Brookfield Asset Management has announced a strategic investment of up to $1.1 billion in Infinium, the world’s first commercial producer of ultra-low carbon eFuels. The funding will be used to scale Infinium’s eFuels platform, including eSAF, a next-generation sustainable aviation fuel that can reduce lifecycle greenhouse gas emissions by over 90% compared to conventional fuels.
Funding Breakdown and Project Roadrunner
The deal includes an immediate investment of $200 million in Infinium and its flagship Project Roadrunner, under development in West Texas. Additionally, Brookfield has committed up to $850 million for the deployment of other eFuels projects worldwide, pending pre-agreed performance metrics. Brookfield’s investment is through the first vintage of the Brookfield Global Transition Fund (BGTF I), marking the asset manager’s inaugural direct foray into sustainable aviation fuel (SAF).
In addition to its capital injection, Brookfield will lead Infinium’s Series C Preferred Stock offering, cementing its role as a pivotal partner in scaling the company’s global operations.
Infinium CEO’s Vision and Industry Impact
“Brookfield is a tremendous partner, and we are thrilled to secure this capital as we scale eSAF production to meet overwhelming aviation industry demand,” said Infinium CEO Robert Schuetzle. “Project Roadrunner will help bring additional volumes of eFuels to the market, while our airline partners continue to push for SAF and decarbonization options. This investment positions us to accelerate production and meet these growing needs.”
Project Roadrunner will produce eSAF, eNaphtha for plastics manufacturing, and eDiesel for long-haul trucking and maritime applications—sectors that are difficult to electrify. Infinium also continues to progress offtake contracts for the remainder of the project’s capacity.
Brookfield’s Long-Term Commitment to eFuels
Brookfield Managing Partner Jehangir Vevaina expressed enthusiasm about the partnership: “Infinium is a leader in ultra-low carbon intensity fuel alternatives, and our investment will help accelerate SAF production to meet corporate demand while delivering risk-adjusted returns for Brookfield. Infinium has a robust project pipeline that will play a key role in addressing the growing eFuels shortage, and we are excited to contribute through further investments.”
Key Strategic Deals: American Airlines and Breakthrough Energy Catalyst
Infinium’s Project Roadrunner recently secured a major offtake agreement with American Airlines, which will begin purchasing commercial volumes of Infinium eSAF in 2026 to decarbonize its fleet and meet sustainability targets. Additionally, Breakthrough Energy Catalyst has made a $75 million conditional commitment to Project Roadrunner, providing expertise and support in developing an investable project structure.
Infinium’s proprietary technology creates eFuels using water, waste CO2, and renewable energy, producing ultra-low carbon fuels like eSAF, eDiesel, and eNaphtha. These fuels serve as “drop-in” replacements for fossil-based fuels, requiring no changes to engines or infrastructure, and can be used in airplanes, ships, trucks, and manufacturing processes.
Decarbonizing the Global Supply Chain
Infinium remains focused on meeting the rising demand for sustainable fuels. “Our investors continue to demonstrate confidence in the massive potential of eFuels,” said Schuetzle. “The global supply chain is in urgent need of decarbonization, and solutions like eSAF are key to that transition.”
Brookfield’s substantial backing ensures that Infinium is well-positioned to meet industry needs and scale its operations globally, contributing to a more sustainable future in aviation, transportation, and manufacturing.
