持続可能な航空燃料（SAF）のベトナム市場の評価：燃料タイプ別、技術別、用途別、地域別、機会、予測（2024年～2032年）

ベトナムの政府は、2035年までにジェットケロシンに持続可能な航空燃料（SAF）を10％混合する予定です。航空産業における持続可能なエネルギー基準への世界のシフトの一環として、ベトナムの持続可能な航空燃料（SAF）市場は急速に成長しています。環境にやさしい代替燃料への産業の取り組みと、気候変動の影響を軽減する緊急の必要性が、市場拡大の促進要因となっています。

水素燃料、液体燃料、バイオ燃料など、多様なSAFが市場に出回っています。これらの燃料は、民間旅客機から軍用ジェット機まで、さまざまな航空機プラットフォームで使用されています。市場の将来見通しは明るいですが、強力なサプライチェーンの構築、コスト競争力の維持、複雑な規制環境の交渉など、克服すべき障害もあります。とはいえ、政府の強力な支援と国際的な環境コミットメントにより、ベトナムは航空産業のクリーン燃料への移行において大きな役割を果たすのに十分な位置にあります。市場が積極的なカーボンニュートラル目標を達成できる部門を生み出し、SAFが広く採用されるようになるには、こうした障害を克服することが不可欠です。

バイオ燃料部門がもっとも高い市場シェアを占める

ベトナムの持続可能な航空燃料の市場シェアは、バイオ燃料部門が独占しています。これは、同国の豊富なバイオマス資源と、政府が実施する二酸化炭素排出削減政策によるものです。ベトナムはバイオマス資源の主要生産国であり、バイオマス資源は従来の利用方法から輸送部門向けのバイオ燃料生産へと徐々に転用されつつあります。Vietnam Energy Outlook Reportによると、バイオ燃料生産は2050年までに大幅に増加し、544PJが生産されると予測されています。National Energy Master Plan（NEMP）は、航空産業などの排出削減が困難な産業におけるバイオ燃料の利用を重視しており、需要の増加の大きな原因となっています。ベトナムの再生可能エネルギーへのシフトは、この部門の急速な拡大を推進しており、バイオ燃料は2050年までの同国のネットゼロ目標において重要な役割を果たしています。SAF市場におけるベトナムの産業リーダーとしての地位は、バイオ燃料の生産能力を高め続けるにつれて確固たるものになると予測されます。

例えば2024年1月、Vietnam Airlinesは、持続可能な航空燃料（SAF）を使用して商業旅客便を運航する国内初の航空企業となっています。シンガポールのチャンギ空港で、同航空企業は5月27日のハノイへの帰国便に備え、Airbus A321にSAFを給油しました。シンガポールチャンギ空港におけるNesteのSAF供給能力が、アジア太平洋から来訪する航空企業を支援したのは今回が初めてです。Nesteは、シンガポールの精製工場でSAFを生産した後、統合サプライチェーンを利用してチャンギ空港でベトナム航空にSAFを納入しました。同航空企業は、SAFを利用することで、乗客に卓越したサービス品質と環境へのやさしさを提供できるとともに、航空部門のより持続可能な未来づくりに寄与できると感じています。

技術の進歩が市場の成長を後押し

ベトナムの持続可能な航空燃料の市場シェアは、技術の向上により劇的に上昇しています。この増加は、燃料生産産業、特に再生可能燃料の生産における進歩によるところが大きいです。Vietnam Energy Outlook Reportによると、ベトナムはバイオ燃料や合成燃料を製造する最先端技術の統合において大きな進歩を示しており、これらは航空部門の脱炭素化の取り組みに不可欠です。合成ガスの製造、バイオマスのガス化、再生可能ジェット燃料のような再生可能液体燃料といった最新の技術が市場を前進させています。ベトナムは、生産、輸送、貯蔵、流通を含む再生可能燃料サプライチェーン全体の向上に重点を置いています。Hydrogen Strategyで示されたように、ベトナムは電子燃料とグリーン水素の創出に力を入れており、SAF市場を強化しています。これらの技術が進歩すれば、生産コストのさらなる低下と生産性の向上が見込まれ、世界のSAF市場におけるベトナムの地位は確実なものとなります。

当レポートでは、ベトナム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 ベトナムの持続可能な航空燃料市場の見通し（2024年～2032年）

