Recent developments
Low‑carbon methanol
Low‑carbon methanol advanced across regions. The Delfzijl biomethanol facility selected JPB Logistics for storage and outbound delivery, subject to FID, with 21–35 thousand m3 tanks and barge/pipeline options. INEOS Acetyls and Sandpiper will FEED a 1.1 MTPA Texas City plant using natural gas with CCS targeting 97% capture, for 2030 start‑up. In China, Guangdong Liquid Sunshine chose JM technology for 75 kt/y biomethanol with a potential e‑methanol phase using captured CO2 and electrolytic hydrogen.
SAF and HVO build‑out
Technology and project pipelines expanded. Technip Energies reported >€6bn Q1 awards including Sustainable Aviation Fuels and adjusted 2026 guidance amid regional disruptions. MAIRE’s Nextchem booked SAF licensing and proprietary equipment contracts (NX PTU, NX SAF BIO). Enilive approved FIDs for biorefineries at Sannazzaro and Priolo toward ~5 MTPA by 2030. Moody’s included commissioning of an HVO facility in Płock among ORLEN’s 2026 growth drivers.
CO2 logistics emerging
Exolum and Severnside Carbon will develop a modular CO2 storage and shipping terminal at Avonmouth Docks targeting up to 6 Mt/y from 2031 to serve emitters across southwest England, the Midlands and South Wales. This supports blue and e‑fuel pathways complementary to CCS‑based methanol and anticipated SAF projects outside the UK’s existing clusters.
Biogas and feedstocks
Evonik agreed to supply SEPURAN® Green membrane modules and upgrading technology to Malaysia’s MTC Orec to expand biomethane plants across Asia. BASF and Nutrien launched a program using xarvio tools and agronomist support to document field‑level carbon intensity for low‑CI ethanol and biofuels, enabling participation in emerging policies including the U.S. Section 45Z credit.
Market and operations
Neste’s Q1 2026 showed Renewable Products EBITDA of €433m, diversified feedstock sourcing, and Rotterdam expansion progress amid price volatility. UPM Q1 2026 reported improved Biofuels performance and start‑up steps at Leuna biochemicals. Petrobras’ 3.23 MMboed record and high refining utilization supported diesel supply and logistics throughput. TotalEnergies released Q1 materials, providing broader market context.
Execution and governance
Engineering groups highlighted risk management: Technip Energies cited deferred revenue potential, and MAIRE maintained guidance, advanced Hail & Ghasha and secured sustainability‑linked financing while preparing buffers for Middle East sites. Governance moves continued as Perpetual Next appointed Hans van Tuyll van Serooskerken to its Supervisory Board.