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柴油引擎廢氣處理液 (DEF) 供需分析

Diesel Exhaust Fluid (DEF) Demand Supply Analysis Study

出版日期: 2025年04月25日 | 出版商:

Prismane Consulting | 英文 148 Pages | 商品交期: 3-5個工作天內

價格

簡介目錄

柴油引擎廢氣處理液 (DEF) 供應分析

預計到2024年，全球DEF產能將超過2萬噸，每年成長約120萬噸。預計亞太地區、北美和歐洲將新建一些工廠，而更嚴格的排放法規以及柴油車輛和設備使用量的增加將推動產能成長。僅雅苒國際在北美和西歐的裝置容量就超過280萬噸，使其成為該市場最大的參與者之一。

DEF 供應展望（2026-2036 年）

全球主要的DEF生產商有雅苒國際、BASF、達科他氣化公司、CF工業、IFFCO（克里尼爾工業）、EuroChem、樂天精細化學、日產化學、Velvex（南丹石化）、Achema（Gaschema）、科拉斯環保科技有限公司（龍川）、四川美峰等。

2026年至2036年，DEF產量預計將快速成長，以滿足日益成長的需求。新興市場，尤其是汽車和工業柴油引擎普及率不斷上升的亞洲，可能會新建工廠。同時，已開發地區的升級和產能擴張將有助於建立穩定且多元化的供應鏈。

DEF消費趨勢

預計全球 DEF 需求短期內將以 6.5% 的複合年成長率成長，總消費量將超過 26,000 千噸。長期來看，需求預計將達到約 38,500 千噸。到 2024 年，亞太地區和北美總合將佔全球消費量的近 65%，預計這一趨勢將在整個預測期內持續下去。西歐目前佔全球需求的略低於 30%，預計年增率為 3.6%，這得益於德國、法國和西班牙等國消費量的增加。相較之下，荷蘭、奧地利、比利時和英國等市場預計成長率較低（2-3%）。這些成長模式主要受交通運輸、製造業和農業中柴油引擎的使用所驅動。

印度是柴油引擎廢氣處理液 (DEF) 成長最快的市場之一。預計到 2024 年，該國的產能將從幾年前的 10 萬噸飆升至約 130 萬噸。印度的主要製造商包括 IFFCO（Krinir Industries）、Velvex（Nandan Petrochem）、海灣石油潤滑油公司 (Gulf Oil Lubricants)、印度石油公司 (Indian Oil) 和 Apar Industries。 IFFCO 和 Velvex 合計佔印度總產量的一半以上。例如，海灣石油潤滑油公司在清奈經營一個產能為 7.5 萬千升的 DEF 生產裝置，並由 13 家衛星工廠提供支持，年產能為 27.9 萬千升。

印度政府於2020年實施相當於歐六的巴拉特第六階段（BS6）排放標準，導致DEF需求大幅增加。 2020年至2024年間，印度對DEF的需求增加了三倍，主要由重型商用車（HCV）推動。目前，印度約60%的新註冊HCV配備了SCR系統。輕型商用車（LCV）和2000cc以上的柴油乘用車也貢獻了顯著成長，佔印度DEF消費量的剩餘40%。

在農業領域，印度是全球領先的曳引機製造商。然而，大多數曳引機引擎功率低於55馬力，通常使用廢氣再循環 (EGR) 或稀薄氮氧化物捕集器 (LNT) 系統，而非選擇性催化還原 (SCR)。目前，只有約5%的曳引機支援使用柴油引擎廢氣處理 (DEF)。在商用車領域，所有主要製造商均於2017年採用了選擇性催化還原 (SCR) 系統，但由於當時DEF的可用性和成本構成挑戰，Ashok Leyland選擇了其自主研發的iEGR（智慧廢氣再循環）系統。

本報告對全球柴油引擎廢氣處理液 (DEF) 市場進行了深入分析，包括市場動態和行業趨勢、各細分市場的供需情況、製造商概況和其他資訊。

戰略問題
供需分析及預測（2018-2034）
生產能力
運轉率
生產
淨出口
要求
需求成長率
促進因素分析
全球柴油引擎廢氣處理液 (DEF) 市場（按車型）
搭乘用車
輕型商用車
大型商用車
施工機械
農業曳引機
其他
全球柴油引擎廢氣處理液 (DEF) 市場（按應用）
OE
售後市場

第9章。按地區/國家（數量和價值）的供需分析和市場回顧（2018-2034）

戰略問題
生產能力
運轉率
生產
淨出口
要求
需求成長率
柴油引擎廢氣處理液 (DEF) 市場（按車輛類型）
柴油引擎廢氣處理液 (DEF) 市場（按應用）
北美洲
美國
加拿大
墨西哥
西歐
德國
法國
義大利
英國
西班牙
其他西歐國家
中歐/東歐
俄羅斯
波蘭
土耳其
其他中歐和東歐國家
亞太地區
中國
日本
印度
韓國
ASEAN
其他亞太地區
拉丁美洲
巴西
其他拉丁美洲
中東和非洲
沙烏地阿拉伯
南非
其他中東和非洲地區

