Licensing and process portfolios for aviation fuels broadened. Topsoe and Sasol signed a single‑point license to provide G2L for SUSTAERO’s Canadian SAF plant using wood waste and e‑feedstocks. Axens added the Methanol‑to‑Jet route by acquiring the Lurgi Methanol‑to‑Propylene (MTP™) process. Low‑carbon methanol hardware advanced as Heurtey’s efurnace was awarded for the Pacífico Mexinol project.
Feedstock and hydrogen integration for HEFA scaled. Acelen Renewables and Trafigura agreed long‑term UCO supply and offtake for the Bahia biorefinery targeting SAF/HVO. The 20 MW electrolyzer at the Petrobrazi refinery was delivered to supply green hydrogen to OMV Petrom’s SAF/HVO unit. In Central Asia, MAIRE, Samruk‑Kazyna and ACIK began assessing a HEFA‑based SAF platform in Kazakhstan.
Mitsubishi Gas Chemical Company signed for 100,000 t/y from ACME’s Odisha green methanol project for fuel and chemical uses in Asia. Mitsubishi Gas Chemical and Gold Hydrogen agreed to study green methanol on South Australia’s Yorke Peninsula using natural hydrogen. Upstream CO₂ supply options progressed as Siemens and Ucaneo scale electrochemical Direct Air Capture for e‑fuels.
EnviTec Biogas AG suspended its dividend to prioritize biomethane investments and issued 2026 guidance amid regulatory changes. Separately, EnviTec Biogas received awards for plants with a total electrical output of around 16 MW under Germany’s EEG auction. New capacity entered service as the Bernheze biomethane facility began injecting 8 Mm³/y into the Dutch grid.
KEME ENERGY secured site rights for an integrated green hydrogen, storage and refuelling project at ZILS–Sines. A mobile hydrogen refuelling station in Lower Saxony enabled rapid bus deployment pending a permanent site. North Sea Port backed FLHYPorts to link a 25 MW electrolyser with port users. For light aviation, partners validated a hydrogen‑fueled gas turbine using liquid hydrogen.
Rio Grande LNG project equity increased for XRG, with Train 4 offtake tied to ADNOC Trading. Eni took a 32% stake to feed the Argentina LNG integrated development. Eni and Mercuria formed a global trading JV, while ORLEN and Naftogaz expanded LNG cooperation. Air Liquide’s Turbo‑Brayton cryogenic equipment posted record orders for LNG carriers. ADNOC, XRG and Mitsui signed a Strategic Collaboration Agreement with Mitsui.
Yara will not proceed with the LCEC ammonia acquisition and will redirect capital to U.S. ammonia, while finalizing NEOM marketing. An IHI‑led plan gained certification under Japan’s Support focusing on the price gap scheme for low‑carbon ammonia. HVO100 sales in Slovakia were piloted by ORLEN. Neste scheduled a turnaround at the Porvoo refinery. Essar Energy Transition Fuels renewed a US$300m facility, and AIQBE spotlighted Huelva investments by Moeve and Bio‑Oils.
