FY2033F
• Figure 2. India Sustainable Aviation Fuel Market, By Volume, In Million Liters, FY2024-FY2033F
• Figure 3. India Sustainable Aviation Fuel Market Share (%), By Fuel Type, FY2024-FY2033F
• Figure 4. India Sustainable Aviation Fuel Market Share (%), By Technology, FY2024-FY2033F
• Figure 5. India Sustainable Aviation Fuel Market Share (%), By Application, FY2024-FY2033F
• Figure 6. India Sustainable Aviation Fuel Market Share (%), By Region, FY2024-FY2033F

India sustainable aviation fuel market has feedstock for potential production of 19 to 24 million tons of SAF per year, for 5% blending target of SAF, India would require 0.14 billion liters of SAF annually. The third-largest aviation market in the world, India's aviation industry has grown remarkably because of rising income levels, the emergence of low-cost carriers, and encouraging government programs such as the Ude Desh Ka Aam Naagrik (UDAN) Policy. The Nextgen Airports for Bharat Nirman (NABH) plan, which seeks to greatly increase airport capacity to accommodate a billion trips annually by 2028, supports this growth. The aviation sector in India had a 2.5-fold growth in emissions between 2005 and 2018, indicating that the industry plays a significant role in the country's greenhouse gas emissions. Due to factors such as radiative forcing, aircraft emissions are predicted to have a 2 to 4 times greater global impact than existing projections. The aviation industry is expected to expand its greenhouse gas emissions by 3.6 to 3.8 times by 2030 and up to 14 times by 2050.

In India, aviation emissions are growing at a CAGR of 7.34%. The Indian market for sustainable aviation fuel is receiving more attention in response to these issues. With its sustainable source, SAF presents a competitive option to traditional Aviation Turbine Fuel (ATF), with the potential to lower greenhouse gas emissions and reduce the environmental impact of the industry. SAF integration into the fuel mix offers the aviation industry a critical chance to strike a balance between growth and sustainability as the country's aviation market continues to rise. This change could benefit both economic development and climate goals by assisting in managing the environmental impact of one of the aviation markets that is expanding at the fastest rate in the world.

Government Focus on Sustainability to Influence Market Growth

The National Biofuel Coordination Committee (NBCC) of the Indian government is stepping up its efforts to promote sustainability in aviation. The NBCC has published the first targets for the blend ratio of conventional aviation turbine fuel to sustainable aviation fuel. The first targets for international flights are 1% SAF by 2027 and 2% by 2028. The International Civil Aviation Organization's (ICAO) Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA), which requires airlines worldwide to offset emissions growth starting in 2027, aligns with this plan. Compared to ATF, SAF has a substantially lower carbon footprint as it is made from renewable feedstocks.

India's CORSIA compliance and aircraft emissions are anticipated to benefit from the government's push for SAF blending. Involvement from the private sector is vital. Establishing SAF production plants in partnership with technology providers including major players such as Indian Oil Corporation (IOC) and Mangalore Refinery and Petrochemicals. Used cooking oil and non-edible oils will be used as feedstocks in these units, using pathways such as alcohol-to-jet fuel. With major advantages for the environment and the agriculture industry, the government plans to scale the SAF blending to 4-5%.

For instance, in May 2023, the Oil Minister Hardeep Singh Puri has declared that India will implement a ground-breaking policy by 2025 requiring the blending of 1% Sustainable Aviation Fuel in Jet Fuel. In keeping with global trends toward sustainable fuels, this effort seeks to drastically cut emissions from the aviation industry.

Rapid Technology Innovation in the Market

Technological developments are expected to drive significant growth in India sustainable aviation fuel market. India aims to reduce the dependency of fossil fuel by promoting clean energy such as SAF, Biodiesel, Bio CNG, etc. This is accomplished by utilizing a variety of feedstocks, including sugarcane, agricultural wastes, used cooking oil, and municipal solid waste, in conjunction with cutting-edge technologies, such as Gasification/Fischer-Tropsch, Alcohol-to-Jet, and Hydroprocessed Esters and Fatty Acids (HEFA). While Isobutanol (IBA) production from operating sugar mills and ethanol facilities may produce 1.5 million tons of SAF yearly, HEFA technology employing used cooking oil (UCO) could produce up to 2 million tons. Up to 11 million tons of SAF might be produced annually with improved segregation infrastructure.

For Instance, in May 2023, one of the constituent laboratories of the Council of Scientific & Industrial Research (CSIR), the Indian Institute of Petroleum (IIP), created an indigenous one-step catalytic technology that produces SAF by hydro-processing waste lipids such as UCO and tree-borne oils. Additionally, CSIR-IIP has set up a pilot scale testing facility that can process up to 50 kg of feed per day.

West and Central India is Expected to Dominate Market Share

India's west and central regions are becoming important players in India SAF market, which is growing significantly due to their strategic advantages. SAF manufacturing and distribution are concentrated in major aviation hubs and airports in cities like Mumbai, Pune, and Ahmedabad. Large investments in infrastructure, such as production facilities and supply systems have strengthened the availability and use of SAF in these regions. Increased SAF production and usage have been fueled by government subsidies and initiatives meant to lower carbon emissions and promote sustainable aviation. The advancement of SAF technology and integration necessitates active industry collaborations between fuel suppliers, research institutions, and airlines. SAF has a positive market outlook that sets the standard for the rest of India due to the robust current aviation infrastructure and growing demand for air travel.

