Hormuz crisis reshapes clean fuel investment across the transportation space
Hormuz crisis reshapes clean fuel investment across the transportation space
07 May 2026
The Hormuz supply shock has elevated energy security alongside decarbonization as a driver of clean fuel investment, simultaneously accelerating policy timelines and reshaping fuel adoption pathways across maritime, aviation, and road transport.
What were primarily climate-led decisions are now being reinforced by supply-chain resilience imperatives, opening new opportunities and compressing timescales across the entire clean fuels value chain.
This whitepaper integrates our latest analysis across key sectors, shipping, aviation, hydrogen, and road transport, bringing together perspectives from our BioEnergy Solution, Hydrogen & Derivatives Solution and Clean Shipping Solution.
SAF demand is projected to reach 1.2 million bpd by 2050
Bio-LNG and biomethanol are gaining ground as marine compliance pathways
India, Indonesia, and Brazil lead biofuel mandates, avoiding ~$28bn in petroleum imports in 2026
Regulatory uncertainty risks delaying capital when both climate and security rationales call for action