Komori
ENEOS Holdings (5020) · InitiativeSoftened

Establishing a Mass-Production Supply System and Commercialization of SAF

First written in FY2022. 3 of 5 entries say "Advanced", first in FY2023. Latest entry: FY2026.

5entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2022AdvancedFY2023 – FY20252022: 120222023: 120232024: 120242025: 120252026: 12026
Same theme, other companies
Domestic Commercial Production and Supply Network for SAF Made from Used Cooking OilA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

ENEOS Holdings moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Softened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「Specifically, the company aims to produce 400,000 kL of SAF annually at its Wakayama Refinery from fiscal 2028 onward.」

    The annual mass-production and supply target of 400,000 kL of SAF remains unchanged, but the planned production start has been pushed back from the previously indicated 2026 to fiscal 2028 or later.
  2. FY2025AdvancedAnnual report

    「The company became the first Japanese oil refiner to import SAF and began supplying multiple airlines. It is also considering the development of a mass-production and supply system for approximately 400,000 kL of SAF per year at its Wakayama Refinery.」

    In addition to the plan to begin SAF production in 2026, the company began importing SAF and supplying multiple airlines, and started considering a mass-production system with annual capacity of approximately 400,000 kL.
  3. FY2024AdvancedAnnual report

    「For waste cooking oil, the main feedstock, the company is working with Nomura Office, Inc. and Yoshikawa Yushi Co., Ltd. to establish a system for the stable procurement throughout Japan of waste cooking oil that is currently exported or discarded and remains unused domestically.」

    SAF progressed from production planning to the development of a waste cooking oil procurement network and consideration of a next-generation fuel supply chain with Mitsubishi Corporation, Suntory and others.
  4. FY2023AdvancedAnnual report

    「This initiative primarily uses waste materials such as waste cooking oil and animal fat as feedstock, and assumes that SAF production will begin by 2026. (Annual SAF production capacity: approximately 300,000 tonnes (400,000 kl).)」

    SAF progressed from a feasibility study to a supply plan targeting the start of production in 2026 and annual output of approximately 300,000 tonnes (400,000 kL).
  5. FY2022First statedAnnual report

    「In anticipation of progress toward decarbonization in the aviation industry, we aim to establish a commercial-scale production and supply system for sustainable aviation fuel (SAF). Specifically, we will conduct a feasibility study jointly with France's TotalEnergies on SAF production at the Negishi Refinery.」

    Announced plans to establish a commercial-scale SAF production and supply system and began a feasibility study with TotalEnergies on production at the Negishi Refinery, sourcing waste cooking oil, and considering the social implementation of next-generation fuels.
Moved together

"Review of the Upstream Portfolio Through Selectivity and Focus" moved the same way as this thread, in the same document, in 3 of its 5 moves.

333333★123456
  1. ★This thread
  2. 1Review of the Upstream Portfolio Through Selectivity and Focus3×
  3. 2Policy of continuing stable dividends while reflecting consolidated performance3×
  4. 3Development and Utilization of Renewable Energy Generation Assets3×
  5. 4Identifying ESG Issues, Setting Specific Targets, and Monitoring Progress3×
  6. 5CO2 Emissions Reduction and Zero-Emission Targets under the Medium-Term Environmental Management Plan3×
  7. 6Autonomous Equipment Operation, Remote Operations and Business Transformation Through Digital Technologies3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for ENEOS Holdings yet.
News
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