Synthetic Biology (non-pharma)

Picture "programming" tiny microbes to make meat, jet fuel, plastic, or fertilizer — the things we make today from petroleum, animals, and mining. That's the heart of synthetic biology on the non-pharma side. But this is also a trend that just lived through a burst bubble — flagship stocks like Ginkgo and Amyris fell more than 75%. This lesson is the map that strings the 5 categories together and helps you tell what's real and making money from what's a promise that hasn't arrived yet (each category has its own deep-dive chapter).

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News & notes moving Synthetic Biology (non-pharma)
United StatesCanada
Alt-Protein & Precision Fermentation▲

Maple Leaf Foods to Consolidate U.S. Plant Protein Production in Indianapolis

Maple Leaf Foods Inc. will consolidate its U.S. plant protein production into a single Centre of Excellence in Indianapolis, winding down its Seattle and Turners Falls plants in phases through the fourth quarter of 2027. The move is part of the company's Fuel for Growth initiative, which aims to simplify its manufacturing footprint, enhance efficiency and support its plant protein brands more competitively. The consolidation update sits alongside Maple Leaf's recent first-quarter 2026 results, which showed CA$962.85 million in sales and CA$46.07 million in net income. Maple Leaf's narrative projects CA$5.6 billion in revenue and CA$467.3 million in earnings by 2028, requiring 4.2% yearly revenue growth and an earnings increase of about CA$372.7 million from CA$94.6 million today. Two fair value estimates from the Simply Wall St Community span CA$35.90 to CA$83.26, against a CA$35.90 fair value estimate that implies 45% upside to the current price.
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Synthetic Biology (non-pharma) › Alt-Protein & Precision Fermentation ▲Supply
Maple Leaf Foods Inc. · Capital · Positive Consolidating U.S. plant protein production into one Indianapolis facility under the Fuel for Growth initiative to simplify its footprint and improve efficiency
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Simply Wall St·4hRead more →
ThailandHong Kong SAR China
Sustainable Aviation Fuel & Bio-Fuels▲5

Brokers back BCP on SAF project tailwinds, top target 75 baht

Several brokers issued positive research on shares of Bangchak Corporation Public Company Limited, or BCP, after its sustainable aviation fuel, or SAF, project began commercial production last May. Land and Houses Securities estimates the SAF project generates EBITDA of as much as 1 billion baht on high SAF price spreads, and expects the SAF project together with Chevron Hong Kong to support a first full quarter of profit in the third quarter of 2026 and a full year next year, while maintaining a buy rating with a target price of 56 baht. Asia Plus Securities said that in the second quarter of 2026 the SAF business generated EBITDA of about 1 billion baht, roughly 3.9% of total EBITDA, and expects SAF sales volumes to rise in the third quarter of 2026 as the plant runs for a full quarter, assigning a fundamental value of 58 baht and recommending trading gains at 58 baht. InnovestX maintained an OUTPERFORM rating with a mid-2027 target price of 75 baht after taking analysts to visit the new commercial SAF production unit next to the Phra Khanong refinery, which began commercial operations in May 2026. The research team views global SAF demand as likely to rise in line with carbon reduction measures in the aviation industry, especially in Europe, while intensifying competition for used cooking oil is keeping raw material costs and business margins volatile.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Demand
BCP.BK · Demand · Positive BCP's SAF project began commercial production and brokers expect rising SAF sales volumes and global SAF demand tied to aviation carbon-reduction measures.
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United StatesBrazilMexicoSouth Korea
Bio-Based Materials & Industrial Chemicals

CJ CheilJedang and ADM to Form Amino Acid Joint Venture Majority Owned by CJ

CJ CheilJedang and ADM have agreed to form a new joint venture to secure a reliable, long-term source of feed-grade amino acids critical to the livestock industry, strengthening U.S. production, global supply chain resilience and U.S. food security. The joint venture will develop, manufacture and market fermentation-derived amino acids by combining CJ's fermentation production facilities in Fort Dodge, Iowa, and Piracicaba, Brazil, ADM's Decatur, Illinois, feed-grade amino acid plant, and CJ's Mexico, Brazil and U.S. sales offices, along with a license to CJ's intellectual property related to feed-grade amino acids for use by the joint venture within North and South America. CJ and ADM will give the JV exclusive rights to manufacture and sell feed-grade amino acids in the Americas, and CJ will be the majority owner. CJ will retain ownership of its intellectual property and its global fermentation businesses outside the scope of the joint venture, while ADM's other Decatur operations and its other global fermentation assets are not included in the transaction. The launch date for the proposed joint venture is subject to customary closing activities as well as regulatory approvals.
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Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals Supply
097950.KO · Capital · Positive CJ CheilJedang will be majority owner of the new amino acid JV, contributing its Fort Dodge and Piracicaba plants and licensing its IP.
ADM · Capital · Positive ADM contributes its Decatur feed-grade amino acid plant to a new JV with CJ, expanding its fermentation footprint and securing long-term amino acid supply.
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Thailand
Sustainable Aviation Fuel & Bio-Fuels▲2

PM discusses Airbus support for investment and aerospace technology transfer

Prime Minister and Interior Minister Anutin Charnvirakul held talks with Wouter van Wersch, Executive Vice President for International Affairs at Airbus, and Bert Porteman, a representative of Airbus Thailand, on ways to upgrade and expand cooperation between Thailand and Airbus in the aviation industry, space technology, human resource development, and clean energy. The Prime Minister affirmed the policy of promoting the aviation industry and future industries, and asked Airbus to consider broadening cooperation to cover more areas by building on the cooperation models the company has with other countries and extending them to Thailand. On clean energy, the Prime Minister proposed that Airbus promote the use of sustainable aviation fuel, or SAF, produced in Thailand, using Thai raw materials and agricultural output as part of the production chain. In addition, Airbus plans to establish a Center of Excellence in Thailand as a hub for developing knowledge, technology, and personnel, linking Airbus's global network to Thailand. The Prime Minister also proposed expanding cooperation in space technology and security, building on existing cooperation with the Geo-Informatics and Space Technology Development Agency, or GISTDA, and Thaicom Public Company Limited, as well as discussing cooperation with Thai Airways International Public Company Limited to support the goal of pushing Thailand to become the region's aviation hub.
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Aerospace & Aviation › Airframe OEMs ▲Capital
Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Capital
AIR.PA · Demand · Positive Airbus is expanding cooperation with Thailand across aviation, space technology, personnel development, and clean energy, including establishing a Center of Excellence in Thailand.
THAI.BK · Demand · Positive Airbus and Thai officials discussed cooperation with Thai Airways to support Thailand's goal of becoming the region's aviation hub, implying potential business for the airline.
THCOM.BK · Demand · Positive Airbus plans to expand space technology cooperation building on existing work with GISTDA and Thaicom, signaling potential new business for the satellite operator.
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InfoQuest·2dRead more →
ThailandJapanSouth KoreaUnited StatesEuropean Union
Bio-Based Materials & Industrial Chemicals▲2

EA takes Bio-PCM to commercial scale, exporting 1,000 tonnes a year worth over 100 million baht

