Infinium

What Infinium does

Infinium is a clean fuel technology company headquartered in Sacramento, California, founded in 2020, that develops and deploys electrofuels (eFuels) produced from captured carbon dioxide and renewable power via power-to-liquid (PtL) chemistry. Its core platform, Infinium Energy™, encompasses proprietary reaction, synthesis, and reforming components branded React™, Synthesize™, and Reform™, along with the scalable gas-to-liquids solution Infinium GTL and acquired Greyrock Technology. Products include ultra-low carbon eSAF for aviation, eDiesel for heavy transport, and eNaphtha for chemical applications, targeting a 95% carbon intensity reduction versus fossil jet fuel. Project Pathfinder is the first commercial eFuels plant; Project Roadrunner in Pecos, Texas, is under construction targeting 23,000 tonnes/year of eSAF with commercial operations expected in 2027, and a 100MW green-hydrogen electrolyzer is supplied via Electric Hydrogen's modular HYPRPlant. Project Atlas is a joint submission with American Airlines that won the Sustainable Aviation Buyers Alliance next-generation SAF procurement award.

Infinium sells its fuels primarily through long-term (10-15 year) enterprise offtake agreements with major airlines structured to satisfy EU ReFuelEU and UK SAF Mandate compliance obligations and Scope 3 reduction commitments. Anchor customers include American Airlines (10-year deal via Citi Bank), International Airlines Group (10-year deal for the majority of Roadrunner output), and Loganair (15-year offtake). Distribution channels comprise direct domestic sales, UK compliance exports, and a book-and-claim model for EU RFNBO eSAF. In January 2026, Infinium launched a second platform, Infinium Edge™, providing immersion-cooling technology and proprietary dielectric fluids for high-density AI data center workloads, extending its chemistry expertise into the AI infrastructure supply chain.

Capital structure is dominated by Brookfield Asset Management, which led both a $1.1 billion growth investment in September 2024 and the Series C round in January 2025. Earlier investors include SK Trading International (2022), Climate Pledge Fund, NextEra, Mitsubishi Heavy Industries, AP Ventures, and Pavilion Capital (2021); later strategic investors include Mitsui (2025) and project financing from HSBC for Roadrunner One, LLC (2025). Operationally, Infinium runs a Texas pilot plant since 2023, is constructing Project Roadrunner, operates a manufacturing footprint at Pecos and Corpus Christi (in partnership with Howard Energy Partners), and runs a Singapore-headquartered development platform (eFuels SEA) targeting 3-5 commercial-scale facilities across Southeast Asia. The company is privately held (Infinium Holdings, Inc., Delaware) with a 51-100 employee headcount and remains pre-revenue, with first commercial eFuels output scheduled for 2027.

Name

Infinium

Legal name

Infinium Holdings, Inc.

Website

https://infiniumco.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

51–100 employees

Short description

Infinium is a clean fuel technology company that converts captured CO2 and renewable power into ultra-low carbon electrofuels including eSAF, eDiesel, and eNaphtha for aviation, marine, and heavy transport, while also offering immersion cooling solutions for AI data centers.

Ownership category

akta.pro rank

Product category

Synthetic Electrofuels / Sustainable Aviation Fuel

NAICS

Chemical Manufacturing (325)

SIC

Industrial Organic Chemicals (2860), Miscellaneous Chemical Products (2890)

akta.pro primary industry

Biofuel Plant EPC, O&M & Process Technology Providers (EUAAAHAK)

akta.pro secondary industry

Solvent/Sorbent/Catalyst Materials & Capture Equipment Manufacturing (Absorbers, Strippers, Heat Exchangers) (EUAAALAJ)

Keywords

• Synthetic electrofuels
• Sustainable aviation fuel
• Green hydrogen production
• Carbon capture conversion
• Immersion cooling fluids

Headquarters

HQ city

Sacramento

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Infrastructure, Supply Chain, Personnel, Marketing or Sales

