Sustainable Air Fuel - A Primer

Jan 25, 2024

In this podcast, Kyle Mowery discusses sustainable air fuel (SAF) and its potential to decarbonize air travel. The chapter explores the significance of hefa as a feedstock for renewable diesel and compares different approaches to SAF production. They also discuss the challenges and risks of SAF production, and the relevance of REANs to different industries. They touch on shorting meme stocks, the significance of regional businesses, Portillos and Potbelly, and more.

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Introduction

00:00 • 3min

The Importance of Sustainable Aviation Fuel

03:21 • 9min

The Significance of Hefa as a Feedstock for Renewable Fuel

12:38 • 23sec

Exploring Sustainable Air Fuel and Its Environmental Benefits

13:01 • 0sec

Understanding the Food Industry

13:01 • 9min

Challenges and Risks of Sustainable Air Fuel Production

21:43 • 17min

REANs and their Impact on Industries

38:16 • 26min

Shorting Meme and Reddit, Profitable Shorts, Consumer Market Optimism

01:04:30 • 1min

Portillos and Potbelly: Regional Businesses Known for Distinct Food Items

01:05:58 • 15min

Kyle Mowery, Founder and Portfolio Manager at Grizzly Rock Captial, LLC, stops by the Business Brew to teach the audience about sustainable air fuel. Bill deviates the conversation *a bit* to renewable diesel at times, but SAF is the primary topic.

SAF is a potentially interesting investment topic because it is the only known way to decarbonize air travel. Importantly, there appears to be a shortage in the near term.

Companies discussed include Darling (DAR), Calumet (CLMT), LanzaJet (LNZA) and more. Here is a link to one of Darling's early investor presentations about Diamond Green Diesel: https://www.sec.gov/Archives/edgar/data/916540/000119312511081529/dex991.htm

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