Energy Absolute Public Company Limited, or EA, is pushing forward with the commercialisation of Bio-PCM, a bio-based material developed from natural raw materials, particularly palm oil, through Green Technology Research Company Limited, a company within the EA group. Chatchapol Sripratum, Chief Executive Officer of EA, disclosed that EA recently joined with the Program Management Unit for Competitiveness to organise the project "Up the Phase. Upgrade the World: Phase Change Materials to Future World-Changing Innovation," which drew 107 teams, later narrowed to the final 10. The winning entries were "BioTemp 22 (ENP@R17), an innovation controlling temperatures at 20-24°C using Bio-PCM for platelet transport" in the Bio-PCM Frontier Tech category, and "Evi-PCM Block: an innovation locking in temperature to protect environmental evidence" in the Next Gen Visionary category. Currently, EA's Bio-PCM, developed by EA's research team through GTR and granted the first and only patent of its kind in Thailand, is exported to Japan, South Korea, the United States and Europe, totalling about 1,000 tonnes per year, worth more than 100 million baht, with order value continuing to rise.
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Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Technology
EA.BK · Demand · Positive EA is commercializing Bio-PCM with exports of ~1,000 tonnes/year worth over 100 million baht and rising order value.
Green Technology Research Co., Ltd. · Demand · Positive GTR, an EA group company, developed and is commercializing the patented Bio-PCM now being exported.
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Thailand
Sustainable Aviation Fuel & Bio-Fuels▲

Brokerage expects SAF to lift BCP's EBITDA to 8 billion baht in 2027, maintains 75 baht target

Analysts at InnovestX Securities estimate that the sustainable aviation fuel business, or SAF, will be an additional profit driver for BCP. In the second quarter of 2026, the SAF business generated EBITDA of about 1 billion baht, despite operating for less than 40 days, or 3.8% of the group's total EBITDA. SAF EBITDA is expected to rise to 2.5-2.7 billion baht in the third quarter of 2026, driven by full-quarter recognition of operating results and a healthy SAF-UCO price spread. For the full year 2026, SAF EBITDA is expected to exceed 6.2 billion baht, or about 5% of forecast EBITDA, and to increase to 8 billion baht in 2027, or about 10%, under the assumption of a SAF-UCO price spread of 1,250 dollars per tonne. The brokerage maintains its OUTPERFORM recommendation with a mid-2027 target price of 75 baht.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Pricing
BCP.BK · Capital · Positive InnovestX maintains OUTPERFORM and 75 baht target, projecting SAF to lift BCP's EBITDA to 8 billion baht in 2027.
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Thailand
Sustainable Aviation Fuel & Bio-Fuels▲

OR unveils non-oil plan, launching six Centara hotels in 2027-2028

Mom Luang Pikthong Thongyai, Chief Executive Officer of PTT Oil and Retail Business Public Company Limited, or OR, has unveiled a strategy for its non-oil business, saying it is a key profit engine amid volatile oil prices. The company is pressing ahead with expanding Cafe Amazon coffee shops both inside and outside its service stations, focusing on new locations in hospitals and community areas such as temples, and is considering developing a mobile store format. It is also teaming up with partners on collaboration products such as soy sauce to attract younger customers. On progress in its partnership with Central Plaza Hotel Public Company Limited, or CENTEL, to develop budget hotels within service stations, the company has finalised six pilot locations: Bangkok, Kanchanaburi, Ayutthaya, Phuket, Chonburi and Songkhla. Five are branches inside service stations and one is outside a service station, in the Don Mueang area near the Red Line train station opposite Terminal 2. The hotels are five-storey buildings with about 79 rooms per branch, priced at roughly 800 to 100 baht per night. Construction takes about one year, with a gradual opening in 2027-2028. The project has double-digit returns on investment and profit margins. OR is also the first company to offer sustainable aviation fuel, or SAF, at service stations for regional airports, blending Jet A1 fuel with biofuel made from used cooking oil at a ratio of about 1%, priced roughly five times higher than normal Jet A1.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Capital
OR.BK · Demand · Positive OR unveils non-oil strategy expanding Cafe Amazon and launching six Centara budget hotels with CENTEL, adding new revenue streams.
CENTEL.BK · Demand · Positive CENTEL partners with OR to develop six budget hotels at service stations, opening 2027-2028, expanding its hotel portfolio.
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ทันหุ้น·3dRead more →
ThailandJapanSouth Korea
Bio-Based Materials & Industrial Chemicals▲2

EA Sets Three-Year Goal to Push Bio-PCM Sales to 100 Million Baht

Energy Absolute, or EA, has announced a target to raise sales of its bio-PCM product to 100 million baht within three years. Chatphol Sriprathum, the company's Chief Executive Officer, said that PCM, or Phase Change Material, which is extracted from palm oil, currently generates only modest sales and revenue, with its main markets being Japan and Korea, and that EA is the first and only Thai operator producing and exporting PCM at present. At the same time, the company is pressing ahead with the development of Green Diesel, or HVO, to meet demand for clean energy in overseas markets, and is preparing to expand investment in renewable energy businesses, including wind power plants and waste-to-energy plants, to offset revenue from the Adder scheme of its existing projects as those gradually expire. In addition, Green Technology Research Company Limited, part of the EA group, together with the Program Management Unit for Competitiveness, announced the winners of the Up the Phase project, narrowing 107 applicant teams from across the country down to 10 finalists. The winning entries were BioTemp 22, an innovation that controls temperatures between 20 and 24 degrees Celsius using Bio-PCM for platelet transport, and Evi-PCM Block, an innovation that locks in temperature to protect environmental evidence.
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Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Technology
Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Technology
EA.BK · Demand · Positive EA targets raising bio-PCM sales to 100 million baht within three years, with PCM currently exported to Japan and Korea.
EA.BK · Technology · Positive EA is developing Green Diesel (HVO) and expanding renewable energy investments including wind and waste-to-energy plants.
Green Technology Research Co., Ltd. · Technology · Positive Green Technology Research, part of the EA group, announced winners of the Up the Phase Bio-PCM innovation project.
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Canada
Bio-Based Materials & Industrial Chemicals▲

CHAR Tech Completes Thorold Phase 1, Targets Commercial Biocarbon Ramp-Up

CHAR Technologies Ltd. has reached substantial mechanical and electrical completion of Phase 1, the first commercial-scale biocarbon production line at its Thorold Renewable Energy Facility, clearing the way for the facility to move into end-to-end commissioning and commercial operations. The Thorold Facility, jointly owned 50/50 between CHAR Tech and The BMI Group, is now awaiting final approvals from the Electrical Safety Authority and the Technical Standards and Safety Authority as each system is brought fully online and up to temperature for commercial biocarbon and pyrolysis gas production. Commercial ramp-up is targeted through October, with production and revenue increasing through calendar year-end 2026 as the facility moves toward its full Phase 1 run-rate; Phase 1 is designed to produce up to 5,500 tonnes of biocarbon per year, supplying customers including ArcelorMittal Dofasco under a previously announced offtake agreement. With Phase 1 construction complete, the company intends to proceed with Phase 2, which includes installation of a second HTP kiln, addition of methanation equipment to upgrade synthetic gas into renewable natural gas, and construction of an onsite RNG pipeline injection point; once the facility begins producing RNG, it will be the first in the world to produce RNG and biocarbon simultaneously from wood waste. Chief Executive Officer Andrew White called the milestone a critical step toward first revenues, adding that hard work remains as the company moves toward the RNG phase of construction and production.
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Carbon Removal (DAC) › Bio-based Removal (BECCS & Biochar) ▲Supply
Climate Adaptation & Water › Waste Management & Circular Economy ▲Supply
Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Supply
CHAR Technologies Ltd. · Capital · Positive CHAR Tech completed Phase 1 of its Thorold biocarbon line, clearing the way to commissioning, commercial ramp-up and first revenues
BMI Group · Capital · Positive BMI Group's 50/50 joint venture Thorold Facility reached Phase 1 mechanical/electrical completion, advancing toward commercial operations
ArcelorMittal Dofasco · Demand · Positive ArcelorMittal Dofasco is the named offtake customer for up to 5,500 tonnes/year of biocarbon from the Thorold Phase 1 line
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CHAR Technologies Ltd.·3dRead more →
UruguayEuropean UnionGermanyUnited States
Sustainable Aviation Fuel & Bio-Fuels▲

