We focus on decimating power costs - the biggest cost component of e-fuel production. By using our own co-located power and hence avoiding hefty grid transmission fees and competition for renewable electricity, we can produce e-fuels ~40% cheaper than conventional on-grid production approaches.

We focus only on producing the greenest fuels, which comply with all EU, UK and US regulatory requirements, are RFNBO-certified, and use additional renewable energy and biogenic CO₂. We can deliver a greenhouse gas intensity of 7.2 gCO₂eq/MJ at a minimum. This is equivalent to a 92% emissions reduction compared to conventional diesel or jet fuel, making our fuels one of the cleanest e-fuels available anywhere in the world.

The largest risk to our customers is fuel not arriving when it's needed. For this reason, we apply technologies which are already proven and well-established at commercial scale. The feedstocks we need (power, water, biogenic CO₂) are well-secured, and ETFuels is already engaged in two Front End Engineering Designs for two of our advanced projects – we have high confidence in the technical maturity, the time-to-market and the low cost profile for our e-fuel production projects.

The challenge to decarbonise heavy industry is immense and requires significant scale. We target 1 million tonnes of annual e-fuel production by 2035, which can be delivered via projects  already under development in Europe, the UK and the US.

Following a successful grant award under the UK’s Advanced Fuels Fund (AFF), ETFuels is accelerating Front End Engineering Design (FEED) for its Project SkyFuel methanol-to-jet (MtJ) facility in the UK, positioning SkyFuel among the most mature methanol-to-jet projects in the world.

The biggest constraint to producing e-SAF at scale is securing a reliable supply of regulatory-compliant e-methanol. ETFuels is addressing this challenge with its own portfolio of e-methanol projects in Texas and Europe where for multiple projects we have secured all critical feedstocks secured: power, CO₂ and water. In parallel, we are also engaging the most competitive sources of e-methanol to partner to scale.

Our UK e-SAF project combines two key advantages that are rarely found together: ultra-competitive feedstock costs and government-backed demand certainty. Our behind-the-meter model in Texas - supported by the full IRA incentive stack - positions our e-methanol among the lowest-cost globally. When converted to e-SAF in the UK, the project is further strengthened by the strong UK mandates and government support.

ETFuels combines a seasoned leadership team with proven technologies, world-class partners, and backing from private equity investors. Together, the team brings more than 100 years of experience in infrastructure development and financing, with a track record spanning over 8 GW of renewable energy and multiple multi-billion-dollar process plants. Building on this foundation, ETFuels has developed a scalable pipeline with secured e-methanol sites covering more than 100,000 acres. These projects represent 2.5 GW of renewable capacity - and a potential 250 ktpa e-SAF - which will deliver emissions reductions of 1.2 Mt CO₂ per annum.

Demand for e-fuels is set to surge as stringent decarbonisation rules affect shipping, aviation, chemicals and transportation sectors. ETFuels’ e-fuel achieves over a 92% emissions reduction versus conventional fuel oil, and customers are already pivoting: more than 400 methanol-fuelled vessels are on order, and airlines are already sourcing e-fuel offtake agreements at speed. The challenge the sectors face is the severe scarcity of e-fuels available at commercially viable prices. Our scalable model, advanced project pipeline and low-cost production pathway unlocks a fundamentally different value proposition - reliable supply, competitive pricing and true long-term decarbonisation.

ETFuels’ projects will remain cost-competitive under any e-fuel pricing scenario. Our behind-the-meter model, combined with locating projects in the world’s strongest renewable-resource regions with the most advantageous regulatory frameworks, puts us firmly at the bottom of the cost curve - at least 40% cheaper than on-grid producers.

ETFuels’ flagship project, Rattlesnake Gap in Texas, will deliver 125,000 tonnes of e-methanol per annum starting in Q1 2030. All critical feedstocks - power, water and biogenic CO₂ - are fully secured, FEED engineering is well underway, and the project has already locked in attractive offtake terms with customers. Final Investment Decision (FID) is targeted for the end of 2026, supported by strong project economics anchored in long-term fixed-price feedstocks and offtake agreements, and underpinned by proven, mature technologies from top-tier OEMs.

ETFuels has a further 600 ktpa of e-fuel capacity under development (supported by 2.5 GW of renewable power), with six additional tier-one sites secured in the ideal locations globally for e-fuels production. Two follow-on e-methanol projects in Texas and Finland are already well advanced, each able to replicate the Rattlesnake Gap model at pace and scale. In parallel, ETFuels is progressing FEED on a 33,000 tpa e-SAF facility in the UK, expanding into aviation and strengthening downstream market optionality.