Global planned RD/SAF capacity is rising, supported by international mandates like RFS and ReFuelEU Aviation, with accelerating deployment and diverse technologies. Feedstock is generally affordable and available. Major headwinds include slower adoption than goals, a “mandate lite” market, and forecast confusion. A significant headwind is “cost hysteria,” as SAF is much more expensive, with Spanish […]
By Dr. Qi Chen, Pete Rocha, LEC Partners Special to The Digest While the electrification of many industrial sectors is accelerating the energy transition, it is not a silver bullet that will get us to net-zero economies. From aviation to cement, industries reliant on fossil based-carbon need a sustainable substitute—not just to meet climate targets […]
If you had the keys to America’s first commercial SAF refinery, how would you play it? Welcome, new Sheriff in town. You’re not just acquiring some sleepy old plant. You’re stepping into the long, layered saga of the Paramount Sustainable Fuels Facility—a place whose ownership story is less a deed than a palimpsest. In 2018, […]
LanzaTech’s 3Q 2024 saw revenue of $9.9 million and a gross margin of 18%, with an Adjusted EBITDA Loss of $(27.1) million. Newsworthy strategic actions include launching Project Drake, a 30M gallon/year SAF facility, and a two-stage ethanol off-take agreement with ArcelorMittal. The company anticipates a wide range of Q4 2024 revenue outcomes, with significant […]
Green Plains reported a Q1 2025 net loss of $72.9 million and Adjusted EBITDA of $(24.2) million, alongside a $(14.7) million consolidated ethanol crush margin. Despite producing 195.3 million gallons of ethanol at 100% capacity, the company faces financial headwinds. Key business updates include forming an Executive Committee for CEO search, a Cooperation Agreement with […]
If there’s one refrain running through this week’s sustainable aviation fuel headlines, it’s that Rudy Clark had it right all along in Got My Mind Set on You, which most of us remember from the George Harrison cover version: It’s gonna take timeWhole lot of precious timeIt’s gonna take patience and time, mmmTo do it, […]
ADM’s Q1 2025 saw a significant decrease in financial performance, with reported EPS down 57% to $0.61 and adjusted EPS down 52% to $0.70. Total Segment Operating Profit also dropped 38% to $747M. For FY 2025, the company expects adjusted EPS at the lower end of $4.00-$4.75. Strategic “self-help” initiatives include organizational actions for SG&A […]
On July 4, President Trump signed into law the One Big Beautiful Bill Act (OBBBA), a sprawling piece of legislation as flamboyant as its title. Ostensibly a tax and immigration package, OBBBA has triggered some of the most polarized reactions in recent memory from the clean energy and fuels sector, the Defossilistas. To supporters, it […]
Europe’s dual playbook—scaling the proven while seeding the radical—offers a lesson for everyone who cares about defossilization: sometimes the future arrives without trumpets. It slides under doors. It settles in the corners. It smells faintly of something fresh. Yes, electric vehicles glide past you without a sound. Solar panels sit silent on the roof. Yet […]
This presentation highlights the vast potential of 180-220 million tons of waste for energy, addressing rising disposal costs and significant GHG emissions. Key innovations include AMP Robotics’ AI-powered MSW sorting with 99% accuracy and improved MSW feeding designs. Hydrothermal Liquefaction (HTL) converts wet waste to biocrude oil with 94-99% conversion and achieves >10,000x PFAS/PFOS reduction, […]
