The SAF Podcast

SAF Investor
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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

  1. 1D AGO

    Green Finance Institute - The personal trainers for SAF project finance

    In this episode, we dive deep into the financing challenges and solutions driving the sustainable aviation fuel (SAF) industry forward with Mahesh Roy, Programme Director, SAF at the Green Finance Institute.  Mahesh shares his unique journey from accidental banking career in Australia to leading green finance initiatives across the UK and EU. He explains what makes SAF fundamentally different from renewable energy industries and why the financing requirements are so complex. Key Topics Covered: ✈️ Sustainable Aviation Fuel Project Finance: Understanding venture-scale risk with infrastructure-sized capital requirements, the role of EPC wraps, warranties, and technology licensing challenges 💰 Revenue Certainty Mechanisms (RCM): Why the UK's guaranteed strike price model and EU's double-sided auctions are critical to bankability and market creation 🚀 SAF Accelerators: How project accelerators de-risk first-of-a-kind projects by quantifying residual risks across EPC, feedstock, and offtake categories 🏭 Project Delivery Risk: The need for innovative risk transfer mechanisms including public finance solutions, insurance products, and export credit agency involvement ⚡ Hydrogen and E-SAF Scalability: The importance of joined-up thinking on green electrons, hydrogen production, and feedstock availability 🌍 Policy & Capital Deployment: Why government commitment to mandates and revenue certainty mechanisms is driving institutional investment in SAF projects Learn why the first wave of projects getting to final investment decision (FID) will be critical to unlocking billions in commercial and institutional capital, and discover which emerging SAF production pathways could transform aviation decarbonization. If you enjoy the podcast you can also check out our weekly newsletter with in depth interviews with some more of the major players in scaling SAF. Similar to the podcast, but in written form! Sign up to receive it here: https://info.corporatejetinvestor.com/saf-investor-newsletter-sign-up

    52 min

  2. FEB 25

    DG Fuels - Strategy at the heart of everything

    In this episode of The SAF Podcast, host Oscar sits down with Chris Chaput — a former Northwest Airlines executive, Morgan Stanley investment banker, and airline restructuring specialist — to unpack how DG Fuels is not just developing a SAF project, but a SAF platform. We cover: DG Fuels' gasification-to-Fischer-Tropsch technology and their patented 97–98% carbon conversion efficiencyHow strategically building your partners (Johnson Matthey, Honeywell, NextChem) and EPC (Samsung & Black & Veatch) underwrites bankability and execution.Why their Louisiana facility on the Mississippi River is strategically positioned for both US and European marketsLong-term offtake agreements already signed with Delta, Air France, and KLM — and why demand outpaces what one facility can produceHow ~25% of their output may qualify as eSAF under EU RefuelEU regulations, unlocking premium pricingThe IRA tax credit landscape (45V, 45Q, 45Y), RINs, LCFS, and how DG Fuels' revenue stack holds up under policy uncertaintyA $750M equity raise, FID targets for 2025, and what it means to build a SAF platform — not just a projectWhy resilience has been their biggest challenge, and their greatest achievementThis is a fascinating discussion and highlights how both strategy and strong identity makes a strong prospect in SAF.

    52 min

  3. FEB 18

    FGE NexantECA - The building blocks for SAF project development

    This week's episode of The SAF Podcast sees Clive Gibson and Connie Lo from FGE NexantECA join Oscar. This episode is a must listen if you want a blueprint of how to develop a SAF project, what separates investable SAF projects from optimistic slide decks. Hot off the back of FGE NexantECA's feasibility study with Fathopes Energy completing. Clive breaks down feasibility as a set of parallel workstreams—commercial, technical, ESG, and funding—designed to converge on a real FID, not just a “bankable” buzzword. Connie also highlights technologies that she is excited about and why strategically locating projects that align technology and feedstock is so vital.  We also discuss the benefits of vertically integrating facilities, the requirements of ecosystem alignment are important to acceleration, and the need to address fragmented registries for transparent emissions reporting.  We end by finding out where the exciting regions are for Clive and Connie (spoiler alert - there are a lot of them!) and what makes them so exciting.  If you enjoyed this you can hear more from FGE NexantECA as Clive will be speaking at SAF Investor London, running on the 24th-25th February. He will be joining our panel looking at balancing regional and global development.  We will also be joined by Clive's Colleague Mais Haddadin who will be moderating a panel on Governments crowding in capital with speakers from Austrade, Green Finance Institute, UK Export Finance and UK National Wealth Fund.  Both should be fantastic discussions so, if you enjoyed the podcast join us in London. To find out more click here: https://www.safinvestor.com/event/148588/saf-investor-london-2026-2/

    50 min

  4. FEB 4

    Dana Shoukroun, Invest Through Flying - Wearing lab coats and enabling nuclear

    This week Dana Shoukroun, Invest Through Flying is our guest on The SAF Podcast.  The conversation is a wide ranging one covering the cost of compliance, why purchasing SAF now will pay dividends in the future and how growing SAF has to go beyond what is dictated by EU Mandates. We also find out which scientists need lab coats. We move onto the potential of nuclear as an energy source for synthetic SAF production. Dana explains the exciting potential and we discuss the obvious challenges it faces in terms of regulation and public opinion.  We finish this episode with some Any Other Business looking at what in the industry current is getting Dana's goat and what she is excited about.  Hope you enjoy and if you want to hear more from Dana you can at SAF Investor London on the 24th-25th February, find out more here: https://www.safinvestor.com/event/148588/saf-investor-london-2026-2/

