News Commentary | June 24, 2021
Initially announced as a waste‑to‑methanol project in 2017, the company is now changing focus to biojet fuel. Shell will provide the Fischer‑Tropsch technology for converting syngas into renewable fuels. This is a good move for Enerkem – the addressable market size for sustainable aviation fuel (SAF... Not part of subscription
News Commentary | July 08, 2021
The 10 MGY Sierra plant will be critical not only for Fulcrum but for the overall outlook of Fischer‑Tropsch (FT)‑derived sustainable aviation fuel (SAF). On paper, Fulcrum has assembled a stellar group of partners covering the entire value chain, but all eyes will be on the facility's scale‑up, set... Not part of subscription
Company Profile | May 25, 2022
Develops a catalytic process that converts oil‑based feedstocks into drop‑in fuel products, dubbed the ISOCONVERSION process; feedstocks targeted include vegetable oils, waste fats, oils, and greases (FOGs), and algae oil; product output includes renewable diesel, sustainable aviation fuel, and ... Not part of subscription
by Yuan-Sheng Yu
In what is likely the most high-profile and large-scale electrofuels project to date, a total of 1.3 GW of electrolyzer capacity is planned to come online by 2030 to produce 250,000 MT of fuels – hydrogen for buses and trucks, methanol for shipping, and electrofuels for aviation. The applications align with the roadmap for the decarbonization of transportation unlikely to be fulfilled through electrification, as both shipping and aviation demand is expected to grow substantially. However, the economics remains a major barrier, as hydrogen, methanol, and electrofuels depend highly on access to cheap renewable electricity. While a possible 2021 start time has been set, clients should expect significant delays but monitor this project closely.
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