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美国农业部(USDA):2026加拿大生物燃料市场年度报告(英文版)(31页).pdf

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1、 THIS REPORT CONTAINS ASSESSMENTS OF COMMODITY AND TRADE ISSUES MADE BY USDA STAFF AND NOT NECESSARILY STATEMENTS OF OFFICIAL U.S.GOVERNMENT POLICY Required Report:Required-Public Distribution Date:February 25,2026 Report Number:CA2025-0045 Report Name:Biofuels Annual Country:Canada Post:Ottawa Repo

2、rt Category:Biofuels Prepared By:Erin Danielson Approved By:Daniel Archibald Report Highlights:This report was re-issued in February 2025 to capture revisions to 2024 U.S.renewable diesel import data derived from the U.S.Energy Information Agency.Rising ethanol use and blending continued in 2025,sup

3、ported by the carbon credit exchange and provincial policies.The same was true for renewable diesel and biodiesel in 2024 and expected in 2025.Fuel ethanol consumption in 2025 is forecast to be 52 percent higher than 2021 levels(pre-CFR);biodiesel and renewable diesel are forecast to be 20 percent a

4、nd 275 percent higher,respectively.Canadas third,and largest,renewable diesel plant began operation in July 2025,bringing capacity up from 994 ML in 2024 to 2,380 ML.Renewable diesel exports to the United States began in June 2024.There is significant uncertainty for Canadas biofuel production and i

5、nternational trade given imminent changes in U.S.and Canadian federal biofuel policies,and due to provincial domestic content requirements introduced in 2025.1 Acronyms Used in this report BC-LCFS-British ColumbiaLow Carbon Fuel Standard BTC-Blenders Tax Credit BBD-Bio-based diesels CFR-Clean Fuel R

6、egulations CI-Carbon intensity CO2-Carbon dioxide ECCC-Environment and Climate Change Canada EPA-U.S.Environmental Protection Agency FCC-Fluidized catalytic cracking HDRD-Hydrogenation-Derived Renewable Diesel IRA Inflation Reduction Act LUB Land use and biodiversity LCA Life cycle assessment LCFS L

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1. **政策驱动增长**:加拿大《清洁燃料法规》(CFR)推动生物燃料消费,2025年燃料乙醇消费预计比2021年增52%,生物柴油和可再生柴油分别增20%和275%。 2. **产能扩张**:2025年7月,加拿大第三座最大可再生柴油厂投产,产能从2024年9.94亿升至23.8亿升,6月起向美出口。 3. **贸易依赖**:加拿大是全球第二大乙醇进口国(2024年占消费59%),生物柴油几乎全自美进口;美IRA 45Z税惠导致加生物柴油出口锐减。 4. **政策应对**:加拟推出生物燃料生产激励(2026-2027年),并探讨CFR修订(如国内内容要求或信用倍增),以应对美政策变化。 5. **区域差异**:安大略和魁北克汽油掺混率最高(分别为11%和12%),BC省柴油掺混率达31.3%,且要求部分可再生燃料本土生产。
加拿大生物燃料政策有何变化? 生物燃料出口美国受何影响? 清洁燃料法规如何推动增长?
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