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Other articles in the issue

• Hyundai Pitches Hydrogen Transport Tied To Canada Submarine Bid

  Hyundai has proposed developing hydrogen fuel-cell transport corridors in Canada as part of South Korea’s submarine bid led by Hanwha. The concept includes three or four hydrogen infrastructure networks to support zero-emission trains and heavy-duty trucks, though discussions remain preliminary. The pitch ties potential clean transport investment to Canada’s multibillion-dollar submarine procurement decision expected later this year.

• The LEGO Group Expands Its Portfolio Of Carbon Removal Solutions

  The LEGO Group is expanding its carbon removal portfolio with an additional DKK 18 million investment across four nature-based and technology-based projects, bringing its total commitment to DKK 54 million. In partnership with Climate Impact Partners and ClimeFi, the company is supporting reforestation in Mexico alongside biomass geological storage, mineralisation, and marine carbon removal solutions. The move is part of LEGO’s broader climate strategy to test multiple carbon removal pathways while prioritizing emissions reductions within its own operations.

• SAF Pioneer LanzaJet Honored With RFA Industry Award

  LanzaJet received the Renewable Fuels Association’s 2026 Industry Award after launching the world’s first commercial-scale ethanol-to-jet SAF facility. Its Freedom Pines Fuels plant in Georgia produces 10 million gallons annually and remains the only U.S. biorefinery making ethanol-based SAF. The company positions its technology as a pathway to scale domestic SAF production and expand U.S. ethanol exports.

• Navigating Market Demand at the Beaumont Clean Ammonia Project

  Woodside is evaluating the timing of expanded carbon capture at its Beaumont clean ammonia project in Texas to align with demand for blue ammonia. The facility plans to capture 1.6 million tonnes of CO2 annually, with a potential expansion to 3.2 million tonnes, supported by Linde for hydrogen supply and ExxonMobil for carbon storage. Market uptake, particularly in Europe amid regulatory uncertainty, will determine the pace of further investment.

• Supercritical Leads Puro.earth Carbon Removal Credit Transactions for Second Consecutive Year

  Supercritical led transactions of issued carbon removal credits on Puro.earth for the second year, completing 63,296 CO2 Removal Certificates in 2025. Buyers are shifting toward verified, delivered credits as delivery risk and project delays reshape procurement strategies. The trend signals growing demand for operational carbon removal projects over early-stage offtake promises.

• Trump EPA Eyes Reallocating Waived Biofuel Obligations To Refiners: Report

  The Trump administration is reportedly planning to require large refiners to cover at least 50% of biofuel blending volumes previously waived under small refinery exemptions. The move could boost demand for renewable fuel credits while increasing compliance costs for bigger refiners. A final EPA rule on reallocation and upcoming blending quotas is expected by the end of March.

• LanzaJet's $47M Raise Locks In Real Barrels at Georgia SAF Plant

  LanzaJet closed $47 million of a planned $135 million equity raise, backed by IAG and Shell, alongside a new tolling structure that secures feedstock and offtake at its Georgia Freedom Pines plant. The facility produces up to 10 million gallons per year of ethanol-to-jet SAF and renewable diesel using its Alcohol-to-Jet technology. The deal strengthens the commercial foundation for scaling U.S.-based SAF production amid rising global blending mandates.

• Houston Hosts World Hydrogen North America 2026 Industry Gathering

  Houston will host World Hydrogen & Carbon Americas 2026, bringing together more than 800 industry leaders to discuss hydrogen and carbon value chains across North America. Texas and Louisiana, which account for roughly 45% of U.S. hydrogen production, underscore the region’s central role in project development. The conference will focus on advancing hydrogen and CCUS integration to support decarbonization and industrial growth.

• Industrial Decarbonization: Calderion, WenCo and Terravent Invest In Graforce To Scale Plasma Pyrolysis Globally

  Calderion, Terravent, and WenCo invested a double-digit million-euro round in Graforce to scale its plasma pyrolysis technology for low-carbon hydrogen and syngas production. The process converts methane, biogas, and flare gas into hydrogen while isolating solid carbon, enabling potential carbon removal when biogenic feedstocks are used. Funds will support industrial deployment and global expansion, including collaboration with RAG Austria for system optimization.

• SAFc Registry Surpasses 500,000 Metric Tons of CO₂e Abated

  The SAFc Registry has surpassed 500,000 metric tons of CO2e abated through sustainable aviation fuel certificates, representing over 54 million gallons of neat SAF issued since launch. Backed by RMI, EDF, SABA, and Energy Web, the platform provides traceable, verifiable tracking of SAF-related emissions claims for corporate buyers and airlines. The milestone signals growing demand and market infrastructure support for scaling lower-emissions aviation fuel.

• ET Highlights: Ammonia Producers Lead Blue Hydrogen, US States Sue Over Hydrogen Hubs, Japan’s NEDO Backs Kawasaki’s Liquid Hydrogen Projects

  Global blue hydrogen capacity reached 1.7 million metric tons per year by late 2025, led by ammonia producers advancing CCS-enabled projects in the US, UK, and Asia. Policy incentives, carbon capture credits, and clean fuel subsidies are driving investment, while legal disputes in the US challenge hydrogen hub funding. Japan’s NEDO is backing Kawasaki’s liquid hydrogen shipping and bunkering projects, and India is advancing hydrogen-based ammonia and methanol hubs.

• Indigo Surpasses 2 Million Metric Tons of Verified Soil Carbon Impact with Fifth Credit Issuance

  Indigo issued its fifth batch of soil carbon credits, surpassing 2 million metric tons of verified carbon removals and reductions across U.S. croplands. The 1.1 million credits were issued through the Climate Action Reserve under an ICVCM-aligned protocol, reinforcing agricultural soil carbon as a scalable voluntary market solution. A long-term purchase agreement with Microsoft and expanded digital MRV tools signal growing corporate demand for high-integrity soil carbon credits.

• Powered by Physical AI: Envision Sets Sail with World's First Commercial Green Ammonia Cargo to South Korea

  Envision Energy completed the world’s first commercial shipment of green ammonia from Inner Mongolia to South Korea, covering the full chain from renewable hydrogen production to maritime export. The Chifeng facility, powered entirely by wind and solar with AI optimization, currently produces 320,000 tons annually and targets 1.5 million tons by 2028. The milestone signals early commercialization of large-scale green hydrogen and ammonia trade in Asia.

• Utility Global Lands $100M to Scale Industrial Hydrogen Tech

  Utility Global secured $100 million in Series D funding to deploy its H2Gen® technology, which produces hydrogen from industrial off-gases without using grid electricity. The system also generates a high-purity CO2 stream, lowering carbon capture costs for steel, refining, and chemical facilities. The capital will fund commercial-scale rollouts across the Americas, Europe, and Asia, signaling a shift from pilot projects to industrial deployment.