This month, the biofuels market is firmly focused on what's ahead.
Our annual predictions blog from Matthew Stone sheds some light on what to expect leading into the year. And optimism within the biofuels industry was apparent during the recent Clean Fuels Conference in Orlando. Meanwhile, low-carbon ammonia has made some major strides in its adoption within the marine biofuels sector.
By Matthew Stone
Each year, we publish a forward-looking assessment of the forces shaping biofuels and feedstocks markets. As 2026 comes fully into focus, policy evolution, geopolitical change, and structural demand shifts point to another year of growth. But that growth will be inevitably accompanied by volatility and strategic adjustment.
The US clean fuels industry gathered in Orlando recently for the annual Clean Fuels Conference at a moment of real inflection. With record-high proposed mandates on the table, evolving federal tax incentives, and mounting pressure on feedstock markets, the conversations reflected an industry that is no longer debating whether clean fuels matter. Instead, the discussion is on how they scale next.
The roadblocks preventing progress in adopting ammonia for marine biofuel seem to be pushing through. A recent Memorandum of Understanding (MoU) between CF Industries, Trafigura, and TFG Marine signals a meaningful step toward breaking that logjam.
Much of today's discussion about biofuels still centers on targets, policy frameworks, and long-term projections. These narratives matter, but they don't always reflect how biofuels are actually being engaged with across the market today.
The maritime decarbonization story is far from a straight line. If anything, early 2026 is defined by a familiar tension: policy signals are wobbling, while industry preparation continues quietly and steadily. Here’s what matters now, and why the bio-bunkering opportunity may be stronger than it looks across 2026.
As the aviation sector pushes toward decarbonization targets, Sustainable Aviation Fuel (SAF) is moving from long‑term ambition to near‑term commercial reality. Insights from recent industry discussions indicate that the market is entering a pivotal phase in 2026. In this post, we break down the primary factors driving the SAF market as we move across the year ahead.