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 flagship 200-megawatt plant will use renewable electricity to create green ammonia. Photo via firstammonia.com

Two global companies with a major presence in Houston are teaming up on a green ammonia plant in Port of Victoria, Texas.

Topsoe, a Danish company with operations in Houston and Bayport, Texas, has been tapped to provide ammonia synthesis technology for the project being developed by First Ammonia, a New York-based company with offices in Houston and Denmark.

The flagship 200-megawatt plant will use renewable electricity to produce green hydrogen through electrolysis, which will then be combined with nitrogen from a nearby Air Liquide pipeline to make green ammonia, according to First Ammonia. It is expected to serve both U.S. and global markets.

According to First Ammonia, every 100,000 tons of electric ammonia produced avoids approximately 240,000 tons of CO2 emissions compared to fossil ammonia

The Topsoe technology used on site is designed to be able to increase production from 10 percent to 100 percent within 30 minutes, and decrease production at a similar rate, allowing the plant to respond to fluctuations from solar- or wind-based energy sources.

“Topsoe is the world leader in ammonia synthesis, and First Ammonia is delighted to continue our partnership with them in establishing a green ammonia industry in the US and around the world,” Joel Moser, CEO of First Ammonia, said in a news release.

Topsoe has previously signed on to supply its 100-megawatt solid oxide electrolyser (SOEC) to the First Ammonia project. However, the company announced in March that it did not extend the contract after multiple delays.

The First Ammonia project was originally expected to come online by 2027 and to produce 1.1 million tonnes of green ammonia. The project is now expected to reach financial before the end of 2026, with construction slated to begin in 2027 and commercial operations launching by 2029.

“As green ammonia projects move from ambition to execution, operational flexibility becomes increasingly important,” Yassir Ghiyati, chief commercial officer at Topsoe, added in a news release. “We’re proud to support First Ammonia with technology designed to enable efficient and reliable green ammonia production. We look forward to continuing to work with the First Ammonia team to help bring this important U.S project to life.”

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