For instance, in January 2024, Expanded DigiYatra and non-DigiYatra capabilities at Mumbai Airport have helped the airport process up to 8,000 passengers per hour and cut wait times to less than a minute. The airport now has 68 entry lanes, the highest number in the country, including 34 dedicated to DigiYatra. Terminal 1 features six dedicated DigiYatra e-gates and six non-DigiYatra e-gates. Additionally, 118 new e-gates at Terminal 2 will streamline security checks.

Biofuel Dominating the Market Share

Biofuels are gaining prominence in India sustainable aviation fuel market due to environmental benefits and raw material availability. When compared to conventional fossil fuels, biofuels are made from organic materials such as vegetable oil and other waste biomass in India. The National Biofuel Policy and business partnerships, along with government assistance are leading biofuels to dominate market share. Indian Oil Corporation (IOC) launched India's first bio-jet fuel-powered flight in 2018, using a blend of Jatropha-based biofuel and conventional aviation fuel. SpiceJet operated the country's first test flight with biofuel between Dehradun and Delhi. Praj Industries is developing advanced technologies for producing SAF blended aviation turbine fuel (ATF), as a result, biofuels are expected to significantly shape India's SAF market.

Key Players Landscape and Outlook

In India sustainable aviation fuel market, key players include major public sector oil companies such as Indian Oil Corporation and international companies such as World Energy, Neste Oyj, and LanzaJet. The market is buoyed by substantial investments in SAF production facilities and government initiatives promoting green aviation. The outlook is optimistic with plans for SAF blending mandates and infrastructure expansion to support a burgeoning aviation sector. Collaborations between Indian firms and international technology providers are driving innovation, while the diverse feedstock potential and supportive regulatory framework are expected to position India as a significant player in the global SAF market.

In February 2023, Indian Oil Corp planned to sign an agreement with LanzaJet to produce cleaner aviation fuel at its Panipat refinery in northern India. Indian Oil already has a partnership with LanzaTech to transform trash into ethanol, thus this contract will enhance ethanol to cleaner jet fuel. By 2030, 2% of the fuel used in aircraft at the state-run refinery will come from renewable sources.

In November 2022, India's largest airline, IndiGo, has committed to use 10% sustainable aviation fuel by 2030. Its most recent ESG report, Flying Responsibly, showcases early successes in lowering the intensity of airplane emissions and raising the usage of electric vehicles at airports. To develop SAF in line with the World Economic Forum's Clean Skies for Tomorrow project, IndiGo and the Indian Institute of Petroleum have signed a Memorandum of Understanding.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

• 4.1. Brand Awareness
• 4.2. Lead time
• 4.3. Supply Chain
• 4.4. Quality
• 4.5. Ease of Purchase

5. Indian Sustainable Aviation Fuel Market Outlook, FY2024-FY2033F

• 5.1. Market Size Analysis & Forecast
  • 5.1.1. By Value
  • 5.1.2. By Volume
• 5.2. Market Share Analysis & Forecast
  • 5.2.1. By Fuel Type
    • 5.2.1.1. Biofuel
    • 5.2.1.2. Power to Liquid Fuel
    • 5.2.1.3. Hydrogen Fuel
    • 5.2.1.4. Gas-to-Liquid
  • 5.2.2. By Technology
    • 5.2.2.1. Fischer-Tropsch (FT) and Synthetic Paraffinic Kerosene (SPK)
    • 5.2.2.2. Hydroprocessed Esters and Fatty Acids
    • 5.2.2.3. Alcohol-to-Jet (ATJ) technology
    • 5.2.2.4. FT-SPK with Aromatics
    • 5.2.2.5. Hydrocarbon-Hydroprocessed Esters and Fatty Acids
    • 5.2.2.6. Others
  • 5.2.3. By Application
    • 5.2.3.1. Commercial
    • 5.2.3.2. Defense
    • 5.2.3.3. Others
  • 5.2.4. By Region
    • 5.2.4.1. North
    • 5.2.4.2. South
    • 5.2.4.3. East
    • 5.2.4.4. West and Central

6. Porter's Five Forces Analysis

7. PESTLE Analysis

8. Market Dynamics

• 8.1. Market Drivers
• 8.2. Market Challenges

9. Market Trends and Developments

10. List of Existing and Upcoming SAF Plants in India

11. Competitive Landscape

• 11.1. Competition Matrix of Top 5 Market Leaders
• 11.2. SWOT Analysis for Top 5 Players
• 11.3. Key Players Landscape for Top 10 Market Players
  • 11.3.1. Neste Oyj
    • 11.3.1.1. Company Details
    • 11.3.1.2. Key Management Personnel
    • 11.3.1.3. Products and Services
    • 11.3.1.4. Financials (As Reported)
    • 11.3.1.5. Key Market Focus and Geographical Presence
    • 11.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 11.3.2. World Energy LLC
  • 11.3.3. LanzaJet Inc.
  • 11.3.4. Indian Oil Corporation Limited (IOCL)
  • 11.3.5. Avaada Group
  • 11.3.6. Gevo Inc.
  • 11.3.7. Praj Industries Limited
  • 11.3.8. SAF One Energy Management Ltd

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

12. Strategic Recommendations

13. About Us and Disclaimer