    51 min

  5. JAN 21

    Future Energy Global - SAF's new year's resolutions for 2026

    This week Natasha Mann, Future Energy Global (FEG) comes back on the Podcast to discuss her busy last few years, we wrap up SAF in 2025 and look forward to what to expect from 2026.  We begin by looking at all the deals FEG have signed over the last two since since its founding in 2024. Offtakes with corporates and airlines, the importance of voluntary scope 3 customers to industry scale, how aggregating demand is a crucial component of scaling SAF production and availability globally, and how this can only grow if the supply chain for the scope 1 emissions is also in place.  Natasha gives her rating out of 10 for the SAF industry in 2025, shares some of her highlights from the year and the headwinds that the industry had to work against, especially in the US. We also attempt to pin her down on her favourite region in 2025. Have to listen to find out what she chose.  We end the episode with a look at 2026, what we can expect from FEG in 2026 and her expectations for global industry development in the year ahead. Natasha also gives us her New Year's resolutions for 2026.   You can catch more of Future Energy Global at SAF Investor London on the 24th-25th February, so if you are a producer, airline, corporate customer is a great place to connect with their team. Find out more here: https://www.safinvestor.com/event/148588/saf-investor-london-2026-2/

    1 hr

  6. JAN 14

    Fedex - Shipping your cargo on SAF

    In this episode of The SAF Podcast, Oscar is joined by Mike Fulton, Project Aircraft Engineer at FedEx and widely known as “The SAF Guy,” for a deep-dive conversation on how one of the world’s largest cargo airlines is approaching sustainable aviation fuel at scale. With more than 700 aircraft, making it the world's largest dedicated cargo fleet. Operations in over 220 countries, and aviation responsible for around 80% of its carbon footprint, FedEx sits at the sharp end of aviation decarbonisation. Mike explains how SAF fits into FedEx’s broader goal of achieving carbon-neutral operations by 2040, alongside fleet modernisation, operational efficiency and the use of durable carbon solutions. The discussion explores FedEx’s recent SAF offtake agreements in the United States, including partnerships at Los Angeles, Chicago O’Hare and Miami, and why higher SAF blending percentages deliver both greater carbon reductions and more favourable economics. Mike also offers rare insight into the realities of SAF pricing, fuel cost sensitivity, and why long-term offtake agreements alone have not been enough to unlock widespread project finance. Listeners will gain a candid perspective on why brownfield conversions are currently outperforming greenfield SAF projects, how supply-chain risk is managed, and the growing importance of carbon “insets” and environmental attributes for corporate customers.

    51 min

  7. JAN 7

    BookBetter - Bringing SAF to the forefront of travel booking

    We kick off 2026 on the podcast with a great conversation with Nicolas Guillaume and Louis Lammertyn from BookBetter.  The platform integrates sustainability costs directly into flight pricing, offering travelers 100% SAF options and alternative transport modes like trains when more sustainable. Unlike traditional airline booking systems that add SAF as an optional extra at checkout, BookBetter prioritizes transparency from the first search, using third-party registries to verify environmental claims and provide customers with detailed certificates. The discussion delves into critical industry issues including the psychological barriers of SAF pricing, the importance of additionality in carbon reduction claims, and why current booking platforms inadvertently penalise airlines making sustainability efforts. Wishing everyone a great 2026 in what is set to be another crucial year for SAF market development.

    37 min

  8. 12/17/2025

    The SAF Podcast: National Laboratory of the Rockies - Aligning academia and industry

    The final episode of 2025 brings a fresh perspective as The SAF Podcast welcomes its first Academic, Alon Lidor from the National Laboratory of the Rockies (formerly the National Renewable Energy Laboratory). Alon shares his fascinating journey from aerospace engineering to sustainable aviation fuel research, including his work on solar-driven thermochemical processes at ETH Zurich and his current role at NLR. The conversation explores his groundbreaking research on chemical looping technology for syngas production, which promises to overcome traditional reverse water-gas shift reaction limitations and significantly reduce downstream separation costs in SAF production. A highlight of the episode is Alon's insights from interviewing over 80 industry stakeholders through the Department of Energy's Energy I-Corps program. He reveals findings about the SAF industry's biggest challenges, including funding and bankability concerns that outweigh technical barriers, and the underestimated complexity of scaling pilot plants to commercial production. The discussion examines the crucial relationship between academia, national laboratories, and industry in advancing sustainable aviation fuel technologies. Alon explains how national labs like NLR provide essential infrastructure and expertise to help early-stage companies de-risk their technologies, offering capabilities that would be prohibitively expensive for startups to build independently. Listeners gain valuable insights into techno-economic analysis, regional policy differences between US incentive-based approaches and European mandate-driven frameworks, and the timeline for Alon's three-year research project developing next-generation SAF production technology. Thank you so much to everyone that has listened over the last year and some exciting things to come in 2026! To find out more about the SAF Investor London conference check out the website here: https://www.safinvestor.com/event/148588/saf-investor-london-2026-2/

    43 min
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About

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

Information

  • Creator
    SAF Investor
  • Years Active
    2023 - 2026
  • Episodes
    89
  • Rating
    Clean
  • Copyright
    © 2026 The SAF Podcast
  • Show Website
    The SAF Podcast

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