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Companies

Brookfield to invest up to $1.1Bn in Infinium’s eFuels

Infinium, the first company to commercially produce ultra-low carbon eFuels, and Brookfield Asset Management have announced a strategic funding partnership to accelerate the expansion of Infinium’s eFuels platform. Infinium’s eFuels, including the next-generation sustainable aviation fuel (eSAF), can reduce lifecycle greenhouse gas emissions by up to 90% or more compared to conventional fuels.

As part of the agreement, Brookfield will invest over $200 million in Infinium, including its West Texas-based Project Roadrunner, and up to an additional $850 million for the global deployment of other Infinium eFuels projects, based on pre-agreed performance criteria. This investment, made through the Brookfield Global Transition Fund (BGTF I), marks Brookfield’s first direct venture into sustainable aviation fuel. Brookfield will also lead Infinium’s Series C Preferred Stock offering.

“Brookfield is a tremendous partner, and we are thrilled to secure this additional capital as we scale eSAF production to meet the overwhelming demand from the aviation industry. Our Project Pathfinder site was the first to bring commercial volumes of eFuels to market, and Project Roadrunner brings additional volumes of eFuels to scale global supplies. As our airline partners continue to push for more SAF and decarbonization options, Infinium remains committed to accelerating production to help meet those demands,” said Infinium CEO Robert Schuetzle.

Infinium’s eSAF is produced using a proprietary process that combines water, waste CO2, and renewable energy to produce ultra-low carbon fuels like eSAF, eDiesel, and eNaphtha. These “drop-in” fuels can replace fossil-based fuels without requiring modifications to existing engines or infrastructure in aviation, shipping, trucking, and manufacturing.

Infinium also recently announced a deal with American Airlines, which will purchase eSAF produced by Project Roadrunner starting in 2026, supporting American’s sustainability goals. In addition to eSAF, the Roadrunner site will produce eNaphtha for plastics manufacturing and eDiesel for long-haul trucking and maritime use—sectors that are difficult to electrify. Infinium is finalizing several additional offtake agreements for the remainder of the plant’s capacity.

“We are very excited to be partnering with Infinium, a leader in the development and production of ultra-low carbon intensity drop in fuel alternatives. Our investment is structured to provide the capital Infinium needs to accelerate the production of sustainable aviation fuels to meet the growing demand from corporate customers while generating attractive risk-adjusted returns for Brookfield,” said Jehangir Vevaina, Managing Partner at Brookfield.

He added, “In addition to Roadrunner, Infinium has a large pipeline of well positioned projects to help meet the demand for the structurally short eFuels market, and we are looking forward to the opportunity to participate in the development of further eFuels projects through follow-on investments.”

Brookfield joins Breakthrough Energy Catalyst, which previously committed $75 million to Project Roadrunner, offering ongoing support and expertise to help advance the project.