EU SAF supply hit 1.1 million tonnes in 2025, clearing the first ReFuelEU Aviation mandatory threshold — but the real long-term cost story may be written underground, not in electrolysis halls.
The Netherlands’ €90 million SAF incentive fund, targeting Schiphol blending above the ReFuelEU mandate for 2027–2029, sharpens the question of where geological hydrogen could eventually undercut electrolysis costs in the PtL production chain.
Lemissoler Navigation’s four dual-fuel methanol bulkers illustrate exactly why geological hydrogen matters: it could slash the carbon cost of producing the methanol those ships will burn.
The first ISO-compliant lifecycle assessment of methanol as a marine fuel, published by SGMF in September 2026, opens a precise data corridor for ranking green and e-methanol pathways — and positions geological hydrogen as a potentially disruptive feedstock.
SGMF’s first ISO-compliant lifecycle assessment of methanol as a marine fuel arrives at a moment when geological hydrogen could reshape the feedstock economics of e-methanol production.
WinGD’s first methanol-ethanol dual-fuel marine engine enters commercial service, sharpening scrutiny of whether green methanol produced via electrolysis can compete with pathways anchored in geological hydrogen.
WinGD’s X72DF-M1.0 engine has received certification for both methanol and ethanol operation, giving Polaris Shipping unprecedented fuel flexibility as maritime decarbonisation compliance tightens.
A validated hybrid AEM electrolyser from P2H2 and Repsol hits efficiency, flexibility and durability targets simultaneously — raising fresh questions about when geological hydrogen will make electrolysis itself redundant.
Twelve’s AirPlant One, the first commercial-scale US Power-to-Liquid e-fuel plant, exposes the central weakness of electrolytic hydrogen — a weakness that geological hydrogen from sites like Lorraine’s PTH-2 well could directly address.
The EU-backed ECO2Fuel project is running a 1 MW electrochemical system that converts captured CO₂ and renewable electricity directly into liquid e-fuels — and the efficiency calculus changes dramatically when the hydrogen feedstock comes from the ground rather than an electrolyser.