Todays Global Intelligence: 09 November 2026

Ammonia production: USA. The US Department of Agriculture (USDA) will provide almost $100m in funding to TalusAg as the firm looks to deploy decentralised green ammonia plants across the country. The $99.8m of USDA’s Fertiliser Investment and Expansion for Long-Term Domestic Supply (FIELDS) programme funds will support TalusAG’s plans to deploy 20 modular electrolytic hydrogen-based ammonia systems across 11 locations in seven states. Link 09/11/2026

Biobased chemicals: USA. BASF is expanding its Alkyl Polyglucosides (APGs) production capacity at its Cincinnati, Ohio, site, further strengthening the company’s manufacturing footprint in the United States. First announced in 2023, the expansion reinforces Cincinnati’s role in BASF’s regional production network and strengthens the company’s position as a leading APG supplier in the United States. By increasing production close to its North American customers, BASF can combine a reliable regional supply point with its broad APG portfolio and formulation expertise. APGs, marketed by BASF under the trade names Glucopon®, Plantaren®, Agnique® PG and Disponil® APG, are bio-based, readily biodegradable (according to OECD 301), mild, non-ionic surfactants derived from 100 percent natural and renewable feedstocks. Their excellent performance and compatibility with other surfactants make them highly versatile ingredients for personal care, home care, industrial and institutional cleaning, industrial formulations, and agricultural applications. Link 09/11/2026.

Biojet/SAF: Malaysia. Malaysia deferred its planned 1% sustainable aviation fuel (SAF) blending mandate for international flights departing Kuala Lumpur International Airport (KLIA) from January 2027 to 2030. The postponement will give airlines and other industry participants more time to prepare and adapt their operations, while allowing the Civil Aviation Authority of Malaysia (CAAM) to develop an appropriate regulatory framework. Link 09/11/2026.

Hydrogen: Denmark. Danish company Everfuel A/S signed the grant agreement with the German government for the 200 MW of electrolyser capacity in the first phase of its Project Frigg. The company was awarded the support earlier this year under the European Hydrogen Bank Auctions-as-a-Service scheme. It will receive production support of EUR 0.98 (USD 1.09) per kg of RFNBO hydrogen produced, corresponding to EUR 245 million. Everfuel has also reserved capacity in both the Danish and German hydrogen pipelines equivalent to 400 MW of electrolyser capacity for Project Frigg’s initial phases. The project, designed to scale to 2 GW as the market develops, is dedicated to supplying RFNBO to German industry. Link 09/11/2026.

Marine fuels: United Kingdom. Alternative-fuel vessel orders are outpacing the development of the port infrastructure needed to support them, according to a new global study by Lloyd’s Register (LR), highlighting a growing gap between ship capability and fuel availability. LR’s new Fuel for Thought: Ports report finds that 1,942 alternative-fuel-capable vessels were on order in January 2026, with alternative-fuel ships representing 47% of global orderbook tonnage, according to Clarksons Research. Yet readiness differs sharply by fuel: LNG bunkering was available at 222 ports, compared with just 25 actively offering methanol. The gap is particularly stark for emerging fuels. LR identified 385 methanol-capable and 45 ammonia-capable vessels on order, while the infrastructure and low-carbon fuel supply needed to serve them remains concentrated among a relatively small number of ports. Link 09/11/2026.

Methanol: China. China Datang's subsidiary in Hainan completed regulatory filing for a CNY 14.6 billion (USD 2bn/EUR 2bn) integrated wind, solar, hydrogen and energy storage project to produce green methanol, with planned annual output of 100,000 to 200,000 tonnes. It will combine wind and solar power generation, electrochemical energy storage, water electrolysis for hydrogen production and agricultural and forestry biomass gasification for methanol synthesis. Planned facilities also include hydrogen production equipment, methanol synthesis and purification units, product storage tanks and environmental protection systems. Link 09/11/2026.

Methanol: USA. Clarksons Norway AS will provide Demeter Energy with commercial advisory and brokerage services supporting the marketing, sale and offtake of approximately 100,000 metric tons per year of low-carbon biomethanol from Demeter Energy’s planned commercial-scale biomethanol and carbon capture facility at SeaPort Manatee in Bradenton, Florida. Under the agreement, Clarksons will provide commercial market intelligence, pricing and freight analysis, regulatory guidance, introductions to prospective buyers and logistics counterparties, and broking and negotiation support for commercial transactions involving Demeter Energy’s low-carbon products. Link 09/11/2026.