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TotalEnergies delays, cuts size of Grandpuits HVO

  • Market: Biofuels, Oil products
  • 20/03/25

TotalEnergies is delaying the start up of its Grandpuits hydrotreated vegetable oil (HVO) plant, and is planning to reduce the plant's proposed capacity.

TotalEnergies confirmed the planned 400,000 t/yr HVO and HVO jet fuel (SAF) plant, near Paris, will not start in 2025 as previously outlined. Instead, a first phase of 210,000t of SAF output is slated to begin operations "early in 2026." TotalEnergies said there will then be a second phase of 75,000t, which will start at an unspecified point in 2027, giving 285,000 t/yr. If all production is SAF this would be equivalent to around 6,155 b/d.

The CGT union said its members at Grandpuits downed tools for 24 hours yesterday, 19 March, as a result of the company's announcement. Workers say they have been promised a meeting with management in mid-April, and there does not appear to be industrial action at the site today.

TotalEnergies halted crude distillation at the 93,000 b/d Grandpuits four years ago. The transformation includes a 10,000 t/yr plastics recycling unit. It said 1,200 workers are on site to undertake the conversion and this will result in 250 full time posts on completion. This is consistent with previous plans.

The delay and reduction in size at Grandpuits does appear to confound targets for TotalEnergies' HVO and SAF output previously laid out by chief executive Patrick Pouyanne. The company operates a 500,000 t/yr HVO and SAF plant at La Mede, near the port of Fos-Lavera. A Grandpuits worker said management has indicated the company will look to purchase HVO and SAF, in order to honour contractual obligations.


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30/04/25

Repsol sees Spanish refineries back to normal in a week

Repsol sees Spanish refineries back to normal in a week

Madrid, 30 April (Argus) — Repsol said it expects its five Spanish refineries to return to normal operations within a week following Monday's nationwide power outage. The company confirmed that power was restored to all its refineries on Monday evening, allowing the restart process to begin. It will take three days to restart the crude distillation units and 5-7 days to restart the secondary conversion units, with hydrocrackers taking the longest, according to chief executive Josu Jon Imaz. A momentary and as-yet unexplained drop in power supply on the Spanish electricity grid caused power cuts across most of Spain and Portugal, disrupting petrochemical plants and airports, as well as refineries. Imaz noted that Repsol was fortunate that its refineries avoided damage from petroleum coke formation and other solidification processes during the shutdown. Repsol's 220,000 b/d Petronor refinery in Bilbao was the first to restart, thanks to electricity imports from France, he said. State-controlled petroleum reserves corporation Cores has temporarily reduced Spain's obligation to hold 92 days of oil product consumption as strategic reserves by four days, mitigating potential supply issues from the outage. Imaz declined to speculate on the cause of the power outage. By Jonathan Gleave Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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China issues first export quota for SAF


30/04/25
News
30/04/25

China issues first export quota for SAF

Shanghai, 30 April (Argus) — Chinese biodiesel and sustainable aviation fuel (SAF) producer Jiaao Entrotech said today it has received government approval to export SAF from Lianyungang port. The producer has a quota to export 372,400t of SAF this year. It can export the SAF under the same harmonised system (HS) codes as conventional jet fuel, such as 27101911. The new SAF quota is an additional allocation and will not affect the volume of jet fuel export quotas that are regularly allocated to Chinese refiners. Jiaao's SAF plant is located at Guanyun in Lianyungang, a port in east China's Jiangsu province. The plant has 500,000 t/yr of operational capacity. This is the first time the Chinese government has issued an export quota for SAF. Other Chinese SAF producers in the government's approved list will also receive export quotas after further evaluation by Beijing, according to market participants. Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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New Zealand's Auckland airport delays new runway plans


30/04/25
News
30/04/25

New Zealand's Auckland airport delays new runway plans

Sydney, 30 April (Argus) — New Zealand's Auckland airport, the country's largest, will delay plans for a second runway for at least 10 years because of operational and efficiency measures, it said on 29 April. Its plans to build a second runway by 2028 would be delayed by a decade, but operational innovation could extend that timeline further. The airport's master plan anticipates 38mn passengers/yr will transit through Auckland by 2047, up from 18.6mn in the 2024 fiscal year to 30 June, with air cargo growing by 40pc to 223,000 t/yr by 2047. The airport has yet to reach pre-Covid-19 passenger numbers and its main user, state-controlled carrier Air New Zealand, has reported ongoing problems with aircraft availability , which has slashed its available seat kilometres — a metric used to calculate capacity — in January-June. Auckland's passenger numbers for the first three months of 2025 dipped by 1pc on the year and on the quarter (see table) with domestic travel plummeting while international transits increased slightly on the quarter. Auckland's available seats to the US dropped by 18pc during March because of cancelled services, the airport said. New Zealand's jet fuel imports totalled 26,000 b/d in the January-March quarter, data from analytics firm Kpler show. Official data for October-December 2024 show 34,000 b/d of imports, up by 17pc on the quarter. The New Zealand government is exploring options for increasing fuel security, including developing biofuels, in the wake of twin reports into the nation's situation released in February. By Tom Major Auckland Airport passenger traffic (mn) Jan-Mar '25 Oct-Dec '24 Jan-Mar '24 q-o-q % ± y-o-y % ± Total 4.93 4.99 5 -1 -1 International 2.79 2.75 2.79 1 0 Domestic 1.86 2.24 2.21 -17 -16 Source - Auckland Airport Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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DG Fuels eyes larger, later Louisiana SAF plant


