Ian Taylor | AcuComm

Continued Progress For SAF Through Landmark Agreements

With the need to reduce the consumption of fossil fuels ever more pressing, DHL has confirmed new strategic collaborations with bp and Neste, to provide more than 800 million litres of Sustainable Aviation Fuel (SAF) to DHL Express within the next five years, with the new agreements forming one of the largest SAF deals in aviation to date. Over the next five years, Neste will supply DHL with approximately 400 million litres of Neste MY Sustainable Aviation Fuel. The agreement is Neste’s largest for Sustainable Aviation Fuel (SAF) to-date and one of the largest SAF agreements in the aviation industry.

Neste and DHL have been working together since 2020 making Neste MY Sustainable Aviation Fuel available for DHL’s operations. In 2020, DHL Express became the first cargo operator to use Neste MY Sustainable Aviation Fuel on flights departing from San Francisco International Airport and Amsterdam Airport. In 2021 DHL and Neste extended that cooperation to provide Neste’s SAF for DHL Express’ hub at the UK’s East Midlands airport.

In its Sustainability Roadmap, Deutsche Post DHL Group has committed to using 30% of SAF blending for all air transport by 2030. Neste’s SAF is produced from sustainably sourced, 100% renewable waste and residue raw materials. It can reduce greenhouse gas emissions by up to 80%, in its neat form and over the life cycle, compared to the fossil jet fuel it replaces, thereby significantly reducing DP-DHL’s carbon footprint.

As a drop-in fuel, Neste MY Sustainable Aviation Fuel can be used with existing aircraft engines and airport fuel infrastructure, requiring no extra investment. With the ongoing expansion of Neste’s Singapore refinery and modification to its Rotterdam refinery, Neste will have an annual production capacity for sustainable aviation fuel of approximately 1.875 billion litres by the end of 2023.

Search for sustainable aviation fuel (SAF) projects in AcuComm’s Waste Contract Finder Database here.

Strategic Overviews of the Latest Industry Activity

Each month, AcuComm publishes its New Investment Review series of six complimentary reports which each provide a strategic snapshot of the very latest activity in a specific area of the global waste and bioenergy markets.

The New Investment Review series includes:

Waste-to-Energy
Plastic Recycling
Waste-to-Fuel
Waste Processing
Landfill
AD/Biogas.

To access these reports, please follow: https://acucomm.net/new_investment_review

If the New Investment Review series is of interest, but feel that you need to delve deeper in order to develop your commercial strategy and marketing plans, you may wish to consider AcuComm’s Waste Market Insights, a monthly service that presents a wealth of comprehensive information including industry forecasts, historical data and insights which can be used to identify key trends across technologies, feedstocks and geographies, measured by outputs, values, capacities, volumes etc.

All the data in Waste Market Insights and the New Investment Review series derives from AcuComm’s WasteView Contract Finder, its proprietary database of 9,500+ waste and bioenergy projects around the world.

If you would like to find out more, please contact Rob Thompson on 44 (0)7399 863 765 or e-mail him at [email protected]

The US Waste Investment Sector

In February 2022, AcuComm published ‘The US Waste Investment Sector: A Brief Overview’, which looks at Waste Generation & Treatment, Waste Industry Drivers, Waste Investment Trends and Investment Locations.

The report draws on the wealth of data generated by AcuComm from its WasteView Contract Finder database which tracks global waste project developments. The database now covers almost 10,000 facilities from project conception through to commissioning. All sectors of the waste industry are monitored, including landfill, waste-to-energy, recycling and biogas.

In 2018, the US generated an estimated 292 million tons of waste, the majority of which was sent to landfill. Around a quarter was recycled, while comparatively little was used for waste-to-energy – a sector than remains underdeveloped in the US.

The full report can be viewed here.

TotalEnergies and Veolia reveal biomethane ambitions

TotalEnergies and Veolia have signed an agreement to produce biomethane from Veolia waste and water treatment facilities operating in more than 15 countries.

The partners will develop and co-invest in a portfolio of international projects, with the ambition to produce up to 1.5 terawatt-hours (TWh) of biomethane per year by 2025. This production of renewable gas made from organic waste will be equivalent to the average annual natural gas consumption of 500,000 residents and will avoid some 200,000 tonnes of CO2 per year. TotalEnergies will market the resulting biomethane as a renewable fuel for mobility or as a substitute for natural gas in other uses.

As part of this agreement, the partners will pool their industrial know-how in biomethane production. Veolia will provide its expertise in the production and processing of biogas from its facilities, and TotalEnergies will contribute its in-depth knowledge of the entire biomethane value chain.

TotalEnergies claims to be the segment leader in France, with close to 500 GWh of production capacity, and aims to become a major player in biomethane internationally by partnering with market leaders such as Clean Energy in the United States. The company is active across the entire biomethane value chain, from project development to marketing of biomethane and its by-products (biofertilisers, bioCO2).

Search for project activity featuring Totalenergies in AcuComm’s WasteView Contract Finder database here.

California’s Biogas Potential

The American Biogas Council has rated California as No. 1 in terms of its biogas potential. With 301 biogas systems installed, the Council sees the potential for up to new 1,294 systems, capable of producing a total of 181.6 billion cubic feet of biogas per year. The capital investment potential is thought to be US$3.9 billion.

Farm-derived manure is expected to have the greatest potential, with capacity for over new 900 systems, compared to the 38 currently in use. These new manure-derived systems could account for over half of all biogas output in the state.