Uniper Reserves Future SAF Capacity From Syzygy Plasmonics' NovaSAF Platform

Uniper has signed a capacity reservation agreement for future sustainable aviation fuel supply from Syzygy Plasmonics' NovaSAF platform, joining a growing list of aviation fuel buyers backing the company's biogas-to-SAF technology. The agreement adds commercial traction to Syzygy's planned NovaSAF facilities in Central and South America, where NovaSAF-1 in Uruguay is approaching a final investment decision. Syzygy said the deal for its dual-certified pathway helps enhance the European Union's ability to meet mandate targets for both bio and RFNBO SAF. Syzygy CEO Trevor Best said Uniper's decision reflects the commercial traction the platform is attracting at the moment it is most needed to meet mandate volumes, while Uniper SVP New Energies Benedikt Messner said securing access to the technology is another step in building the company's position in a market with significant growth potential. NovaSAF is Syzygy's commercial project platform, converting biogas to sustainable aviation fuel using its proprietary Rigel photocatalytic reactor, with facilities planned globally.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Supply
Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Supply
Syzygy Plasmonics · Demand · Positive Uniper's capacity reservation adds commercial traction for Syzygy Plasmonics' NovaSAF platform ahead of the NovaSAF-1 FID
UN0.XETRA · Demand · Positive Uniper signed a capacity reservation agreement securing future SAF supply, building its position in a growth market
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PR Newswire·3dRead more →
FranceSouth Africa
Bio-Based Materials & Industrial Chemicals▲

AFYREN Propionic Acid Powers World's First Natural Skincare Product

AFYREN's 100% bio-based propionic acid has enabled the global launch of Esse Barrier Rescue, the world's first skincare product formulated with natural propionic acid, now available to skincare professionals and consumers worldwide. The moisturizer, developed by South Africa-based Esse Skincare, combines propionic acid and ceramides to relieve extremely dry and reactive skin while reinforcing the skin's natural ecosystem. AFYREN produces the COSMOS-certified propionic acid through natural fermentation at its AFYREN NEOXY plant in France's Grand-Est region, the first facility in the world capable of producing a portfolio of organic acids at commercial scale. The partnership, which began in December 2025, marks the first use of a natural microbial metabolite in its pure, bio-based form in the skincare industry, opening the door to new cosmetic solutions. Joachim Merziger, COO of AFYREN, said the partnership shows how biotechnology can unlock new opportunities for both performance and sustainability in cosmetics.
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Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Technology
ALAFY.PA · Demand · Positive AFYREN's bio-based propionic acid enabled the global launch of Esse Barrier Rescue, the first skincare product using natural propionic acid, opening new cosmetic applications for its product.
Esse Skincare · Technology · Positive Esse Skincare launched Barrier Rescue, the world's first skincare product formulated with natural propionic acid, a novel bio-based ingredient.
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Business Wire·3dRead more →
CanadaUnited StatesGermany
Alt-Protein & Precision Fermentation

Planet Based Foods Global Appoints Sagar Yadav and Stephanie Cook to Board

Planet Based Foods Global Inc. has appointed Sagar Yadav and Stephanie Cook to its Board of Directors, effective September 28, 2026. The company, which trades on the CSE under PBF, on OTC Pink under PBFFF and on the FSE under AZ00, said both directors will hold office until the next annual meeting or until their successor is elected or appointed. The Board welcomed the two appointees and said it looks forward to their contributions. Planet Based Foods Global describes itself as a developer of sustainable ingredients, plant-based solutions and agricultural technology. Kerem Akbas serves as Chairman of the Board, Chief Executive Officer and President.
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Synthetic Biology (non-pharma) › Alt-Protein & Precision Fermentation Talent
Planet Based Foods Global Inc. · Regulation · Neutral Board appointment of two directors is a governance matter with no clear positive or negative impact on the company.
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Newsfile Corp.·4dRead more →
DenmarkEuropean UnionUnited States
Sustainable Aviation Fuel & Bio-Fuels▲

Plug Power signs 280 MW electrolyzer deal with Arcadia eFuels

Plug Power said Tuesday it signed an agreement to supply 280 megawatts of electrolyzers for Arcadia eFuels' planned sustainable aviation fuel project in Denmark, while also becoming the preferred supplier for a pipeline of additional projects totaling more than 1 gigawatt. Shares of Plug rose 4.8% in premarket trading Tuesday. The initial agreement covers Arcadia's Project ENDOR at the Port of Vordingborg, where renewable electricity would power Plug's GenEco electrolyzers to produce about 110 tons of hydrogen a day, which Arcadia plans to combine with captured carbon dioxide to make synthetic aviation fuel, or e-SAF. Deliveries for the 280 MW ENDOR project will not begin until a notice to proceed is issued, and the project has not yet reached a final investment decision, while the additional 1 GW-plus pipeline represents potential business rather than firm orders. Under a separate cooperation agreement, Plug will be the preferred electrolyzer supplier for four additional Arcadia projects planned in Europe and the Americas, with Arcadia receiving priority access to Plug's manufacturing capacity. The project is aimed partly at demand created by the EU's ReFuelEU Aviation rules, which require sustainable aviation fuels to account for an increasing portion of fuel supplied at European airports, with separate requirements for synthetic aviation fuels beginning in 2030.
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Energy Transition & Power Demand › Hydrogen & Fuel Cells ▲Supply
Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Supply
PLUG · Demand · Positive Plug Power signed a 280 MW electrolyzer supply deal with Arcadia eFuels and became preferred supplier for a 1 GW-plus project pipeline.
Arcadia eFuels · Demand · Positive Arcadia eFuels secured Plug Power electrolyzers for its 280 MW e-SAF project and priority access to manufacturing capacity for four additional projects.
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Seeking Alpha·5dRead more →
ThailandSingapore
Bio-Based Materials & Industrial Chemicals▲

KTIS Joins Hands with Singapore's Alterpacks and SJS to Sign MOU for PFAS-Free Bagasse Packaging Production

The KTIS Group has signed a memorandum of understanding with Singapore's Alterpacks and SJS Business Company, or SJS, to study and bring Alterpacks' PFAS-free packaging material technology into commercial production in Thailand, while jointly tapping the global eco-friendly packaging market. The signatories included Mr. Pratch Siriviryakul, a director of Environment Pulp and Packaging Company Limited, or EPAC, a company within the KTIS Group; Ms. Karen Cheah, founder and chief executive officer of Alterpacks Pte. Ltd.; and Mr. Sakon Raksat, chief executive officer of SJS Business Company Limited. Under this collaboration, Alterpacks will transfer material innovations from Singapore, while EPAC will take responsibility for production and bagasse raw materials, with a Thai company managing the project domestically, in order to add value to agricultural waste materials and lay the foundation for Thailand to become a production base for eco-friendly packaging materials for export markets. The signing ceremony was honored by the participation of a delegation from Enterprise Singapore under Singapore's Ministry of Trade and Industry, led by Ms. Irene Teo, Regional Director. Currently, EPAC produces eco-friendly packaging from 100% pure bagasse pulp under the brand "Evolve Purity," which does not rely on PFAS substances, biodegrades naturally within 45 days, and has a production capacity of up to 50 tons per day, or approximately 3 million pieces per day, using more than 50 standard machines, and has been certified to FSSC 22000 V.5.1, ISO 22000:2018, GHPs, and HACCP standards.
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Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Demand
Alterpacks Pte. Ltd. · Technology · Positive Alterpacks will transfer its PFAS-free packaging material technology into commercial production in Thailand.
Environment Pulp & Packaging Co., Ltd. · Demand · Positive EPAC, the KTIS unit, will handle production and bagasse raw materials for the new PFAS-free packaging venture, adding value to its bagasse output.
KTIS.BK · Demand · Positive KTIS Group signs MOU to commercialize PFAS-free bagasse packaging and tap the global eco-friendly packaging market, expanding its product business.
SJS Business Co., Ltd. · Demand · Positive SJS Business signs the MOU as a partner to jointly tap the global eco-friendly packaging market.
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Share2Trade·5dRead more →
United States
Agri-Biotech & Microbial Inputs▲

