Thematic Studies
Germany RED3 Transposition (Dec 2025)
This study interprets the German draft laws for RED3 transposition, offering a credible forecast for renewable energy requirements through 2030. Utilizing two interconnected models, we project the evolution of energy pools and road electrification, providing a clear breakdown of the fuel demand (9A, 9B, and RFNBOs) and compliance flexibilities necessary to meet national THG quota targets.
Netherlands RED3 Transposition (Nov 2025)
Providing a comprehensive 2026-2030 outlook, this report models the Dutch transport sector’s transition under the RED3 transposition. We analyze the impacts of draft regulations on energy pools and electrification, offering a transparent forecast of the low-carbon fuels and RFNBOs required to resolve compliance across the three specific Dutch GHG mandates.
RED3, FuelEU, RefuelEU V2 (Nov 24)
Deep Dive into 2030 Consumption Perspectives
...We demonstrate that the implications of the RED3 enactment are massive. They will double the transport target (14 to 29%) and extend the scope to all transport sectors simultaneously, with major repercussions on the low-carbon fuels market. Since EU legislators require maritime and aviation sectors to cover 6% GHG reduction and 6% volume by 2030, they implicitly burden more mature sectors (road and rail) to compensate for this significant gap in the RED3 perspective. Moreover, extending the scope to a broader energy pool significantly impacts the size of the crop/9B caps and advanced/RFNBOs sub-targets....
New Annex 9: Background information and discussion of feedstocks’ potential (July 24)
Explore our latest 40-page report on the potential of the nine new feedstocks included in Annex 9. This comprehensive study synthesizes scientific literature and examines production processes, offering a clear methodology for estimating long-term supply potential. Where data is lacking, the report delves into the missing variables, highlighting challenges and uncertainties. Ideal for stakeholders in renewable fuels, this document provides valuable insights into the future of sustainable energy sources. Enhance your understanding and stay ahead with our detailed analysis, tailored for market leaders and policymakers.
Annex 9B (2022)
In this study, SquareCo analysis team established methodologies to provide a realistic estimation of the potential used cooking oil (UCO) and animal fats quantities available globally for the biofuels industry.
Annex 9A (Sept 21)
This study aims at proposing a clearer vision of the origin of the most promising 9A feedstocks, explaining their basics and estimating their potential supply in the coming decade. The result of our preliminary work leaded to the selection of 13 feedstocks that hold a potential with technologies already mastered by biofuels companies.
Thematic Studies
