ETHANOL is shaking up the global energy map and Vietnam may be the most unexpected link
#Ethanol #E10 #E20 #NhienLieuSinhHoc #NangLuongXanh #VietNam #Brazil #AnDo #SAF #Biofuel #XangSinhHoc #ChuyenDichNangLuong


๐Ÿ˜ฒ If mineral gasoline gradually disappears from gas stations in the next few years, will the biggest winners be cassava farmers or global oil and gas corporations ๐ŸŒฟ๐Ÿค”


The world is entering a new fuel war as many countries accelerate blending ethanol into gasoline to reduce oil dependence, reduce CO2 emissions and become energy self-sufficient ๐Ÿ’–๐Ÿ‘‰๐Ÿ€


๐Ÿ“Š Outstanding ethanol blending map for the period 2025โ€“2026


Country Ethanol ratio Strategic hotspot
Brazil E30 The world's strongest ethanol country thanks to sugar cane
India E20 Pushing extremely fast to reduce oil imports
America E10 โ€“ E15 Fierce controversy between fuel corn and food
EU E10, E20 research Reduce dependence on Middle East oil
Vietnam E5 and E10 Cassava chips become the "new gold" in the energy industry
Indonesia E5 Severe ethanol shortage despite extremely large population


๐Ÿ”ฅ Brazil is the scariest model for the traditional oil industry when it raises the ethanol rate to E30 from August 2025.
Not only reducing emissions, Brazil also created a huge Flex Fuel vehicle ecosystem, where people can run gasoline or ethanol depending on the market price ๐Ÿ’ฅ


๐Ÿ“‰ Meanwhile, America is facing a big controversy
The corn ethanol industry has been criticized for driving up food prices because too much corn is being diverted to fuel production instead of food.


๐Ÿ“Š Compare ethanol raw material sources


Country Main raw material source
Brazil Sugar cane
My Ngo
Vietnam Cassava chips
Thailand Cassava and sugarcane
India Sugar cane and molasses
Indonesia Sugarcane and cassava


๐ŸŒฟ Vietnam is facing a huge opportunity when E10 is expected to completely replace RON95 mineral gasoline from 2026.
This could revive the entire domestic ethanol production chain, leading to a sharp increase in cassava demand and helping reduce dependence on fuel imports ๐Ÿ’–


๐Ÿ“Š Vietnamese businesses are accelerating


Business Action
Petrolimex Testing E10 in Hanoi, Hai Phong, Ho Chi Minh City
BSR Dung Quat Increase ethanol mixing capacity
Domestic Ethanol Plant Restarts to Meet E10 Demand


๐Ÿ˜ฒ But the biggest twist lies in aviation and shipping
Ethanol is now not only used for cars but is also turned into SAF - sustainable jet fuel with a price many times higher than traditional fuel โœˆ๏ธ


๐Ÿ“Š Aviation fuel prices in 2023


Fuel type Average price
SAF is about 58,000 VND/liter converted
Traditional Jet A-1 is about 19,000 VND/liter converted


๐Ÿ’ฅ This is the reason corporations like Honeywell, LanzaJet, Maersk and many global shipping companies are jumping into the ethanol game


โš ๏ธ However, ethanol also carries huge risks


Risk Level of influence
Tank corrosion High
Strong dehumidification High
Bacteria in fuel tanks Dangerous
Older vehicles are not compatible Medium
Shortage of ethanol supply Very high


๐ŸŒ The new war is no longer oil vs electricity
Which is turning into a race between electric batteries, green hydrogen and bioethanol


If charging station infrastructure is still expensive and the power grid is not strong enough, ethanol could become a "shortcut" to help many countries reduce emissions faster than electric vehicles in the next 10 years ๐ŸŒฟ๐Ÿค”


#XangE10 #EthanolToanCau #NangLuongMoi #SAF #FlexFuel #HybridFFV #BiofuelMarket #GreenEnergy #AnNinhNangLuong #NangLuongTuongLai