eyes on SAF

Houston company's $2B carbon-negative fuel project to rise in Southeast Texas

Pathway Energy has announced a major sustainable aviation fuel project in Port Arthur, Texas. Rendering courtesy of Pathway Energy

Houston developer of ultra carbon-negative fuels projects Pathway Energy announced a series of commercial-scale sustainable aviation fuel (SAF) facilities with the first being based in Port Arthur, Texas.

The project, estimated to be valued at $2 billion, will be one of the largest decarbonization projects in the world.

Pathway plans to bring commercial SAF to market with its years of experience in waste and biomass conversion processes and technologies that include biomass gasification, Fischer-Tropsch, biomass power generation, and complex biorefinery and industrial processes. Pathway will be working with companies like Sumitomo SHI FW, who will supply the project with gasification process technology packages and power production. Pathway Energy also announced a strategic partnership with Drax Global, which is a biomass feedstock provider.

"We are happy to debut with the best technology and industrial partners in the industry on a market opportunity with global significance," Steve Roberts, CEO of Pathway Energy, says in a news release. "With the ultra negative carbon intensity achieved through our process, Pathway Energy is poised to lead a global market for ultra negative fuels, driving large scale emission reductions across the aviation sector."

In the Port Arthur project, Pathway plans to leverage sustainable biomass feedstock and access to geological storage to sequester carbon and to produce its ultra carbon-negative SAF. The site location already is equipped with industrial scale import and export logistics including established truck, rail, barge, and pipeline access. Pathway will develop a platform of commercial-scale facilities in areas with a high potential for geological storage to utilize BECCS (Biomass Energy Carbon Capture and Storage) and gasification technology to capture and store carbon, according to a news release.

The market for sustainable aviation fuel uses imported, used cooking oil (UCO HEFA). UCO HEFA SAF can’t materially decarbonize aviation since its constrained supply and positive carbon intensity score. Pathway’s ultra carbon-negative fuel is synthetic drop-in jet fuel that achieves a 550% reduction of carbon compared to traditional jet fuel, which is an industry first. Pathway believes this can abate as much as 6,000 flights a year.

Pathway uses an ultra-negative SAF, which carriers require less SAF to achieve emissions reduction as HEFA, which translates to emissions reduction, and lower cost of operations. The aviation industry can potentially achieve up to 8 times more emissions reductions compared to HEFA SAF.

“We saw the opportunity to provide carriers a pathway to completely decarbonize their flights with our net zero blended fuel," Joshua Pearson, Pathway CTO, adds. "This is a new type of SAF production that is 7-9 (times) more carbon negative than the SAF on the market today and represents the most sustainable, cost efficient and de-risked path to decarbonize global aviation.”

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A View From HETI

The new plant will be co-located at the company's existing solar module site in Humble. Photo via Pexels

Japanese solar manufacturing company TOYO Co. Ltd. plans to invest $357 million to bring a 1.5-gigwatt solar cell manufacturing facility to the Houston area.

TOYO’s latest state-of-the-art facility will be co-located at its existing solar module site in Humble, according to a news release from the company. It will produce heterojunction (HJT) solar cells, which are known to be more durable and efficient with a higher heat threshold.

TOYO reports that the new facility will create 400 full-time manufacturing jobs. The project is expected to be completed in 20 months, which includes an initial pilot production.

"Expanding into domestic cell manufacturing is the natural next step in our commitment to creating an integrated onshore solar supply chain from polysilicon to panels," Takahiko Onozuka, chairman and CEO of TOYO, said in the news release. "Co-locating 1.5 GW of HJT cell capacity at our Houston module site significantly optimizes our capital allocation and infrastructure spend.”

TOYO entered the Houston market in 2024 through its acquisition of a majority stake in Solar Plus Technology Texas LLC.

Earlier this year, it began producing solar modules at its 567,140-square-foot plant in Lovett Industrial’s Nexus North Logistics Park. At the time, the company said it planned to expand manufacturing capacity to 6.5 gigawatts.

"The new cell plant reflects TOYO's long-term strategy to build a fully FEOC-compliant domestic manufacturing platform focused on serving the needs of the U.S. utility-scale solar market," Rhone Resch, TOYO's chief strategy officer, added in the release. "By producing premium solar products in the United States, we will be well positioned to meet the market's evolving domestic content requirements while strengthening supply chain security and reliability. Looking ahead, we believe HJT is the optimal technology platform for integrating next-generation perovskite solar cells, which we expect will drive the next major advancement in solar conversion efficiency and support TOYO's long-term technology roadmap.”

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