Technical Solutions to Improve the Investibility of Sustainable Fuel Projects

Find out what was discussed – download the presentation slides from our event held on Thursday 20 June 2024 in Utrecht (Scroll down for link)

What was the event about?

Recent regulations, especially RED III, FuelEU, ReFuelEU and AFIR and ETS and ETD revisions, have seen significant potential for renewable fuels to compete with fossil fuels. This is especially the case for Sustainable Aviation Fuels, Methanol and Ammonia for shipping, e- and bio-diesel for road-based transport.

The required level of investment to keep pace with regulatory targets is estimated to be in the trillions of Euro’s over the next 3 decades. However, the required assets are characterised by early technology and market uncertainties, resource and skills constraints, permitting complexities, lack of commoditisation and willing EPCMs, and are often deployed by scale-ups with large pipeline ambitions; all whilst being subject to recurrent contracting structures and little offtake agreement experience.

Points that were discussed:

– How to scout ideal locations for renewable fuel assets through a „venn diagram of minimum requirement”

– Sharing pain and gain accross the supply chain

– Requirements for development financing up to FID

– How to design inherent risk mitigants against consrtaints and uncertainties in technology, commercial approach and partnering

With thanks to our speakers:

– Moderator: Sally Prickett, Director, Arup

– Richard Mathers, Sr. Director, Honeywell

– Berna Meric Pekkaya, Senior Director, ABN AMRO

– Hein Tonnaer, Partner, Clifford Chance

– Albena Vassileva, Eecutive Director Infrastructure, IFM Investors

– Maarten Wessels, Associate Director Investor Advisory, Arup

We’d also like to thank Arup for hosting the event.