Corteva and Inari Settle Seed Deposit Lawsuit

Corteva and Inari announced they have reached a confidential settlement agreement to resolve the lawsuit Corteva filed in September 2023 in the United States District Court for the District of Delaware. Under the settlement, Inari has agreed to destroy Corteva material it accessed from seed depositories, along with material developed from those deposits, and to assign to Corteva the intellectual property related to its edited versions of Corteva events. The two companies also agreed to negotiate certain licensing arrangements, while the remaining terms of the settlement stay confidential. The case is Corteva Agriscience LLC, Pioneer Hi-Bred International, Inc., and Agrigenetics, Inc. v. Inari Agriculture, Inc. and Inari Agriculture NV, C.A. No. 23-1059 (JFM). Corteva and Inari said the rulings reinforce applicable rights over seed deposits and that it is important to abide by applicable patent and other laws and contracts relating to deposited materials.
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Synthetic Biology (non-pharma) › Agri-Biotech & Microbial Inputs ▲Regulation
CTVA · Regulation · Positive Corteva won a settlement forcing Inari to destroy Corteva seed material and assign related IP, reinforcing its patent/contract rights over seed deposits.
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PR Newswire·6dRead more →
Thailand
Sustainable Aviation Fuel & Bio-Fuels

KTIS Group partners with MTEC to research and advance the sugarcane and sugar industry

KTIS Group has signed a memorandum of understanding with the National Metal and Materials Technology Center, or MTEC, to jointly research and develop sustainable advances for the sugarcane and sugar industry and related industries. Apichart Nuchprayoon, Chief Executive Officer of the Bio Business Group at Kaset Thai International Sugar Corporation Public Company Limited, or KTIS Group, and Managing Director of KTIS Research and Development Company Limited, signed on behalf of KTIS Group, while Associate Professor Dr. Termsak Srikirin, Director of MTEC under the National Science and Technology Development Agency, or NSTDA, signed on behalf of MTEC. This collaboration aims to integrate knowledge and promote research, development, and the extension of technologies related to the sugarcane and sugar industry, including the efficient use of waste materials and biomass. Both organizations said the signing marks an important step in linking knowledge in science, technology, and innovation, with a focus on developing technologies that meet the needs of the production sector, improve resource efficiency, reduce waste, and create added value from waste materials, as well as raise the competitiveness of the sugarcane and sugar industry and related industries to support stable and sustainable long-term growth.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels Technology
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France
Bio-Based Materials & Industrial Chemicals▲

AFYREN Posts €2.4 Million Half-Year Profit After Buying Out NEOXY Plant Stake

AFYREN reported net income of €2.4 million for the first half of 2026, reversing a net loss of €6.9 million a year earlier, after completing the €11.3 million cash buyout of the 49% stake held by SPI in its AFYREN NEOXY plant. The acquisition, which took effect in the accounts from March 31, 2026, lifted tangible and intangible assets to €96.5 million and produced €15.8 million in non-recurring income from the revaluation of the previously held stake, while consolidated financial debt reached €40.9 million against equity of €71.8 million. First-half revenue came to €1.3 million, of which €585,000 was sales of acids and fertilizer, and the company said billings at the plant of roughly one million euros doubled the level recorded for all of 2025. AFYREN also secured a €12.5 million venture debt facility from BNP Paribas with a five-year maturity and a two-year repayment grace period, plus a €3 million grant from the European Just Transition Fund administered by the Grand Est region. The company said it targets doubling AFYREN NEOXY's revenue in the second half of 2026 versus the first half, and confirmed its objective of reaching the plant's break-even point and then the Group's break-even on completion of the 2026–2027 investment program, with a final decision on a second plant reasonably envisioned for 2028 and commissioning in 2030.
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Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Capital
ALAFY.PA · Capital · Positive AFYREN swung to €2.4 million half-year net income after the NEOXY buyout, with €15.8 million non-recurring revaluation income and new €12.5 million venture debt plus €3 million grant.
AFYREN NEOXY · Capital · Positive AFYREN NEOXY was fully consolidated after the buyout, with billings doubling 2025 levels and a target to double revenue in H2 2026.
BNP.PA · Capital · Positive BNP Paribas provided a €12.5 million five-year venture debt facility to AFYREN.
300844.CS · Capital · Neutral SPI sold its 49% stake in AFYREN NEOXY for €11.3 million cash, exiting the plant stake.
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Business Wire·10dRead more →
China
Alt-Protein & Precision Fermentation▲

Angel Yeast Raises Phase II Investment in Baiyang Biotech Park to 1.061 Billion Yuan

Angel Yeast announced on September 24 that it has adjusted the Phase II project of the Baiyang Biotech Park implemented by its Yichang High-tech Zone subsidiary, raising the total investment from the original 797 million yuan to 1.061 billion yuan. The main purpose is to boost production capacity for annual yeast protein and co-products. The adjusted annual plan is for 12,000 tonnes of high-purity yeast protein and 32,000 tonnes of yeast protein and co-products. The project is expected to start construction within 2026, with an estimated return on investment of 10.74%. In the first half of 2026, Angel Yeast achieved revenue of 9.187 billion yuan and net profit attributable to the parent of 881 million yuan.
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Synthetic Biology (non-pharma) › Alt-Protein & Precision Fermentation ▲Supply
600298.CG · Capital · Positive Angel Yeast raises Phase II Baiyang Biotech Park investment to 1.061 billion yuan to expand yeast protein capacity.
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财中社·10dRead more →
China
Alt-Protein & Precision Fermentation▲5

Angel Yeast Plans Convertible Bond Issue of Up to 3.5 Billion Yuan to Expand Yeast Protein Capacity

Angel Yeast announced on the evening of September 24 that it plans to issue convertible bonds to unspecified investors, raising total proceeds of no more than 3.5 billion yuan, with a par value of 100 yuan per bond and a term of six years. After deducting issuance expenses, the net proceeds will mainly go toward yeast protein capacity construction and technical research projects. Of this, 955 million yuan will go to Phase II of the Baiyang Biotechnology Park project in the Yichang High-tech Zone, 890 million yuan to the Yichang company's core yeast protein technology research project, 775 million yuan to a green manufacturing project with annual output of 20,000 tonnes of yeast products, 200 million yuan to a flexible intelligent manufacturing and supporting project with annual output of 60,000 tonnes of food ingredients, and 680 million yuan to supplement working capital. The company also released an expansion plan for Phase II of the Baiyang Biotechnology Park project, with total investment adjusted from 797 million yuan to 1.061 billion yuan. The planned green manufacturing project for 20,000 tonnes of yeast protein and co-products per year has been raised to 32,000 tonnes per year. The company currently has yeast protein capacity of about 16,000 tonnes, operating at full production and full sales. The 12,000-tonne annual capacity in Phase II of Baiyang Biotechnology Park is expected to be completed in 2027, and the 32,000-tonne annual capacity will be completed in 2028.
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Synthetic Biology (non-pharma) › Alt-Protein & Precision Fermentation ▲Supply
600298.CG · Capital · Positive Angel Yeast plans a convertible bond issue of up to 3.5 billion yuan to fund yeast protein capacity and R&D projects.
600298.CG · Supply · Positive Proceeds expand yeast protein capacity from ~16,000 tonnes to 32,000 tonnes by 2028, boosting production capacity.
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Thailand
Bio-Based Materials & Industrial Chemicals▼4

