RE: Shell4 Sep 2025 08:52
I would love nothing more than for Shell to be ‘upgrading’ Pernis to produce our jollop!
But as Vince just pointed out, we aren’t up and running on our kick-off project yet.
Shell are shutting SAF/biodiesel from fat waste plants for a reason. There’s no pull from the airline industry, no penalties in place. And just as importantly there’s not enough waste feedstocks to justify more plants.
We on the other hand are in a different place altogether. We satisfy proven need in Marine where there are penalties and there is a need!
We have looked at supply and we are taking steps to future-proof that supply of ‘sustainable feedstocks’.
I think whatever She’ll is doing right now is a red herring.
Get this trial going. Prove the fuels with these big partners and then (probably in tandem with) ensure other bunker hubs strategically placed.
It’s still about these agreements. Everything else is noise.
Giddy up MSC/Cargill