Licensing and offtake advanced. Topsoe and Sasol signed a single‑point license to supply integrated G2L technology for SUSTAERO’s Canadian SAF facility using wood waste, targeting 2031. Axens acquired the Lurgi Methanol‑to‑Propylene portfolio, adding a Methanol‑to‑Jet pathway. Mitsubishi Gas Chemical agreed to offtake 100,000 t/y of green methanol from ACME’s Odisha project from 2030. The Pacífico Mexinol project selected an electrical tubular furnace for ultra‑low‑carbon methanol.
Recycled polymers entered higher‑value uses. LyondellBasell introduced a flexible packaging solution for Marabou chocolate bars using ISCC PLUS mass balance to attribute 75% recycled content from mixed waste, with future feed from MoReTec‑1. Motherson and PureCycle produced a Class‑A bumper with 30% recycled polypropylene, aligning with pending EU ELV thresholds. To expand polyester circularity, Reju opened a U.S. R&D center in Conshohocken to accelerate Volcat depolymerization.
Battery materials and refining progressed. The LiSA consortium launched a Dutch pilot combining electrochemistry and crystallization to produce battery‑grade LiOH and Li₂CO₃. EnergyX’s Black Giant lithium project in Chile secured a 25% Eni investment to deploy DLE. TaiSan raised seed funding to industrialize sodium‑ion. Eni Storage Systems broke ground in Brindisi on LFP cell and BESS capacity targeting 16 GWh/y by 2030.
Carbon utilization entered commercialization phases. Avantium spun out Volta into Carbeau with €35.2m to scale an electrochemical platform converting captured CO₂ into glycolic acid and PLGA. In parallel, Al Baleed Petrochemical joined Carbeau to evaluate first commercial deployment in Salalah, citing renewable power availability and industrial CO₂ sources.
Green hydrogen logistics and efficiency expanded. Lhyfe expanded its European green hydrogen logistics with additional Type IV containers and RFNBO‑certified production, supporting more than 1,000 deliveries in 2025. In process optimization, Symrise’s Closing the Hydrogen Loop recovers and reuses H₂ from biobased pentylene glycol production, cutting fresh hydrogen needs by about 80%.
Metals recovery and power infrastructure advanced. Aurubis opened the Complex Recycling Hamburg plant to treat more multimetal recyclate and intermediates. The SupraMarine HTS subsea HVAC demonstrator will test superconducting, nitrogen‑cooled export cables for offshore wind by 2028. To meet electrification demand, Siemens will invest €300m to expand SF₆‑free switchgear production in Germany.
Companies reported emissions progress and sought enabling frameworks. AkzoNobel halved Scope 1–2 emissions versus 2018 ahead of 2030. Trinseo raised climate and renewable targets and advanced depolymerization and dissolution pilots. Marking five years, Nobian highlighted RFNBO hydrogen and certified low‑carbon chloromethanes. Calling for faster EU safeguards, INEOS’ Sir Jim Ratcliffe warned of closures amid Chinese overcapacity and urged mechanisms to support low‑carbon investments.
