Clean Fuels Wire

Your daily signal in the noise of renewable fuels.

Tracking feedstocks, carbon policy, SAF, RD & more.

[Clean Fuels Wire @CleanFuelsWire]

1/ 🌱 Fuel Files Vol. 1: Algae Biofuels
Once hyped as the clean fuel of the future, algae captured billions in investment and global attention.
So why hasn’t it scaled? Why did Exxon walk away?
Let’s rewind. 🧵

[Clean Fuels Wire @CleanFuelsWire]

A new alcohol-to-jet SAF process is advancing toward commercial adoption, adding another non-HEFA pathway to the market.

Different from LanzaJet’s ethanol-to-jet tech, but points to growing momentum for ATJ as feedstock options diversify.
https://t.co/qzvjRhsDRv

[Clean Fuels Wire @CleanFuelsWire]

Petrobras has started contracting for its planned BioQAV (SAF) & renewable diesel plant in Brazil.

The project will leverage local feedstocks to scale low-CI fuels and strengthen Brazil’s role in global SAF/RD supply.
https://t.co/gAqhaVC2LR

[Clean Fuels Wire @CleanFuelsWire]

Airbus delivers an A220 to Air France with a 50% SAF blend on its transatlantic ferry flight from Montréal to Toulouse, the highest SAF use yet on the route for this aircraft type.

Another step in scaling sustainable aviation fuel.

https://t.co/tCBLf78uV4

[Clean Fuels Wire @CleanFuelsWire]

Turkish Airlines adds a voluntary SAF option at booking - passengers can now pay extra for “green jet fuel.”

Highlights the gap between voluntary offsets vs compliance demand, with most SAF uptake still driven by mandates, not consumer choice.
https://t.co/dHrkao2O9D

[Clean Fuels Wire @CleanFuelsWire]

Argentina’s YPF will invest $400M in a new sustainable aviation fuel (SAF) venture.

The project marks a major step for South America’s largest oil company as it looks to scale low-CI jet fuel production.

https://t.co/N185hNvpx9

[Clean Fuels Wire @CleanFuelsWire]

STX Group is expanding access to SAF certificates, aiming to boost market liquidity and help airlines & corporates meet emissions targets.

The move could accelerate voluntary SAF adoption ahead of broader mandates.

https://t.co/vVJ4LA3AFU

[Clean Fuels Wire @CleanFuelsWire]

🇬🇧UK to review whether crop-based feedstocks should qualify under its SAF mandate.

-Consultation later this year will revisit current rules that limit eligibility to wastes, residues & PtL.

-SAF mandate: 2% in 2025 → 10% in 2030 → 22% in 2040.

[Clean Fuels Wire @CleanFuelsWire]

A contractor was killed on Aug 16 while doing work rebuilding fermenters at Husker Ag’s 7,000 b/d ethanol plant in Plainview, NE.

The company said safety remains its top priority.

[Clean Fuels Wire @CleanFuelsWire]

Caribbean nations are facing record levels of sargassum seaweed washing ashore.

Now, innovators are looking to turn the algae problem into an energy solution -converting it into biofuels & renewable power.

https://t.co/3V664SaMLN

[Clean Fuels Wire @CleanFuelsWire]

China buys its first Australian canola cargo since 2020, signaling a shift in trade flows.

With new anti-dumping duties on Canadian canola, Beijing may lean on Australia to fill the gap — a move that could ripple into global veg oil & RD/SAF markets.

https://t.co/n9T3664l0z

[Clean Fuels Wire @CleanFuelsWire]

Southwest Airlines has sold its ethanol-to-SAF technology subsidiary SAFFiRE Renewables to Conestoga.

The move shifts development of the DOE-backed project to the ethanol producer, keeping focus on scaling US ethanol-based SAF pathways.

https://t.co/JPTKbyTMLp

[Clean Fuels Wire @CleanFuelsWire]

ISCC launches a new Chemical Analytics of Feedstocks group to boost traceability for high-risk biofuel feedstocks like UCO, amid ongoing fraud concerns.

Part of EU moves under RED III toward stricter audits & possible ban on double-counting.

[Clean Fuels Wire @CleanFuelsWire]

DHL Express & Cathay Group sign new SAF deal to boost production & uptake in Asia.

Partnership aims to expand regional supply and cut lifecycle emissions from air cargo operations.
https://t.co/sUv7aDOekb

[Clean Fuels Wire @CleanFuelsWire]

USDA projects record-high U.S. soybean yields - but overall production is expected to fall due to reduced harvested acreage. 📉

Lower output could tighten veg oil supply heading into 2026, impacting renewable fuel markets.
https://t.co/52cy4deDjb

[Clean Fuels Wire @CleanFuelsWire]

China has imposed a temporary anti-dumping duty on Canadian canola imports, citing an ongoing investigation into alleged unfair pricing.

The move could strain one of Canada’s largest ag export markets and pressure domestic canola prices.
https://t.co/wT18LjQQIL

[Clean Fuels Wire @CleanFuelsWire]

California adds a new compliance step for LCFS:

⚠️ Specified Source Feedstock Attestation now required for renewable fuel producers.

Aims to verify feedstock origins & prevent misreporting, with penalties for non-compliance.

https://t.co/QYB1WDrFrM

[Clean Fuels Wire @CleanFuelsWire]

Ontario will require a share of its gasoline & diesel demand be met with Canada-made biofuels - 1% diesel & 3% gasoline this year, rising to 3% & 7% in 2026.

Aims to shield producers from US policy shifts that favor domestic fuels. Critics warn of supply limits & higher costs.

[Clean Fuels Wire @CleanFuelsWire]

NYH Biodiesel Market Update

📍 NYH basis edges higher (now HO +45–50, Dec offers up to HO +71)

45Z shift + barge loss = rail crunch in NYH 🛤️

Winter heating season + bioheat mandates = growing concern

[Clean Fuels Wire @CleanFuelsWire]

✈️Europe SAF-diesel spread hits 17-month high - $4.26/gal FOB ARA.

SAF still trails HVO ($6.15/gal vs $6.89/gal), but rising RD margins, tight UCO, and limited SAF supply are flipping the trend.

Chinese SAF hits record $5.95–$6.15/gal.

[Clean Fuels Wire @CleanFuelsWire]

Senators Grassley, Ernst, and Klobuchar introduce the Homegrown Fuels Act - aiming to expand E15 access by streamlining EPA waiver processes and blocking barriers to year-round sales.

Backed by biofuels groups & corn growers.
https://t.co/zQWEtJhH6B