Tensions in the Middle East have raised energy prices again, and if the situation persists, one could expect it to have a positive impact on bioenergy production. So far, at least, it hasn’t been reflected in this company’s share prices.
Recently, a 260-page tome was published for some evening reading regarding biomethane market forecasts up to 2030.
Here is a summary.
Strong growth figures are being predicted.
A few months ago, I asked CEO Liu for his opinion on the market situation, and he sent this excerpt from LinkedIn as a response:
Biogas and biomethane are no longer about “potential” — but they are not yet about scale.
Across Europe:
- Biomethane production has been growing at ~15–20% per year
- €27bn of investment is already earmarked for biomethane capacity this decade
- EU plans point to ~15 bcm/year committed by 2030 — still far short of the 35 bcm REPowerEU ambition
Bio-LNG is also moving from concept to reality: - 29 bio-LNG plants were operating in Europe in 2023
- 130+ projects are scheduled by 2027, with ~21 TWh/year of confirmed capacity
And alongside molecules, something else is accelerating: interest in biogenic CO₂, driven by food & beverage resilience, e-fuels and carbon removals.