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The latest move in the sustainable aviation fuel (SAF) sector is Boeing’s partnering with Norway’s Norsk e-Fuel to help develop one of Europe’s first large-scale Power-to-Liquids (PtL) facilities.

This partnership aligns with the aviation industry and ICAO member states’ goal to reach net-zero carbon emissions by 2050. Also, Boeing’s investment will boost SAF production in the Nordics and globally.

Steve Gillard, Boeing’s regional sustainability director for Europe, Middle East, Türkiye, Africa and Central Asia.

“Our support of and collaboration with Norsk e-Fuel underscores the importance of using fossil-free energy to accelerate SAF production, which is key to reducing aviation’s carbon emissions towards 2050. Our partnership to advance e-fuels will help mobilize the commercialization of SAF in the Nordics and across the world, increasing accessibility and availability for our customers as we help build a robust SAF ecosystem.”

Boeing and Norsk e-Fuel Power Up Sustainable Aviation

Norsk e-Fuel, a Norway-based company that supplies fuels to the aviation industry, is pioneering SAF production through its innovative Power-to-Liquids (PtL) process. The company aims to accelerate the transition to renewable aviation by producing electro-SAF (e-SAF).

So What is e-SAF? 

Well, this advanced fuel is created by using fossil-free power to generate green hydrogen, which is then combined with recycled CO₂ from biogenic sources. Notably, the CO2 is extracted from the air using innovative Direct Air Capture (DAC) systems.

  • The result is a synthetic jet fuel that reduces greenhouse gas emissions by over 90% compared to traditional jet fuel.
Norsk e-Fuel SAF
Source: Norsk e-Fuel

Revolutionary Tech Powers Sustainable Fuel Production

Norsk e-Fuel combines cutting-edge technologies to create sustainable aviation fuel (SAF). The process includes Axens and Paul Wurth’s advanced Reverse-Water-Gas-Shift (RWGS) and Fischer-Tropsch units, along with the Gasel® upgrading unit. All these technologies boost energy efficiency and reduce emissions.

Second, Sunfire’s innovative electrolyzer, based on Solid Oxide Electrolyzer Cells (SOEC), uses steam and CO₂ to produce renewable syngas in one step. Next, the Smart integration of waste heat increases plant output, delivering 30% more fuel with the same energy input compared to gas-fired systems.

Lastly, Climeworks adds direct air capture technology to remove CO₂ directly from the atmosphere. Powered by renewable energy, it uses advanced filters to capture and release CO₂ for use or storage. Together, these technologies transform aviation fuel into a cleaner, greener solution.

Norsk e-Fuel SAF
Source: Norsk e-Fuel

Scaling Up: Large-Scale Facilities for a Cleaner Future

As a project developer, Norsk e-Fuel is establishing large-scale production sites to meet the aviation industry’s demand for sustainable fuels. The company works with strategic investors and key partners to bring industrial-scale Power-to-Liquid production to life. Its efforts focus on building a new value chain for sustainable fuels to drive renewable aviation forward.

Lars Bjørn Larsen, CCO of Norsk e-Fuel remarked on this partnership, saying:

“Our goal is to make e-fuels competitive with and eventually replace fossil fuels in critical infrastructures as SAF needs to become readily accessible and affordable for advancing aviation’s decarbonization. Boeing’s investment will further accelerate our project pipeline and will facilitate the broader aviation industry’s transition to net-zero emissions.”

Boeing’s investment in Norsk e-Fuel will aid the EU’s SAF volume targets. It will also boost energy security and the long-term competitiveness of aviation in the Nordic region. Overall, this collaboration has the potential to shape policies for the global SAF industry’s economic viability.

Clearing the Skies with SAF

Sustainable aviation fuel (SAF) is transforming the way aircraft are powered by offering a cleaner energy source. It helps reduce the aviation industry’s carbon footprint and dependence on fossil fuels. Despite its benefits, SAF made up only 0.53% of global commercial fuel use in 2024, as per the press release.

