Recent developments
Battery materials progress
Toray Industries developed acid‑resistant nanofiltration recovering >95% lithium from black‑mass leachates for closed‑loop recycling. Arkema partnered with Semcorp on next‑gen separators leveraging PVDF and acrylic binders. Upstream, a geothermal‑lithium project in Landau began construction, complemented by €250 million EIB financing for Lionheart Phase One.
Hydrogen, ammonia, e‑fuels
Air Products and Yara advanced U.S. blue hydrogen–to‑ammonia and Saudi renewable ammonia plans; Yara’s U.S. ammonia strategy outlined disciplined capex for 2026–2030. For e‑fuels, Topsoe will supply SOECs to Carbon Neutral Fuels’ Project Starling, while Air Liquide and Hyundai Motor Group expanded a hydrogen infrastructure and mobility partnership across Europe, Korea, and the U.S.
Carbon capture deployment
Worley was selected for EPCM of the UK’s first full‑scale cement CCUS (800 kt/y), using MHI technology with HyNet storage. In Rotterdam, Shell and Linde are sharing onsite power to compress CO2 for Porthos. In China, Air Liquide will electrify an ASU, cutting up to 550 kt/y CO2 with low‑carbon power.
RNG and industrial heat
Worley is collaborating with bp's Archaea Energy on modular facilities upgrading landfill gas to pipeline‑quality RNG across U.S. sites. In Guangzhou, Veolia and Science City Guangzhou Investment Group will recover flue‑gas heat for steam and power supply, targeting 200 kt/y CO2 abatement.
Renewables and circularity
Spain’s RWE Muel wind farm repowering achieved near‑zero‑waste decommissioning via component refurbishment and ferrous recycling; Germany’s Lasbek wind farm upgrade integrates blade reuse in motorway noise barriers. Large assets such as Borkum Riffgrund 3 and Equinor's first hybrid power complex extend corporate PPAs, hybrid operations, and grid efficiency.