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

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.

For the full analysis behind this discussion, contact us at inquiries@mysteel.com for a trial read of the latest China Policy Perspective Report.