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Understanding SAF buyers

Understanding SAF buyers

FromCatalyst with Shayle Kann


Understanding SAF buyers

FromCatalyst with Shayle Kann

ratings:
Length:
29 minutes
Released:
May 16, 2024
Format:
Podcast episode

Description

Airlines are lining up to buy as much sustainable aviation fuel (SAF) as they can, despite it costing two to three times more than conventional jet fuel, according to BloombergNEF. United Airlines has secured 2.9 billion gallons of SAF over, and others like Delta, Air France-KLM, and Southwest have secured around 1 billion gallons each. And yet to meaningfully decarbonize aviation, the SAF market needs to grow thousands of times larger than it is today. BloombergNEF estimates that global production capacity will grow 10-fold by 2030, but by then supply will still only meet 5% of jet fuel demand.
So how are airlines thinking about scaling up their procurement of SAF?
In this episode, Shayle talks to Amelia DeLuca, chief sustainability officer at Delta. They cover topics like:

Who pays the green premium

Infrastructure considerations, like SAF hubs and blending

Technical pathways, like hydroprocessing, alcohol-to-jet, and power-to-liquids

The role of incentives and regulation, like ReFuelEU

Why airlines should procure SAF instead of buying carbon removal


Recommended Resources:
BloombergNEF: United Airlines Is Betting Big on a Pricey Green Aviation Fuel
The Verge: Delta Air Lines lays out its plan to leave fossil fuels behind 
Canary Media: Can corn ethanol really help decarbonize US air travel?
Canary Media: How hydrogen ​‘e-fuels’ can power big ships and planes
Catalyst: CO2 utilization

Catalyst is supported by Origami Solar. Join Latitude Media’s Stephen Lacey and Origami’s CEO Gregg Patterson for a live Frontier Forum on May 30th at 1 pm Eastern to discuss Origami’s new research on how recycled steel can help reinvigorate the U.S. solar industry. Register for free on Latitude’s events page.
Released:
May 16, 2024
Format:
Podcast episode

Titles in the series (100)

Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of "climate tech" with prominent experts, investors, researchers, and executives. The show is a co-production of Post Script Media and Canary Media.