Switched On

Green Jet Fuel Mandates Lift Demand for Scarce Supply

Apr 24, 2024

Experts Daisy Robinson and Rose Oates discuss the challenges and progress of sustainable aviation fuel industry, including supply scarcity and resource competition. They delve into regional policies driving cleaner jet fuels, feedstocks for SAF production, and the greenium SAF faces compared to traditional fuels.

30:08

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Episode guests

Daisy Robinson

Rose Oates

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Sustainable Aviation Fuel (SAF) offers a scalable technology to decarbonize aviation, but faces challenges with supply scarcity.

Regional policies such as blending mandates and technological diversification are driving the uptake of cleaner jet fuels.

Deep dives

Importance of Sustainable Aviation Fuel in Decarbonization

Sustainable Aviation Fuel (SAF) is pivotal for airlines' decarbonization strategies due to its immediate implementation compared to other long-term options like electrification or hydrogen aircraft. Major airlines worldwide have set targets to include SAF in their fuel mix by a certain percentage by 2030. SAF offers a near-term solution to combat aviation emissions, with demand projected to double by 2050.

Introduction

2min

Decarbonizing Airplanes with Sustainable Aviation Fuel (SAF)

13min

Exploring Pricing Differentials and Feedstock Challenges in Sustainable Aviation Fuels

5min

Exploring Market Concentration and Offtake Agreements in Sustainable Fuel Production

5min

Exploring Feedstocks and Emerging SAF Technologies in Aviation Industry

6min

Sustainable aviation fuel, or SAF, has the potential to help decarbonize aviation and is the most scalable technology for this hard-to-abate sector in the near term. With offtake agreements for SAF surging over the past two years, the nascent industry has been showing promise. However, hurdles remain due to scarcity of supply, resource competition from renewable diesel, and a lack of technological diversification.

On today’s show, Dana is joined by Daisy Robinson and Rose Oates, two members of BloombergNEF’s renewable fuels team. Together they discuss the regional policies that are driving the uptake of cleaner jet fuels, the different feedstocks used to produce SAF, and the greenium that SAF faces when compared with traditional fuels.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

2024 Sustainable Aviation Fuel Outlook: Getting Airborne - https://www.bnef.com/insights/33497/view

See omnystudio.com/listener for privacy information.

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Switched On

Green Jet Fuel Mandates Lift Demand for Scarce Supply

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Importance of Sustainable Aviation Fuel in Decarbonization

Challenges and Opportunities in Meeting SAF Demand

Policy Mandates Driving SAF Adoption

Feedstock Constraints and Innovations in SAF Production

Remember Everything You Learn from Podcasts