第10章定價分析

柴油引擎廢氣處理液（DEF）平均價格
各國柴油引擎廢氣處理液 (DEF) 平均價格
各地區柴油引擎廢氣處理液 (DEF) 平均價格
價格預測

第11章關鍵策略問題

第12章機會評估

市場吸引力評估
前景與目標市場研究

第13章策略建議與提案

第14章公司分析及市場佔有率分析

柴油引擎廢氣處理液 (DEF) 製造商概況/公司分析
基本訊息
總部、主要市場
擁有
公司財務
製造地
全球銷售
員工總數
產品系列/服務/解決方案
採用的關鍵業務策略和 Prismane Consulting 概述
近期動態
目標公司
IFFCO (Krinir Industries)
CF Industries
Kelas Environmental Protection Technology Co., Ltd (Lopal)
Sichuan Meifeng Blue
Dakota Gasification Company
Yara International
Iowa Fertilizer Company
Velvex (Nandan Petrochem)
Lotte Fine Chemical
Nissan Chemical Corp
BASF
EuroChem
Achema (Gaschema)
其他製造商

第15章附錄

簡介目錄

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.

1. Introduction

1.1. Scope
1.2. Market Coverage
Vehicle Type
Application
Regions
Countries
1.3. Years Considered
Historical - 2018 - 2023
Base - 2024
Forecast Period - 2025 - 2034
1.4. Research Methodology
Approach
Research Methodology
Prismane Consulting Market Models
Assumptions & Limitations
Abbreviations & Definitions
Conversion Factors
Data Sources

2. Market Synopsis

Market Evolution
Demand-Supply Overview
Industry Structure
Strategic Issues
End-use Trends
Growth Forecast

3. Economic & Energy Outlook

GDP and Demographics
Monetary & Fiscal Policies
Crude Oil Production and prices
Natural Gas
Electricity Prices

4. End-use Sector Performance

Automotive
Industrial
Agriculture
Others

5. Plants & Projects Analysis

Diesel Exhaust Fluid Production Capacity, By Company
Diesel Exhaust Fluid Production Capacity, by Country and by region
Capacity Overview

6. Introduction to Diesel Exhaust Fluid and Market Overview

6.1. Product Description
6.2. Grades & Properties
6.3. Raw Material
6.4. Manufacturing Process
6.5. Environmental Issues
6.6. Value Chain
6.7. Applications

7. Market Dynamics and Industry Trends

7.1. Market Dynamics
Drivers
Restraints
Opportunities
Challenges

8. Global Diesel Exhaust Fluid Demand-Supply Analysis, By Vehicle Type, Applications (Volume, Value) (2018-2034)

8.1. Strategic Issues
8.2. Demand-Supply Analysis and Forecast (2018 - 2034)
Capacity
Capacity Utilization (%)
Production
Net Trade
Demand
Demand Growth Rate (%)
Driving Force Analysis
8.3. Global Diesel Exhaust Fluid Market, By Vehicle Type
Passenger Cars
Light Commercial Vehicles
Heavy Commercial Vehicles
Construction Equipment
Agriculture Tractors
Others
8.4. Global Diesel Exhaust Fluid Market, By Application
OE
Aftermarket

9. Demand-Supply Analysis and Market Review, By Region, By Country (Volume, Value), (2018- 2034)

9.1. Strategic Issues
9.2. Capacity
9.3. Capacity Utilization (%)
9.4. Production
9.5. Net Exports
9.6. Demand
9.7. Demand Growth Rate (%)
9.8. Diesel Exhaust Fluid Market, By Vehicle Type
9.9. Diesel Exhaust Fluid Market, By Application

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).

9.10. North America
USA
Canada
Mexico
9.11. Western Europe
Germany
France
Italy
United Kingdom
Spain
Rest of Western Europe
9.12. Central & Eastern Europe
Russia
Poland
Turkey
Rest of Central & Eastern Europe
9.13. Asia-Pacific
China
Japan
India
South Korea
ASEAN
Rest of Asia-Pacific
9.14. Central & South America
Brazil
Rest of Central & South America
9.15. Middle East & Africa
Saudi Arabia
South Africa
Rest of Middle East & Africa

Note: CAGR will be calculated for all the applications to arrive at the regional/global demand growth for the forecast period (2025 - 2034)

10. Pricing Analysis

Average Diesel Exhaust Fluid Prices, USD/Kg
Average Diesel Exhaust Fluid Prices, By Country
Average Diesel Exhaust Fluid Prices, By Region
Price Forecast

11. Key Strategic Issues

12. Business Opportunity Assessment

12.1. Market Attractiveness Assessment
12.2. Prospective & Target Market Study

13. Strategic Recommendation & Suggestions

14. Company Analysis and Market Share Analysis

14.1. Diesel Exhaust Fluid Manufacturers Profiles/ Company Analysis
Basic Details
Headquarters, Key Markets
Ownership
Company Financial
Manufacturing Bases
Global Turnover
Total Employee
Product Portfolio / Services / Solutions
Key Business Strategies adopted and Prismane Consulting Overview
Recent Developments
Companies Covered
IFFCO (Krinir Industries)
CF Industries
Kelas Environmental Protection Technology Co.,Ltd (Lopal)
Sichuan Meifeng Blue
Dakota Gasification Company
Yara International
Iowa Fertilizer Company
Velvex (Nandan Petrochem)
Lotte Fine Chemical
Nissan Chemical Corp
BASF
EuroChem
Achema (Gaschema)
Other Manufacturers

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.