市场概述: 库存消化仍需时间

  • 我们认为2019/20榨季全球产需缺口或为460万吨。
  • 但是牛市还言之过早;全球食糖库存仍接近历史峰值。
  • 这意味着2020年国际糖市很可能跟今年一样供过于求。
  • 又因为目的地库存较高,消费者不急于买糖,2019年的需求持续疲软。
  • 目前看来需要更多时间(或恶劣天气)才能进一步消化库存。

5号白糖合约期货价

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SAF Supply and Demand Dynamics

  • There are a few well-established production pathways for SAF.
  • However, these come with their own benefits and disadvantages.
  • More pathways are being approved but scale is proving to be a challenge.
Adelia Lei

John Buxton

2 weeks ago

2 min

How Do We Make Sustainable Aviation Fuel?

  • Jet A needs to have certain characteristics to be classified as SAF.
  • But what happens when new feedstocks are being developed?
  • Certain processes need to be followed to ensure the fuel’s properties remain the same.
Adelia Lei

John Buxton

4 weeks ago

2 min

How Can We Make Sure Sustainable Aviation Fuel is Safe?

  • When creating SAF, it is important that the process is standardised.
  • This helps ensure safety and mitigates the risk of extraneous ingredients being added.
  • These specifications also extend to the production process.

John Buxton

2 months ago

2 min

The Basics of Sustainable Aviation Fuel: Where Are We Now?

  • The aviation industry is responsible for about 2% of global energy-related CO2 emissions.
  • In order to reduce impacts, companies have been looking to sustainable aviation fuel (SAF).
  • But how far along are we in the SAF journey?

John Buxton

2 months ago

2 min