(Kitco News) Syntholene Energy (TSXV: ESAF) CEO Dan Sutton says the company’s TSXV debut marks a shift toward industrial-scale solutions capable of changing the economics of global aviation fuel. Syntholene is aiming to produce synthetic jet fuel up to 70% cheaper than competing pathways by pairing high-temperature electrolysis with geothermal heat, a model that reduces electricity demand and leverages low-cost thermal energy.
Sutton contrasted Syntholene’s approach with the limits of biofuels, noting that feedstocks such as corn oil, soybean oil, and waste food oil remain expensive and scarce, adding that even if all global supplies were combined, they would not replace one percent of fossil jet fuel demand. Synthetic fuels, by comparison, offer higher energy density, consistent molecular purity, and cleaner combustion. Sutton states these characteristics support both civilian and military turbine requirements, noting that “Synthetic fuel production is going to become a strategic energy asset.”
Syntholene plans to deploy its first geothermal to electrolysis demonstration toward the end of 2026, following prototype validation at Idaho National Lab. Sutton said commercial production before 2030 is possible with customer contracts and financing structures similar to large-scale mining and energy infrastructure. He emphasized that Syntholene’s long-term objective is “simply to sell the best quality fuel at the lowest possible unsubsidized price and be competitive with fossil fuels.”
Addressing execution risk, Sutton said Syntholene benefits from a team with experience delivering large industrial infrastructure. “We are in the business of building infrastructure at increasing scale,” he said, referencing backgrounds that include DuPont, Boeing, and Inventa Capital-backed companies. He stressed that disciplined construction and cost control are essential as the company transitions from laboratory work to commercial deployment.
Upcoming milestones for Syntholene Energy include the demonstration build, geothermal site work in Iceland, continued assembly efforts in Chicago, and expanding discussions with potential customers and strategic partners. “We build real things, and I think over the course of the next. Six, 12, and 18 months. Investors are gonna see the evidence of that materialized,” Sutton said.
Watch the full interview on the Kitco Mining YouTube channel to hear Dan Sutton discuss Syntholene’s TSXV launch, its cost advantage, and how synthetic jet fuel could reshape the economics of aviation and energy security.
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