目前，SAF（可持续航空燃料）正进入加速期，阿根廷、印度等地新建项目落地，全球产量预期持续提升，但受制于原料供应和成本差距，规模化仍需政策与技术协同。氢站与电解槽技术方面，大型项目（如荷兰200 MW“ELYgator”）与模块化、小型化方案并行发展，电解效率与耐久性不断优化，市场竞争加剧。碳捕集领域则在钢铁、水泥等高排行业加速部署，英国、亚洲、美国均有大型CCUS与DAC项目推进，并通过法规、投资与国际合作推动商业化落地，行业整体进入政策与资本双驱的扩张阶段。
以下是收集国际相关的新闻所整理，在 可持续航空燃料（SAF）、氢站建设与电解槽技术、碳捕集（CCUS） 等领域的一些重要国际新闻和趋势概览：
可持续航空燃料（SAF）
阿根廷 YPF 投资 4 亿美元生产 SAF
阿根廷国营石油公司 YPF 宣布投资 4 亿美元成立名为 Santa Fe Bio 的合资企业，在 San Lorenzo 炼油厂建设设施，以生产和出口用废弃物（如餐厨废油、农业残渣）制成的 SAF 。
BUENOS AIRES, Aug 8 (Reuters) – Argentine state oil firm YPF (YPFDm.BA), opens new tab will invest around $400 million as part of a new joint venture to produce and sell sustainable aviation fuel (SAF), it said on Friday.
The new venture, to be called Santa Fe Bio, will be run in tandem with Essential Energy and operate out of YPF’s San Lorenzo refinery.
印度首个获得 SAF 认证的炼油厂
Indian Oil Corporation（IOC）位于 Panipat 的炼油厂成为印度首个获得将废弃食用油转化为航煤的 SAF 认证设施，为印度减少航空排放迈出关键一步。
NEW DELHI: In a first for India, a refinery here has been certified to produce sustainable aviation fuel (SAF). Cotecna Inspection India Pvt Ltd has certified Indian Oil’s Panipat refinery to convert used cooking oil to “co-processed oil to be used for replacement” of aviation turbine fuel (ATF).
IATA：2025 年全球 SAF 产量预计达 200 万吨
国际航空运输协会（IATA）在其 AGM 中表示，预计 2025 年全球 SAF 产量将达到 200 万吨 。
DELHI – In a step toward decarbonizing the skies, the International Air Transport Association (IATA) announced on the first day of its Annual General Meeting (AGM) that the global production of Sustainable Aviation Fuel (SAF) is expected to reach two million tonnes in 2025.
欧洲业界呼吁加强政策支持
欧洲航空与燃料行业代表于 2025 年 7 月强烈呼吁欧盟加快政策推动 SAF 部署，缩小与常规航空煤油在成本上的差距。
European aviation and fuel industry representatives have issued an “urgent call” for accelerated policy support for sustainable aviation fuel deployment across the EU. They say the current SAF market remains nascent, with HEFA-based fuels with a substantial price gap compared to conventional kerosene the only commercially available option today. In addition, they say, next generation SAF pathways such as e-SAF and advanced biofuels are struggling to access investment, in particular in reaching final investment decisions (FID). The industry partners, which include associations representing airlines, airports, cargo operators and fuel suppliers, have issued a 10-point action plan to address early-mover disadvantages and catalyse the scale-up of SAF production. The ‘call for action’ comes as the European Commission is planning to unveil its eagerly-awaited Sustainable Transport Investment Plan in the autumn.
SAF 市场仍在起飞阶段
PlanePost 报道显示，2025 年被视为 SAF 市场起飞的一年，预计从2025年约 20.6亿美元规模增长至 2030年 256亿美元，CAGR 达 65%。欧盟、土耳其以及 ICAO 制度推动法规背景明确。
Sustainable aviation fuel (SAF) 2025 is ready to redefine jet operations. SAF is a drop‑in jet fuel produced from waste feedstocks or captured CO₂ that can cut lifecycle emissions by up to 80 %. The SAF market is projected to jump from about USD 2.06 billion in 2025 to USD 25.6 billion by 2030—a 65 % CAGR. Those numbers alone make 2025 the tipping point.
技术与规模化挑战仍在
国际清洁交通委员会（ICCT）强调，要实现欧盟、英国、美国等地 SAF 扩产目标，需突破低碳供料短缺和先进 SAF 技术的商业化瓶颈。
Achieving emissions reductions and sustainable aviation fuel (SAF) deployment goals in the European Union, United Kingdom, and United States requires an expansion of production of low-carbon intensity SAF. A limited supply of sustainable feedstock for currently commercialized SAF pathways means the majority of this production will rely on advanced technologies not yet deployed at commercial scale.
