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市場調査レポート
商品コード
1761666
ディーゼルエキゾーストフルード(DEF)の需給の分析Diesel Exhaust Fluid (DEF) Demand Supply Analysis Study |
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ディーゼルエキゾーストフルード(DEF)の需給の分析 |
出版日: 2025年04月25日
発行: Prismane Consulting
ページ情報: 英文 148 Pages
納期: 3~5営業日
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ディーゼルエキゾーストフルード(DEF)の供給の分析
世界のDEFの生産能力は2024年に2万キロトン超に達し、毎年約1,200キロトンずつ増加を続けています。アジア太平洋、北米、欧州で新たな施設が建設される見込みであり、この増加は排ガス規制の強化とディーゼル車やディーゼル機器の使用の増加によってもたらされています。Yara Internationalは、単独で北米と西欧に2,800キロトンを超える設備容量を有しており、市場の最大手の1つとなっています。
DEF供給の見通し(2026年~2036年)
世界のDEFの主要メーカーは、Yara International、BASF、Dakota Gasification Company、CF Industries、IFFCO(Krinir Industries)、EuroChem、Lotte Fine Chemical、Nissan Chemical Corp、Velvex(Nandan Petrochem)、Achema(Gaschema)、Kelas Environmental Protection Technology Co., Ltd(Lopal)、Sichuan Meifeng Blue、Iowa Fertilizer Company、その他数社です。
2026年~2036年、需要の増加に対応してDEFの生産は急速に拡大すると予測されます。自動車や産業用ディーゼルエンジンの採用が増加している発展途上市場、特にアジアに新しいプラントが設立される可能性が高いです。同時に、先進地域でのアップグレードと生産能力の拡大により、安定した多様なサプライチェーンが確立されることになります。
DEF消費動向
世界のDEF需要は、短期的にはCAGR 6.5%で成長し、総消費は2万6,000キロトンを超えると予測されます。長期的には、需要は約3万8,500キロトンに達する見通しです。2024年、アジア太平洋と北米の合計が世界の消費の65%近くを占め、この動向は予測期間を通じて続く見込みです。西欧は現在、世界需要の30%弱を占めており、ドイツ、フランス、スペインなどの国々でより高い消費が見られることから、年率3.6%の成長が見込まれます。これとは対照的に、オランダ、オーストリア、ベルギー、英国など市場の成長率はより小さい(2~3%)と予測されています。これらの成長パターンは、輸送、製造、農業でのディーゼルエンジン使用によるところが大きいです。
インドはDEFの急成長市場の1つです。同国の生産能力は、数年前にはわずか100キロトンでしたが、2024年までに約1,300キロトンに急増しています。インドの主要メーカーは、IFFCO(Krinir Industries)、Velvex(Nandan Petrochem)、Gulf Oil Lubricants、Indian Oil、Apar Industriesなどです。IFFCOとVelvexを合わせると、国内生産の過半を占めます。例えば、Gulf Oil Lubricantsは、チェンナイで生産能力7万5,000キロリットルのDEF生産部門を運営しており、年間生産能力27万9,000キロリットルの13のサテライトプラントに支えられています。
インド政府が2020年にEuro 6と同等のBharat Stage VI(BS6)排ガス基準を施行したことで、DEF需要は大幅に増加しました。2020年~2024年に、インドのDEF需要は主に大型商用車(HCV)によって3倍に増加しました。インドで新たに登録されたHCVの約60%は、現在SCRシステムを搭載しています。小型商用車(LCV)と2,000cc超のディーゼル乗用車も大きく寄与しており、インドのDEF消費の残り40%を占めています。
農業セグメントでは、インドは世界有数のトラクター製造国です。しかし、ほとんどのトラクターのエンジンは55馬力未満で、SCRの代わりにExhaust Gas Recirculation(EGR)またはLean NOx Trap(LNT)システムを使用するのが一般的です。現在、DEFの使用をサポートしているトラクターは約5%に過ぎません。商用車セグメントでは、2017年にすべての主要メーカーがSCRシステムを採用しましたが、Ashok Leylandはその時点でDEFの入手可能性とコストに課題があったため、自社製のiEGR(インテリジェント排ガス再循環)システムを選択しました。
当レポートでは、世界のディーゼルエキゾーストフルード(DEF)市場について調査分析し、市場力学と産業動向、各セグメントの需給、メーカーのプロファイルなどの情報を提供しています。
Diesel Exhaust Fluid (DEF), commonly sold under names like AdBlue, NOx Doser, or AUS 32, is a solution made of 32.5% automotive-grade urea and 67.5% deionized water. It's a non-toxic fluid used in diesel vehicles equipped with Selective Catalytic Reduction system and by injecting DEF into the exhaust, harmful nitrogen oxides (NOx) are broken down into nitrogen and water vapor, which are safe for the environment. This process is essential in helping diesel engines meet current emission standards, especially in the commercial and industrial sectors.
