The SAF Podcast

Join us this week on The SAF Podcast, as we dive deep into the logistics and distribution challenges of sustainable aviation fuel (SAF) with CR Sincock from Avfuel, one of the largest global aviation fuel suppliers. As a leading distributor of SAF in business aviation, Avfuel offers unique insights into scaling SAF delivery across the United States.In this episode, Sincock discusses Avfuel's strategic partnership with Neste, the world's largest SAF producer, and reveals their exciting new role as a launch customer for Valero Diamond Green in Florida. This expansion marks a significant step in addressing the East Coast's underserved SAF market. He discusses how this collaboration addresses logistical challenges in transporting SAF beyond coastal regions, opening pathways to major hubs and underserved markets. CR provides insights into the challenges of moving physical SAF molecules and the current locations where Avfuel offers SAF. He also touches on the unique case of Truckee Tahoe airport, which operates on 100% SAF, highlighting the importance of local environmental consciousness in driving SAF adoption. The conversation covers crucial topics, such as the company's advanced book-and-claim system, designed to streamline SAF adoption by enabling customers to claim carbon reductions without physical fuel movement. They also discuss Avfuel Zero, a comprehensive sustainability consultancy helping aviation clients navigate offsets, emissions assessments, and compliance without requiring an in-house sustainability team. We explore the vital role of corporate responsibility in driving the adoption of SAF, especially among business and general aviation stakeholders. Discover how larg operators serving corporate clients are leading the charge, motivated by public scrutiny and the need to demonstrate proactive environmental stewardship. For industry professionals interested in SAF distribution, supply chain optimization, and the complexities of SAF blending to meet ASTM specifications, this episode offers essential insights into the current state and future development of SAF infrastructure in North America and beyond.If you enjoyed this episode, check out our other discussion with Mac Irvine from Jet Zero Australia, as we dive into the SAF production landscape down under: https://www.buzzsprout.com/2202964/episodes/16017375 SAF Investor London - January 2025SAF Investor London will be back in London in January 2025 and will bring leading producers, investors, customers and policy makers together to discuss the major issues around scaling SAF production globally.We would love to see as many of you there as possible and you can find out more information, including book your tickets here: https://www.safinvestor.com/event/145508/saf-investor-london-2025/

 In this episode of The SAF Podcast, we dive deep into Australia's emerging sustainable aviation fuel landscape with Mac Irvine, CFO of Jet Zero Australia. With 15 years of banking and finance expertise, including his role at the Clean Energy Finance Corporation (CEFC), Irvine offers unique insights into Australia's SAF development landscape.  The discussion explores Jet Zero Australia's two flagship projects: Project Ulysses, an alcohol-to-jet facility in Townsville utilizing LanzaJet technology, and Project Mandala, a HEFA pathway development in partnership with Apeiron Bioenergy.Our conversation moves into the strategic alliances that fuel Jet Zero's mission, including a key partnership with Idemitsu and the pursuit of innovative financial avenues such as SAF certificates for carbon abatement. With $14 million in grant funding already secured, Mac explains how Jet Zero is engaging with entities like the CEFC and the National Reconstruction Fund to explore flexible capital options. Key industry insights include Australia's position as the eighth-largest global jet fuel consumer, with 90% of current fuel being imported. The episode provides valuable insights into the nascent SAF market in Australia, including the current lack of specific SAF policies and the challenges this presents for developers. However, Mac also outlines the positive momentum, such as the federal government's Future Made in Australia program and its potential impact on the industry.If you enjoyed this episode, check out our previous discussion with Sophie Byron, S&P Global Commodity Insights to find out about the complexity and importance of accurate SAF pricing data: https://www.buzzsprout.com/2202964/episodes/15975107SAF Investor London - January 2025SAF Investor London will be back in London in January 2025 and will bring leading producers, investors, customers and policy makers together to discuss the major issues around scaling SAF production globally. We would love to see as many of you there as possible and you can find out more information, including book your tickets here: https://www.safinvestor.com/event/145508/saf-investor-london-2025/

On this week’s episode of the SAF Podcast Sophie Byron, Global Head Biofuels Pricing, S&P Global Commodity Insights joins Oscar for a discussion around SAF pricing.Tracking SAF prices is not as simple as traditional jet fuel. In a nascent market with complex supply chain and production pathways, getting accurate pricing data is no easy feat. Sophie explains this complexity and the challenge addressing issues across fluctuating feedstock pricing, production costs and limited transactions on the spot market and how they work around these to assess accurate prices. Another critical issue is how to approach pricing SAF from different pathways and feedstocks, Sophie explains how they are looking to approach pricing from Alcohol-to-Jet and eventually Power-to-Liquid production, in the near term as well as the current HEFA pathway.Pricing is a critical issue to help grow SAF production as it is critical to help attract investment. Investors and lenders need certainty in revenue and, along with offtakes, certainty in SAF prices is critical to de-risk future projects. We also discuss the correlation of emissions reduction and Carbon Intensity scores and pricing as SAF’s value can be tied to the emissions reductions. We also look at how factors such as anti dumping duties, tax incentives in the US and the introduction of mandates in 2025 could effect pricing formulations. The discussion concludes with a reflection on transparency and how important access to data is to get the clearest pricing picture possible. Check out this episode if you are interested in how SAF pricing works, the challenges it presents and critically why pricing is such an important component in growing the SAF Industry.If you enjoyed this episode, check out our most recent discussion with Andrew Symes, OXCCU here: https://www.buzzsprout.com/2202964/episodes/15895179

In this episode of the SAF Podcast, Andrew Symes, Founder & CEO, OXCCU joins Oscar to dive into the cutting-edge world of e-fuels. A chemistry graduate turned venture capitalist who transitioned to leading a pioneering carbon capture utilization company, Symes discusses OXCCU's groundbreaking catalyst technology that simplifies the conversion of CO2 and hydrogen directly into hydrocarbons.The conversation explores OXCCU's recent milestone: their OX1 demonstration plant, which marks a crucial step in de-risking their innovative single-step conversion process. Symes details how their technology could significantly reduce the CAPEX and OPEX of e-fuel production, potentially solving the cost barrier that currently limits power-to-liquids scaling.Industry experts will appreciate the technical discussion on reactor specifications, catalyst performance at scale, and the strategic approach to future developments, including the planned OX2 facility. The episode also addresses critical sector challenges, including grid electricity demands, the importance of first-of-a-kind facilities in climate tech, and the role of university research in breakthrough innovations.Symes offers valuable insights on the business model evolution from technology development to licensing, and provides a nuanced perspective on UK and EU SAF mandates. The conversation concludes with a pragmatic discussion on offtake agreements and the critical timeline challenges facing the industry as it approaches the 2030 mandate deadlines.If you enjoyed this episode check out our previous episode with Berta Cabello and Carlos Suarez, Repsol to find out about why Spain is such an important market for SAF production: https://www.buzzsprout.com/2202964/episodes/15861484