The IMO's Net-Zero Framework remains unresolved after ten months of delay. A Singapore-tabled motion pushed adoption to October 2026, with China backing delay while Japan, South Korea, Greece and Cyprus abstained. Argentina, Liberia and Panama propose removing mandatory carbon pricing.
India and Japan have launched an initiative to build 1,000 biogas plants by 2030, powering 2.5 million CNG vehicles from farm waste and cattle dung. Maruti Suzuki approved four projects worth $58.8 million weeks later. Analysts flag fragmented supply chains as the real scaling challenge.
China's NEA published its first Green Fuels Development Report, showing roughly 8 million tonnes of oil-equivalent capacity across methanol, ammonia, SAF, ethanol, biodiesel and biogas. It also names its own challenges plainly: production costs remain 1.5-2x conventional fuel.
KLM and SkyNRG began construction on DSL-01, the Netherlands' first dedicated SAF plant, targeting 2028 production. KLM committed to buying 75,000 tonnes annually, worth nearly €3 billion, financing that enabled the project. KLM says SAF remains 3-4x costlier than conventional jet fuel.
India's green hydrogen sector is gaining momentum through incentives and competitive auctions, with prices down 17% to Rs 279/kg and green ammonia contracts at Rs 52/kg. With 158 projects in development, the challenge now is turning pricing gains into built capacity.
Delta and Shell Aviation signed a five-year SAF deal spanning five US airports through 2030, focused on building delivery and blending infrastructure alongside fuel volume. The pair will also evaluate alcohol-to-jet and power-to-liquid pathways.
The European Parliament voted 388-248 to block a Commission proposal classifying soybean oil as high-ILUC-risk. Donau Soja argued the methodology failed to distinguish traceable European-origin oil. The vote blocks the act but doesn't resolve the underlying methodology dispute.
The EU approved €103 million in Dutch state aid for methanol and hydrogen vessel purchases and retrofits, targeting short-sea shipping. It funds vessel hardware, not the fuel itself, methanol currently costs roughly double conventional marine gasoil on an energy-equivalent basis.
H4 Marseille Fos secured 50% of its biogenic CO2 needs from cement plant emissions via Rhône Décarbonation, France's first structured CCU chain. It follows a 16 July EDF power deal. The project targets 75,000 tonnes of e-SAF annually with FID expected 2028.
FatHopes Energy signed a feedstock partnership with UCO Trading, targeting over 200,000 tonnes of used cooking oil annually via a global sourcing network. It's the Malaysian SAF developer's second such deal in weeks, following a China-focused MoU with MotionECO for the same volume.
HD Hyundai Samho delivered Jane Maersk, its first Very Large Ammonia Carrier, to Maersk Tankers in a shipyard handover, no cargo carried. The 93,000 cbm vessel adds to Samho's 22-vessel, $2.55 billion VLAC backlog, addressing ammonia carrying capacity, distinct from bunkering infrastructure.
Jilin Electric Power shipped a reported world's-largest 3,750-tonne green ammonia cargo from its Da'an complex to South Korea. The RFNBO-certified ammonia, produced from 800MW of wind and solar, gives Jilin export access to EU compliance markets alongside Japan and Korea buyers.