Diesel Exhaust Fluid Supply Analysis
The global production capacity for DEF reached over 20,000 kilo tons in 2024 and continues to rise by around 1,200 kilo tons annually. New facilities expected in Asia Pacific, North America, and Europe and this increase is being driven by tighter emission regulations and the growing use of diesel vehicles and equipment. Yara International alone has over 2,800 kilo tons of capacity installed across North America and Western Europe, making it one of the largest players in the market.
DEF Supply Outlook (2026-2036)
Key global manufacturers of DEF include Yara International, BASF, Dakota Gasification Company, CF Industries, IFFCO (Krinir Industries), EuroChem, Lotte Fine Chemical, Nissan Chemical Corp, Velvex (Nandan Petrochem), Achema (Gaschema), Kelas Environmental Protection Technology Co., Ltd (Lopal), Sichuan Meifeng Blue, Iowa Fertilizer Company, and several other producers.
Between 2026 and 2036, DEF production is expected to expand rapidly in response to rising demand. New plants are likely to be set up in developing markets where vehicle and industrial diesel engine adoption is increasing, especially in Asia. At the same time, upgrades and capacity expansions in developed regions will ensure a stable and diversified supply chain.
DEF Consumption Trends
Global demand for DEF is projected to grow at a CAGR of 6.5% in the short term, with total consumption expected to exceed 26,000 kilo tons. Over the longer term, demand is set to reach approximately 38,500 kilo tons. In 2024, Asia Pacific and North America together accounted for nearly 65% of global consumption, a trend expected to continue through the forecast period. Western Europe currently accounts for under 30% of global demand and is expected to grow at an annual rate of 3.6%, with countries like Germany, France, and Spain seeing higher uptake. In contrast, smaller growth rates (2-3%) are projected for markets like the Netherlands, Austria, Belgium, and the UK. These growth patterns are largely driven by diesel engine use in transport, manufacturing, and agriculture.
India is one of the fastest-growing markets for DEF. The country's production capacity has risen sharply from just 100 kilo tons a few years ago to around 1,300 kilo tons by 2024. Major producers in India include IFFCO (Krinir Industries), Velvex (Nandan Petrochem), Gulf Oil Lubricants, Indian Oil, and Apar Industries. IFFCO and Velvex together account for over half of the domestic production. Gulf Oil Lubricants, for example, operates a DEF production unit in Chennai with a capacity of 75,000 kilo liters, supported by 13 satellite plants with an added 279,000 kilo liters of annual capacity.
The Indian government's enforcement of Bharat Stage VI (BS6) emission standards in 2020, which are on par with Euro 6 norms, significantly boosted DEF demand. Between 2020 and 2024, DEF demand in the country tripled, driven mainly by heavy commercial vehicles (HCVs). About 60% of new HCVs registered in India are now equipped with SCR systems. Lighter commercial vehicles (LCVs) and diesel passenger cars with engines above 2,000 cc also contribute substantially, making up the remaining 40% of the country's DEF consumption.
In the agricultural segment, India is one of the largest tractor manufacturers in the world. However, most tractors have engines under 55 horsepower and typically use Exhaust Gas Recirculation (EGR) or Lean NOx Trap (LNT) systems instead of SCR. Only about 5% of tractors currently support DEF use. In the commercial vehicle segment, all major manufacturers adopted SCR systems in 2017, except for Ashok Leyland, which chose an in-house iEGR (intelligent exhaust gas recirculation) system due to challenges in DEF availability and cost at that time.
Demand Drivers for DEF
Regulatory policies are the biggest force behind DEF demand growth and the US, EU, China, and India have all set strict emission rules requiring NOx reductions in diesel engines. As a result, SCR systems that rely on DEF are now a standard feature in many heavy-duty trucks and buses. Another significant driver is the push to modernize vehicle fleets. Many governments offer incentives to replace old diesel vehicles with newer, cleaner alternatives, especially in the trucking, construction, and agricultural sectors. These newer models are usually equipped with SCR systems, further supporting DEF consumption growth.
Note: Demand-Supply Analysis has been provided for all major Regions / Countries as mentioned below. The demand-supply (consumption) split by applications has been provided for each of the countries/regions in Volume (Kilotons) and Value (USD Million).
Note: CAGR will be calculated for all the applications to arrive at the regional/global demand growth for the forecast period (2025 - 2034)
Note: This section includes company information, company financials, manufacturing bases, and operating regions. Company financials have been mentioned only for those companies where financials were available in SEC Filings, annual reports, or company websites. All the reported financials in this report are in U.S. Dollars. Financials reported in other currencies have been converted using average currency conversion rates. Company profiles may include manufacturers, suppliers, and distributors.