Oil & Gas Industry Innovation Tracker: Future Fuels, 2024

Scope of Analysis

Segmentation

Most Common Biofuel Production Pathways

Biogas and Biomethane—Most Common Production Pathway

eFuels—Most Common Production Pathways

Why is it Increasingly Difficult to Grow?

The Strategic Imperative 8™

The Impact of the Top 3 Strategic Imperatives on the Alternative Fuels Industry

Competitive Environment

Key Competitors

Growth Environment

Growth Environment (continued)

Growth Environment (continued)

Revenue and Production Forecast

Revenue Forecast by Product

Innovation Target

LanzaTech—Company Profile

LanzaTech—Analyst Viewpoint

Twelve—Company Profile

Twelve—Analyst Viewpoint

Norsk e-Fuel—Company Profile

Norsk e-fuel—Analyst Viewpoint

Synhelion—Company Profile

Synhelion—Analyst Viewpoint

Infinium—Company Profile

Infinium—Analyst Viewpoint

Liquid Wind—Company Profile

Liquid Wind—Analyst Viewpoint

HutanBio—Company Profile

HutanBio—Analyst Viewpoint

Bloom BioRenewables—Company Profile

Bloom BioRenewables—Analyst Viewpoint

The Last Word

The Last Word (continued)

The Last Word (continued)

Scoring Methodology

Growth Opportunity 1: Use of Low-carbon Fuels in the Transportation Industry to Offset Emissions

Growth Opportunity 1: Use of Low-carbon Fuels in the Transportation Industry to Offset Emissions (continued)

Growth Opportunity 2: Role of eFuels in the Long-haul Transportation Industry to Achieve Net-zero Targets

Growth Opportunity 2: Role of eFuels in the Long-haul Transportation Industry to Achieve Net-zero Targets (continued)

Growth Opportunity 3: Integration of Biogenic CO2 to Produce eFuels

Growth Opportunity 3: Integration of Biogenic CO2 to Produce eFuels (continued)

Growth Opportunity 4: Biomethane as a Clean Energy Carrier for Future Energy Systems

Growth Opportunity 4: Biomethane as a Clean Energy Carrier for Future Energy Systems (continued)

Benefits and Impacts of Growth Opportunities

Action Items & Next Steps

List of Exhibits

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