Author Archive: Jim Lane

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The Digest’s 2026 Multi-Slide Guide to Delivering Sustainable Fuels

The Digest’s 2026 Multi-Slide Guide to Delivering Sustainable Fuels

February 15, 2026 |

The IEA’s pathway analysis reveals that sustainable fuel use could quadruple by 2035, led by aviation and shipping. High-impact news includes the report’s finding that biofuel premiums add less than 1% to food prices and only 1% to electric vehicle costs, debunking major affordability concerns. However, a massive USD 1.5 trillion investment is required by […]

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The Digest’s 2026 Multi-Slide Guide to Origin Materials

The Digest’s 2026 Multi-Slide Guide to Origin Materials

February 7, 2026 |

Origin Materials has successfully commercialized its 100% PET caps, with the first products hitting stores in August 2025 and a major initial order from Berlin Packaging secured in October. The company commenced production on its first CapFormer line in early 2025 and plans to scale to 8–10 lines by 2026. Origin projects 20–30 million in […]

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The Digest’s 2026 Multi-Slide Guide to Ginkgo Bioworks

The Digest’s 2026 Multi-Slide Guide to Ginkgo Bioworks

February 1, 2026 |

Ginkgo Bioworks continues to reduce cash burn while expanding its “Lab-as-a-Service” automation offerings and frontier autonomous lab in Boston. Key commercial highlights include a $22.1 million BARDA award for onshoring medical countermeasures and an extended strategic partnership with Bayer to develop next-generation biologicals like nitrogen-fixing microbes. Despite ongoing restructuring, Ginkgo maintains a strong balance sheet […]

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The Digest’s 2026 Multi-Slide Guide to Bunge

The Digest’s 2026 Multi-Slide Guide to Bunge

January 25, 2026 |

Bunge announced a major re-segmentation effective Q3 2025 to provide greater transparency into commodity-specific drivers. The new reporting structure breaks the former Agribusiness segment into Soybean, Softseed, and Other Oilseeds Processing & Refining, alongside Grain Merchandising & Milling. This change aligns reporting with their end-to-end value chain operations and the integration of Viterra. While noting […]

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The Digest’s 2026 Multi-Slide Guide to The Wolfpack Bioeconomy Due Diligence

The Digest’s 2026 Multi-Slide Guide to The Wolfpack Bioeconomy Due Diligence

January 18, 2026 |

The “Wolfpack” experts delivered a comprehensive due diligence analysis on the 2025 bioeconomy, utilizing a point/counter-point format to evaluate emerging technologies. Key discussions highlighted the US recycling rate’s lag at 6% compared to international leaders and the high non-compliance costs for eSAF under European regulations. The panel examined point source carbon capture for hard-to-abate sectors […]

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The Digest’s 2026 Multi-Slide Guide to Anellotech

The Digest’s 2026 Multi-Slide Guide to Anellotech

January 11, 2026 |

Anellotech’s Plas-TCat technology converts “unrecyclable” mixed plastic waste into circular light olefins and BTX aromatics. Commercial manufacturing at the TCat-8 facility began in August 2025, targeting 4,000 L/month of high-octane aromatics while achieving a 65% greenhouse gas reduction compared to fossil fuels. The company’s scaling roadmap moves from 200,000 kg/year at TCat-8 to a 200,000 […]

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The Digest’s 2026 Multi-Slide Guide to Geno and Bio-Materials

The Digest’s 2026 Multi-Slide Guide to Geno and Bio-Materials

January 4, 2026 |

Geno licenses carbon-efficient technologies for the $31 billion combined BDO and nylon markets. Their BDO technology powers a 65,000−ton plant in Iowa and a 50,000−ton plant in Vietnam supported by Hyosung’s1 billion investment. Geno’s joint venture, Future Origins, provides a palm alternative achieving a 60% or greater carbon reduction. Partnerships with Sojitz and Lululemon (utilizing […]

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The Digest’s 2025 Multi-Slide Guide to GranBio’s Cellulosic SAF

The Digest’s 2025 Multi-Slide Guide to GranBio’s Cellulosic SAF

December 28, 2025 |

GranBio utilizes its patented AVAP™ technology to produce Sustainable Aviation Fuel (SAF) from various biomass residues, establishing a Net-Zero solution without immediate carbon capture. GranBio targets 1 billion gallons per year (GPY) capacity by 2040 by repurposing ten shuttered Pulp and Paper (P&P) mills. The first commercial plant, ENZ, is a $275 million project in […]

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The Digest’s 2025 Multi-Slide Guide to SunGas Renewables

The Digest’s 2025 Multi-Slide Guide to SunGas Renewables

December 7, 2025 |

SunGas deploys the proven UGAS® S1000 biomass gasification technology to transform forest residues into low- to negative-carbon fuels. The S1000 efficiently processes biomass to high-purity syngas, achieving greater than 97% overall carbon conversion. The flagship Beaver Lake Renewable Energy project, supported by C2X’s $100MM investment, is key to commercial scaling. Located in Louisiana, it will […]

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The Digest’s 2025 Multi-Slide Guide to Credit Markets and Climate Innovation

The Digest’s 2025 Multi-Slide Guide to Credit Markets and Climate Innovation

November 30, 2025 |

NexantECA compellingly argues that carbon credit markets are crucial for financing climate innovation, particularly bridging the “Valley of Death”. The novel finding is that corporate pre-purchase and offtake agreements provide early, non-dilutive capital, reducing technology and investment risk for climate tech start-ups. This mechanism provides revenue certainty, accelerating scale-up. Ambitious new structures, like SAFc Credits, […]

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