SAF supply
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 16, 2024 by Amelia DeLuca · across every show →
Everything said about SAF supply, oldest first
May 16, 2024 negative
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.”