Plug Power, Arcadia eFuels sign strategic partnership covering more than 1 gigawatt of eSAF projects
Plug Power Inc. announced Sept. 29 it has signed a 280-megawatt (MW) GenEco electrolyzer supply agreement with Arcadia eFuels for Project Endor in Denmark, together with a strategic cooperation agreement covering Arcadia’s future projects.
The agreement follows three years of joint engineering work, and deliveries will begin after the project issues notice to proceed.
Endor is Arcadia eFuels’ flagship facility, located at the Port of Vordingborg on Denmark’s south coast.
Once built, it will use renewable grid power to run 280 MW of Plug electrolyzers, producing roughly 110 tons of renewable hydrogen a day.
Arcadia eFuels will combine that hydrogen with captured carbon dioxide to make jet fuel that works in standard aircraft.
The strategic-cooperation agreement extends the relationship beyond Endor.
It positions Plug as the preferred electrolyzer supplier for four additional Arcadia eFuels projects in Europe and the Americas, representing more than 1 gigawatt (GW) of potential electrolyzer capacity, along with priority access for Arcadia eFuels to Plug’s manufacturing capacity as each project advances.
“Signing the Endor supply agreement alongside a strategic-cooperation agreement positions Plug not only as the electrolyzer supplier for Arcadia eFuels’ flagship project, but as their preferred partner across a pipeline of eSAF developments in Europe and the Americas,” said José Luis Crespo, the president and CEO of Plug. “This reflects continued confidence in our GenEco technology, our manufacturing capacity, and Plug’s ability to deliver complex, high-capacity projects at scale. Europe remains our most active electrolyzer market, and eSAF is one of the fastest-growing segments of demand as aviation-fuel mandates take effect. Producing that fuel from European electricity and European carbon rather than imported oil also strengthens the continent’s energy security.”
Amy Hebert, the CEO of Arcadia eFuels, added, “Project Endor is on the path to final-investment decision (FID), and this supply agreement from Plug signifies one of the many project documents that have been finalized. Sustainable aviation fuel made from renewable hydrogen and captured carbon is what will get aviation to its decarbonization targets, and Plug gives us a proven and bankable electrolyzer partner at the scale this project demands.”
Electro SAF is produced from renewable electricity and captured carbon rather than crude oil.
The EU’s ReFuelEU aviation mandate requires a rising share of SAF at European airports, including a subtarget reserved for synthetic fuels from 2030, which makes projects like Endor both a compliance route for airlines and a domestic source of aviation fuel for Europe.
Plug said it is executing multiple projects with a combined capacity in the multigigawatt range across Denmark, the U.K., Spain and Portugal, including the 100 MW GenEco installation at Galp’s Sines refinery.
Project Endor extends that footprint into eFuels as aviation fuel mandates take effect.
