Global hydrogen demand grew by almost 3% in 2025 to surpass 100 million metric tons (MT), concentrated in traditional industrial uses and refining, the International Energy Agency (IEA) said in its recently published Global Hydrogen Review 2026.
The price of the D4 Renewable Identification Number (RIN) has increased by 130% so far in 2026, accompanied by a 60% increase in the price of soybean oil and other renewable feedstocks. Today’s blog gives a high-level view of what is behind this year’s bull run in the D4 RIN and related commodities.
Twelve’s AirPlant One, which it bills as the first commercial-scale facility in the U.S. to produce sustainable aviation fuel (SAF), has begun operations in Moses Lake, WA, the company said June 10. Referred to by Twelve as E-Jet fuel, it is an alternative to traditional jet fuel made from carbon dioxide (CO2), renewable electricity and water.
The SunZia Wind Project, the largest wind farm in the U.S., began commercial operations this month. The wind farm, located in New Mexico, has a total net summer generating capacity of 3,650 megawatts (MW) and is composed of 916 wind turbines. Its capacity is more than three times larger than the next two largest wind farms, Alta Wind in Southern California (1,098 MW) and Great Prairie in northern Texas (1,027 MW).
Plug Power said June 2 it has closed on the sale of a federal Investment Tax Credit (ITC) for ~$39.2 million associated with its hydrogen liquefaction facility in St. Gabriel, LA, (operated through Hidrogenii, its joint venture with Olin Corp. The St. Gabriel facility was commissioned in April 2025 and can liquefy up to 15 tons of hydrogen per day.
Carbon dioxide injections have begun at Carbon TerraVault I, California’s first operational carbon capture and storage project, California Resources Corporation said May 26.
Exploits Valley Renewable Energy Corporation (EVREC) said May 18 that it filed the Environmental Impact Statement (EIS) for its project in Central Newfoundland. The project would reuse brownfield lands, repurpose the Port of Botwood (the closest deepwater port in North America to Europe) and harness the region’s wind resources to produce green hydrogen and ammonia.
Federal funding for five of the seven regional hydrogen hubs and other energy-related projects that had been in line for termination could instead be preserved following a review by the Trump administration, according to Bloomberg, which cited a 39-page list of about 2,000 projects the Department of Energy said it plans to “retain or modify.”
Indiana is a step closer to getting its first active carbon capture and sequestration project after the Environmental Protection Agency (EPA) approved the Class VI injection well for the One Carbon Partnership CCS project near Union City, which is about halfway between Indianapolis and Dayton, OH.
A legislative push to rein in carbon capture and sequestration development in Louisiana hit a major roadblock this week when a House committee rejected the proposed Louisiana Landowners’ Protection Act, a bill that would have barred companies from using eminent domain to secure land for carbon dioxide pipelines and storage.
