2026 May SAF Tracker highlights – #85

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The global SAF market is moving at a breakneck pace, with three continents launching massive infrastructure and funding plays simultaneously. From Mexico kickstarting its first physical blending pilot this year and China establishing its first complete Greater Bay Area supply chain, to LanzaTech securing Belgium for Europe’s debut commercial Alcohol-to-Jet facility, the momentum is undeniable. With millions in deep-tech seed rounds and Romania consulting on a massive €500 million state aid scheme, tracking these fast-evolving supply dynamics is critical to staying ahead.

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