Podcast - Beyond the hype: China's green fuel winners and strategic bets

Source: Mysteel Jun 18, 2026 17:36

As China enters the first year of its 15th Five-Year Plan, we are launching a series of topical podcasts over the coming weeks, decoding the policy priorities, industrial transformations and market opportunities emerging during this critical period.

In this episode of Mysteel Commodity Flux, sit down with Liao Na, Founder of GL Consulting, to explore which green fuels are emerging as near-term commercial opportunities and which remain longer-term strategic bets.

Key takeaways:

Compliance is becoming the primary driver of green fuel demand.
Biodiesel and HEFA-SAF lead near-term adoption but face feedstock limitations.
Green methanol is emerging as the strongest commercialization pathway, particularly in shipping.
Hydrogen, ammonia and e-fuels remain longer-term strategic bets.
Different sectors will require different fuel solutions, with no single winner across the energy transition.