The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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.”
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.”
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.”
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…”
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.”
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”
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.”