Delta Air Lines and Shell Aviation have signed a five-year SAF supply agreement spanning five major US airports through 2030, including LAX, JFK and Boston Logan, focused on building blending and logistics capability alongside fuel volume. Delta's sustainability chief framed it around supply diversity amid market instability. The companies will also jointly evaluate next-generation pathways, including alcohol-to-jet and power-to-liquid, to expand supply beyond current waste-o

The European Parliament voted 388-248 to block a Commission proposal classifying soybean oil as a high indirect land-use change risk feedstock under the Renewable Energy Directive. The Commission's evidence cited global soybean expansion in Latin America, South-East Asia and West Africa; Donau Soja argued this failed to distinguish traceable, certified European-origin oil. The vote blocks this specific act but doesn't resolve the underlying methodology dispute.

The European Commission has approved a €103 million Dutch state aid scheme funding new vessels and retrofits powered by renewable methanol or hydrogen, targeting short-sea shipping in the Amsterdam-Rotterdam-Antwerp hub, with grants available 2027-2031. The scheme addresses capital cost, not the ongoing fuel premium: low-carbon methanol at roughly double conventional marine gasoil's price. It lands as EU ETS and FuelEU Maritime requirements tighten through 2031.

H4 Marseille Fos has secured 50% of the biogenic CO2 needed for its e-SAF facility through a partnership with the Rhône Décarbonation project, capturing CO2 from Vicat's cement plant and piping it to the Fos-sur-Mer site. Described as France's first structured CCU value chain, it follows a power agreement with EDF, including a first-of-its-kind nuclear allocation contract. The project targets 75,000 tonnes of e-SAF annually from 2032, with FID targeted for 2028.

FatHopes Energy has signed a feedstock partnership with Spain-based UCO Trading, targeting over 200,000 tonnes of UCO and other feedstocks annually through UCO Trading's global sourcing network. It's the Malaysian SAF developer's second such deal in weeks, following a separate MoU with China-focused MotionECO for the same volume. Both agreements remain non-binding MoUs, pointing to a deliberate feedstock diversification strategy across two continents.

HD Hyundai Samho has delivered Jane Maersk, its first Very Large Ammonia Carrier, to Maersk Tankers in a shipyard handover, no cargo carried on this leg. The 93,000 cbm vessel, designed for both ammonia and LPG, is the first of several ordered in 2023, with Mitsui as co-investor. The delivery adds to HD Hyundai Samho's 22-vessel, $2.55 billion VLAC order backlog, distinct from ammonia-fuelled propulsion vessels.

Jilin Electric Power has shipped what's reported as the world's largest single green ammonia cargo, 3,750 tonnes, from its Da'an complex in Jilin to South Korea. The plant, EU RFNBO-certified and running on 800MW of wind and solar, produces up to 180,000 tonnes of ammonia annually with buyers already secured across Europe, Japan and Korea. The cargo adds to a cluster of ammonia milestones in Korea this month, alongside EXMAR's first commercial ammonia voyage.

South Korea's Ministry of Climate, Energy and Environment has published draft rules making emissions targets mandatory for heavy trucks and buses from 2027, replacing the voluntary system, alongside tighter passenger vehicle standards. Manufacturers must cut heavy-duty vehicle emissions 30% by 2030, with new incentives for hydrogen combustion engines and a pilot mechanism letting automakers offset emissions via renewable electricity use. Open for consultation until 14 Septemb

Australia added a record 9.1 GW of solar, wind and battery capacity in FY2025/26, more than double the previous year, with batteries accounting for the majority of new capacity. But AEMO's own data shows the connections pipeline growing faster than completions, up 42% to 75.4 GW, with projects now spending a median 18 months in the developer-led implementation stage, up from 14, as design changes and financing delays slow the path from approval to full output.

Allied Biofuels has signed a logistics deal with Pro Logistic Services to export SAF and e-SAF from its Uzbekistan complex to Europe and the Gulf, via rail through the Trans-Caspian route to Black Sea ports, then marine tanker onward. It follows Sinopec's FEED contract for the plant itself. Locking in export routes before FID reflects the added logistics challenge landlocked SAF projects face compared with coastal competitors with direct port access.

