Energy Tech CO2-to-Fuel Solutions sector
Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Energy Tech CO2-to-Fuel Solutions
1.1 - About Energy Tech CO2-to-Fuel Solutions sector
Companies in this category design and operate systems that convert captured carbon dioxide into synthetic fuels using renewable power, producing drop-in fuels for aviation, shipping, and refining while cutting lifecycle emissions. Offerings span integrated plants, catalysts, reactors, and process control. Energy Tech CO2-to-Fuel Solutions enable customers to monetize CO2 streams, secure offtake, and meet regulatory mandates for SAF and low-carbon fuels.
Strategic buyers in this space typically integrate CO2 capture and conditioning, hydrogen production via PEM/SOEC electrolysis, and syngas generation using reverse water–gas shift. They deliver methanol synthesis units, Fischer–Tropsch reactors for e‑diesel and SAF, and catalytic conversion to ethanol or hydrocarbons. Offerings include modular skid-mounted plants, advanced process control and optimization software, lifecycle carbon intensity monitoring and certification support, and turnkey EPC services covering commissioning, fuel blending, and offtake contract structuring.
Primary customers include airlines and aviation fuel buyers, refiners and petrochemical producers, and shipping operators or industrial emitters seeking CO2 utilization. These solutions enable decarbonized drop‑in fuel supply, measurable Scope 1 and Scope 3 reductions, compliance with SAF mandates and LCFS/ETS programs, and monetization of captured CO2 through bankable offtake. Buyers also gain diversified feedstock strategies and long‑term contracts that de‑risk low‑carbon fuel procurement.
2. Buyers in the Energy Tech CO2-to-Fuel Solutions sector
2.1 Top strategic acquirers of Energy Tech CO2-to-Fuel Solutions companies
LanzaTech
- Description: Provider of gas fermentation and carbon recycling solutions that convert a wide range of waste resources and industrial off-gases into CarbonSmart ethanol, which is further processed into drop-in Sustainable Aviation Fuel (SAF) that can cut lifecycle aviation emissions by up to 85%, giving airlines and project developers a scalable, circular alternative to conventional fossil fuels.
- Key Products:
- Gas Fermentation Technology: Converts municipal solid waste, agricultural residues and industrial carbon emissions into ethanol through novel microbial fermentation, enabling versatile feedstock flexibility and high conversion efficiency
- CarbonSmart Ethanol: Low-carbon ethanol produced via LanzaTech’s gas fermentation, serving as a renewable intermediate for fuels, chemicals and materials, replacing virgin fossil carbon
- Biorecycling Technology Platform: Captures waste carbon at industrial sources, prevents atmospheric release and repurposes it into sustainable raw materials for consumer goods and fuels
- CirculAir Solution: End-to-end offering integrating LanzaTech gas fermentation with LanzaJet Alcohol-to-Jet to turn waste
- CO₂ and renewable power into drop-in sustainable aviation fuel with up to 85% emission reduction.
- Company type: Private company
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- Total funding raised: $●●●m
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2.2 - Strategic buyer groups for Energy Tech CO2-to-Fuel Solutions sector
M&A buyer group 1: EFuels
Orsted
- Type: N/A
- Employees: ●●●●●
- Description: Provider of clean energy solutions that develops, constructs, and operates renewable projects—including offshore wind, onshore wind, solar, and battery storage—leveraging decades of experience to supply reliable, sustainable domestic power across the United States.
- Key Products:
- Offshore Wind Power Solutions: Designs, builds, owns and operates large-scale offshore wind farms, deploying over 2,000 sea-based turbines to deliver cost-competitive green electricity to national grids and corporate buyers
- Onshore Wind & Solar Energy Projects: Develops and operates land-based wind and solar installations that expand renewable generation capacity, supplying communities and businesses with reliable, sustainable power at competitive prices
- Renewable Hydrogen Production: Implements projects that use renewable electricity to generate green hydrogen, enabling decarbonisation of heavy industry and transport through a clean fuel alternative
- Energy Storage Systems: Deploys storage technologies that balance renewable generation, ensuring grid stability and continuous supply of sustainable energy to customers.
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●● companies3. Investors and private equity firms in Energy Tech CO2-to-Fuel Solutions sector
3.1 - Buyout funds in the Energy Tech CO2-to-Fuel Solutions sector
2.2 - Strategic buyer groups for Energy Tech CO2-to-Fuel Solutions sector
4 - Top valuation comps for Energy Tech CO2-to-Fuel Solutions companies
4.2 - Public trading comparable groups for Energy Tech CO2-to-Fuel Solutions sector
Valuation benchmark group 1: Oil & Gas Processing Equipment Companies
SBM Offshore
- Enterprise value: $●●●m
- Market Cap: $●●●m
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- Description: Provider of floating production solutions for the offshore oil and gas industry. Specializes in the design, supply, installation, operation, and life extension of floating production storage and offloading units, integrating advanced technologies for sustainable energy production.
- Key Products:
- Floating Production Storage and Offloading (FPSO): Integrated systems for offshore oil and gas production
- Digital Services: Data management and IT/digital architecture solutions
- Energy Transition Solutions: Technologies for decarbonization and renewable energy
- Mooring Solutions: Innovative mooring systems for offshore units
- LNG Production Units: Floating liquefied natural gas production systems.