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The SAF Podcast

SAF Investor
The SAF Podcast
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109 afleveringen

  • The SAF Podcast

    Dario Formenti | ISCC | "It is not just a stamp" Busting SAF certification myths

    30-09-2026 | 42 Min.
    Certification has a reputation for being complicated. Dario Formenti, senior systems manager - sustainable fuels,  International Sustainability and Carbon Certification (ISCC) thinks that's overdone, and explains why.
    On this week's episode of The SAF Podcast, Oscar and Dario cover why certification is far more than a stamp on paper. It underpins market access, compliance claims and the credibility SAF needs to scale. They also discuss:
    How ISCC handles e-SAF and RFNBOs, including its pre-certification framework for early movers
    Where ISCC PLUS, the credit transfer system and combined audits fit in
    The push for EU RED and CORSIA dual conformance
    Book and claim, and how to guard against double counting
    How to prepare for an audit
    Where certification is heading over the next three to five years
    Dario is a chemist who has worked in ISCC's aviation and maritime team since 2022. If you produce, trade or buy SAF, this one is for you.
    Certification is the bedrock on which a trustworthy SAF industry is built. Understanding the key factors behind strong traceability is vital and check this episode out to get up to speed. 
    If you enjoyed this, check out our free newsletter which you can sign up receive here: https://www.safinvestor.com/newsletter/
  • The SAF Podcast

    Manshu Agarwal, HutanBio: Algae's one in a trillion chance for success

    23-09-2026 | 50 Min.
    This week Oscar is joined by Manshu Agarwal, CEO, HutanBio a UK based company aiming to commercialise the use of Algae as a feedstock for sustainable aviation fuel production. 
    Manshu has watched the algae story play out once already. A chemical engineer by training, he cut his teeth at Sapphire Energy and then Synthetic Genomics — two ventures that between them raised hundreds of millions of dollars chasing algae biofuels, only to run into the same wall: the biology simply wasn't good enough to get costs down. Now at HutanBio, he's back for round two, armed with what he believes is the missing piece.
    That piece is Spherica — an entirely new class of algae, discovered after HutanBio's founder spent a decade bioprospecting the oceans, screening a trillion organisms to find roughly 400 candidates and one genuine outlier. Spherica has a thick cell wall and packs around 300 thylakoid layers versus the 6-10 found in typical strains — translating into three times the oil productivity.
    Agrawal walks through why that matters commercially: HutanBio is targeting under $1/litre at small scale and around 40 cents/litre (roughly $62/barrel) at full scale, using vertical, low-footprint photobioreactor systems developed first in Malaysia and now being scaled toward coastal deserts, starting with an MOU in Oman. 
    He's candid about algae's credibility problem after two decades of hype and underdelivery — but argues the underlying case, heavy transport still has no cost-competitive liquid fuel alternative, hasn't gone away, and that Spherica is the platform that finally gives algae a real shot at cost parity.
    Check out the full discussion on your usual podcasting platforms.
  • The SAF Podcast

    Ryan Jackson, Cielo Waste Solution: Show me the carbon credits

    16-09-2026 | 46 Min.
    On this week's episode of The SAF Podcast, Ryan Jackson, CEO, Cielo Waste Solutions joins Oscar to discuss the company's project platform to constructing SAF projects. 
    Jackson unpacks Cielo's flagship Nahoonai project, developed in partnership with the Lheidi T’enneh First Nation through Tano T’enneh Enterprises — a co-ownership structure he argues de-risks permitting and helps unlock financing through Crown corporations like the Canada Infrastructure Bank. 
    Alongside the favorable terms this partnership opens up Jackson discusses the project's revenue model and why Canada is in his mind the best place to develop a project, thanks to the stackable federal and state level credits available. This means Cielo can plan to sell their SAF at parity with Jet A1 and then generate the majority of its revenue through these credits. 
    We finish the episode by evaluating the realistic decarbonisation targets for aviation to achieve as well as the big challenges that the SAF industry is trying to solve.
  • The SAF Podcast

    Hydrocarbon Engineering: The accident that revolutionised (SAF) brewing

    05-08-2026 | 47 Min.
    This week Khaled, Ramon and Miguel of Hydrocarbon Engineering join Oscar on The SAF Podcast to tell the story behind their accidental discovery: a reactor built to  produce bio-oil that, instead, yielded a diesel-like hydrocarbon in a single step. 
    Years of reverse engineering later, the Valencia-based team has turned that anomaly into a feedstock-agnostic, single-stage hydrothermal process for producing SAF, renewable diesel and other hydrocarbons — one that removes the need for a separate hydrogen source entirely. 
    They discuss the ambiguity of self-assessed TRLs, early interest from British Airways/Iberia, a build-and-license commercialisation strategy, and their target of bringing SAF production costs down to around $1,500 per tonne, against today's $6,000–$9,000 range, as they push from TRL 6 towards a first commercial plant at a biomethane site.
  • The SAF Podcast

    Iris Warnaar, SkyNRG and Mark Kelly, ICF: SAF Market Outlook 2026

    29-07-2026 | 58 Min.
    For the third year running, Oscar sits down to unpack the 2026 SAF Market Outlook report once again with Mark Kelly (ICF) and this year with Iris Warnaar (SkyNRG).
    The headline numbers: SAF demand is forecast to reach 12.8 million tonnes by 2030 (3.6% of jet fuel) and climb past 190 million tonnes by 2050, though US policy headwinds have pulled the near-term forecast down from last year's projections. On supply, 2030 capacity now stands at 18.5 million tonnes, creating a brief surplus before the market tightens again — and Asia has overtaken every other region to lead the global pipeline, largely to feed European demand.
    The conversation digs into the HEFA feedstock constraint that still hasn't gone away, genuine, if modest, progress on eSAF and alcohol-to-jet and China's evolving role as both supplier and its own energy security case study. 
    The episode closes with the third section of the report, a proper stress-test of the energy security argument that's dominated SAF conversations all year: real driver of investment, or narrative running ahead of the economics? Iris brings the optimism, Mark brings the risk register, and between them the picture that emerges is "positive but uneven" — with plenty left to sort out before the 2027 report rolls around.
    If you have not already read the full report you can find it here: https://skynrg.com/2026-saf-market-outlook/
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Over The SAF Podcast
Welcome to The SAF Podcast, the only podcast on the internet that exclusively covers sustainable aviation fuel (SAF). So if you want to find out the real issues and challenges are for commercialising and scaling SAF production, look no further.Every week we will be hearing from senior industry leaders who are actively shaping the future of SAF and aviation. Hosted by Oscar Henderson and brought to you by the team at SAF Investor. Connect with us at www.safinvestor.com
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