Recent developments
Europe competitiveness concerns
At the European Industry Summit 2026, leaders reported limited progress restoring EU industrial competitiveness, citing high energy and carbon costs and job losses. The Port of Antwerp-Bruges urged rapid measures under a Clean Industrial Deal. INEOS warned Europe’s chemical industry is at risk without immediate action. thyssenkrupp’s Decarbon Technologies posted negative earnings amid project costs, while Yara's Q4 and annual results emphasized diversifying energy exposure and mitigating rising carbon costs.
SAF and e‑fuels
Technip Energies secured EPCC for the DSL‑01 project, Europe’s first standalone greenfield SAF plant, with HEFA processing and an on‑site SMR hydrogen unit. With financing closed, SkyNRG began construction of Delfzijl SAF plant, targeting 100,000 t/y and up to ~90% lifecycle cuts as electrification increases; an environmental permit agreement with MOB tightened wastewater controls. Maritime and road options advanced with biomethanol bunkering at the Port of Immingham and RFNBO‑certified hydrogen for Paris freight stations.
Renewables for industry
Industrial sites added on‑site and contracted renewables. OMV Petrom will build a photovoltaic park at the Petrobrazi refinery to supply internal load and green‑hydrogen units. RWE advanced grid assets for its Nordseecluster offshore wind project and secured UK Contracts for Difference for 290 MW of solar and wind. In South Africa, the Naos‑1 Hybrid Solar and Battery Project reached financial close to wheel power to Sasol and Air Liquide.
CCUS and ammonia chains
Worley will deliver detailed engineering for the QatarEnergy LNG Carbon Dioxide Sequestration Project, designed to store about 4.3 Mtpa CO₂. A new MoU will see Covestro, Fertiglobe, and TA’ZIZ assess near‑term ammonia supply and long‑term low‑carbon ammonia via CCUS and green routes, including storage and logistics needs.
Circularity and efficiency
Polymer circularity progressed as Reju selected Lacq for a textile regeneration hub using depolymerization to produce rBHET for new polyester. Sinopec connected natural gas pressure differential power generation to its grid, improving pipeline energy efficiency. DOMO expanded Asian application R&D; the Haiyan site’s on‑site photovoltaic power plant supplies over 30% of electricity. Waste‑to‑chemicals developer Enerkem appointed a CFO to strengthen financing for global deployment.
Gas supply dynamics
Several actions targeted secure gas for power and feedstocks. RWE and ADNOC agreed to explore LNG deliveries and partnered with Masdar on German BESS investments, while ADNOC and Germany outlined 1.6 mtpa LNG offtake from Ruwais. Poland’s ORLEN expanded LNG imports and capacity. Upstream supply expanded as Eni’s Congo LNG Phase 2 began commercial shipments.