sustainable aviation fuel
also referred to as: saf · sustainable aviation fuels
27 statements across 15 episodes · 12 bullish · 6 bearish · 13 people on the record · first statement Dec 2, 2021 by Dan Rutherford · across every show →
Everything said about sustainable aviation fuel, oldest first
Dec 2, 2021 bearish
Rutherford: Boeing passes the buck on aircraft decarbonization compared to Airbus
“There are real merits to those fuels, but if you're a manufacturer to say, you know, we're going to build, we're going to continue to build our planes as they are today, and someone else is going to produce the fuel to make them zero carbon, it's a little bit …”
Dec 2, 2021 bullish
Dec 2, 2021 neutral
Apr 28, 2022 positive
May 12, 2022 bullish
May 12, 2022 bearish
Kann: Sustainable aviation fuel will ultimately displace less than 50% of demand
“What portion of 100% can we get to with sustainable aviation fuel? I don't have the number for you exactly because it's contingent on a bunch of these other Sort of like upstream questions, I think, but I don't think it's 50%, ultimately.”
May 19, 2022 neutral
Kann: Airlines buy sustainable aviation fuel despite it remaining cost uncompetitive
“You look at the procurements that airlines are making for sustainable aviation fuel, none of which is cost competitive with traditional jet fuel today, but it's happening at fairly significant volume already just with bio-based sustainable aviation fuels”
Jun 9, 2022 negative
Friedmann: Europe's sustainable aviation fuel push risks deforestation and eco-colonialism
“So there's a risk that by Europe going forward fast on sustainable aviation fuels that may lead to eco-colonialism or may lead to deforestation and bad outcomes, even though they're chasing something virtuous.”
Jun 9, 2022 bullish
Aug 18, 2022 neutral
Mukhopadhyay: Net-zero aviation by 2050 requires electric, hydrogen, and SAF
“And then on the lower end, electrify everything. As much can be electrified, should be electrified. Wherever hydrogen can be used, should be used, and everything else will require SAF to decarbonize, and that's really the only way we get to net zero emissions …”
Dec 15, 2022 neutral
Oct 12, 2023 positive
Kann: Airlines pay a proven green premium for sustainable aviation fuel
“There's a proven green premium there. Like airlines are paying a premium for sustainable aviation fuel, not as obvious in some of these other hard debate sectors, like less clear and cement, for example, right? But in sustainable aviation fuel, it is happening…”
Oct 12, 2023 positive
Houser: IRA incentives and airline demand shift biofuel projects to SAF
“The incentives for SAF in the IRA, combined with the airline demand that you mentioned and the willingness to pay a green premium, Is prompting a lot of these projects to shift product mix and focus a little bit and start optimizing towards as much as they can…”
Jan 19, 2024 bearish
Cabiyo: Global biomass demand in 2050 exceeds sustainable supply by 11x
“There's a huge mismatch between the supply and demand there of biomass and biomass uses and that mismatch is, based on the best estimates that, that I've seen, that mismatch is something on the order of, like, 11 to 16 X. In other words, 11 to 16 X more uses i…”
May 2, 2024 bearish
May 16, 2024 neutral
DeLuca: SAF Has a 50% Maximum Blend Limit Today
“The first is the fact that there is a maximum blend limit of 50% today, and that's just because the chemistry of SAF is slightly different than conventional jet fuel, and if you've got it at a hundred percent, there are some things in the infrastructure themse…”
May 16, 2024 bullish
May 16, 2024 negative
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…”
May 16, 2024 bullish
May 16, 2024 neutral
May 16, 2024 positive
Jul 12, 2024 positive
Jul 12, 2024 neutral
Loo: Maritime shipping will not converge on a single replacement fuel
“I think, you know, the future of maritime, it's not going to be single fuel. So we're not going to, for example, move into one single fuel. I think, you know, as a contrast to aviation, where I think there's a convergence that we need sustainable aviation fuel…”
Aug 23, 2024 bullish
Johnson: Natural hydrogen and biogenic CO2 can reach aviation fuel parity
“You could even take, you know, natural hydrogen produced at optimized prices, combine that with biogenic CO two, and you could make kerosene for sustainable aviation fuel pretty darn close to cost parity to the kerosene that just comes out of oil refinery.”
Dec 19, 2024
Klauber: Uncertified SAF barge was priced at half of certified SAF
“There was a barge that sat off of the coast of California that was uncertified SAF. And every, all our customers said, hey, there's a great deal on SAF. We're not sure we should buy it because we don't know where it's coming from, and it happens to be about ha…”
Dec 19, 2024 neutral
Klauber: Maritime fuel scaling is harder than SAF due to multiple engine specs
“One of the differences between aviation and shipping is that with aviation fuels, you've got a drop in solution, right? So any staff that meets the spec can go into any aircraft, and that's not the case with shipping. They've got something called, they like to…”
Mar 13, 2025 positive
Chiang: Voltage tuning lets electrochemistry drive impossible thermal reactions for fuels
“Well, so SAFs, sustainable aviation fuels would be an example, and in particular, you know, CO₂ to fuels. That is a case where, you know, CO₂, you know, decomposing molecules is highly energetic, and that's where electrochemistry has that advantage that I refe…”