Revenue model

1. Sustainable Aviation Fuel (eSAF) Sales: Production and sale of ultra-low carbon eSAF to airlines under long-term offtake agreements. Revenue is generated through volume-based sales of synthetic jet fuel produced from captured CO2 and renewable hydrogen. Fuels are sold domestically and exported to international markets including the UK for compliance with SAF mandates.
2. eDiesel and eNaphtha Sales: Production and sale of synthetic diesel and naphtha products for transportation and industrial applications. These drop-in replacement fuels are compatible with existing fuel infrastructure and serve hard-to-decarbonize sectors.
3. Infinium Edge Immersion Cooling Solutions: Dielectric fluid products and cooling technology solutions for AI data centers. Revenue generated from selling immersion cooling fluids and platform technology to data center operators.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels4 records

Core offering

Infinium produces ultra-low carbon synthetic electrofuels (eSAF, eDiesel, eNaphtha) by converting captured carbon dioxide and renewable electricity into green hydrogen and then into drop-in replacement fuels for aviation, heavy-duty transportation, and industrial applications. The company also sells Infinium Edge™ immersion cooling fluids and platform technology for high-density AI data center thermal management. Customers include major airlines via long-term offtake agreements, and the company constructs and operates its own commercial-scale production facilities.

Product overview

Infinium is a technology-driven company operating through two complementary platforms: Infinium Energy™ and Infinium Edge™. Infinium Energy™ is the core eFuels platform that converts captured carbon dioxide waste and renewable power (via green hydrogen) into ultra-low carbon electrofuels including eSAF (sustainable aviation fuel), eDiesel, and eNaphtha, delivered through projects including Project Roadrunner (world's largest eFuels facility in Texas), Project Pathfinder (first commercial plant), and Infinium GTL gas-to-liquids technology. Infinium Edge™ is the newer AI data center infrastructure platform launched in 2026 featuring immersion cooling technology and custom Infinium Edge Immersion Fluids™ for thermal management of high-density AI workloads. The React™, Synthesize™, and Reform™ components are technology building blocks within the energy solutions portfolio.

Differentiator

Problem solved

Functional benefit

Brands

• Infinium Energy™: Platform developing and deploying solutions that transform waste emissions into sustainable products (eFuels production)
• Infinium Edge™
• Infinium Edge Immersion Fluids™
• Project Roadrunner
• Project Pathfinder
• Project Atlas

Products and services

• Infinium Energy™ Platform Core eFuels platform that develops and deploys solutions transforming waste CO2 emissions and renewable power into ultra-low carbon electrofuels (eSAF, eDiesel, eNaphtha) for hard-to-decarbonize transportation and industrial sectors.
• Infinium Edge™ Platform AI data center infrastructure platform enabling high-density AI and high-performance computing workloads through immersion cooling technology, supported by custom Infinium Edge Immersion Fluids™ that eliminate heat directly at the computation source.
• Infinium eSAF Ultra-low carbon electrofuel sustainable aviation fuel produced from captured CO2 and renewable hydrogen, targeting approximately 95% carbon intensity reduction compared to fossil jet fuel, sold to airlines under long-term offtake agreements for SAF mandate compliance.
• Infinium eDiesel Ultra-low carbon electrofuel diesel substitute produced from captured CO2 and renewable hydrogen, used as a drop-in replacement for decarbonization of heavy-duty trucking and other transportation sectors.
• Infinium eNaphtha Ultra-low carbon electrofuel naphtha product for industrial and chemical applications, produced from captured CO2 and renewable hydrogen.
• Infinium Edge Immersion Fluids™ Custom-designed dielectric fluids for immersion cooling that eliminate heat directly at the computation source in AI data centers, enabling operators to deploy next-generation AI hardware at higher densities with increased reliability and reduced infrastructure complexity.
• Infinium GTL Scalable gas-to-liquids fuel solution using Fischer-Tropsch synthesis to convert gaseous feedstocks into liquid synthetic fuels as part of Infinium's eFuels technology portfolio.

Quantifiable outcome

• 95% carbon intensity reduction compared to fossil jet fuel
• +4 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Nine partnerships are on record, tiered core and minor.

