WPIC – E-fuels on the Rise, Apr 2025

The document focuses on the rise of production and use of environmentally friendly fuels known as e-fuels or synthetic fuels, which are produced by combining carbon dioxide with hydrogen obtained through electrolysis.

These fuels are considered sustainable alternatives to traditional fossil fuels and can be used for decarbonizing aviation, shipping, and transportation. Key findings include the increased demand for platinum group metals (PGM) due to e-fuels production, significant growth in sustainable aviation fuel (SAF) and e-methanol production, especially in aviation and maritime sectors, and the need for platinum catalysts to meet net-zero emission targets in aviation by 2050. Boeing and International Airlines Group (IAG) are actively investing and making agreements to accelerate e-SAF production and usage.