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Why the Global South should produce SAF, not just export feedstocks

Sustainability in the Air · June 2026

The SAF Buyer Is a Commercial Stack

Elvis Ebikade, PhD 8/28/26 Elvis Ebikade, PhD 8/28/26

The SAF Buyer Is a Commercial Stack

SAF bankability requires more than airline demand. Learn how price, volume, contract duration, credit, Scope 3 value and market optionality combine into a financeable commercial stack.

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Operational Simplicity Is Designed Upstream

Elvis Ebikade 8/21/26 Elvis Ebikade 8/21/26

Operational Simplicity Is Designed Upstream

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Making SAF Is Not Delivering SAF

Elvis Ebikade, PhD 8/21/26 Elvis Ebikade, PhD 8/21/26

Making SAF Is Not Delivering SAF

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There Is No Single SAF Market

Elvis Ebikade, PhD 8/19/26 Elvis Ebikade, PhD 8/19/26

There Is No Single SAF Market

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The Least-Mature Evidence Sets the Pace

Elvis Ebikade, PhD 8/6/26 Elvis Ebikade, PhD 8/6/26

The Least-Mature Evidence Sets the Pace

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National Mandates, Global SAF Value Chains

Elvis Ebikade, PhD 8/6/26 Elvis Ebikade, PhD 8/6/26

National Mandates, Global SAF Value Chains

More SAF markets are creating dependable demand, but market access, production support and customer value often have different geographic boundaries.

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Palm Oil Should Be Judged by Practice, Not Reputation

Elvis Ebikade, PhD 7/15/26 Elvis Ebikade, PhD 7/15/26

Palm Oil Should Be Judged by Practice, Not Reputation

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Policy Built the First SAF Markets. Production Advantage May Build the Next.

Elvis Ebikade 7/8/26 Elvis Ebikade 7/8/26

Policy Built the First SAF Markets. Production Advantage May Build the Next.

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Firm Goals, Optimise the Mechanism: What the 2027 ReFuelEU Review Can Build

Elvis Ebikade 7/2/26 Elvis Ebikade 7/2/26

Firm Goals, Optimise the Mechanism: What the 2027 ReFuelEU Review Can Build

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Same Mandate, Different Reality: Why SAF Policy Mistakes "Airline" for One Kind of Business

Elvis Ebikade 6/30/26 Elvis Ebikade 6/30/26

Same Mandate, Different Reality: Why SAF Policy Mistakes "Airline" for One Kind of Business

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Methanol-to-Jet Is Approved. The Next Unlock Is Upstream.

Elvis Ebikade 6/24/26 Elvis Ebikade 6/24/26

Methanol-to-Jet Is Approved. The Next Unlock Is Upstream.

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This Was Supposed to Be SAF’s Moment: The Sequel

Elvis Ebikade 6/17/26 Elvis Ebikade 6/17/26

This Was Supposed to Be SAF’s Moment: The Sequel

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Fischer-Tropsch Is Mature. What Reaches the Reactor Inlet Decides Which Projects Scale.

Elvis Ebikade 6/15/26 Elvis Ebikade 6/15/26

Fischer-Tropsch Is Mature. What Reaches the Reactor Inlet Decides Which Projects Scale.

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The Curious Case of Alcohol-to-Jet (ATJ) SAF

Elvis Ebikade 6/9/26 Elvis Ebikade 6/9/26

The Curious Case of Alcohol-to-Jet (ATJ) SAF

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HEFA Is Not Running Out of Oil.

Elvis Ebikade 5/26/26 Elvis Ebikade 5/26/26

HEFA Is Not Running Out of Oil.

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The Cost of SAF, According to Whom?

Elvis Ebikade 5/19/26 Elvis Ebikade 5/19/26

The Cost of SAF, According to Whom?

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SAF Has Two Values. They Are Priced in Disconnected Markets.

Elvis Ebikade 5/14/26 Elvis Ebikade 5/14/26

SAF Has Two Values. They Are Priced in Disconnected Markets.

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This Was Supposed to Be SAF’s Moment

Elvis Ebikade 5/12/26 Elvis Ebikade 5/12/26

This Was Supposed to Be SAF’s Moment

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Beyond the Refinery Gate: A Conversation Worth Having About SAF's Downstream Integration

Elvis Ebikade 4/30/26 Elvis Ebikade 4/30/26

Beyond the Refinery Gate: A Conversation Worth Having About SAF's Downstream Integration

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Airlines Proved They Can Absorb Fuel Cost Shocks. Can We Do Same for SAF?

Elvis Ebikade 4/15/26 Elvis Ebikade 4/15/26

Airlines Proved They Can Absorb Fuel Cost Shocks. Can We Do Same for SAF?

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