Potential for new biogas systems in California

Source: American Biogas Council, 2022

Further details can be found on the American Biogas Council website: https://lnkd.in/e7ffWzWu

AcuComm has information and contact details for 55 projects related to biogas and anaerobic digesters in California in its WasteView Contract Finder database – find out more here.

Metso Outotec to divest its Metal Recycling business

Metso Outotec has signed an agreement to divest its Metal Recycling business line to an affiliate of Mimir, an investment company based in Stockholm, Sweden. The closing of the transaction is expected to take place during the first half of 2022.

The Metal Recycling business sold to Mimir includes the brands Lindemann and Texas Shredder. The business will change name in conjunction with the divestment and operate globally under the Lindemann brand, with headquarters in Düsseldorf, Germany. Its current approximately 160 employees will transfer to the new company in connection with the transaction. The net sales of the business totalled €77 million in 2020.

Metso Outotec announced in October 2020 that it intended to divest its recycling businesses. The divestment of the Waste Recycling business has already been completed. “As an established standalone company, its full focus will be on the metal recycling markets and customers,” commented Piia Karhu, Senior Vice President, Business Development and Metal Recycling business line at Metso Outotec.

Search AcuComm’s WasteView Contract Finder database for details of metal recycling project worldwide.

UNTHA continues expansion into Japan

Austrian-headquartered industrial shredder manufacturer UNTHA is continuing its global expansion with an exclusive distributor agreement with Axia, in Japan.

The partnership reflects growing demand from the nation’s Waste to Energy market, with alternative fuel manufactured from plasticised material currently proving particularly popular.

Axia – headquartered in Kurashiki City – has taken delivery of a mobile XR unit, to use as a demonstration machine on customer sites throughout the country. Capable of handling municipal solid waste, commercial and industrial waste, and waste wood – as well as bulky materials such as tyres, mattresses, textiles and more – the XR is a high performance shredder, also available as a stationary machine.

Axia has already placed orders for six UNTHA XR shredders, which are currently being commissioned in Japan and will be maintained by Axia’s own engineers thereafter. Customers include waste specialists and alternative fuel producers for thermal power plants.

UNTHA has more than 10,000 shredders installed globally – details of recent contracts can be viewed in AcuComm’s WasteView Contract Finder: http://ow.ly/7KbK50HhaqI

Nature Energy to invest US$5.3 billion in new biogas plants.

Nature Energy, based in Odense in Denmark, has announced a new strategy for growth, outlining plans to invest DKK 35 billion (US$5.3 billion) by 2030 in the construction of new biogas plants in international markets. By 2024, Nature Energy plans to be building between 10 and 15 new plants annually.

Nature Energy currently operates 12 biogas plants in the EU, and by 2022, the company will have further extended its portfolio with plants in new markets in Europe and North America.

At the same time, the company has a number of new technologies in the pipeline says CEO Ove Hvelplund, which will help it to halve its production costs over time.

To view coverage of Nature Energy’s project activity in AcuComm’s Waste Contract Finder database, simply click here https://tinyurl.com/jm2upjc8

New Investment Review: Waste-to-Energy

In August 2021, AcuComm reported on seven new waste-to-energy projects with a cumulative value of US$1.3 billion. These projects, in Australia, India, Italy, Poland and Switzerland, will bring 304 MW of new energy capacity online. Total waste throughput for these projects will be 2.2 million tonnes per annum.

Over the 12-month period (September 2020 to August 2021), AcuComm reported on a total of 85 new waste-to-energy projects valued at US$22.1 billion. Over the 12-month period, investment in the new projects covered was largely concentrated in China, Japan, Poland and the UK.

Top Five Countries by Investment Value – US$mn (September 2020 to August 2021)

Each month, AcuComm presents this headline data in its Waste-to-Energy New Investment Review, one of a series of six complimentary reports which provide a strategic snapshot of the very latest activity in a specific area of the global waste and bioenergy markets.

The New Investment Review series includes:

Waste-to-Energy
Plastic Recycling
Waste-to-Fuel
Waste Processing
Landfill
AD/Biogas.

All the data in Waste Market Insights and the New Investment Review series derives from AcuComm’s WasteView Contract Finder, its proprietary database of 8,500+ waste and bioenergy projects around the world.

If you would like to find out more, please contact either:

Rob / 44 (0)7399 863 765 / [email protected], or

Oliwia / 44 (0)7399 863 806 / [email protected]

New Investment Review: AD/Biogas

In August 2021, AcuComm reported on 10 new AD/Biogas projects with a cumulative estimated value of US$340 million. These projects will generate an estimated total of 79 MW (or 8 MW on average at each plant) and consume 2.5 million tonnes of feedstock. This new activity was reported in the Czech Republic, Denmark, France, Ireland, Jordan, Malawi, Netherlands, Poland, the UK and the United States.

Over the 12-month period (September 2020 to August 2021), AcuComm reported a total of 231 new AD/Biogas projects with a total estimated investment value of US$4.8 billion, of which 39% will be animal-derived (manure/slurry).

Top Countries by Investment Value: 12-month period (US$mn)

Project Tonnage by Waste Type: 12-month period (%)

Each month, AcuComm presents this headline data in its AD/Biogas New Investment Review, one of a series of six complimentary reports which provide a strategic snapshot of the very latest activity in a specific area of the global waste and bioenergy markets.

The New Investment Review series includes:

Waste-to-Energy
Plastic Recycling
Waste Processing
Landfill
AD/Biogas
Waste-to-Fuel.

If you would like to find out more, please contact either:

Rob / 44 (0)7399 863 765 / [email protected], or

Oliwia / 44 (0)7399 863 806 / [email protected]