29/04/25
News
29/04/25

DG Fuels eyes larger, later Louisiana SAF plant

New York, 29 April (Argus) — US renewable fuels company DG Fuels intends to produce more sustainable aviation fuel (SAF) than it initially planned at its flagship Louisiana project, albeit on a later timeline. DG Fuels president Christopher Chaput told Argus that the company is working to reach a final investment decision on its Louisiana facility by the first quarter of next year and is on track to start delivering "meaningful" amounts of SAF from the site in 2030, later than initially expected. The company continues to look at other potential facilities across the country but is prioritizing its Louisiana plant, which will use the Fischer-Tropsch chemical process to gasify agricultural waste into low-carbon fuels. "Not exclusively, but we are focusing really, really, really hard on the first project, which is Louisiana," Chaput said. Potential sites in Nebraska and Minnesota are the next-furthest along, and the company still owns land in Maine where it could build a similar SAF plant. The facilities would use similar technology but draw from different feedstocks, such as local forest or agricultural waste, and different types of hydrogen. The plan in Louisiana is to produce blue hydrogen, which involves capturing carbon emissions and is eligible for a federal tax credit. That Louisiana facility has also expanded in size, and Chaput says it could ultimately produce 195-200mn USG/yr of fuel — up from estimates last year and an initial projection of 120mn USG/yr. Chaput says the plant's size — which would give it the highest capacity of all Fischer-Tropsch SAF plants planned globally according to Argus estimates — will be an advantage for ultimately producing a cost-competitive fuel. Other potential DG Fuels facilities would be similarly large, a different approach from some other US developers like Aether Fuels, Natural State Renewables and now-defunct Fulcrum Bioenergy that have eyed a similar production process on smaller sites. Some biofuel producers already operational today use a separate process to produce SAF, hydroprocessing vegetable oils and animal fats, and have higher production capacities. But that pathway could ultimately be limited by feedstock constraints and competition from renewable diesel, analysts say, which has spurred investors and airlines to look at other potential pathways. While plants eyeing production in the 2030s might be less exposed to immediate policy risks, biofuel producers in the US have struggled to start 2025 as margins crash from the halting rollout of a new federal tax credit and delayed blend mandates. President Donald Trump's aggressive efforts to curb renewables have scared climate tech start-ups, though Trump has also voiced general support for some other clean energy sources, including biofuels. A government loan to support US refiner Calumet's efforts to produce more SAF was briefly halted this year and then [unpaused]( https://direct.argusmedia.com/newsandanalysis/article/2656961) after a Republican US senator intervened. And policies abroad — including increasingly stringent SAF mandates in the EU and UK — could ultimately support clean fuel developers in the US even if incentives shift stateside. By Cole Martin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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Brazil's 2025-26 sugar crop to near record 46mn t


29/04/25
News
29/04/25

Brazil's 2025-26 sugar crop to near record 46mn t

Sao Paulo, 29 April (Argus) — Brazil may produce a record amount of sugar in the 2025-26 sugarcane crop despite lower crushing because more feedstock is set for the sweetener's production instead of ethanol. Brazil is set to produce 45.9mn metric tonnes (t) of sugar in the 2025-26 crop — which officially started on 1 April — a 4pc increase from the prior season, according to national supply company Conab's first estimate for the cycle. But Conab expects 2025-26 sugarcane crushing to decrease by 2pc from the the prior season, because of unfavorable weather conditions in the months prior to the beginning of the crop. The center-south — responsible for 90pc of national output — was hit by lack of rainfalls and high temperatures in most of last year, harming the development and growing of crops which would be harvested in the current cycle. The planted sugarcane area is expected to reach 8.8mn hectares (ha), a slight 0.3pc rise from the prior cycle, but yields are estimated to decrease by 2.3pc to 75,450 kg/ha. The annual increase in sugar output came because international sugar prices became more attractive than domestic ethanol prices. Both products are derived from sugarcane and production of one occurs at the expense of the other. Additionally, Brazilian mills increased investments on sugar crystallizing capacity last year and market participants expect the results to materialize this season. Ethanol output to fall Brazil will produce 36.8bn l (635,180 b/d) of ethanol in the 2025-26 crop, a 1pc drop from the 2024-25 season, driven by less sugarcane-based ethanol, Conab said. Sugarcane ethanol output is estimated to drop by 4.2pc from the prior cycle, because of less available feedstock and an estimated higher share of sugarcane directed to sugar production instead of the biofuel. But a projected 11pc increase in corn-based ethanol production in the 2025-26 season from the previous cycle partially offsets that expected drop in sugarcane ethanol output. Hydrous ethanol production in the 2025-26 season is estimated to total 22.7bn l, a 6.8pc decrease from 24.4bn l in the 2024-25 crop, while output of anhydrous ethanol — used as a gasoline blendstock — may rise by 10pc to 14.1bn l. By Maria Albuquerque Projections for 2025-26 sugarcane crop 2024-25 2025-26 ±% Sugarcane ('000t) 676.96 663.43 -2 Sugar '000t 44.12 45.87 4 Sugarcane-based ethanol ('000l) 29,350,340 28,111,241 -4.2 Corn-based ethanol ('000l) 7,839,526 8,704,034 11 Ethanol total ('000l) 37,189,865 36,815,275 -1 Source: Conab Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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