2026-09 · Issue 1
View English recordFuelScope Monthly · 2026-09
This period features significant progress in sustainable aviation fuel (SAF) and renewable fuels. Key activities include multi-year certificate commitments by major firms for Infinium’s Project Atlas, Jet Zero’s funding and approval for Project Ulysses, and OMV Petrom’s installation of major equipment for its 250,000 t/year Petrobrazi unit. Regulatory data shows EU SAF supply reached 2.8% in 2025. Additional developments include Aether’s 2.5 barrels/day demonstration, GS Caltex’s supply agreement with DHL, and Plug’s 280 MW electrolyzer deal with Arcadia eFuels.
This period features significant progress in sustainable aviation fuel (SAF) and renewable fuels. Key activities include multi-year certificate commitments by major firms for Infinium’s Project Atlas, Jet Zero’s funding and approval for Project Ulysses, and OMV Petrom’s installation of major equipment for its 250,000 t/year Petrobrazi unit. Regulatory data shows EU SAF supply reached 2.8% in 2025. Additional developments include Aether’s 2.5 barrels/day demonstration, GS Caltex’s supply agreement with DHL, and Plug’s 280 MW electrolyzer deal with Arcadia eFuels.
Commercial SAF Partnerships
SABA members committed to SAF certificates for Infinium’s Project Atlas. GS Caltex agreed to supply 2,000 tonnes of neat fuel equivalent to DHL Express. Sasol partnered with White Desert for Antarctic flights. EcoCeres secured an HVO supply contract for AstraZeneca’s Wuxi facility.
SABA members commit to SAF certificates supporting Infinium Project Atlas
SABA members including AVEVA, Bain, Google and McKinsey committed to multi-year SAF certificate purchases associated with Infinium’s planned Project Atlas. The Texas facility is expected to produce approximately 100,000 tonnes of SAF annually, with American Airlines as physical fuel offtaker. The book-and-claim commitments support financing and progression toward final investment decision; certificate buyers do not necessarily receive the fuel themselves, and the announcement is not evidence that Atlas is operating.
GS Caltex plans SAF supply equivalent to 2,000 tonnes of neat fuel for DHL Express
GS Caltex and DHL Express signed an SAF-based carbon-reduction memorandum on 8 September. GS Caltex says it will supply fuel equivalent to 2,000 tonnes of neat SAF over the next year for DHL aircraft refuelling in Korea. The producer describes the co-processed fuel as ISCC EU certified and plans a dedicated co-processing line by year-end; those future deliveries and construction are not reported as complete.
Sasol and White Desert announce SAF supply partnership for Antarctic flights
Sasol and White Desert announced an agreement under which Sasol’s first commercial SAF volumes will support White Desert’s Cape Town-to-Antarctica expeditions. Sasol links the arrangement to Natref’s recent ISCC+ certification and says the fuel is made from sustainable bio-feedstocks. No fuel quantity, delivery timetable or contract value is disclosed.
EcoCeres announces HVO supply for AstraZeneca’s Wuxi backup generators
EcoCeres announced a partnership to supply used-cooking-oil-derived HVO for backup power at AstraZeneca’s medicines manufacturing facility in Wuxi, China. The producer describes the fuel as ISCC verified and claims lifecycle greenhouse-gas savings of up to 90% against conventional diesel. The release gives no supply volume or measured site-level reduction.
Project Development & Construction
Jet Zero Australia secured funding and final development approval for Project Ulysses. OMV Petrom completed foundations and installed major columns for its EUR 560 million Petrobrazi SAF/HVO unit. Aether validated an integrated 2.5 barrels/day Aurora SAF demonstration.
Jet Zero completes funding round and gains final development approval for Project Ulysses
Jet Zero Australia announced a funding round, POSCO INTERNATIONAL as a new strategic investor, and final development approval for its proposed Townsville SAF and renewable diesel refinery. Proceeds mainly support FEED and progress toward a final investment decision and construction. The announcement does not say that FID has been reached or that the refinery is operating.
OMV Petrom installs major equipment for 250,000 t/year Petrobrazi SAF/HVO unit
OMV Petrom says foundations are complete and major columns and reactors have been installed for its EUR 560 million Petrobrazi SAF/HVO unit. The planned 250,000 t/year facility will process vegetable fats and used cooking oils with green hydrogen, with commissioning estimated for 2028. Separate 55 MW electrolyzer modules have also been delivered. Construction progress is established; the announced fuel capacity remains planned.
Aether validates integrated 2.5 barrels/day Aurora SAF demonstration
Aether says its integrated demonstration combined 2.5 barrels/day Aurora conversion and upgrading equipment with RTI’s Fischer-Tropsch reactor. Mass-balanced landfill renewable natural gas and industrial CO2 were used as feedstocks, and independent AmSpec testing found the samples met ASTM D 7566 FT-SPK specifications. The results inform the planned 50 barrels/day Project Beacon in Singapore; this is a demonstration milestone, not proof that Beacon has entered commercial production.
Regulatory & Technical Milestones
EASA reported an EU SAF share of 2.8% in 2025, exceeding the 2% mandate. Plug signed a 280 MW electrolyzer supply agreement with Arcadia eFuels. India laid the foundation stone for a 150 t/day e-methanol project at Kandla. ISCC tested a multi-parameter approach for used cooking oil screening.
EASA reports an EU SAF share of 2.8% in 2025, above the 2% mandate
The European Commission reports that EASA's annual ReFuelEU review recorded 1.1 million tonnes of SAF supplied at EU airports in 2025, representing 2.8% of aviation fuel supplied and exceeding the 2% minimum. The Commission also says about 50 synthetic aviation fuel projects were awaiting final investment decisions. Those planned projects are separate from operational capacity.
Plug and Arcadia eFuels sign 280 MW ENDOR supply agreement and broader e-SAF partnership
Plug signed a 280 MW GenEco electrolyzer supply agreement for Arcadia eFuels' ENDOR project at Denmark's Port of Vordingborg. A separate cooperation framework covers four additional projects with more than 1 GW of potential electrolyzer capacity. ENDOR is still advancing toward final investment decision, and equipment delivery starts only after notice to proceed; this announcement does not establish operating fuel capacity.
India lays foundation stone for 150 t/day port-based e-methanol project at Kandla
India's Ministry of Shipping reported the foundation-stone ceremony for a Deendayal Port Authority and Assam Petro-Chemicals e-methanol project at Kandla. The planned 150 t/day plant uses renewable power, water and biogenic CO2 and targets shipping on the Asia-Europe corridor. The announced investment is INR 2,300 crore, with 50 t/day targeted for January 2027 and another 100 t/day for March 2027. These are construction and target milestones, not verified commercial production.
ISCC tests a multi-parameter approach to used cooking oil screening
ISCC's working group studied 18 used cooking oil samples from five regions through nine laboratories. It found comparable laboratory results but substantial variation in the materials, and did not establish universal authenticity thresholds. Its preliminary screening approach remains a research outcome and has not been embedded in certification processes.