To bring together electrons and molecules in one project you need deep expertise across three core pillars:
1. Commercial and regulation
2. Renewable energy and project development
3. Process technologies and project execution
We have assembled a world class team of leaders in their fields across these three areas to deliver cost competitive e-fuels for our customers in shipping, aviation, road transport and chemicals.
1. Electricity grid transmission fees are very expensive: half of the total cost of power lies in transmission fees because grid infrastructure is expensive to run and maintain
2. Electricity grids are supply constrained: 95% of planned renewable energy projects never get built due to issues with access to the grid, and huge demand on the customer side from increasing numbers of data centres and corporates with renewable energy targets creates a dynamic with artificially high renewable power prices
Get Ahead of the Regulation
In many cases, decarbonisation regulation can enable a robust business case for e-fuels, as early as today - providing a source of competitive advantage for those who move early. Regulations around e-fuels are new and often complex - but once you break them down, the business case for e-fuels becomes clear and compelling. As experts on green fuels regulation ETFuels can support you in better understanding the regulation and how e-fuels can enable both compliance and value creation
Plan for Long-Term Fixed Pricing
The reality is that e-fuels projects rely on third-party financing, which in turn requires long-term fixed-price offtake agreements. Without these, projects won’t get built - and customers risk being left with no supply and costly non-compliance penalties. The flip side is that securing supply under long term pricing arrangements provides predictability and reduces the risk of being short critical green fuel, as demand for green molecules is set to explode
Secure Supply Early
Developing an e-fuels project takes 6 to 8 years. To ensure delivery, offtake agreements must be secured at least four years in advance. For those seeking access to green fuel in the 2030s, the time to act is now.
Please contact us for additional information.