  • In Europe, the RefuelEU SAF initiative is driving change. It aims to gradually increase SAF’s share to 6% by 2030 and 70% by 2050.
  • For e-SAF, like the fuel Norsk e-Fuel produces, the targets are even more ambitious—1.2% by 2030 and 35% by 2050.
EU SAF
Source: EU

ReFuelEU Aviation, part of the EU’s Fit for 55 package, promotes SAF as the most effective way to lower aviation emissions. Fuel suppliers must blend SAF with traditional jet fuel at EU airports. This regulation supports the EU’s climate goals and will cut aviation CO2 emissions by over 60% by 2050 compared to 1990 levels.

The increased use of SAF also improves air quality by reducing harmful pollutants like CO, NOx, and PM, especially near airports. By embracing SAF, the aviation industry takes a major step toward a sustainable, cleaner future.

SAF
Source: Aviation Benefits

Boeing’s “Avoid First, Remove Second” Strategy to Cut Carbon Emissions

Boeing follows an “Avoid First, Remove Second” strategy to lower its carbon footprint. The focus is on avoiding Scope 1 and Scope 2 emissions by using renewable energy, energy-efficient systems, and sustainable aviation fuel (SAF). For emissions that are hard to reduce, Boeing invests in permanent carbon removal to support long-term carbon reduction.

Over the past four years, Boeing has voluntarily offset emissions from its manufacturing sites and business travel. In 2023, these offsets met strict global standards, ensuring they were measurable, verified, and tracked. Boeing also followed the aviation sector’s CORSIA framework for offsets.

The company plans to cut fossil fuel use by investing in renewable energy, energy-efficient infrastructure, and conservation efforts. For harder-to-reduce emissions, Boeing will increase investments in permanent removal technologies.

Sustainability Target

Boeing aims to cut greenhouse gas emissions by 55% by 2030. By the end of 2023, it reduced Scope 1 and Scope 2 emissions by 26% from 2017 levels. It also plans to use 100% renewable electricity to boost clean energy use and conservation efforts.

BOEING SAF emissions aviation
Source: Boeing

5 Key Areas to Decarbonize Aerospace

The company’s sustainability report also revealed that they are working with customers and governments to achieve net-zero emissions by 2050. And they are focussing on five key areas:

  1. Fleet Renewal: New airplanes are 20%-30% more efficient than older ones.
  2. Operational Efficiency: Boeing helps improve flight operations, air traffic management, and maintenance to cut emissions by up to 10%.
  3. Renewable Energy: Research on SAF and renewable energy drives sustainability in aviation.
  4. Advanced Technology: Boeing invests in cleaner designs, efficient propulsion, and advanced digital tools.
  5. Market-Based Measures: The company offsets emissions from business travel and invests in permanent carbon removal projects.

As Boeing brings its leadership in the SAF industry to this strategic partnership, Norsk e-Fuel adds its advanced technology and a strong network of partners. This includes Norway’s largest air carrier, Norway. Together, they aim to make sustainable aviation a reality, supporting global efforts to achieve net-zero carbon emissions by 2050.

The post Boeing’s Big Move: Boosting EU Aviation with Norsk e-Fuel’s SAF appeared first on Carbon Credits.

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Lithium Price Today: China’s Supply Crackdown and Tax Overhaul Fuel 7% Rally

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The Lithium Price surged to a fresh two-year high today, closing at 170,999.81 CNY per tonne. This marks a significant 7.55% gain over the last seven days and extends a powerful year-to-date rally of 44.38%. After a prolonged period of consolidation, the battery metal has broken critical resistance levels, driven by a convergence of aggressive policy shifts in China and renewed supply constraints.

Lithium Price

Unit: CNY/Tonne

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Market Drivers for the Lithium Price Rally

The primary catalyst for this week’s 7.55% move is the sudden tightening of supply in China’s Jiangxi province. Authorities have canceled 27 mining permits in the hub as part of an environmental "anti-involution" campaign, effectively removing significant feedstock from the market. This supply shock coincided with Beijing’s announcement that export tax rebates for battery products will be cut from 9% to 6% starting in April. This policy shift has triggered a massive "front-running" effect, with manufacturers rushing to secure raw materials and export finished goods before the deadline.

Adding fuel to the fire, industry giant CATL reportedly placed a massive $17.2 billion order for cathode materials earlier this week. This demand signal has forced downstream players to cover spot positions aggressively, exacerbating the squeeze created by the Jiangxi permit cancellations.

