Recent developments
Sustainable aviation fuels
Impact equity investment in Infinium aims to scale eFuels in Japan, supplying drop‑in eSAF made from CO₂ and green hydrogen. Honeywell UOP’s Ethanol‑to‑Jet process was selected by Petrobras for REPLAN, targeting up to 10,000 bpd of SAF and leveraging Brazil’s ethanol supply.
Battery value chain
TSR Group and BASF formed a European cooperation to dismantle, discharge and convert spent EV cells to black mass for closed‑loop CAM production. Nouveau Monde Graphite secured a US$70M investment from Eni to advance graphite mining and anode materials. Innovation Center Asia by ARLANXEO will support battery application prototyping and testing adjacent to HNBR/EPDM production.
Hydrogen scale‑up
The European Resilience Alliance for Clean Hydrogen & Derivatives called for harmonized rules, lower electricity costs and bankable demand, noting fewer than 7% of projects at FID. A cross‑border hydrogen transmission link was advanced by Gasunie’s Hynetwork and Fluxys for completion around 2030. RjukanLH2 liquid hydrogen facility moved into FEED to deliver 10 t/day using pressurized alkaline electrolysis and liquefaction.
Grid materials and components
Borouge International will expand semicon and XLPE capacity across Asia, Europe and the Middle East to meet cable‑compound demand. Levasil colloidal silica capacity is increasing in Guangzhou for emissions‑control catalysts and electrical‑steel coatings. Nordseecluster A installed two offshore substations, supporting export of 660 MW ahead of early‑2027 commissioning.
Bioenergy and industrial heat
EnviThan gas upgrading unit in Ožďany enables biomethane grid injection with a planned shift to waste‑derived feedstock. A high‑temperature industrial heat pump at the Herne site now supplies up to 1.5 MW to district heating by upgrading chemical‑process waste heat to 130°C.