核心观点：绿醇原料源头需得低碳，电制绿醇降本空间大，为中长期主要生产路径。绿醇与甲醇区别在于，绿醇生产原料源头为低碳/零碳原料。绿醇制备核心路径分别为绿电制醇、生物质气化制甲醇、生物质耦合绿氢制甲醇三种方式。绿电制醇主要成本为绿电，当前生产成本约4500元（电价0.3元/KWh），后期降本空间大，当绿电度电成本达0.1元/KWh时，绿醇成本约2100-2200元/吨。生物质气化制甲醇主要成本为生...
Source Link核心观点：绿醇原料源头需得低碳，电制绿醇降本空间大，为中长期主要生产路径。绿醇与甲醇区别在于，绿醇生产原料源头为低碳/零碳原料。绿醇制备核心路径分别为绿电制醇、生物质气化制甲醇、生物质耦合绿氢制甲醇三种方式。绿电制醇主要成本为绿电，当前生产成本约4500元（电价0.3元/KWh），后期降本空间大，当绿电度电成本达0.1元/KWh时，绿醇成本约2100-2200元/吨。生物质气化制甲醇主要成本为生...
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