氢站建设与电解槽技术
德国：Tyczka 氢气加注站开工建设
8 月 8 日报道指出，德国 Tyczka Hydrogen 已开始建设氢气加注站，生产规划正在推进中。
The ceremony on 23 July, 2025 marked the official start of construction of Tyczka Hydrogen’s new hydrogen refuelling station in the port of Schweinfurt, Germany. The filling station is the first visible milestone in a comprehensive hydrogen hub, which will also include a production facility with a truck filling centre for green hydrogen in 2026. Planning and preparations for this electrolysis plant, with a capacity of 5 MW, are already in full swing.
Air Liquide 确定建设 200 MW 大型电解槽项目
Air Liquide 于 7 月 23 日正式决定在荷兰鹿特丹港（Maasvlakte）建设“ELYgator”项目，一座 200 MW 级电解槽，受荷兰政府、欧洲创新基金和 IPCEI 资助。
Air Liquide takes a major step forward in European decarbonization efforts with the final investment decision to launch the construction of ELYgator, a 200 MW electrolyzer project in Maasvlakte, in the Port of Rotterdam. This project reinforces our leadership in low-carbon hydrogen production and represents a significant advancement in the decarbonization of European industrial needs.
Asahi Kasei 向芬兰交付 1 MW 电解槽系统
Asahi Kasei 将向芬兰 Central Finland Mobility Foundation 供应 Aqualyzer™-C 3 容器化 1 MW 级碱性电解槽，预计 2026 年上半年投入使用 。
Diversified global manufacturer Asahi Kasei will supply its Aqualyzer™-C3 containerized 1 MW-class alkaline-water electrolyzer to the Central Finland Mobility Foundation (Cefmof). The system will play an essential role in Central Finland’s hydrogen production and contribute to the region’s decarbonization effortsOpen new window. Full operation is expected to begin in the first half of 2026.
新型电解技术突破出现
- Nature Reviews Clean Technology 发表“去耦式水电解（DWE）”技术路径，可推动大规模绿色氢生产 。
- Bosch 与 Schaeffler 在 2025 年汉诺威工业博览会展示可扩展电解槽创新技术，助力降低氢气生产成本。
电解槽市场动态
- HydrogenWire 报告称，该新设施氢气产量是目前在建最大氢厂的三倍，可满足约 5000 辆氢卡车一年用量。
- Plug Power 发布 2025 年第二季度财报，其电解槽业务（GenEco）销售额较去年翻三倍，推进多个百兆瓦级项目，改善毛利表现。
- Utility Dive 评论指出，氢产业应优先开发模块化、可在现场扩展的小型电解系统，以更好适应实际需求。
- 全球电解槽出货数据显现：2025 Q2 国内企业共交付约 35 MW 碱性电解槽装备，并已启动多个风光氢制项目的示范工程)。
碳捕集（Carbon Capture / CCUS）
亚洲钢铁企业联合评估 CCUS 中心项目
BHP 联合 ArcelorMittal Nippon Steel India、JSW Steel、Hyundai Steel、Chevron 和三井等，发起亚洲 CCUS 中心预可行性研究，旨在探索在高排放钢铁行业部署碳捕集、利用与封存技术的可能性；研究将在 2026 年底前完成，并公开结果。
BHP (BHP.AX), the world’s largest miner, is leading a global consortium of steelmakers to explore carbon capture, utilisation and storage (CCUS) opportunities across Asia, project manager Hatch said on Monday.
英国拟建设首个商业化 DAC 项目
英国政府正与瑞士 DAC 企业 Climeworks 深入商谈，在 HyNet 网络（默西塞德周边）部署其首个商业规模直接空气捕集（DAC）设施，该计划是其 2050 净零战略的一部分。
Ed Miliband, the energy secretary, has begun talks to set up the UK’s first commercial project to suck carbon dioxide directly from the air and store it in old oil and gas fields under the Irish Sea.
全球 CCS 行业进入关键发展阶段
世界经济论坛援引 DNV 报告指出，CCS 在水泥、钢铁与化学品等行业中越来越被视为最可行的减碳手段，预计到 2030 年行业规模将增长四倍。
Carbon capture and storage (CCS) is critical to the energy transition. It is often the most feasible decarbonization technology for process industries such as cement, steel and chemical production. Yet, it has failed to scale, until now.
本文转载自氢链2040，只做主题效果测试使用，本文观点不代表氢头条立场。
