Plug Power and Arcadia eFuels are reported to have announced on 29 September 2026 an agreement for Plug to supply 280 MW of GenEco electrolyzers to Project ENDOR, an e-SAF (electro-Sustainable Aviation Fuel) project at the Port of Vordingborg, Denmark, together with a strategic partnership covering more than 1 GW of projects. The route reportedly uses renewable electricity to make hydrogen, which is combined with captured CO2 to produce aviation fuel.
Project ENDOR is described as an e-SAF facility planned on the south coast of Denmark at the Port of Vordingborg. Plug Power is to supply 280 MW of GenEco electrolyzers, which are said to produce about 110 tons of renewable hydrogen per day. Arcadia eFuels plans to combine the hydrogen with captured CO2 to produce e-SAF compatible with standard aircraft.
Beyond ENDOR, the companies are reported to have agreed a cooperation under which Plug is the preferred electrolyzer supplier for four additional Arcadia projects in Europe and the Americas, with combined potential capacity of more than 1 GW.
ENDOR’s electrolyzer capacity is 280 MW, with renewable hydrogen output of about 110 tons per day. The additional cooperation covers four projects totaling more than 1 GW. Electrolyzer deliveries begin after the project issues a Notice to Proceed (NTP), and the project is reported to be advancing toward a final investment decision (FID). Contract value, e-SAF production capacity and target start-up timing were not disclosed.
First, a large electrolyzer supply agreement signed before FID shows key equipment procurement being settled early in e-SAF projects. Second, 110 tons of hydrogen per day indicates that renewable-hydrogen-based synthetic fuel facilities are scaling toward process sizes comparable to refining and chemical plants. Third, naming a single supplier as preferred across multiple projects implies that electrolyzer manufacturing capacity and delivery timing can become a schedule variable. Fourth, because deliveries start only after NTP, actual equipment commitment depends on the FID outcome.
First, the timing of ENDOR’s FID and NTP. Second, whether e-SAF production capacity, CO2 sourcing and renewable power arrangements become concrete. Third, whether offtake agreements with airlines and other buyers are signed. Fourth, whether actual electrolyzer orders follow for the remaining four projects.