SAF investment is scaling across offtake, tech, and policy. Google backed 35M gallons of Valero SAF for American Airlines at Chicago O’Hare. JetBio is planning a $2B, 254M gallon-per-year facility in Brazil, while Syzygy Plasmonics locked in offtake with World Fuel Services for its Latin America NovaSAF plants. On technology, Twelve began commercial eSAF production for Alaska Airlines, and Firefly partnered with Altaca to convert sewage sludge into bio-crude via CatLiq. Meanwhile, ARENA, Qantas, and Boeing funded seven low-carbon fuel projects in Australia, and IATA/ICAO agreed to strengthen SAF tracking standards.
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