Todays Global Intelligence: 12 November 2026

Biofuels: Thailand. In Thailand biodiesel production and consumption are forecast to increase by 22% in 2026 compared with 2025, supported by higher blending requirements and government incentives. The country raised its biodiesel blending mandate from B5 to B7 in March to reduce dependence on imported petroleum and support domestic palm oil demand. Palm oil remains the primary biodiesel feedstock, with export controls introduced to help secure domestic supplies. The government is also promoting investment in production capacity, including a planned 300,000-ton-per-year biodiesel plant in Chonburi. Link12/11/2026.

CO2 Removal: USA. Syklea announced its official entry into the U.S. market, opening its North American headquarters and research lab in Vineland, New Jersey. The expansion into the U.S. market allows Syklea to reach the industrial manufacturing and technology sectors across the country, to directly address the concentrated and ongoing emissions from the sector’s continuous operations. Syklea’s ALIUM. ALIUM is a microalgae-based platform that replicates a natural process at an industrial scale. By utilizing biosynthesis platforms and engineered microalgae processes, the immobilized microalgaes grows on supports that capture gas from industrial flumes to consume the CO2 and extract usable outputs. Syklea’s proprietary No Water Technology™ for ALIUM removes the high energy costs that have typically been associated with microalgae-based solutions, providing a closed-loop and liquid management system that eliminates the need for freshwater input. Link12/11/2026.

Feedstock: USA. Bunge and GDM, a global plant genetics company, announced a strategic joint venture, Enerseed, to develop high-quality, novel oilseeds as feedstocks for biofuels. The partnership will accelerate the development and commercialization of next-generation, non-traditional oilseed crops for the growing low-carbon renewable fuels market. Enerseed will combine GDM’s expertise in plant genetics, breeding, R&D, trait development and gene editing with Bunge’s global scale, processing capabilities, and broad market access. The collaboration is designed to support an integrated, end-to-end global value chain, from innovative seed development to the efficient delivery of sustainable feedstocks to biofuel customers worldwide. Link 12/11/2026.

Feedstock: USA. Switch Bioworks, a deep tech company whose engineered microbes create nitrogen fertilizer on the plant root, announced today a strategic collaboration with Bayer Crop Science (Bayer) on Switch’s genetic switch technology and its potential to develop next-generation biologicals that deliver clear benefits to grower. Switch is pioneering and leading a new category of biofertilizer through programmable biology. Its genetically engineered microbes, first developed at Stanford, are designed to bypass that trade-off. They establish on the root first, then switch on nitrogen production once they’re established. In grow-room studies, that genetic programming produced five times more nitrogen than always-on control strains. Link12/11/2026.

Hydrogen: USA. Plug Power expects to refresh around 20,000 hydrogen fuel cell units across its material handling customer base over the next two to three years, including under existing deals with Amazon and Walmart.  Having supplied hydrogen fuel cells to major retailers for material handling warehouse operations for over a decade, the US hydrogen firm is now entering a replacement cycle as its earlier deployments age. Link12/11/2026