Five Airports, Five Years: Delta Hands Shell the SAF Logistics ProblemDelta and Shell Aviation signed a five-year SAF supply agreement covering LAX, Portland, JFK, Boston and MSP through 2030, with at least 15 million gallons in 2026 and Shell taking on the distribution problem.
4 MIN READ
Image Source: Delta Air Lines
Insights
The Revenue-Certainty Race: Who Actually Pays for eSAF NowThe UK's guaranteed strike price, Dutch milestone grants, Germany's proposed up-to-€2 billion double-sided auction and reinforced ETS support are now competing instruments — and their design, not mandate stringency, decides where eSAF plants get built.
8 MIN READ
The 45ZCF-GREET Update: What the New Carbon-Intensity Math Actually Does to US SAF EconomicsOBBBA's $0.75 SAF rate cut, the ILUC strip-out worth roughly 53 cents per gallon at the SAF cap for crop pathways but nothing for waste-derived HEFA, and the model-version rule that reshuffles in-flight producer economics every time DOE updates the calculator
8 MIN READ
Redesigning for the EU Gate, Part 2: How 45Z, Brussels' Trade Defenses, and the Air Products Retreat Are Bifurcating the Transatlantic SAF Producer MapThe trans-atlantic SAF flow assumption is collapsing not because ReFuelEU is rigid, but because parallel chess moves in Washington and Brussels are making staying home the higher-margin trade for North American producers, while the EU rebuilds its own supply from inside.
9 MIN READ
The SAF Executive Brief
- Policy shifts and regulatory updates
- Technology breakthroughs and market moves
- One concise read, every other week
Alfanar's Teesside SAF Refinery Clears FEED — FID Still 18 Months Out, Production in 2032Worley has completed FEED on Alfanar's £2 billion Teesside SAF refinery — 180 million litres a year from biomass residues, and the first European Fischer-Tropsch SAF plant to reach execution-ready design. FID is still targeted for Q4 2027.
4 MIN READ
Image Source: SAF Path
Five More Governments Sign the Aviation Carbon Market Compact — IATA’s CORSIA Alliance Hits 50IATA's CORSIA supply alliance reached 50 members after Guyana, Madagascar, the UK, Zambia and Zimbabwe signed the Aviation Carbon Market Compact, with a target of 225–250 million eligible units by spring 2027.
4 MIN READ
Image Source: SAF Path
Excerpts: SAFs: A 30,000 Foot Perspective
Chapter 5, Summary:
The significant price difference between SAFs and conventional jet fuels poses a financial challenge for airlines aiming to reduce emissions. Higher SAF costs are due to elevated production expenses, limited supply, and the developmental stage of SAF technologies. Overcoming this requires increasing production for economies of scale, technological advancements, and regulatory measures to make SAFs financially competitive.
“A major hurdle in this transition is the significant price difference between SAFs and conventional jet fuels, which presents a dilemma for airlines striving to reduce carbon emissions without undermining their financial health.”
Vietnam Stages Its First Big SAF Conference as Hanoi Tests a Roadmap That Lags ASEAN PeersVietnam hosted an international SAF conference in Hanoi signalling a roadmap, but with no domestic mandate it lags Singapore, Malaysia, and Thailand on ASEAN SAF policy.
3 MIN READ
Image Source: Global Centre for Green Fuels via PR Newswire
IBA: Expanding EU ETS to All EEA Departures Would More Than Double Aviation Coverage and Hit KLM HardestIBA models the EU ETS expansion options and finds extending to all EEA departures would more than double aviation coverage, with KLM most exposed.
3 MIN READ
Image Source: IBA
UK Cracks Open the SAF Mandate: DfT Tests HEFA Cap and PtL Obligation Before They BindUK DfT opens a SAF Mandate Call for Evidence asking industry whether the HEFA cap and PtL obligation can hold once binding supply pressures arrive in 2027-2028.