• 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 ベトナムの既存と新設SAF工場のリスト

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
• 主要企業の情勢と今後の市場企業
  • Neste Oyj
  • World Energy LLC
  • Gevo Inc.
  • SAF One Energy Management Ltd
  • Vietnam Air Petrol Company Limited
  • Tan Son Nhat Petrol Commercial JSC
  • Nihon Toyo Co., 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. Vietnam Sustainable Aviation Fuel Market, By Value, In USD Million, 2024-2032F
• Figure 2. Vietnam Sustainable Aviation Fuel Market, By Volume, In Million Liters, 2024-2032F
• Figure 3. Vietnam Sustainable Aviation Fuel Market Share (%), By Fuel Type, 2024-2032F
• Figure 4. Vietnam Sustainable Aviation Fuel Market Share (%), By Technology, 2024-2032F
• Figure 5. Vietnam Sustainable Aviation Fuel Market Share (%), By Application, 2024-2032F
• Figure 6. Vietnam Sustainable Aviation Fuel Market Share (%), By Region, 2024-2032F

Vietnam Government is expected to blend 10% sustainable aviation fuel (SAF) in jet kerosene by 2035. As part of the global shift in the aviation industry toward sustainable energy standards, Vietnam's market for sustainable aviation fuel (SAF) is growing rapidly. The industry's dedication toward eco-friendly fuel alternatives and the urgent need to reduce the effects of climate change are driving market expansion.

Diverse SAFs are available in the market, such as hydrogen fuels, power-to-liquid fuels, and biofuels. These fuels are used in a variety of aircraft platforms, ranging from commercial airliners to military jets. Although the market's future seems bright, there are obstacles to overcome by building a strong supply chain, maintaining cost competitiveness, and negotiating complicated regulatory environments. Nevertheless, due to robust government support and international environmental commitments, Vietnam is well-positioned to play a major role in the aviation industry's transition to cleaner fuels. Overcoming these obstacles will be essential as the market develops sectors that can reach its aggressive carbon neutrality targets so that SAF can be widely adopted.

Biofuel Sector Holds the Highest Market Share

Vietnam sustainable aviation fuel market share is being dominated by the biofuel segment. This is due to the country's abundant biomass resources and policies implemented by the government to lower carbon emissions. Vietnam is a major producer of biomass resources, which are progressively being diverted from conventional usage to the production of biofuel for the transportation sector. According to the Vietnam Energy Outlook Report, biofuel production is expected to increase significantly by 2050, with an estimated 544 PJ produced. The National Energy Master Plan (NEMP), which emphasizes the use of biofuels in difficult-to-abate industries, such as aviation, is largely responsible for the rise in demand. Vietnam's shift towards renewable energy is driving the sector's rapid expansion with biofuels playing a key role in the country's net-zero goals by 2050. Vietnam's industry leadership in the SAF market is anticipated to consolidate as it continues to increase its ability to produce biofuels.

For instance, in January 2024, Vietnam Airlines became the first airline in the country to operate commercial passenger flights using sustainable aviation fuel or SAF. At Changi Airport in Singapore, the airline refueled an Airbus A321 with SAF in preparation for its May 27 return flight to Hanoi. This is the first time Neste's SAF supply capabilities at Singapore Changi Airport have helped a visiting carrier from Asia-Pacific. Neste used its integrated supply chain to deliver SAF to Vietnam Airlines at Changi Airport after producing it as a refinery in Singapore. The airline feels that by utilizing SAF, it will be possible to provide passengers with exceptional service quality and environmental friendliness while helping to create a more sustainable future for the aviation sector.

Technology Advancements Boosts Market Growth

Vietnam's market share of sustainable aviation fuel is rising dramatically due to the technological improvements. The increase has been largely attributed to advancements in the fuel production industry, particularly in the creation of renewable fuels. Vietnam is making significant progress in integrating cutting-edge technology to manufacture biofuels and synthetic fuels, which are essential for the aviation sector's decarbonization efforts, according to the Vietnam Energy Outlook Report. Modern techniques such as manufacturing synthetic gas, biomass gasification, and renewable liquid fuels like renewable jet fuel are advancing the market. Vietnam's emphasis on improving the entire renewable fuel supply chain which includes production, transmission, storage, and distribution. The nation's dedication to creating e-fuels and green hydrogen, as delineated in the Hydrogen Strategy, bolsters the SAF market. As these technologies advance, it is anticipated that they will further lower production costs and boost productivity, securing Vietnam's place in the global SAF market.

For instance, in May 2024, to reach its net zero emission goals, Vietnam Airlines is adding wide-body aircraft to its fleet, such as Boeing 787 and Airbus A350. These planes are more competitive and efficient as they can accommodate 311-367 passengers and have a bigger cargo capacity. Due to their integrated technology that lowers pollutants and fuel consumption, the new generation of airplanes is especially environmentally friendly. Comparing Vietjet's current fleet to other airlines, it can save 15-20% on fuel and lower emissions per passenger by 25-30%. Vietnam is focusing on improving the production, transport, storage, and distribution of renewable fuels, which supports these achievements. The nation's dedication to developing e-fuels and green hydrogen, as delineated in the Hydrogen Strategy, reinforces the SAF market.

