Lots of projects recently have gotten cancelled and or delayed. This was supposed to be the decade of considerable change and laying the foundations for hypergrowth in the 2030’s… not to mention regulation not really pushing for it
However, in a recent interaction with a credible individual who revealed that their company, lacking experience in energy or fuels are willing to diversify and become a producer of low carbon fuels pitched a shipping line and received a verbal indication of a potential 10-15 year off-take agreement. So not sure what’s going on. Data from credible sources like BNEF and recent mainstream news/ event suggest otherwise.