BBGI approves termination of subsidiary BBFB's biotech plant project

BBGI Public Company Limited, or BBGI, disclosed that its Board of Directors, at its 12/2569 meeting held on 22 September 2569, passed a resolution approving the termination of the biotech plant construction project carried out under BBGI Fermbox Bio Company Limited, or BBFB, a subsidiary in which BBGI holds approximately 86.8 percent of the registered capital. The decision to terminate the project resulted from a review of information and factors relating to the project as a whole, including commercial, operational and risk management factors, as well as the information currently available to the company. The Board of Directors considered the information and relevant factors as reported and deemed the company's action consistent with its principles of business management, good corporate governance and risk management. The termination of the project does not have a material impact on the company's financial position, operating results or core business operations.
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Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▼Capital
BBGI.BK · Capital · Neutral BBGI board approved terminating its subsidiary BBFB's biotech plant project, a capital/risk-management decision with no material financial impact stated.
BBGI Firmbox Bio · Capital · Negative BBFB's biotech plant construction project was terminated by parent BBGI's board, ending the subsidiary's project.
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InfoQuest·11dRead more →
United StatesBelgiumEuropean Union
Agri-Biotech & Microbial Inputs▲

Vylor and Rainbow Crops Partner on AI-Driven Gene-Edited Corn Traits

Vylor, the advanced seed and genetics company spinning off from Corteva on October 1, 2026, and Belgium-based Rainbow Crops, a spin-off from VIB, announced a collaboration to develop new corn traits using artificial intelligence and multiplex gene editing. Under the partnership, both companies will use Rainbow Crops' AI-supported Trait Foundry technology to accelerate development of corn hybrids more resilient to extreme weather such as heat, drought and floods, combining the platform with Vylor's gene editing expertise. Mat Muller, who will lead Vylor Edge, Vylor's investment platform, said the AI-enabled multiplex gene editing capabilities will allow hundreds of gene edits simultaneously, with performance validated in phenotyping facilities and field trials. Giacomo Bastianelli, CEO and co-founder of Rainbow Crops, said early corn work has been an important proof point for the Trait Foundry platform. The collaboration follows the European Parliament's passage on 17 June 2026 of legislation allowing gene-edited plants to be imported and cultivated across the European Union, and comes after Corteva, through its Corteva Catalyst investment platform, participated in Rainbow Crops' recently closed €9.7 million seed financing round, an investment that will become part of the Vylor Edge portfolio upon the separation.
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Synthetic Biology (non-pharma) › Agri-Biotech & Microbial Inputs ▲Technology
Climate Adaptation & Water › Resilient Crop Inputs (bred seed, nutrients, protection) ▲Technology
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PR Newswire·13dRead more →
Thailand
Sustainable Aviation Fuel & Bio-Fuels▲2

FTI Proposes Government Elevate Ethanol to National Strategic Fuel

The Federation of Thai Industries, or FTI, has proposed to the Minister of Energy, Ekkanat Promphan, that ethanol be elevated from merely a blending component in fuel to a national strategic fuel, in order to cope with volatility in global energy prices, build energy security, and reduce oil imports. Mongkol Hengrojanasophon, chairman of the FTI's Energy Institute for Industry, said the proposal has three main approaches. The first is to set a long-term direction for gasohol E20 as the primary gasoline fuel for vehicles that can support it, starting with price mechanisms to incentivize consumers before developing cost structures across the entire supply chain to be competitive and reduce reliance on subsidy measures. The second is to study a system for using ethanol in flexible proportions, or E-Flex, alongside promoting domestically produced HEV-Flex hybrid vehicles and mHEV mild hybrid vehicles to support fuels with higher ethanol content. The third is to draw up a plan to raise the competitiveness of the biofuel supply chain, covering increased yields of sugarcane and cassava per rai, lower harvesting and transport costs, improved plant efficiency, and the development of sustainability standards and traceability systems, along with setting indicators such as yield per rai, raw material cost per liter of ethanol, production efficiency, and carbon emission intensity throughout the chain. The FTI therefore proposes formulating a national ethanol and biofuel strategy with clear long-term goals and action plans, and confirms the industry sector's readiness to help drive these approaches forward.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Regulation
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สำนักข่าวอีไฟแนนซ์ไทย·17dRead more →
United States
Agri-Biotech & Microbial Inputs▲

Mosaic Launches Renuvis Enzara Enzyme Product After $273 Million Quarterly Loss

Mosaic Biosciences, a unit of The Mosaic Company, launched Renuvis Enzara, an enzyme-based treatment designed to speed up crop residue breakdown, on August 17, less than two weeks after Mosaic reported a second-quarter net loss of $273 million, a sharp reversal from the $411 million profit it posted in the same quarter of 2025. The product uses endoglucanase enzyme technology that works in soil as cold as 32 degrees Fahrenheit. Mosaic also trimmed its 2026 capital expenditure outlook to $1.2 billion from an earlier $1.25 billion, sold its Carlsbad, New Mexico, potash mine during the quarter, and lined up a $1 billion term loan to refinance and extend its short-term commercial paper, while keeping its regular dividend at $0.22 per share. Second-quarter revenue came in at $2.8 billion, but the company posted an operating loss of $36 million and adjusted EBITDA fell to $407 million from $566 million a year earlier, with Phosphate swinging to an operating loss of $104 million from a loss of $8 million and Mosaic Fertilizantes moving from operating earnings of $109 million to an operating loss of $41 million. Potash was the one stable segment, generating $278 million in adjusted EBITDA, essentially matching the $278 million it produced a year earlier.
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Synthetic Biology (non-pharma) › Agri-Biotech & Microbial Inputs ▲Technology
MOS · Capital · Negative Mosaic reported a $273 million Q2 net loss, an operating loss, and sharply lower adjusted EBITDA, with Phosphate and Fertilizantes swinging to losses.
MOS · Technology · Positive Mosaic Biosciences launched Renuvis Enzara, an enzyme-based crop residue breakdown product using endoglucanase technology.
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Insider Monkey·17dRead more →
Japan
Sustainable Aviation Fuel & Bio-Fuels▲

Cosmo Oil Begins Utilizing Naphtha Co-produced in SAF Manufacturing

Cosmo Oil announced on the 17th that it will begin utilizing naphtha co-produced in the SAF manufacturing process together with Maruzen Petrochemical, Ube-Maruzen Polyethylene, and SAFFAIRE SKY ENERGY. At the SAF production facility within Cosmo Oil's Sakai Refinery, naphtha obtained during the production of SAF from waste cooking oil will be utilized as a raw material for chemicals. SAFFAIRE SKY ENERGY will produce the naphtha, Cosmo Oil will supply it, Maruzen Petrochemical will produce basic chemicals, and Ube-Maruzen Polyethylene will produce polyethylene for development into plastic products. The four companies plan to expand supply volumes and develop applications going forward, aiming to contribute to decarbonization in the chemical, textile, and packaging sectors.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Supply
Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Supply
5021.JP · Demand · Positive Cosmo Oil will supply naphtha co-produced at its Sakai SAF facility as feedstock for chemicals, expanding its SAF byproduct utilization.
SAFFAIRE SKY ENERGY · Demand · Positive SAFFAIRE SKY ENERGY will produce the naphtha from waste cooking oil in the SAF process, gaining a new output stream.
Maruzen Petrochemical Co., Ltd. · Supply · Positive Maruzen Petrochemical will receive the co-produced naphtha to produce basic chemicals.
Ube-Maruzen Polyethylene Co., Ltd. · Supply · Positive Ube-Maruzen Polyethylene will use the naphtha-derived feedstock to produce polyethylene for plastics.
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トレーダーズ・ウェブ·17dRead more →
IndiaUnited States
Sustainable Aviation Fuel & Bio-Fuels▲

