Join us in this week's episode of The SAF Podcast as we welcome back SkyNRG as Tom Berg unpacks their latest Market Outlook report.

Tom shares the reason why they produce these reports, the meticulous methodology behind their report, which filtered 350 renewable fuel facilities down to 210. We dive into the major themes that appear from the report: Global policy developments and how important it is they develop into regulatory frameworks and the implication on global production opportunities, the competition for feedstock for Used Cooking Oil (UCO) and Renewable Diesel producers and whether delays in expected ramp ups should be concerning.

With the report being in it's fourth year, we ask Tom what they are now able to analyse that they were not previously and what can be learnt about market developments by mapping their predictions from previous editions.

We also discuss the regional implications on policy certainty and how trade corridors can be seen to be opening, aligning with policy criteria and feedstock requirements. Tom also tells us what regions he thinks are ones to watch, which region he wants to hear more from.

We can't wait to have this conversation next year to discuss the findings and market development in 2025.

You should check out the full report here, well worth a read: https://skynrg.com/skynrg-releases-sustainable-aviation-fuel-market-outlook-2024/

If you enjoyed this check out our last episode with Dani Charles, Veriflux where we discuss US tax incentives and the requirements of accurate record keeping in biofuels and SAF: https://www.buzzsprout.com/2202964/15236511

Host and Producer: Oscar Henderson, SAF Investor

This week, we sit down with Dani Charles, Veriflux, who talks through his fascinating journey from government tech to co-founding a pioneering company in the renewable feedstock industry. Dani reveals how Veriflux, since its inception in 2020, has grown to support over 350 companies worldwide by revolutionizing the tracking of used cooking oil and other feedstocks. His insights underscore the critical importance of accurate record-keeping for regulatory compliance and market differentiation, especially in distinguishing renewable fuels like Hydrotreated Vegetable Oil (HVO) and Sustainable Aviation Fuel (SAF).

Ever wondered how US environmental policies and incentives come to life? Join us as we unpack the intricate legislative process including the Department of Energy, Environmental Protection Agency, Department of Transport, Treasury and Securities and Exchange Comission. Through detailed examples like the renewable fuel standard and the Inflation Reduction Act, we shed light on the complex and often collaborative efforts required to enforce these regulations. We also examine the challenges stakeholders face with incentives such as Renewable Identification Numbers (RINs) and Low Carbon Fuel Standard (LCFS) credits, emphasizing the complications that arise from varying guidelines.

As eco-fuel production gains momentum, what hurdles do new entrants face? We delve into the implications of the Inflation Reduction Act credits expiring in 2027 and how this impacts the renewable energy industry. We discuss the benefits that incumbents hold over newcomers and the role state-level tax credits play in promoting local production. We also explore the updates to the IRA to include Argonne National Laboratory's GREET model and the transition from 40B to 45Z at the end of the year and what this means in practice.

Additionally, we explore the transformative power of digitizing supply chains for sustainability, highlighting the necessity of robust data management to support ESG and net zero goals. Tune in to understand how comprehensive data collection not only substantiates environmental claims but also drives the future of renewable energy and sustainable aviation fuel.

If you enjoyed this episode, check out our recent episode with Vianney Vales, Wastefront here: https://www.buzzsprout.com/2202964/15196527

Host & Producer: Oscar Henderson, SAF Investor

What if getting your tyres replaced on your car not only protected you on the road, but also helped save the planet? Currently 50 million end of life tyres are generated annually in the UK and 80% of them are exported to the EU to be burnt. What if a sustainable solution could help dispose of them but also not need for them to be exported overseas.

This week Vianney Vales, Wastefront joins Oscar on The SAF Podcast as we uncover the revolutionary process of transforming end-of-life tires into sustainable aviation fuel (SAF). Vianney, with his extensive background in the oil and gas, biofuels and project management sectors shares his journey towards innovative biofuels and climate solutions, shedding light on Wastefront's groundbreaking approach. We explore the dual-step process of converting waste tires into pyrolysis oil and then into SAF, delving into the significant environmental benefits and the advancements at their first industrial facility in Sunderland, UK.

Embarking on the journey of developing large-scale industrial projects in the UK is no small feat and on that many companies are currently tackling. Vianney provides a comprehensive walkthrough of the essential stages, from securing permits to finalizing supply chains and preparing for construction. Highlighting the project in Sunderland, he discusses first why they chose Sunderland as their first site, the hurdles and triumphs of funding such innovative ventures in Europe compared to the US. The conversation underscores the importance of early-stage funding, revealing the strategic steps that helped Wastefront de-risk and validate their project, and the ongoing capital raise efforts to secure strategic partners for the next construction phase.

Investment in pyrolysis projects presents a compelling proposition, offering both immediate profitability and long-term growth potential. Vianney outlines the strategies for attracting investors, balancing risk and reward, and the importance of clear communication. We delve into the challenges of creating scalable and profitable pyrolysis projects, the interplay between government mandates and private sector risk tolerance, and the UK's positive trajectory with its SAF mandate.

Vianney also suggests locations they are looking at for their next facilities and we discuss why a well known city called Springfield could be an excellent candidate.

If you enjoyed this discussion about finding use from waste, check out our previous episode with James Hygate, Firefly Green Fuels, who is working on making SAF from sewage: https://www.buzzsprout.com/2202964/14092944

Host and Producer: Oscar Henderson, SAF Investor