Lock Down Long‑Lead and Integration Risks for SAF and LNG Projects

What happened

Worley completed FEED for Alfanar’s Lighthouse Green Fuels SAF project in Teesside. The FEED defines feedstock handling, gasification, Fischer–Tropsch synthesis, utilities and storage interfaces, moving the scope from concept toward an execution package and enabling identification of long‑lead items. Watch for RFQs or provisional mobilisation requests that will convert engineering certainty into firm procurement timelines

Why the category manager should care

Treat FEED as the trigger to convert engineering into procurement actions: identify long‑lead packages, pre‑qualify suppliers, and set award timing expectations

Key facts

• FEED completed for Lighthouse Green Fuels SAF project
• FEED covers feedstock handling, gasification, FT synthesis, utilities and storage
• Worley delivered FEED with Global Integrated Delivery support

What happened

Donaldson launched iCue Connected Technology for compressed air and hydraulic filtration equipment, adding sensors and dashboards for real‑time performance monitoring. The product integrates telemetry into units like heated desiccant dryers and vacuum dehydrators, making connectivity, dashboards and data management an explicit part of equipment supply. Watch procurement and engineering teams for requests to add integration tests, data ownership clauses and cyber controls when these products are specified

Why the category manager should care

Include connectivity, data ownership and cyber requirements in RFQs for filtration and similar equipment to avoid surprise recurring fees and integration liabilities

Key facts

• iCue available on Ultradryer+ desiccant dryers and Hy‑Pro VUD vacuum dehydrators
• Provides real‑time performance metrics and dashboard visibility
• Targets uptime management and maintenance‑interval optimisation

What happened

MB Energy and Zaffra signed a non‑binding MoU to explore an end‑to‑end eSAF supply chain linking production, storage, blending and airport distribution. The MoU focuses on enabling logistics and terminal access for projects like Brandenburg eSAF but does not commit to offtake or firm reservations. Watch whether this exploratory alignment moves to capacity reservation talks or firm offtake contracts that would create procurement demand for storage and blending civil/mechanical works

Why the category manager should care

Treat the MoU as directional demand intelligence: prepare contract language for storage and blending RFQs but don’t assume firm volume commitments

Key facts

• Non‑binding MoU between MB Energy and Zaffra to progress eSAF commercialisation
• Initial focus tied to Brandenburg eSAF production and terminal logistics
• MB Energy positioned as a potential offtaker and distribution partner

What happened

Uniper signed a letter of interest with the proposed Ksi Lisims floating LNG export project in British Columbia for potential long‑term LNG supply. The LOI and project description give directional insight into possible future floating‑export construction and marine EPC requirements but stop short of an investment decision. Watch for developer FID signals or EPC prequalification notices that would convert this directional signal into procurement pipelines

Why the category manager should care

Use the LOI to prepare prequalification criteria and track marine EPC availability, but do not treat it as a procurement notice until FID or tendering appears

Key facts

• Uniper LOI for potential LNG purchases from Ksi Lisims project
• Ksi Lisims proposed as a floating export facility on Nisga’a Nation land
• Developers indicate potential construction timing and future volumes as directional signals