Plug Power has signed a 280-megawatt (MW) electrolyzer supply agreement with Arcadia eFuels for Project ENDOR in Denmark, securing a major role in the planned production of sustainable aviation fuel (e-SAF) and extending the partnership to future projects across Europe and the Americas.
The agreement covers Plug’s GenEco electrolyzers for Arcadia eFuels’ flagship facility at the Port of Vordingborg on Denmark’s south coast. Deliveries will begin once the project issues notice to proceed, following three years of joint engineering work.
Once operational, ENDOR is expected to use renewable grid power to run 280 MW of Plug electrolyzers and produce about 110 tons of renewable hydrogen a day. Arcadia eFuels plans to combine the hydrogen with captured carbon dioxide to produce jet fuel compatible with standard aircraft.
The companies are also expanding their relationship beyond ENDOR. Under a separate strategic cooperation agreement, Plug will serve as the preferred electrolyzer supplier for four additional Arcadia eFuels projects in Europe and the Americas, representing more than 1 GW of potential electrolyzer capacity.
Arcadia eFuels will also receive priority access to Plug’s manufacturing capacity as those projects move forward.
“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.”
The deal comes as European rules push airlines toward greater use of sustainable aviation fuel. Under the EU's ReFuelEU Aviation mandate, the share of sustainable aviation fuel used at European airports is set to rise, including a sub-target for synthetic fuels from 2030.
That policy backdrop is increasing pressure on the aviation sector to develop alternatives to conventional jet fuel. e-SAF is produced using renewable electricity and captured carbon instead of crude oil, potentially giving Europe a domestic source of aviation fuel while helping airlines meet regulatory requirements.
For Plug, ENDOR adds another major European project to a growing electrolyzer portfolio. The company is executing projects with combined capacity in the multi-gigawatt range across Denmark, the U.K., Spain and Portugal, including a 100 MW GenEco installation at Galp's Sines refinery.
The ENDOR agreement broadens that footprint into synthetic aviation fuel at a time when the sector is preparing for tougher emissions and fuel requirements.
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