Sequaris
- EU Regulation & Policy
- September 20, 2026
- 11 views
Natural Hydrogen: $500 M VC Wave Reshapes RFNBO Compliance Calculus
With nearly US$500 million committed to geological hydrogen exploration since 2023, compliance directors need to understand how white hydrogen could reshape RFNBO cost structures under RED III and ReFuelEU before 2030 mandates tighten.
- EU Regulation & Policy
- September 14, 2026
- 24 views
Geological Hydrogen Goes Global: What Compliance Directors Must Know
White hydrogen exploration is accelerating across three continents, offering a pathway to RFNBO-grade feedstock without electrolysis electricity costs — a development compliance and procurement teams cannot ignore.
- Technology & Data
- September 13, 2026
- 34 views
UK Net-Zero Roadmap: SAF to Cover 65% of Aviation Fuel by 2050
Sustainable Aviation’s updated 2050 roadmap assigns SAF a 65% share of jet fuel demand, placing Power-to-Liquid Fischer-Tropsch routes at the centre of the decarbonisation calculus.
- Technology & Data
- September 12, 2026
- 36 views
American Airlines and Google’s 35-Million-Gallon SAF Deal Signals Corporate Offtake Maturity
American Airlines and Google have signed the largest publicly announced SAF-certificate agreement between an airline and a single corporate buyer, covering 35 million gallons over three years.
- Technology & Data
- September 8, 2026
- 55 views
Lydian’s $43 M Raise Puts AI-Optimised eSAF Fischer-Tropsch in Focus
Low-cost eSAF developer Lydian has closed a $43 million financing round, sharpening investor focus on the Power-to-Liquid Fischer-Tropsch pathway as ReFuelEU compliance costs bite.
- EU Regulation & Policy
- August 6, 2026
- 138 views
RED III Double-Counting Removal Reshapes E-SAF Cost Dynamics in 2026
Several EU member states have stripped double-counting credits from advanced biofuels in their RED III transposition, redirecting demand toward HVO and forcing Power-to-Liquid e-SAF producers to recalibrate their compliance economics.
- EU Regulation & Policy
- August 6, 2026
- 136 views
SAF Price Surge Tests ReFuelEU Compliance Budgets in 2026
European SAF prices hit $2,830 per tonne in Q2 2026, a 31% jump partly driven by the Strait of Hormuz closure, placing acute pressure on airline compliance economics under ReFuelEU and RED III mandates.
- EU Regulation & Policy
- August 4, 2026
- 155 views
Switzerland Adopts ReFuelEU: What PTL Producers Must Know
Switzerland’s formal adoption of ReFuelEU Aviation from 1 January 2026 extends the EU’s SAF mandate to Zurich and Geneva airports, opening a compliance window that Power-to-Liquid producers must move quickly to fill.
- Industry & Projects
- July 23, 2026
- 171 views
SAF Market Forecast Reaches $10.27bn by 2032 as Power-to-Liquid Routes Scale
Global sustainable aviation fuel market projected to grow from $2.37bn in 2026 to $10.27bn by 2032, with Power-to-Liquid e-fuels expected to play an increasing role alongside HEFA pathways.
- EU Regulation & Policy
- July 14, 2026
- 204 views
BE.Hydrogen Belgium: Fischer-Tropsch Integration Under RED III Compliance
Belgium’s BE.Hydrogen programme accelerates Power-to-Liquid deployment as 2030 ReFuelEU mandates demand catalytic capacity and co-electrolysis scale.
