Frontieras North America Inc. Positions Domestic Coal as America’s Answer to Energy Supply Disruption

• The United States sits on a significant coal resource base.
• FASForm produces six commercial outputs from a single coal input: diesel, naphtha, jet fuel, ammonium sulfate fertilizer, sulfuric acid and FASCarbon(TM).
• Frontieras is moving this technology from development into construction.

The Strait of Hormuz closure that began in late February 2026 removed more than 11 million barrels of Middle Eastern crude per day from global markets and sent Brent crude from roughly $62 a barrel in December 2025 to more than $117 by April 2026. Diesel and jet fuel wholesale prices are forecast to rise more than 60% in 2026 compared to preconflict projections. The disruption has made one argument hard to ignore: Energy systems built around imported feedstocks and foreign supply chains are exposed to risks that domestic production does not carry. Frontieras North America is a company built on exactly that premise. Its patented FASForm(TM) technology converts domestic coal into diesel, naphtha, jet fuel, hydrogen, FASCarbon(TM), ammonium sulfate fertilizer and sulfuric acid using a feedstock that is abundant, domestically produced and priced independently of global oil markets.

The United States sits on a significant coal resource base. According to the U.S. Energy Information Administration (“EIA”), as of January 1, 2025, the country’s demonstrated reserve base contained approximately 468 billion short tons of coal, a resource larger than remaining U.S. natural gas and oil combined when measured by energy content. The country currently produces roughly 500 million short tons annually and has capacity well in excess of what combustion markets currently consume. That gap between what the ground holds and what existing applications use represents the core opportunity Frontieras is pursuing.

Coal has one property that makes it particularly useful as a feedstock for domestic fuel production: Its price does not move with crude oil. FASForm generates liquid transportation fuels from coal through a continuous thermal cracking and distillation process; no combustion, no water input, no CO2 is produced in the process itself. What is produced is 2.3 barrels of liquid fuels from each ton of coal processed, and because operating costs are independent of oil prices, margins grow as crude rises. In a market where diesel wholesale prices are surging past 60% above prior forecasts, a domestic fuel production system anchored to coal feedstock costs rather than Brent crude represents a structurally different risk profile.

FASForm produces six commercial outputs from a single coal input: diesel, naphtha, jet fuel, ammonium sulfate fertilizer, sulfuric acid, and FASCarbon, a low-sulfur industrial carbon product. None of these require foreign feedstocks or overseas processing. The fertilizer output is particularly timely. The same Strait of Hormuz disruption that spiked oil prices also cut off urea and fertilizer flows that pass through Middle Eastern shipping lanes, raising food-security concerns alongside energy-security worries. FASForm captures and repurposes the ammonia and sulfur compounds released during coal fractionation into ammonium sulfate fertilizer, a product with established domestic demand that, from a Frontieras facility, would be produced entirely within U.S. supply chains.

The process operates as a closed-loop system. Frontieras describes it as zero waste: The volatiles, moisture and contaminants extracted from coal during fractionation are captured and repurposed or sold to buyers or in the spot market rather than released. Sulfur is removed from the coal stream and converted into sulfuric acid. Mercury and arsenic are eliminated. And at the West Virginia facility, water extracted during fractionation will be filtered and returned to the Ohio River.

Frontieras is moving this technology from development into construction. In January 2026, West Virginia Governor Patrick Morrisey announced that Frontieras had closed on 183 acres in Mason County, where the company will build its first commercial-scale FASForm facility. The investment is estimated at $850 million. The company hosted a groundbreaking ceremony for the plant earlier this year and is moving forward with plans to build the facility.

“This groundbreaking marks a decisive step in the commercialization of FASForm and the return of serious industrial investment to America’s energy regions,” said Frontieras CEO and cofounder Matthew McKean. “We’re building a new class of energy infrastructure that extracts maximum value from domestic resources — profitably, at scale, and with a zero-waste design.” 

The West-Virginia project is expected to create more than 2,000 construction jobs and 200-plus permanent positions. Frontieras selected Mason County over competing sites in Texas and Wyoming, citing West Virginia’s infrastructure, logistics advantages and energy-friendly regulatory environment. 

Each FASForm facility is designed to process 7,500 tons of coal per day, or roughly 2.7 million tons annually. That represents approximately 0.5% of U.S. annual coal production per facility. The math suggests significant room for expansion without straining domestic supply. The company holds patents in nine countries across five continents, covering an estimated 85% of global coal markets. The technology’s combined addressable markets — spanning fuels, hydrogen, fertilizer and industrial chemicals — are estimated by the company at more than $2.1 trillion.

The broader energy policy environment is shifting in ways that favor this kind of domestic production model. The EIA’s June 2026 Short-Term Energy Outlook notes that disruptions to crude oil and refined product flows through the Strait of Hormuz have increased demand for U.S. supply. Deloitte’s 2026 oil and gas industry outlook identifies supply chain resilience as a defining priority, noting that ongoing disruptions are driving industries to favor domestic or nontariffed suppliers over lowest-cost foreign sourcing. Frontieras is producing fuels and materials from a feedstock that never leaves the country, a supply chain that geopolitical disruption cannot reach.

Coal’s value as an industrial feedstock has been largely bypassed in favor of its simpler use as a combustion fuel. Frontieras is built on the argument that this is a enormous missed opportunity. The company’s FASForm platform treats coal the way a refinery treats crude oil: as a complex hydrocarbon resource to be separated into its most valuable constituent parts. What comes out the other end is not emissions but products: fuel for trucks and aircraft, hydrogen for industrial processes, fertilizer for farms and carbon materials for manufacturing. These are markets the United States currently depends on foreign suppliers to fill. Frontieras is working to change that, from the ground up, using a resource the country already has in abundance. 

For more information about Frontieras, visit the company’s website at www.Frontieras.com.

NOTE TO INVESTORS: The latest news and updates relating to Frontieras are available in the company’s newsroom at https://ibn.fm/Frontieras

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