Plug and Arcadia eFuels Sign Strategic Partnership Covering More Than 1 GW of e-SAF Projects, Starting with 280 MW to Turn Danish Renewable Electricity into Jet Fuel

Plug Power Inc., a global provider of hydrogen solutions, has signed a 280-megawatt (MW) GenEco electrolyzer supply agreement with Arcadia eFuels for Project ENDOR in Denmark, alongside a strategic cooperation agreement covering Arcadia’s future projects.

Located at the Port of Vordingborg on Denmark’s south coast, ENDOR is Arcadia eFuels’ flagship facility. Once operational, the project will use renewable grid power to operate 280 MW of Plug electrolyzers, producing approximately 110 tons of renewable hydrogen per day. The hydrogen will then be combined with captured carbon dioxide to produce sustainable aviation fuel compatible with conventional aircraft.

Under the strategic cooperation agreement, Plug will become the preferred electrolyzer supplier for four additional Arcadia eFuels projects across Europe and the Americas, representing more than 1 GW of potential electrolyzer capacity. Arcadia will also receive priority access to Plug’s manufacturing capacity as the projects progress.

“Signing the ENDOR supply agreement alongside a strategic cooperation agreement positions Plug not only as the electrolyzer supplier for Arcadia eFuels' flagship project, but as their preferred partner across a pipeline of e-SAF developments in Europe and the Americas,” said José Luis Crespo, President and Chief Executive Officer of Plug. “This reflects continued confidence in our GenEco technology, our manufacturing capacity, and Plug's ability to deliver complex, high-capacity projects at scale. Europe remains our most active electrolyzer market, and e-SAF is one of the fastest-growing segments of demand as aviation fuel mandates take effect. Producing that fuel from European electricity and European carbon rather than imported oil also strengthens the continent's energy security.”

“Project ENDOR is on the path to final investment decision, and this supply agreement from Plug signifies one of the many project documents that have been finalized,” said Amy Hebert, Chief Executive Officer of Arcadia eFuels. “Sustainable aviation fuel made from renewable hydrogen and captured carbon is what will get aviation to its decarbonization targets, and Plug gives us a proven and bankable electrolyzer partner at the scale this project demands.”

e-SAF is produced using renewable electricity and captured carbon instead of crude oil. The EU’s ReFuelEU Aviation mandate requires European airports to progressively increase the use of sustainable aviation fuel, including a dedicated synthetic fuel target starting in 2030. This creates both a compliance pathway for airlines and an opportunity to develop a domestic aviation fuel supply for Europe through projects such as ENDOR.

Plug is also advancing multiple projects with a combined capacity in the multi-gigawatt range across Denmark, the U.K., Spain and Portugal, including a 100 MW GenEco electrolyzer installation at Galp’s Sines refinery. Project ENDOR expands Plug’s presence into the e-fuels sector as European aviation fuel mandates take effect.