Technical Outlook

Technically, the Lithium Price has staged a decisive breakout above the psychological 170,000 CNY level. The 30-day movement of 71.86% suggests the market is in a steep markup phase, fueled by short covering and panic buying. Momentum indicators are currently in overbought territory, but the fundamental supply deficits suggest support remains strong at the 155,000 CNY breakout zone. If the rally sustains, the next key resistance target lies near 200,000 CNY, a level not seen since the market began its correction two years ago.

The post Lithium Price Today: China’s Supply Crackdown and Tax Overhaul Fuel 7% Rally appeared first on Carbon Credits.

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Lithium Price Today: Energy Storage Boom and Supply Cuts Ignite 71% Rally

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The Lithium price continued its explosive start to 2026, surging to 170,999.81 CNY per tonne on Friday. The battery metal has posted a remarkable 7.55% gain over the last seven days alone, extending a massive 71.86% rally over the past month. Year-to-date, lithium prices are up 44.38%, marking a definitive reversal from the surpluses that plagued the market in previous years.

Lithium Price

Unit: CNY/Tonne

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Market Drivers

Two primary factors are fueling the current rally: a surge in utility-scale energy storage demand and sudden supply constraints in China’s mining hubs.

  • Energy Storage Demand Spike: While EV sales remain steady, the demand for lithium iron phosphate (LFP) batteries in energy storage systems (ESS) has outperformed expectations. Analysts forecast a 55% growth in ESS installations for 2026, driven by Beijing’s mandate to double EV charging capacity and grid storage infrastructure by 2027.
  • Jiangxi Supply Crunch: On the supply side, Chinese authorities recently canceled 27 mining permits in the lithium hub of Jiangxi as part of an environmental crackdown. This follows the suspension of operations at CATL’s Jianxiawo mine, effectively removing significant monthly tonnage from the market just as downstream battery makers rush to restock ahead of reduced export rebates.

Technical Outlook

Technically, the Lithium price has decisively broken through the psychological resistance level of 150,000 CNY. The steep vertical ascent suggests intense buying pressure, likely exacerbated by short covering from traders who were positioned for a surplus. With the price now firmly establishing support above 160,000 CNY, market participants are eyeing the 200,000 CNY level as the next major target. However, the Relative Strength Index (RSI) indicates the metal is in overbought territory, suggesting potential volatility in the short term as the market digests these rapid gains.

The post Lithium Price Today: Energy Storage Boom and Supply Cuts Ignite 71% Rally appeared first on Carbon Credits.

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Aluminum Price Today: China HFT Crackdown Stalls Rally Near $3,166

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The Aluminum Price is holding steady at $3,166.93 per tonne, posting a marginal 0.10% gain over the last seven days. Following a robust 7.40% surge over the past month and a 5.93% increase year-to-date, the industrial metal has entered a period of consolidation as regulatory interventions in China offset ongoing global supply constraints.

Aluminum Price

Unit: USD/Unit

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Market Drivers: Regulatory Headwinds vs. Physical Tightness

The primary factor capping gains this week is China’s new regulatory clampdown on high-frequency trading (HFT). In a move to curb excessive speculation, Chinese regulators recently ordered mainland exchanges to remove servers operated by HFT firms. This policy shift triggered a liquidity withdrawal, causing prices to retreat slightly from the three-year highs reached earlier in January.

However, the downside remains limited by significant physical supply risks. Temporary smelter suspensions in Iceland, Mozambique, and Australia are tightening global availability. Furthermore, China’s strict 45-million-ton production cap continues to restrict excess output, creating a structural floor for prices. Despite the regulatory cooling measures, demand from the electric vehicle (EV) and renewable energy infrastructure sectors remains resilient, keeping the long-term outlook bullish.

Technical Outlook

Technically, the Aluminum Price is pausing after an explosive start to the year. The flat 7-day performance suggests profit-taking rather than a trend reversal. Traders should watch the $3,140 level as key support; maintaining this floor would confirm a bullish consolidation pattern, potentially setting the stage for a retest of the recent highs near $3,200.

The post Aluminum Price Today: China HFT Crackdown Stalls Rally Near $3,166 appeared first on Carbon Credits.

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