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Delta Air Lines

also referred to as: delta

10 statements across 2 episodes · 6 bullish · 3 bearish · 2 people on the record · first statement Dec 15, 2022 by Varun Sivaram · said 39 times in 6 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (19), Amelia DeLuca (12), Varun Sivaram (6), Dr. Emily Grubert (1)

tap a year for its mentions
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2024 32 mentions in 4 episodes 8 per episode
2023 1 mention in 1 episode
2022 6 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Delta Air Lines, oldest first

Dec 15, 2022 positive
Assertion Supported
Delta Air Lines contracted half its 2030 clean aviation fuel commitment
“Delta, who's already signed an off-take agreement for half of their FMC-compliant clean fuels.”
Varun Sivaram Dec 15, 2022 ▶ 37:41 Advance market commitments to decarbonize heavy industry
Dec 15, 2022 positive
Assertion Supported
Major corporations commit to replacing five percent of jet fuel demand
“United, Delta, Apple, Salesforce, they've all said five percent of our jet fuel demand will be replaced with clean fuels that reduce emissions by 85% or more.”
Varun Sivaram Dec 15, 2022 ▶ 39:27 Advance market commitments to decarbonize heavy industry
May 16, 2024 bullish
Assertion Not checkable as stated
DeLuca: Models suggest power-to-liquid fuel costs could undercut conventional jet fuel
“There's a lot of models that suggest that power to liquid, the cost structure should be lower than conventional jet fuel and should sit and be very stable because you're truly using these unlimited resources.”
Amelia DeLuca May 16, 2024 ▶ 28:00 Understanding SAF buyers
May 16, 2024 positive
Disclosure
DeLuca: Delta Is Pushing for Centralized SAF Blending Hubs in Key Markets
“And so we are really pushing to see blending hubs in some key markets, such as Minnesota. So that we've got just one place where all staff producers are able to blend in their staff, and then all airlines will be able to access.”
Amelia DeLuca May 16, 2024 ▶ 23:52 Understanding SAF buyers
May 16, 2024 negative
Opinion
Delta: European SAF mandate is ahead of supply and unfriendly to consumers
“Sometimes a mandate, and in this case, this is our position, that, you know, it's just a couple years ahead of where the supply is, and so it's forcing it into the market at a price point that is not We don't think it's consumer friendly.”
Amelia DeLuca May 16, 2024 ▶ 22:40 Understanding SAF buyers
May 16, 2024 negative
Insight
DeLuca: Bilateral airline contracts failed to finance SAF projects
“You had an airline and a startup, and that wasn't working. They weren't getting financing. We can send all the demand signals we want, but still, you know, the way that, you know, essentially the Contracts were written that SAF supplier just wasn't getting the…”
Amelia DeLuca May 16, 2024 ▶ 8:48 Understanding SAF buyers
May 16, 2024 negative
Assertion Supported
DeLuca: HEFA feedstocks cannot scale to Delta's 4B gallon fuel demand
“So all those feedstocks I mentioned, I mean, there's a limitation. They can't be scaled to the four billion gallons of jet fuel that Delta uses, let alone what the industry uses.”
Amelia DeLuca May 16, 2024 ▶ 11:28 Understanding SAF buyers
May 16, 2024 bullish
Disclosure
Delta Plans for 15M+ Gallons of SAF in California Over Two Years
“We are actively planning for fifteen million gallons plus in California over the next two years, and the reason I'm starting with California is just mentioning that's where the incentives are to date.”
Amelia DeLuca May 16, 2024 ▶ 17:45 Understanding SAF buyers
May 16, 2024 neutral
Assertion Supported
Delta buys 4B gallons of fuel yearly, securing only 3.5M of SAF
“Delta as a company procures four billion gallons of jet fuel every year. Last year we used roughly three and a half million gallons of SAF, and that's not for wanting more. That's all we could get our hands on.”
Amelia DeLuca May 16, 2024 ▶ 4:55 Understanding SAF buyers
May 16, 2024 positive
Assertion Not checkable as stated
Buyers exist for Scope 3 emissions of every drop of Delta's SAF
“We've got a buyer for the scope three emissions for every single drop that we have, and there's way more demand for that than we can even get our hands on”
Amelia DeLuca May 16, 2024 ▶ 5:07 Understanding SAF buyers
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