BioLNG: the fuel source hiding in plain sight.
The next major opportunity in heavy-duty transport may not depend on creating another new source of energy. It may come from using one we already produce every day: organic waste.
Transport will not decarbonize through one technology.
Battery-electric vehicles are a strong solution proving their value in urban distribution, regional transport, buses, and operations where routes are predictable, and vehicles can return to base for charging. Their role will continue to grow. But demanding long-haul is different.
Long distances, high utilization, full payloads, fast turnaround, and thin operating margins place different demands on both the vehicle and the energy infrastructure behind it. The IEA (International Energy Agency) reports that the average battery-electric truck range today is around 300 kilometers, below what many long-haul applications require.
That infrastructure is developing, but it has not yet reached the scale required everywhere.
European governments also identify insufficient grid capacity and connection delays as barriers to heavy-duty charging. More broadly, the European Commission estimates €584 billion of electricity-grid investment is needed between 2020 and 2030, not specifically for truck charging but illustrating the scale of the infrastructure challenge.
Meanwhile, a major energy source is hiding in plain sight.
Manure, food waste, wastewater and agricultural residues produce biogas as they decompose. Biogas contains methane, a greenhouse gas with more than 80 times the warming impact of CO₂ over 20 years. Capturing that biogas prevents methane release. Removing CO₂, water and contaminants produces biomethane; liquefying it creates BioLNG.
That creates two emissions opportunities from one pathway: prevent methane emissions at the source and replace fossil fuel in demanding transport.
And the resource is substantial. The IEA estimates sustainable biogases could supply more than 20% of current global natural-gas demand. In Europe, industry analysis estimates biomethane potential could reach 151 bcm by 2050, around one-third of current European gas demand. The EU itself targets 35 bcm of annual biomethane production by 2030, requiring an estimated €37 billion investment.
The Commission specifically identifies biomethane as a way to diversify energy supply and reduce dependence on imported fossil gas.
In 2026, the Commission went further, describing biomethane as a homegrown energy source that can strengthen security of supply while creating economic opportunities for farmers, industry, and local communities.
This is also about energy resilience. Biogas feedstocks are locally generated, can create rural income and employment, and biomethane can use existing gas infrastructure.
But renewable fuel only scales if fleets can use it without sacrificing performance. HPDI™ makes that connection: enabling LNG/BioLNG while retaining the power, efficiency, range and uptime demanding operations require.
The real transformation may be closer than we think
The future of transport will be diverse.
Battery-electric vehicles will continue to expand. Hydrogen may become increasingly relevant as production, infrastructure, and economics develop. Different markets and duty cycles will require different technologies.
But transformation should not be measured only by how much completely new infrastructure we can build.
It should also be measured by how intelligently we use resources already available.
The raw material is already here. The opportunity is to put it to work.