Praj and Gevo Sign Bio-IBA Development and Commercialization Agreement for India

Praj Industries and Gevo, Inc. announced the signing of a Development & Commercialization Agreement for Bio-Isobutanol technology in India, with Praj holding exclusive rights to deploy the technology in the country. The partnership will focus on developing commercial opportunities for Bio-IBA, primarily for diesel blending applications aimed at reducing the carbon intensity of one of the world's most widely used transportation and industrial fuels. The agreement builds on more than a decade of collaboration between the two companies to adapt and advance Bio-IBA technology for Indian feedstocks and market requirements. In a separate but aligned development, Praj is currently establishing India's first commercial Bio-IBA demonstration plant for a leading Oil Marketing Company, designed, engineered, supplied and erected by Praj based on Gevo's licensed Bio-IBA technology. According to Petroleum Planning & Analysis Cell, India consumed approximately 94.7 million tonnes, or 29.7 billion US gallons, of high-speed diesel in FY2025-26. Gevo Chief Executive Officer Paul Bloom called the agreement an important milestone, while Praj Founder Chairman Dr. Pramod Chaudhari said it establishes a strong foundation for bringing Bio-IBA to the Indian market.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Demand
GEVO · Demand · Positive Gevo signs a Development & Commercialization Agreement with Praj to deploy its Bio-IBA technology in India, expanding commercial opportunities for its licensed technology.
Praj Industries · Demand · Positive Praj gains exclusive rights to deploy Gevo's Bio-IBA technology in India and is building the country's first commercial Bio-IBA demonstration plant for an Oil Marketing Company.
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GlobeNewswire·18dRead more →
ThailandBrazilEuropean Union
Bio-Based Materials & Industrial Chemicals▲

OECD Says Thailand's Ethanol Tax Rules Lag Behind Bioplastics Industry

The OECD's Climate Club Financial Toolkit 2026 Update, published in June 2026, states that the competitiveness of Bio-Ethylene in Thailand is undermined by an excise tax on domestically produced ethanol of 6 baht per litre and import duties on imported ethanol. The OECD proposes reviewing the relevant rules so that ethanol used to produce bioplastics can qualify for a zero tax rate, and points to licensing restrictions and regulations on the production and sale of alcohol that need to be adjusted to accommodate the use of ethanol as a feedstock in the bioplastics industry. The report also notes that Braskem and SCG Chemicals plan to develop a Bio-Ethylene production project in Thailand with a capacity of about 200,000 tonnes per year, targeting the start of production in 2027, compared with Braskem's Bio-Ethylene capacity in Brazil of about 260,000 tonnes per year. Meanwhile, the OECD's modelling shows that the production cost of Bio-Ethylene is more than three times that of conventional Ethylene, and that PLA costs about 2.6 times as much as the reference plastic in the model. The European Union began applying its Packaging and Packaging Waste Regulation, or PPWR, Regulation (EU) 2025/40, on 12 August 2026 to drive the transition of the packaging industry.
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Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Regulation
SCG Chemicals Public Company Limited (SCGC) · Regulation · Neutral OECD report flags Thai ethanol excise tax and licensing rules as barriers to bioplastics feedstock, while noting SCGC's planned 200,000 t/y Bio-Ethylene project in Thailand — a regulatory hurdle for its project, not a company-specific development.
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InfoQuest·20dRead more →
JapanThailandUnited States
Alt-Protein & Precision Fermentation▲

Trade Policy Office Eyes Japan's Push to Make Novel Food a Strategic Industry with 1 Trillion Yen Investment

The Trade Policy and Strategy Office of the Ministry of Commerce disclosed that Japan has announced a draft long-term public and private investment plan through 2040, elevating the novel food industry to one of the country's strategic industries. This national plan aims to attract a total of more than 370 trillion yen, covering 17 strategic fields and 62 key products and technologies, ranging from artificial intelligence, semiconductors, quantum technology, biotechnology and clean energy to Food Tech, which is one of those 17 strategic fields. For the novel food industry specifically, Japan plans to allocate about 1 trillion yen in investment to push the market value to 3 trillion yen by 2040, from the current market value of 300 billion yen for alternative protein and 15 billion yen for functional foods. The government plans to establish a new budget category called Strong and Prosperous Japan with no spending ceiling and the ability to plan long-term budgets. Japan has chosen to build on its strengths in fermentation technology, functional foods and food formulation innovation rather than investing in cultivated meat, and has set a strategy to expand into the United States and Europe before entering Asian markets. Meanwhile, in 2025 Japan was Thailand's third-largest export market for agricultural and agro-industrial products, with export value of 5.08194 billion US dollars, or about 166.781 billion baht, although this was down 2.1% from the previous year. The director of the Trade Policy and Strategy Office stated that Japan's accelerated investment in the novel food industry is a golden opportunity for Thai operators to upgrade to become technology developers and producers of high-value food ingredients.
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Synthetic Biology (non-pharma) › Alt-Protein & Precision Fermentation ▲Demand
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InfoQuest·21dRead more →
JapanChinaSouth KoreaUnited States
Alt-Protein & Precision Fermentation▲

Fushine Shares Secures Japanese Invention Patent for Fusarium Protein Technology

Jiangxi Fushine Pharmaceutical Co., Ltd. announced that the company and its subsidiary Jiangxi Fushine Biotechnology Co., Ltd. have obtained an invention patent certificate issued by the Japan Patent Office. The invention is titled "Application of Fusarium oxysporum in the Production of Mycelial Protein," with Japanese patent number 7881733, a grant date of June 19, 2026, and a patent term of 20 years. The company stated that it has become the first enterprise in China to achieve thousand-ton-scale industrialization of filamentous fungal protein, and that the technology related to its proprietary strain Fusarium oxysporum has reached an internationally advanced level overall. The technology had previously been granted invention patents in China, South Korea, and the United States. This Japanese patent represents important progress in the company's international strategic layout for its microbial protein business and will provide a technical barrier for the entry of its Weiran brand protein products into the Japanese market. The patent has already been applied to existing production lines and is not expected to have a significant impact on near-term performance, but it holds positive strategic significance for long-term business development.
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Synthetic Biology (non-pharma) › Alt-Protein & Precision Fermentation ▲Technology
300497.CS · Technology · Positive Fushine secured a Japanese invention patent for its Fusarium oxysporum mycelial protein technology, strengthening its technical barrier for Weiran protein products in Japan.
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Jiemian·23dRead more →
European UnionUnited KingdomUkraineSwitzerland
Agri-Biotech & Microbial Inputs▲

