Costs and market tensions around SAF

The global push for carbon reduction is reshaping supply chains in unexpected ways. As aviation looks for viable paths to decarbonize, attention has turned to materials that already exist in everyday life. Waste, once treated as an endpoint, is increasingly viewed as a starting point. Used cooking oil is being elevated into a prized raw material in China as sustainable aviation fuel. Are environmental goals, industrial capacity, and global demand happily colliding here? / AI hits the streets: from sidewalks to startups (13:42). On the show: Niu Honglin, Laiming & Yushun