Recent developments
Polymer circularity moves
Polymer circularity advanced as Reju selects Lacq for a Regeneration Hub to convert post‑consumer textiles to rBHET. NX CONSER PolyFlex technology enables PTMEG from bio‑THF, while Avantium and Will & Co promote FDCA in CASE. Sony and partners set a global supply chain for renewable plastics; Borealis backed a circular waste management ecosystem in Indonesia.
Low‑carbon fuels rollout
SAF scale‑up continued with Technip Energies’ contract for DSL‑01 and SkyNRG beginning construction of the Delfzijl SAF plant; an environmental permit for DSL‑01 tightened water use. Marine fuels advanced via the UK’s first biomethanol bunkering at Immingham and Japan’s first ship‑to‑ship methanol bunkering. OMV Petrom’s photovoltaic project at Petrobrazi will power its sustainable fuels unit.
Hydrogen and ammonia
Hydrogen vectors progressed: RFNBO‑certified hydrogen supply to Hyliko expands Paris stations; the Covestro, Fertiglobe and TA’ZIZ MoU explores low‑carbon and green ammonia; the Naos‑1 hybrid solar and battery project will wheel power to Sasol and Air Liquide.
Competitiveness and results
Competitiveness pressures persisted: the European Industry Summit 2026 reported stalled indicators, and INEOS warned of industry risk from energy and carbon costs. Responses included Yara’s Q4 and annual results on cost cuts and ammonia projects and Kemira 2025 financial results detailing M&A. Stora Enso’s climate resilience plan reported verified scope cuts and coal phase‑out.
Supply chains and capital
Supply chains and capital shifted: Neste ReNew lubricants in Sweden added renewable or re‑refined base oils; DOMO’s Asia Application Development Center will support polyamides. Funding targeted materials via Sinopec Capital’s investment in Jushi and circular waste via Eni and CDP Venture Capital invest in EXE Engineering. Execution capacity rose as Enerkem appointed a new CFO.