3 MIN READ
Image Source: UK Department for Transport
SkyNRG-ICF Cut 2030 SAF Demand to 12.8 Mt as Capacity Outpaces Demand for First TimeSkyNRG and ICF cut 2030 global SAF demand to 12.8 Mt; nameplate capacity now outruns demand for the first time, and the eSAF sub-mandates price as fines.
3 MIN READ
Image Source: SkyNRG
Amazon's Climate Pledge Fund Backs GranBio's Georgia Cellulosic SAF DemoAmazon is investing in GranBio's Thomaston, Georgia cellulosic SAF demonstration plant, extending its Climate Pledge capital into the forest-waste pathway.
2 MIN READ
Image Source: Amazon
Syntholene Brings Its Geothermally-Integrated SOEC eSAF Demonstration Online at Husavik, Six Months EarlySyntholene completed its Husavik, Iceland eSAF demonstration plant on June 22, six months ahead of schedule. The plant pairs SOEC electrolysis with geothermal heat. Initial efficiency and technoeconomic results are targeted for Q4 2026.
3 MIN READ
Image Source: Syntholene Energy
PM JI-VAN Backs an ₹150 Crore SED 2G Ethanol Plant in UP With LanzaTech Gas-Fermentation on Ankur-Gasified SyngasSED received ₹150 crore in PM JI-VAN financial assistance for a 91 KLPD 2G ethanol biorefinery at Wave Sugar Dhanaura UP, pairing Ankur Scientific gasification with LanzaTech gas fermentation.
3 MIN READ
Image Source: SAF Path
GPS Renewables Closes ₹125 Crore Series C, With ₹510 Crore More Landing in the GPSR Arya Asset PlatformGPS Renewables closed a ₹125 crore Series C in HoldCo equity led by PixelSky Capital alongside ₹510 crore of platform-level capital into GPSR Arya. The SAF connection runs through the company's EPC contract on NTPC's 1,800 tpa Pudimadaka ATJ demonstration plant.
4 MIN READ
Image Source: SAF Path
Petrobras Takes FID on $1.2 Billion RPBC Biorefinery, Brazil's Second Large Bio-Jet Capital Gate in Two WeeksPetrobras' board approved $1.2 billion in FID capital for a dedicated bio-jet and renewable diesel plant at RPBC Cubatão. The 15,000 bpd facility is targeted for 2030 startup.
3 MIN READ
Image Source: Petrobras
Image Source: SAF PathEU Approves €290M Dutch SAF Aid, Excluding HEFADirect grants for advanced bio-SAF and e-SAF only. HEFA is excluded. 4 MIN READ
China Announced 16 of the World's 20 New SAF Projects. The Feedstock Bill Lands in 2028.State-owned Sinopec and CNPC drove nearly half of the 16 Chinese projects announced in the first half of 2026, against four everywhere else — and analysts expect the buildout to tip used cooking oil into global shortage by 2028.
The UK Won't Ring-Fence e-SAF — and the DfT's Own Numbers Show What That CostsAllocation Round 1 will back up to 230,000 tonnes a year of first-of-a-kind capacity, but contracts are not awarded until Q4 2028 and power-to-liquid must compete head-on with advanced biogenic routes it cannot currently underprice.
€15 Billion in Allowances: Brussels Puts Ten Times More ETS Money Behind SAFThe Commission's 17 July ETS revision extends aviation carbon pricing to departures within 5,000 km from 2029 — capturing Istanbul and Dubai, excluding the US and China — and reserves roughly €15 billion of allowances for SAF and alternative propulsion through 2040.
30 Million Gallons and a 10-Mile Pipeline: Pine Bend Gives MSP a Permanent SAF Blending NodeFlint Hills Resources' Rosemount facility can blend up to 30 million gallons of neat SAF a year and pipe it straight to Minneapolis-St. Paul, ending the trucking workaround that caps most US airport SAF supply.