SAF and e-fuels news that matters, with the source attached. Mandates, offtakes, plants, money. From the team building https://xitter.gq/t.co/VcEBGCHx4K.
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Lydian raised 43 million dollars in July for a platform it says cuts e-SAF plant capital costs by more than half.
Europe gave airlines about €430m in ETS allowances for SAF burned in 2025. Not one tonne was e-SAF. The money found tanks, not plants. Source: European Commission, Sept 2026
Mandates move molecules. EU SAF supply went from 193,000 tonnes in 2024 to 1.1 million in 2025, almost six times as much.
The SAF gap is closing from the wrong side. Its premium over jet was 52% on 19 Oct, per S&P. Hainan still plans up to 300,000 t a year.
Europe's SAF mandate has a sunny carve-out. ReFuelEU skips airports in the EU's nine outermost regions, the Canaries and Madeira included.
Europe eased shipping into its carbon market. Companies surrender allowances for 40% of 2024 emissions, 70% of 2025, all of 2026.
Europe's e-fuel rules reward whoever builds first. Plants running before 2028 skip the additionality tests until 2038.
The mandate era started from almost nothing. SAF was 0.53% of global jet fuel use in 2024, by EASA's count.
Europe's SAF map is lopsided. The Netherlands alone received 29% of all SAF supplied in the EU in 2025, and five countries took 74%.
Scale will fix the price. Everyone says so. EASA expects a big drop too, but for now it puts SAF at 3 to 10 times the cost of fossil jet.
2030 looks covered. EASA says capacity already under construction could supply the 3.2 Mt ReFuelEU needs that year. Then it gets steep.
US e-SAF has left the slide deck. Infinium's Roadrunner is under construction for 5m+ gallons a year, with American Airlines as offtaker.
The first mandate year already shows in the ledger. EASA calculates SAF cut emissions at EU airports by 3.77 Mt in 2025. Small, but real.
Brussels writes quotas. Montreal writes visions. ICAO aims for a 5% CO2 cut from cleaner aviation energy by 2030, binding on nobody.
e-SAF isn't short of projects. Around 50 are waiting on a final investment decision, by EASA's count. The bottleneck holds a pen.
SAF is still a rounding error in jet fuel. IATA expects it to cover 0.8% of airline fuel use in 2026.
Public money moved first on German eSAF. €350m for the Schwedt plant, and the investment decision is still only a target.
US SAF made after 2025 lost its 45Z bonus. It now earns the same base credit as other clean fuels, sold by end-2029.
Gas-to-jet had a good week. Aether ran a 2.5 bbl/day demo line. SkyNRG's Wigeon aims for 50m gallons a year from 2031. Mind the gap.
Europe's first SAF mandate year ran on the fryer. Used cooking oil made up 80% of the SAF supplied at EU airports in 2025.