Syngenta and Amoéba Sign Exclusive European Biofungicide Deal

Syngenta Crop Protection AG and Amoéba have announced an exclusive supply and distribution agreement for a next-generation biocontrol fungicide, formulation AXP20, targeting cereal diseases across the European Union, the United Kingdom, Ukraine, and Switzerland. The binding long-term partnership, which converts a November 2025 memorandum of understanding, covers all cereals except corn and aims to control septoria tritici blotch and yellow rust, which together affect an estimated 9 to 12 million hectares annually. First market registrations are expected in the third quarter of 2028, with initial sales in core EU markets by the end of that year for spring 2029 use. The product, based on the lysate of the amoeba Willaertia magna C2c Maky, received EU approval in 2025 and is classified under FRAC Group BM02 with low resistance risk. Amoéba's managing director, Jean-Marc Petat, called the agreement a defining milestone, noting that Syngenta's screening selected AXP20 as the highest performing biofungicide among many biological solutions.
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Synthetic Biology (non-pharma) › Agri-Biotech & Microbial Inputs ▲Demand
ALMIB.PA · Demand · Positive Amoéba signs exclusive long-term supply and distribution deal with Syngenta for its AXP20 biofungicide across European cereals
先正达集团股份有限公司 (Syngenta Group Co., Ltd.) · Demand · Positive Syngenta secures exclusive distribution rights to a next-generation biofungicide targeting septoria and yellow rust across 9-12 million hectares
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GlobeNewswire·25dRead more →
RomaniaGermany
Sustainable Aviation Fuel & Bio-Fuels▲

OMV Petrom Expands Green Hydrogen Capacity to 55 MW

OMV Petrom has expanded its planned green hydrogen production capacity at Romania's Petrobrazi refinery to 55 megawatts following the delivery of a second 35-MW electrolyzer. The new system, consisting of seven 5-MW electrolysis modules supplied by Germany's Neuman & Esser, will combine with a previously delivered 20-MW electrolyzer to produce around 8,000 tonnes of green hydrogen annually using renewable electricity. The hydrogen will primarily support OMV Petrom's new sustainable aviation fuel (SAF) and hydrotreated vegetable oil (HVO) plant, currently under construction at Petrobrazi. The 35-MW electrolyzer alone is expected to produce around 4,700 tonnes of hydrogen annually and has received approximately €29 million in financing through Romania's National Recovery and Resilience Plan. These hydrogen projects are part of a broader €750 million investment in sustainable fuels at Petrobrazi, which includes €560 million for the SAF/HVO plant and €190 million for the two green hydrogen facilities. The new plant will have capacity to produce 250,000 tonnes of sustainable fuels annually, with production scheduled to begin in 2028. OMV Petrom has already secured buyers for part of that output, including a five-year agreement with parent company OMV covering up to 360,000 tonnes of SAF and HVO beginning in 2028, with an estimated value exceeding €800 million at recent market prices. More than 80% of the plant's feedstock requirements for its first eight years have also been secured. Petrobrazi currently supplies roughly 35% of Romania's fuel demand and has an annual refining capacity of 4.5 million tonnes.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Supply
Energy Transition & Power Demand › Hydrogen & Fuel Cells ▲Supply
OMV Petrom · Capital · Positive OMV Petrom expanded green hydrogen capacity to 55 MW as part of a €750M sustainable-fuels investment at Petrobrazi.
Neuman & Esser · Demand · Positive Neuman & Esser supplied the second 35-MW electrolyzer (seven 5-MW modules) for OMV Petrom's green hydrogen project.
OMV.XETRA · Demand · Positive Parent OMV signed a five-year agreement worth over €800M to buy up to 360,000 tonnes of SAF/HVO from OMV Petrom's new plant.
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Yahoo Finance·34dRead more →
United StatesJapan
Sustainable Aviation Fuel & Bio-Fuels▲2

KBR Wins FEED Contract for Live Oak e-NG Project in Nebraska

KBR has been selected by the Live Oak consortium to provide front-end engineering design services for a proposed large-scale electric natural gas project in Norfolk, Nebraska. The consortium includes TotalEnergies, Osaka Gas, Toho Gas, ITOCHU Corporation, and Tree Energy Solutions. Subject to a final investment decision in 2027, the project is expected to begin commercial operations by 2030, with plans to export e-NG to Japan. The facility will produce e-NG using renewable hydrogen from approximately 250 megawatts of water electrolysis and biogenic carbon dioxide, creating synthetic methane that can be integrated into existing LNG infrastructure without modifications. KBR's president of Sustainable Technology Solutions, Jay Ibrahim, highlighted the company's expertise in hydrogen and electrolysis technologies and its track record with TotalEnergies, noting this is one of the largest e-methane projects under development in North America.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Supply
Energy Transition & Power Demand › Hydrogen & Fuel Cells ▲Technology
KBR · Demand · Positive KBR selected by the Live Oak consortium to provide FEED services for the large-scale e-NG project in Nebraska.
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GlobeNewswire·34dRead more →
Global
DNA Synthesis & Synbio Platform Tools▲

Biological Computing Market to Reach $2.9 Billion by 2026

The global biological computing market is projected to grow from $2.21 billion in 2025 to $2.90 billion in 2026, a compound annual growth rate of 31.2%, according to a new report from ResearchAndMarkets.com. The market is forecast to reach $8.64 billion by 2030, expanding at a CAGR of 31.4% from 2026. Growth is driven by advances in DNA sequencing, synthetic biology, and bioinformatics, as well as demand for energy-efficient computing and personalized medicine. Key trends include DNA-based computing, synthetic biology-driven systems, and hybrid biological-digital platforms. Notable developments include FinalSpark's Neuroplatform for cloud-based biocomputing with human brain organoids and a partnership between VERSES Technologies and Cortical Labs to integrate AI with living neurons. North America led the market in 2025, while Asia-Pacific is expected to grow fastest. The report profiles major players such as Thermo Fisher Scientific, Illumina, and Ginkgo Bioworks.
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Synthetic Biology (non-pharma) › DNA Synthesis & Synbio Platform Tools ▲Demand
Biotech & Genomic Medicine › Tools, Diagnostics & CDMO ▲Demand
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GlobeNewswire·34dRead more →
Thailand
Sustainable Aviation Fuel & Bio-Fuels▲11

GGC partners with CPAXT to study collection of used cooking oil for high-value products

Global Green Chemicals Public Company Limited (GGC) and CP Axtra Public Company Limited (CPAXT) have signed a memorandum of understanding for strategic cooperation to study the feasibility of collecting and managing used cooking oil (UCO), with the goal of improving the quality of used oil and developing it into value-added products under the concept of turning waste into opportunity, while supporting the transition to a low-carbon economy. This cooperation aims to apply the circular economy concept to reduce waste and increase the value of raw materials. Witnesses to the signing included Mr. Adisak Chusuk, Deputy Director-General of the Department of Alternative Energy Development and Efficiency; Mr. Phakphong Wangrattanasophon, Chief Operating Officer of the Basic and Intermediate Chemicals Business Group of GC; and Lieutenant General Thitawat Sathienthip, Director of GGC, at the Lotus headquarters.
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GGC.BK · Demand · Positive GGC partners with CPAXT to study collecting used cooking oil as feedstock for developing high-value products.
CPAXT.BK · Demand · Positive CPAXT signs MOU with GGC to collect and manage used cooking oil, creating a new value-added business channel from its waste oil.
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Kaohoon·34dRead more →
ThailandPhilippinesVietnamTürkiye
Sustainable Aviation Fuel & Bio-Fuels6

