XCF Global Frames Renewable Fuels as US Energy Security Play Ahead of June Reno StartupNasdaq-listed XCF Global (SAFX) is positioning its 38M gal/yr New Rise Reno facility as a US energy-security asset and expects production to begin in June 2026.
3 MIN READ
Image Source: XCF Global
Insights
Redesigning for the EU Gate: How US SAF Plants Are Being Re-Engineered for ReFuelEUDG Fuels is redesigning roughly a quarter of its Louisiana FT plant output for ReFuelEU compliance, which the company markets as 'E-SAF.' HEFA producers are reshuffling feedstocks. ATJ producers are running out of room. The redesign pattern is starting to determine which US SAF actually clears for European compliance.
6 MIN READ
The SAF Executive Brief
- Policy shifts and regulatory updates
- Technology breakthroughs and market moves
- One concise read, every other week
DHL and IAG Cargo Lock In 240 Million Litres of SAF at Heathrow Through 2030DHL Express and IAG Cargo have signed a five-year SAF deal through 2030 covering 240 million litres at Heathrow, cutting 640,000 tonnes of CO2e. A parallel DHL Global Forwarding framework could push the group total above 1 million tonnes.
3 MIN READ
Image Source: DHL Group
$6.08B Uzbekistan Biorefinery to Produce 417,000 Tonnes of SAF and e-SAF a YearAllied Biofuels secures a $6.08B deal and Presidential Decree for Central Asia's first integrated SAF and e-SAF biorefinery in Uzbekistan, producing 417,400 tonnes per year.
2 MIN READ
Image Source: GlobeNewswire
Excerpts: SAFs: A 30,000 Foot Perspective
Chapter 6, Section 6.1, Summary:
SAFs consistently cost 2-4 times more than conventional jet fuel, significantly impacting airlines’ operating costs. Factors like land use, feedstock availability, and lifecycle emissions influence SAF costs. As new production methods diversify feedstocks and scale up, costs may decrease, narrowing the price gap.
“The SAF industry is still developing, with the current leading technology, HEFA, dependent on a supply of used oils that are both in high demand and costly, leading to limited SAF availability and higher prices.”
Newsom Proposes SAF Tax Credit Worth Up to $300M a Year. California's Own Analysts Say Reject It.Newsom's proposed SAF tax credit would cost $165M-$300M annually by diverting road repair funds, with California's own analysts recommending rejection citing a $170/tonne implied carbon cost.
2 MIN READ
Image Source: CalMatters
Sora Fuel Closes $14.6M Round on Air-to-Jet eSAF Claiming Carbon Under $50 Per TonSora Fuel closed a $14.6M round on air-to-jet eSAF technology claiming carbon capture at under $50 per tonne, one-tenth conventional DAC costs, with a target SAF price below $5 per gallon.
2 MIN READ
Image Source: Sora Fuel
Singapore Starts Collecting the World's First Mandatory SAF Passenger LevySingapore activated the world's first mandatory SAF passenger levy on April 1, with economy passengers paying S$1 to S$10.40 per seat depending on destination.
2 MIN READ
Image Source: SAF Path
Hormuz Blockade Sends Jet Fuel to $205 a Barrel and Cancels Thousands of FlightsIran's Hormuz blockade has sent jet fuel to $205 a barrel, triggered rationing at seven Italian airports, forced United Airlines to cut 5% of routes, and handed the SAF energy security argument its most compelling real-world test yet.
3 MIN READ
Image Source: FTN News
Seven Latin American Nations Sign SAF Corridor Pact at FIDAE SantiagoSeven Latin American nations signed SAF cooperation pacts at FIDAE Santiago, targeting a regional low-emission air corridor aligned with ICAO guidelines. No binding targets or investment figures were announced.
2 MIN READ
Image Source: Aviacion al Dia
Infinium Wins SABA Next-Gen eSAF Procurement: Project Atlas Targets 100,000 Tonnes With American Airlines DeliveryInfinium Energy's Project Atlas beat more than a dozen competing eSAF projects to win SABA's next-generation procurement, with American Airlines set to take physical delivery and corporate buyers receiving SAF certificates.
3 MIN READ
Image Source: SAF Path
Philippines CAAP Launches SAF Adoption Drive on Back of March Policy WorkshopThe Philippines' Civil Aviation Authority held its first SAF Policy Development Workshop in March 2026, spotlighting rice and coconut waste as local feedstocks and targeting a 65-80% emissions reduction from SAF adoption.
2 MIN READ
Image Source: SAF Path
Egypt's $570M SAF Plant in Alexandria Advances Toward 2029 StartupEgypt's ESAF has entered the advanced development stage for a $570 million, 120,000-tonne-per-year SAF facility in Alexandria, with contracts being finalized and a 2029 startup target. If completed, it would be Africa's largest SAF project.
3 MIN READ
Image Source: Zawya
XCF Global and Axens Sign 3-Year Deal to Scale Modular HEFA RefineriesXCF Global and Axens North America have signed a 3-year commercial collaboration to deploy XCFs modular refinery design with the Vegan HEFA process, offering project developers a standardized blueprint for new SAF capacity.
2 MIN READ
Image Source: SAF Path
Image Source: SAF PathGevo Withdraws From DOE Loan, ATJ FID by End 2026We continue to deliver solid quarterly results while strengthening and expanding our low-carbon ethanol and carbon business. — Paul Bloom, CEO, Gevo 3 MIN READ
U.S. House Passes Farm Bill Adding SAF to Federal Biofuels Policy for the First TimeH.R. 7567 broadens the federal biofuels definition to include sustainable aviation fuel from renewable agricultural feedstocks and tasks USDA with growing the SAF supply chain through farmers, ranchers, and foresters.
Syntholene Energy Signs Husavik Site Lease to Test Geothermal eSAF at a Historic Iceland Power StationThe Canadian startup has secured a site lease and construction permit at the Husavik Power Station to run 1,000 hours of effects testing on a thermally-integrated SOEC electrolyzer it claims can produce synthetic jet fuel at 70% lower cost than competing technologies.