2026 September SAF Tracker highlights – #93
Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.
Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.
SAF investment scaled across offtake, production, and technology. EVA Air signed an MoU with AIT Worldwide Logistics to provide SAF environmental attributes supporting Microsoft’s Scope 3 emissions reductions, while Shanghai Electric Group broke ground on the next phase of its green fuel complex in China. Sumitomo Heavy Industries began trial operations at a biomass gasification […]
SAF investment scaled across production, feedstock, and technology. Montana Renewables advanced the next phase of its MaxSAF expansion, and ADM expanded North American oilseed crushing capacity to support renewable fuel feedstock demand. Infinium delivered the first batch of eSAF produced from waste CO2 and renewable electricity for use on an American Airlines flight, while Lydian […]
SAF investment is scaling across offtake and production. Delta Air Lines signed a multi-year agreement with Shell Aviation for SAF across U.S. hubs, and Axens launched France’s first industrial-scale SAF plant using its Jetanol technology. H4 Marseille Fos advanced its planned eSAF project by securing low-carbon power supply, while Acelen Renewables locked in certified soybean […]
SAF investment is scaling across offtake and feedstock. Deutsche Bank agreed with Lufthansa Group to invest in SAF certificates to reduce business travel emissions, while Green Sky Capital partnered with Axens to develop a SAF production facility in Egypt targeting commercial operations by the end of 2027. VAROPreem acquired Sunpine, securing renewable feedstock for its […]
SAF investment continues across offtake, production, and policy. Kuehne+Nagel and Google Cloud agreed to procure SAF for air freight shipments, while British Airways extended its long-term supply agreement with EcoCeres. Petrobras advanced plans to expand SAF and renewable diesel production in Brazil, and Allied Biofuels moved forward with its integrated SAF and e-SAF project in […]
SAF investment is scaling across offtake and production. Google signed a SAFc agreement with American Airlines for Valero-supplied SAF at Chicago O’Hare, while Syzygy Plasmonics reserved capacity with World Fuel Services for its planned NovaSAF facilities in Latin America. JetBio advanced plans for an AtJ SAF facility in Brazil, and Twelve began commercial eSAF production […]
The global SAF market is accelerating as capital, technology, and policy move in sync. ENOC is advancing long-term offtake in the Middle East, NorSAF is scaling Latvian capacity with KBR’s PureSAF, and Brazil is surging with a $1 billion Petrobras-led project nearing FID alongside Acelen’s $1.5 billion refinery financing. Technology rollout is consolidating as Axens […]
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. […]
Recent developments highlight growing momentum in SAF and low-carbon fuels, with LATAM Cargo and Quick Cargo integrating SAF on Frankfurt–São Paulo routes, and Boeing and Norsk e-Fuel advancing eSAF production in Europe. Project activity continues with Eni’s biogenic feedstock facility in Sicily and HUI’s waste supply partnership in Saudi Arabia, while policy support strengthens as […]
Developments include SABA selecting Infinium’s Project Atlas for SAF certificate supply, new strategic partnerships such as XCF Global and BGN to scale production and distribution, and technology advancements like Gevo’s ethanol-to-olefins catalysts. Project activity is also expanding globally, with Phelan eFuels advancing an eSAF facility in South Africa and Velocys partnering to develop biomass-to-SAF projects […]
In March, ADI’s SAF Tracker highlighted continued progress in SAF contracting and project development. Amex and Shell Aviation extended their SAF environmental attributes agreement with Google through the Avelia registry, while SHEIN partnered with DHL Express to incorporate SAF into international express air freight. Project development advanced with INERATEC and TERTU forming a joint venture […]
U.S. utilities are entering the largest capital deployment cycle in their history, with total spending projected to reach roughly $1.4 trillion through 2030 and annual capex growing at double-digit rates. The single biggest driver behind this surge is the rapid growth in AI and data centers. Hyperscale facilities are significantly increasing load demand, often on […]
Jet fuel demand is taking off, a key finding from ADI’s recent long-term forecast. Other fuels face a turbulent market today as gasoline demand is weak and diesel shows modest growth. On the contrary, jet fuel is a bright spot in the energy sector. The aviation sector’s recovery is the primary driver behind this surge. Demand for jet […]