Southern Vietnam is Expected to Hold the Highest Market Share

Due to its advantageous location and strong infrastructure for renewable energy, the southern area of Vietnam is expected to hold the largest market share of sustainable aviation fuel. Owing to its significant solar and wind energy capacities which are essential for the generation of SAF, the south-central region is growing fast due to the rise in infrastructure projects. With large onshore and offshore wind farms contributing to the energy mix, the region has the greatest percentage of wind capacity in the country. The South's supremacy in the SAF market is further cemented by the numerous linkages that connect it to other regions of the country, allowing for efficient distribution of the generated renewable energy. With growing investments in renewable energy infrastructure in South, Vietnam is anticipated to maintain this regional advantage as it moves closer to its net-zero targets. Due to the region's strategic significance and potential for renewable energy, it leads the SAF market to Vietnam's larger energy transition initiatives.

Government Focus on Sustainability to Influence Market Growth

The sustainable aviation fuel market is expanding due to the Vietnamese government's dedication to sustainability. Through strategic frameworks such as the Power Development Plan (PDP8) and the National Climate Change Strategy for 2050, the nation hopes to attain net-zero emissions. Government regulations encourage the use of renewable fuel in several industries, including aviation. These programs are incorporated into the National Energy Master Plan (NEMP), which is a larger strategy for minimizing reliance on imported fuel and maximizing domestic resources. For the SAF market to flourish and meet global climate goals, these plans must align with Vietnam's sustainability objectives.

For instance, in March 2024, a Japanese business called Toyo Group is investigating the possibility of producing sustainable aviation fuel and has made a sizable investment in Vietnam. Real estate, energy, and projects including a USD 220 million (VND 5519 billion) renewable energy plant in Bac Ninh province and a USD 40 million (VND 1003 billion) Green Energy Plant in Binh Dinh province, are among the company's current investments. JGC Holdings Corporation, an engineering firm with experience in major projects in petrochemical, energy, and other industrial sectors is working with Toyo Group.

Future Market Scenario (2024 - 2032F)

Vietnam's market for sustainable aviation fuel has a positive outlook, owing to the nation's strong environmental policies, developing technological capabilities, and advantageous geographic location. The SAF market is anticipated to expand rapidly as Vietnam works toward its goal of net-zero emissions by 2050, aided by initiatives such as the Power Development Plan (PDP8) and the National Energy Master Plan. The development of renewable energy sources, such as biofuels and synthetic fuels, is given priority in these frameworks as they are crucial for decarbonizing the aviation industry. Technological developments that will further improve the efficiency and economics of SAF generation include the development of green hydrogen and biomass gasification. Vietnam is in a strong position to dominate the region in SAF production due to its technological advancements and rising investments in renewable energy infrastructure, especially in the south-central and south-east regions.

Key Players Landscape and Outlook

The sustainable aviation fuel market in Vietnam is in its early stages, with major aviation firms such as VietJet Air and Bamboo Airways spearheading early initiatives. International corporations such as Neste and World Energy are seeking collaborations to access this developing industry. The market is expanding due to the international pressure for decarbonization and constant government support. With space for rapid expansion in Vietnam's aviation industry, sustainability becomes more popular throughout Southeast Asia, the SAF aviation fuel market is expected to boost in the forecast years.

For instance, in December 2023, to promote sustainable aviation fuel (SAF) in Vietnam, Dubai-based SAF One and Vietnamese low-cost carrier Vietjet Air have teamed. A Memorandum of Understanding (MoU) was inked in Dubai during COP28 to help the airline and SAF One to work together. SAF One, which was founded in May by Sencirc Holding, based in Abu Dhabi, and Novus Aviation Capital, focuses on assets in the circular economy. The collaboration comes at the same time as Jeff Ovens is named SAF One's Chief Operating Officer, effective January 2024, and there is an increasing emphasis on SAF supply and procurement in Asia-Pacific.

For instance, in March 2024, Japanese renewables firm Nihon Toyo has already deployed many energy projects in Vietnam, including a USD 40 million green energy factory project in Binh Dinh, a USD 220-million waste treatment factory in Bac Ninh, and a USD 60 million cosmetics plant in Ho Chi Minh City.

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. Vietnam Sustainable Aviation Fuel Market Outlook, 2024-2032F

• 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. Hydroprocessed Fermented Sugars to Synthetic Isoparaffins
    • 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. 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 Vietnam

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 leading and Upcoming 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. Gevo Inc.
  • 11.3.4. SAF One Energy Management Ltd
  • 11.3.5. Vietnam Air Petrol Company Limited
  • 11.3.6. Tan Son Nhat Petrol Commercial JSC
  • 11.3.7. Nihon Toyo Co., 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