RATCH targets EBITDA of 15 billion baht in 2026

Ratch Group Public Company Limited, or RATCH, has announced an EBITDA target of 15 billion baht for 2026, with renewable energy revenue accounting for no less than 15 percent of total revenue under its 5S strategy. The company has allocated an investment budget of 10 billion baht for existing and new projects. It expects to recognize revenue from a 71.05 megawatt solar power plant in the Philippines and a 5.5 megawatt hydropower plant in Vietnam, both of which are scheduled to begin commercial operation this year. In the first half of the year, subsidiaries signed power purchase agreements to supply data center customers totaling 128 megawatts, and the company is in talks to invest in a sustainable aviation fuel production project in Turkey with an annual capacity of 100,000 tonnes.
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Energy Transition & Power Demand › Nuclear Generation & Utilities ▲Demand
Cloud & Digital Infrastructure › Telecom Towers, Fiber & Colocation ▲Demand
Energy Transition & Power Demand › Wind ▲Demand
Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels Capital
Energy Transition & Power Demand › Hydropower & Pumped Storage ▲Demand
RATCH.BK · Capital · Positive Company sets EBITDA target and investment budget, indicating growth plans.
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Money & Banking·41dRead more →
China
DNA Synthesis & Synbio Platform Tools▲2

Chuanning Biology first-half net profit 278 million yuan, synthetic biology revenue up 221%

Chuanning Biology disclosed its 2026 semi-annual report. In the first half of the year, it achieved total operating revenue of 2.098 billion yuan and net profit attributable to shareholders of the listed company of 278 million yuan. Second-quarter net profit was 167 million yuan, roughly flat compared with the same period last year and steadily higher than the first quarter. The company's synthetic biology production base in Gongliu County, Xinjiang, achieved operating revenue of 71.7599 million yuan in the first half, up 221.38% year on year. High-value-added products such as bisabolol, ergothioneine and squalane have already reached large-scale production. Domestic approval of ergothioneine as a new food ingredient has entered a critical stage and is expected to be formally approved in the second half of 2026.
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Synthetic Biology (non-pharma) › DNA Synthesis & Synbio Platform Tools ▲Technology
301301.CS · Capital · Positive First-half net profit of 278 million yuan and synthetic biology revenue up 221% indicate strong financial performance.
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证券时报·41dRead more →
China
Bio-Based Materials & Industrial Chemicals▲5

Cathay Biotech first-half net profit 372 million yuan, up 20.75% year on year

Cathay Biotech disclosed its 2026 semi-annual report. In the first half, it achieved operating revenue of 1.9 billion yuan, up 13.73% year on year, and net profit attributable to shareholders of the listed company of 372 million yuan, up 20.75% year on year. The profit growth was mainly driven by continued volume expansion of long-chain dibasic acids and revenue contribution from new product sales. During the reporting period, bio-based sebacic acid and bio-based piperidine continued to be introduced to the market, bio-based azelaic acid entered the customer sampling stage, and long-chain polyamide modified products achieved large-scale sales. The company also led an investment in and increased its stake in the AI protein design company MoleculeMind, and currently holds about 17.43% of its shares, making it the largest external shareholder. At the same time, its self-built high-throughput research and development platform has entered the commissioning stage.
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Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Supply
Synthetic Biology (non-pharma) › DNA Synthesis & Synbio Platform Tools Technology
688065.CG · Capital · Positive First-half net profit up 20.75% year on year, driven by volume expansion and new product sales.
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上海证券报·45dRead more →
Global
Bio-Based Materials & Industrial Chemicals▲

Bisphenol replacements market to reach $8.6 billion by 2035

The global bisphenol replacements market is projected to grow from $3.9 billion in 2025 to $8.6 billion by 2035, at a compound annual growth rate of 8.3%, according to a new report from ResearchAndMarkets.com. The bisphenol analogues segment accounted for a 44% share in 2025, representing $1.7 billion, and is projected to grow at a CAGR of 15.6% through 2035. The packaging segment represented a 21.5% share in 2025, driven by manufacturers adopting BPA-free materials to comply with food-contact regulations. North America accounted for a 24% share in 2025, with the United States as the primary contributor. Major companies in the market include BASF SE, Covestro AG, SABIC, Hexion Inc., Mitsubishi Chemical Group Corporation, Solvay S.A., Olin Corporation, Mitsui Chemicals Inc., LG Chem, Nan Ya Plastics Corporation, UPM Biochemicals, NICCA Chemical Co., Ltd., Nagase ChemteX Corporation, Jiangsu Aolunda High-Tech Industry Co., Ltd., and Specific Polymers SAS.
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Synthetic Biology (non-pharma) › Bio-Based Materials & Industrial Chemicals ▲Demand
Critical Materials & Supply Chain › Specialty Chemicals & Industrial Gases ▲Demand
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GlobeNewswire·51dRead more →
United States
Agri-Biotech & Microbial Inputs▼

Cibus pushes Latin America rice launch to 2028, sees $20M-$40M biofragrance opportunity

Cibus updated its Latin America rice launch timing to 2028 while outlining a potential $20 million to $40 million annual revenue opportunity from biofragrance partnerships. CEO Craig Wichner, on his first earnings call, emphasized scaling revenue and capital discipline, while CFO Carlo Broos reported cash and equivalents of $20.4 million as of June 30, 2026, sufficient into early Q1 2027. Q2 revenue was $1 million, with six-month revenue up 35% to $2.7 million, and net loss was $22.1 million, or $0.29 per share. Management expects royalties to start flowing in 2028 and build through 2029, and reiterated expectations for additional biofragrance scale-up orders in the second half of 2026.
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Synthetic Biology (non-pharma) › Agri-Biotech & Microbial Inputs ▼Regulation
Synthetic Biology (non-pharma) › DNA Synthesis & Synbio Platform Tools ▲Demand
CBUS · Demand · Positive Biofragrance partnerships present a $20M-$40M annual revenue opportunity, with expected scale-up orders in H2 2026.
CBUS · Capital · Negative Net loss of $22.1M and cash runway only into early Q1 2027, though management emphasizes capital discipline.
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Seeking Alpha·51dRead more →
Thailand
Sustainable Aviation Fuel & Bio-Fuels▲4

BBGI jumps 5% after broker lifts target on Q2 profit beat from SAF business

BBGI shares rose more than 5% after KGI Securities Thailand raised its target price and maintained a buy rating. The broker said second-quarter 2026 net profit came in at 485 million baht, swinging from a net loss of 40 million baht in the second quarter of 2025 and beating its estimate by 37%, thanks to a higher-than-expected gross margin and a significant increase in profit contributions from associates. The key driver was the start of commercial operations at the SAF plant, in which BBGI holds a 20% stake. KGI therefore lifted its 2026 net profit forecast by 52% to 1.5 billion baht and raised its target price to 7.50 baht from 7.00 baht, while keeping a buy call and naming the stock a top pick in the energy sector.
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Synthetic Biology (non-pharma) › Sustainable Aviation Fuel & Bio-Fuels ▲Demand
Energy Transition & Power Demand › Firm Power & Transition Fuels ▲Demand
BBGI.BK · Capital · Positive Q2 profit beat and broker target raise driven by SAF plant operations.
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Bio-Based Materials & Industrial Chemicals▲

AMSilk bioengineered silk protein yarns featured in Balenciaga 55th Couture Collection

AMSilk announced that its bioengineered silk protein yarns have been featured in Balenciaga’s 55th Couture Collection. An evening cocoon gown constructed using an AMSilk-blend fabric appeared as part of Creative Director Pierpaolo Piccioli's debut Couture Collection for Balenciaga. The collaboration highlights the luxury fashion industry’s increasing focus on scalable, sustainable alternatives to conventional fabrics. AMSilk’s advanced biomaterials are inspired by spider silk, produced via precision fermentation, and are fully biodegradable and microplastic-free.
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AMSilk · Demand · Positive AMSilk's bioengineered silk yarns are featured in Balenciaga's couture collection, indicating adoption by a major luxury brand.
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