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.
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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 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: Full SAF scalability requires power-to-liquid synthetic fuels
“If you really look at full scalability for that four billion gallons of jet fuel, we have to look even further into the future into power to liquid or synthetic fuels, which really need that access to renewable energy. To essentially, you know, cut the water i…”
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”
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.”
DeLuca: Scaling Alcohol-to-Jet and PtL Will Lower SAF Green Premiums
“Hefa, Hefa has a hard time of bringing that green premium down dramatically because you're kind of constrained by the used cooking oil constraint. And so, you know, there isn't much more to walk down, but as you get into alcohol to jet and PTL, scalability wil…”
The 50% SAF blend limit won't constrain airports for a decade
“So the industry is certainly looking at that, but I think we're probably at least a decade away from having that be a real issue in any single location.”
DeLuca: SAF policy incentives require at least a 50% lifecycle emissions reduction
“So one, in terms of the way incentives are written, you have to hit a 50% threshold. So it's not just a little bit. It's got to hit that 50% threshold.”
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…”