• Electric HydrogencoreTechnology or Integration · 3 July 2026Electric Hydrogen shipped its first 100-megawatt HYPRPlant to Infinium's Project Roadrunner near Pecos, Texas — a factory-built, modular green hydrogen plant with stacks, power electronics, and water treatment, designed to produce 23,000 metric tons of synthetic e-fuels annually.
• Howard Energy PartnersminorStrategic or Co-development Partner · 23 May 2026Howard Energy Partners partnered with Infinium at Corpus Christi to capture CO2 for conversion into net-zero emissions electro-fuel, supporting regional energy infrastructure development.
• American AirlinescoreStrategic or Co-development Partner · 17 April 2026American Airlines signed a 10-year offtake deal for sustainable aviation fuel underpinned by Scope 3 emissions savings facilitated through a partnership with Citi Bank. This is Infinium's second major deal with American Airlines.
• eFuels SEAminorStrategic or Co-development Partner · 9 April 2026eFuels SEA launched as a development platform headquartered in Singapore using Infinium's ultra-low carbon eFuels technology to develop 3-5 commercial-scale production facilities across Southeast Asia including Singapore, Malaysia, Thailand, and Indonesia.
• International Airlines Group (IAG)coreStrategic or Co-development Partner · 16 March 2026IAG signed a 10-year offtake agreement for the majority of Project Roadrunner's e-SAF output. The deal is driven by EU and UK SAF mandate compliance, with IAG being a major European airline group.
• SMA MineralminorStrategic or Co-development Partner · 14 April 2025SMA Mineral discussed its CO2 byproduct partnership with Infinium for e-fuel production, leveraging SMA's industrial mineral processing capabilities to supply CO2 feedstock.
• Summit Carbon SolutionsminorStrategic or Co-development Partner · 5 February 2025Summit Carbon Solutions and Infinium partnered to advance eFuels production and energy independence in the Midwest, combining carbon capture capabilities with eFuels production technology.
• Greyrock TechnologyminorStrategic or Co-development Partner · 16 January 2025Infinium completed acquisition of Greyrock Technology as part of its Series C funding round, expanding its technology portfolio and market offerings in the eFuels space.
• BorealisminorStrategic or Co-development Partner · 20 August 2024Borealis partnered with Infinium to turn carbon emissions into plastics, combining Infinium's eFuels technology with Borealis's plastics manufacturing capabilities for circular economy applications.

Scale indicators8 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Synhelion: Swiss developer of solar-driven eFuels using concentrated solar thermal to drive fuel synthesis. Direct eSAF competitor pursuing commercial plant deployment in Germany and Spain.
• SkyNRG: Dutch SAF-focused developer and supplier with established airline partnerships (KLM, SAS) and its own feedstock program. Comparable eSAF-adjacent SAF market positioning and offtake model.
• Aemetis: US renewable fuels company producing SAF and renewable diesel from low-carbon feedstocks. Competes for the same airline offtake customers (Delta, American) and is bringing cellulosic SAF capacity online.
• HIF Global: Develops eFuels (e-methanol, eSAF, eGasoline) from green hydrogen and captured CO2. Direct PtL eFuels competitor with projects in Chile, Texas, and Uruguay, pursuing similar offtake-driven commercial model.
• Prometheus Fuels: US-based eFuels startup using direct air capture of CO2 combined with renewable electricity to produce gasoline, diesel, and jet fuel. Closest US peer by technology stack and product mix.
• World Energy: Long-standing SAF producer and blender operating one of the largest US SAF facilities (Paramount, CA). Direct competitor for SAF volume with major airline supply agreements.
• Engineered Fluids: Direct competitor to Infinium Edge, producing dielectric immersion cooling fluids for data centers and HPC applications. Comparable product and target customer base in the AI thermal management space.
• LanzaTech: Carbon capture and conversion company producing ethanol and sustainable aviation fuel from industrial off-gases via gas fermentation. Direct competitor in the CO2-to-fuels and SAF space with multiple commercial partnerships.

Broad incumbents

• Neste: World's largest producer of renewable diesel and sustainable aviation fuel from waste and residues. A direct competitor in the SAF market with established offtake relationships, but uses HEFA pathway rather than Power-to-Liquid eFuels.

Emerging players

• Twelve (formerly Opus 12): Carbon transformation company converting CO2 into chemicals and fuels via electrochemistry. Adjacent technology to Infinium's PtL approach and a potential partner/competitor in the CO2-to-products space.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/infiniumco
• LinkedInlinkedin.com/company/infiniumco

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries2 records

Funding overview

Funding rounds4 records

Investors19 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Infinium