The SAF market isn’t short of ambition. Is it short of molecules?
The European SAF mandates have created demand.
The question now is whether supply can keep pace.
In a market update packed with data, Giulia Squadrin (Argus Media) highlighted the growing role of Europe in shaping global SAF demand, the increasingly important relationship between SAF and HVO markets, and the continued challenge of bringing commercial-scale eSAF projects to market.
One observation stood out:
The SAF market may appear structurally long on paper in the short to medium term, but availability, timing and competing demand for feedstocks tell a more complicated story.
🎥 Highlights below.
Giulia Squadrin, Argus Media