05/29/2026
๐๐ข๐ ๐ ๐๐ก๐ง๐๐ฅ๐ฌ: ๐ง๐ต๐ฒ ๐๐ฒ๐ ๐๐๐ฒ๐น ๐ฆ๐๐ฝ๐ฝ๐น๐ ๐๐ฟ๐ถ๐๐ถ๐ โ ๐ง๐ต๐ถ๐ ๐ช๐ฎ๐ ๐ฆ๐๐ฝ๐ฝ๐ผ๐๐ฒ๐ฑ ๐๐ผ ๐๐ฒ ๐ฆ๐๐โ๐ ๐ ๐ผ๐บ๐ฒ๐ป๐
๐ฃ๐บ ๐๐ญ๐ท๐ช๐ด ๐๐ฃ๐ช๐ฌ๐ข๐ฅ๐ฆ (๐๐ช๐ฐ๐ญ๐ฆ๐ถ๐ฎ/๐๐ณ๐ฆ๐ฆ๐ฏ ๐๐ช๐ณ)
There is a version of the SAF story that sounds like good news. [...] SAF is genuinely decoupled from fossil fuel production, upstream logistics and economics. That is a real structural advantage, and the energy security case for SAF rests on it. Here is the part nobody is saying out loud: the price of SAF moved anyway.
SAF prices spiked alongside jet fuel, because SAF is not priced on its own production economics. It is priced as a spread to gasoil futures. Gasoil followed crude up. So SAF followed crude up, even though nothing in SAFโs actual supply chain or feedstock costs had changed. [...] The production side is decoupled. The pricing side is not.
Learn more here: https://advancedbiofuelsusa.info/commentary-the-jet-fuel-supply-crisis-this-was-supposed-to-be-saf-s-moment