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Low Carbon Fuels
Explore insights on low-carbon fuels and emerging green hydrocarbons driving the energy transition. From SAF and renewable diesel to hydrogen and advanced hydrocarbons, discover strategies, policies, and market dynamics shaping the next generation of sustainable fuel investments.


Green Hydrocarbons vs Green Hydrogen: Portfolio Roles in OBBBA World
Balancing green hydrocarbons and green hydrogen is essential for portfolio strategy in the OBBBA era. The passage of OBBBA has redrawn...
Sep 74 min read


Electrolyzer Economics Beyond 45V: Where Efficiency Meets Bankability
Electrolyzer economics go beyond policy incentives, merging technical performance with financial viability Hydrogen investors once saw...
Sep 63 min read


De-Risking Fischer-Tropsch SAF at Scale: What Actually Moves IRR
De-risking SAF at scale requires balancing CapEx, OpEx, feedstock, policy, and offtake dynamics to optimize IRR Introduction: IRR as the...
Sep 64 min read


Margin Shields: Feedstock Optionality in HEFA, AtJ, PtL Plants
Flexibility across HEFA, AtJ, and PtL pathways shields SAF producers against margin volatility Why Feedstock Optionality Matters Now By...
Aug 254 min read


Green Hydrogen Under OBBBA: What Still Clears IC in 2025 and Beyond?
From renewable resources to scalable hydrogen infrastructure, OBBBA determines which projects achieve true investment-grade viability The...
Aug 255 min read
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