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๐Ÿ“„(๐—”๐—ป๐—ป๐˜‚๐—ฎ๐—น ๐—ฆ๐˜‚๐—ฏ๐˜€๐—ฐ๐—ฟ๐—ถ๐—ฝ๐˜๐—ถ๐—ผ๐—ป) ๐—ฆ๐—”๐—™ ๐— ๐—ผ๐—ป๐˜๐—ต๐—น๐˜† ๐— ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ & ๐—ง๐—ฒ๐—ฐ๐—ต๐—ป๐—ผ-๐—˜๐—ฐ๐—ผ๐—ป๐—ผ๐—บ๐—ถ๐—ฐ ๐—ฅ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜: In this Annual Subscription our SAF experts provide commentary on pricing, markets, offtake agreements, costs of production, margins, etc. Our report differs from SAF reports from PRAs as it contains insights on actual production costs (CAPEX and OPEX), real-time market intelligence, actual pricing levels, detailed margin analytics, and insightful outlooks for SAF markets, developed from our direct relationships with operators, developers, lenders, airlines, FBOs, government agencies, and logistics companies involved SAF industry.

๐Ÿ“„๐—”๐—น๐—ฐ๐—ผ๐—ต๐—ผ๐—น-๐˜๐—ผ-๐—๐—ฒ๐˜ ๐——๐—ฒ๐—ฐ๐—ฎ๐—ฟ๐—ฏ๐—ผ๐—ป๐—ถ๐˜‡๐—ฎ๐˜๐—ถ๐—ผ๐—ป & ๐—–๐—ฟ๐—ฒ๐—ฑ๐—ถ๐˜ ๐—”๐—ป๐—ฎ๐—น๐˜†๐˜€๐—ถ๐˜€: A financial review of the options to decarbonize the high carbon intensity alcohol-to-jet pathway to sustainable aviation fuel. There is a sweet spot for decarbonization to maximize returns from the market and from incentives before diminishing returns from further investment in decarbonization start to occur. We have modeled these decarbonization options and provide detailed techno-economic insight in this report.

๐Ÿ“„๐—ฆ๐—”๐—™ ๐—ก๐—ผ๐—ฟ๐˜๐—ต ๐—”๐—บ๐—ฒ๐—ฟ๐—ถ๐—ฐ๐—ฎ๐—ป ๐—œ๐—ป๐—ฐ๐—ฒ๐—ป๐˜๐—ถ๐˜ƒ๐—ฒ๐˜€ ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„: The decarbonization of aviation and road transportation fuels is an important yet costly part of future sustainable energy production. North America has implemented numerous mandates and incentives to help drive decarbonization goals and provide financial support for the production of low-carbon fuels. Between federal incentives such as those implemented by the Inflation Reduction Act of 2022 and state regulations, it can be a daunting task to understand which incentives a fuel may generate or what regulations need to be adhered to. We keep a close eye on policies and regulations in North America and have summarized them in this report for any fuel producers in need of a guide.

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ESF NAM 2025