-- XCFグローバル、デヴストリーム(DEVS)、サザン・エナジー・リニューアブルズの3社は、低炭素燃料、インフラ、環境市場を網羅する単一の統合型クリーンエネルギー・炭素管理事業体への合併に関する最終合意書に署名したと、3社は火曜日に共同声明で発表した。 各社はこの合併を、燃料生産、炭素クレジットの収益化、インフラ開発を単一の企業構造の下で統合する「プラットフォーム」の構築と説明している。 XCFグローバルは持続可能な航空燃料の生産と関連燃料生産インフラの構築に注力しており、デヴストリームは炭素クレジットやその他の排出量関連商品を含む環境資産の開発と収益化を、サザン・エナジー・リニューアブルズは次世代低炭素燃料経路を含む再生可能燃料とクリーンエネルギー技術の開発に取り組んでいる。 この合意に基づき、XCFは合併子会社を通じてデヴストリームとサザンを買収する。買収された両社は完全子会社として存続する。株主はXCFの株式を受け取る。 合併後の会社の所有権は、XCF株主が約66.7%、Southern株主が約23.3%、DevvStream株主が約10%となる見込みです。 両社はまた、燃料生産を長期オフテイク契約および炭素クレジット市場と連携させ、現物燃料とそれに伴う排出削減の両方を販売することを目指しています。 XCFは、持続可能な航空燃料生産のため、ニューライズ・リノ工場の拡張に約1,000万ドルを投資しました。Southernも、インフラ整備のために最大4億ドルの債券発行による資金調達を予定しています。 この計画されている取引は、規制当局の承認および完了条件を満たすことが前提となっており、年間燃料売上高10億ドル以上、EBITDA1億ドル以上といった業績目標が含まれています。 経営陣は、合併後の事業は、低炭素燃料を求める航空会社や法人顧客へのサービス提供と、排出規制遵守ツールの利用簡素化を目的としていると述べています。 完了時期は発表されていません。
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