Axens has launched the ERA project, France's first industrial-scale SAF production unit using bioethanol, targeting 50,000 tonnes annually by 2030 through Jetanol technology developed with IFPEN. CEO Quentin Debuisschert framed it as a sovereignty project as much as a climate one, building a domestic French value chain independent of imported feedstocks. The alcohol-to-jet pathway complements existing HEFA-based SAF by drawing on a different feedstock base.

Air Canada and Airbus have launched a jointly funded Sustainability Co-Investment Platform, targeting up to CAD 13.7 million to help a specific Canadian SAF project reach Final Investment Decision. Airbus also committed to a five-year SAF environmental attributes agreement under Air Canada's Leave Less Travel Program. A separate Airbus-ICF study projects scaling SAF to 40% of Canada's aviation fuel demand by 2040 could add CAD 32 billion to GDP and create 140,000 jobs.

Project CAPTURED, led by Singapore's Global Centre for Maritime Decarbonisation, has secured two regulatory milestones for onboard carbon capture: formal EU ETS recognition allowing captured CO2 to be deducted from a vessel's emissions allowance, and in-principle IMO support for carbon mineralisation as permanent CO2 storage. The pilot achieved a 7.9% net GHG reduction. Unlike fuel-switching approaches, this addresses emissions from vessels still running on conventional fuel.

China has launched a Methanol Fuel Shipping Supply Chain Innovation Alliance with 20 members spanning shipping, ports, energy and equipment, including Sinopec, COSCO, PetroChina, Methanex and the Methanol Institute. No targets or financing were disclosed alongside the launch. It arrives as methanol newbuild orders have fallen sharply, from 149 in 2024 to just 4 in the first five months of 2026.

Repsol, Toyota, BMW and Bosch have launched a six-month Spain pilot testing renewable gasoline in existing vehicles, tracked via Bosch's digital certification system. The companies are explicit the data is meant for EU policymakers, feeding into a live fight over the bloc's 2035 combustion engine rules, where the Commission has proposed softening the target with e-fuel and biofuel offsets.

ICAO has raised concern over the European Commission's 17 July proposal to expand EU ETS coverage to aviation flights departing the EEA from 2029, warning it risks duplicative carbon pricing alongside CORSIA, the global measure the EU helped negotiate in 2016. The Commission says a deduction mechanism avoids double pricing; ICAO reads the same proposal as introducing double-charging risk. The dispute has direct bearing on how EU SAF and fuel transition incentives get funded.

DP World's Americas ocean freight division will invest $1 million over four quarters in Hapag-Lloyd's Ship Green carbon insetting programme, expected to avoid 4,762 tonnes of CO2 through certified waste-based marine biofuel. Unlike offsetting, insetting reduces emissions directly within the same supply chain by replacing conventional fuel on the customer's own shipments, with savings tracked and allocated back to specific freight. A freight forwarder, not a shipping line, is

Fischer-Tropsch technology provider Velocys has launched the AlphaCore 400 microchannel reactor, roughly doubling capacity per unit while cutting FT unit cost, the first step in a roadmap to scale SAF production. The design targets larger, centralised facilities rather than the smaller, distributed plants microchannel FT has traditionally suited, addressing FT-SAF's higher capital cost versus HEFA.

India's ACME Group has signed export deals with Japan's IHI Corporation and Mitsubishi Gas Chemical for 405,000 tonnes of green ammonia and 100,000 tonnes of green methanol annually, backed by subsidy mechanisms on both sides. The agreements sit under India's National Green Hydrogen Mission, giving lenders and investors a long-term demand signal for green hydrogen derivative production at commercial scale.

Sinopec has completed its takeover of China National Aviation Fuel Group, the world's largest aviation fuel supplier, integrating refining and nationwide distribution under one operator as China's jet fuel demand is projected to hit 75 million tonnes by 2040. Supporters cite efficiency gains; critics warn it could reduce airlines' bargaining power and squeeze private SAF producers competing for access to the same distribution network.