Event Agenda

• Organisers and Chair welcome delegates to the Main Conference
• Live audience poll: Measuring market confidence and trust in the SAF space

• Mapping the global SAF landscape and the industry announcements over the last 12 months
• Making SAF as an attractive business proposition: What is driving acceleration of the European SAF market and what more needs to be done?
• Providing a summary of the first year of ReFuel EU Aviation policy: What has happened, what has been successful and what improvements across the industry are needed?
• How is the industry resorting and correcting industry bottlenecks: Insights into the latest strategies and technologies scaling the SAF market
• Assessing pathways and technologies scaling project commercialisation: Insights into viable feedstock streams, infrastructure and transportation systems

• Are impending eSAF mandates having an impact and has STIP done enough to satisfy the eFuel mandate?
• Assessing the progress on eSAF projects and achieving FID on commercial facilities
• Unpacking CAPEX and OPEX drivers, offtake structures, contracts for difference (CfDs) and closing the cost gap
• Exploring measures to level the playing field and ensure European airlines are not placed at a competitive disadvantage by ReFuelEU mandates
• Deploying effective financial instruments to provide support to the most advanced projects
• How can investors, EPCs, airlines, government and eSAF producers create transformative partnerships to scale collaboration and industry progress?

We are proud to present the sixth edition of SkyNRG's Sustainable Aviation Fuel (SAF) Market Outlook, developed for the second consecutive year in close collaboration with ICF. The SAF Market Outlook started in 2020 as an internal document to guide SkyNRG's long-term strategy which we decided to make available to the public, contributing to the general understanding and building the momentum of the SAF industry.

In this year's edition of the MO, we highlight how the SAF market is maturing with the EU and UK mandates in full force, providing the long-term demand certainty needed to scale supply. As the market is scaling rapidly, the need to diversify feedstocks and technologies is becoming harder to ignore while the HEFA tipping point is getting closer. Intensifying geopolitical instability, trade fragmentation and energy insecurity are topics that reinforce the strategic case for SAF, and the impact of this on the SAF market is one of the key new additions to this year's Market Outlook.

We are looking forward to launching this year's report on Tuesday morning!

• How is general policy framework translating to demand across the European SAF industry?
• Taking stock of the mandates: How have they impacted the price of SAF in the first year of the mandate?
• Do the ETS incentives and support system for SAF use in 2025 provide a business case for expansion? How can these be accelerated?
• How is STIP developing and is it having the desired impact on the industry?
• Assessing the progress and feasibility of the 2030 Power-to-Liquid sub mandate
• How can STIP create long term contracts for fuel producers, and short term purchasing solutions for airlines?
• Mapping viable feedstock streams across Europe: Agricultural residues, fats and oils, MSW and ethanol for SAF production
• How can double sided auction mechanisms solve issues regarding long-term, fixed commitment offtake challenges?

• How are airlines and fuel suppliers adapting to international SAF mandates and their long-term impacts?
• How has the first year of ReFuel EU Regulation been perceived by the industry?
• Which regulatory and policy reforms could fast-track next-gen SAF development
• What roles will regulatory layering and Scope 3 corporate demand have on perceived risk of offtake strategies
• Government perspectives on industry compliance: How long is the long-term political will to keep supporting SAF projects?
• The geopolitical angle of SAF: How can we make a mandate and produce incentives to encourage long term domestic production

• Analysing existing project finance models and their applicability for SAF projects, including non-recourse project finance, Public-Private Partnerships (PPPs), blended finance (grants/loans with private equity), and corporate finance
• What are the current roadblocks to securing finance and investment for SAF projects? Exploring offtake agreements, technology risk and feedstock supply
• What does the investor and financier project bankability checklist look like?
• Highlighting the key mechanisms which underpin financial confidence, including long term offtake agreements, government mandates, revenue certainty mechanisms (contracts for difference) and instruments like green bonds
• System Readiness Levels: How can due diligence on pathway, flexibility and scalability influence investment decisions?
• Foundations of FOAK development: De-risking project development using lessons learned from industry failing

Taking place in the networking zone, grab a drink and connect with the industry, and learn the key outcomes from today's discussion.

Do not miss the chance to join the launch of our Sustainable Aviation Futures Trailblazer Awards, taking place at the Beurs van Berlage. Have your say in nominating industry leaders on our website.

• Organisers and Chair welcome delegates to Day 2 of the main conference with a live audience poll

• Analysing the last 12 months in the world of SAF – Where have projects moved forward and where are they stalling?
• How much SAF is currently being produced and where is it being supplied?
• Which regions and countries have advanced significant mandates and decarbonisation policies to scale SAF?
• Establishing the likelihood of unlocking stalled production and procurement availability in 2026
• Assessing pathways and technologies scaling project commercialisation and what infrastructure, aggregation and transportation is needed for each pathway
• Comparing international policy across the world: How is policy assisting ambitions to scale SAF?
• What impact will tariffs and policies have on the USA's SAF landscape in terms of feedstock sourcing and renewable fuel production?
• How can the industry ensure that SAF fits into a global business case for oil and gas majors

• Are impending eSAF mandates having an impact and has STIP done enough to satisfy the eFuel mandate?
• Unpacking CAPEX and OPEX drivers, offtake structures, contracts for difference (CfDs) and closing the cost gap
• How is Project Sky Power bringing together industry leaders to meet the 1.2% eFuel production mandate by 2030?
• Exploring measures to level the playing field and ensure European airlines are not placed at a competitive disadvantage by ReFuelEU mandates
• Deploying effective financial instruments to provide support to the most advanced projects
• How can investors, EPCs, airlines, government and eSAF producers create transformative partnerships to scale collaboration and industry progress?

• Examine whether current airline strategies can realistically meet SAF mandates and net-zero commitments
• SAF availability vs. Airline demand: Are airlines constrained by supply, price, or internal readiness?
• Are long-term SAF contracts accelerating scale – or locking airlines into uneconomic positions?
• What is the realistic ability of airlines to pass SAF costs to customers in Europe
• 2030 vs. 2050: Are near-term SAF mandates aligned with long-term decarbonisation strategies?

• How can the industry communicate and organise sustainability commitments to the public to highlight the future of the aviation industry?
• Why are strategic alliances increasingly necessary to address industry-wide challenges?
• Is market resilience driven by producers and airlines, or by feedstock originators, infrastructure owners and financiers?
• How can companies collaborate whilst remaining competitive and without undermining competition?

• Is the mandate working from an airline perspective? Insights into the first year of reporting, adherence and SAF purchases
• Are CFOs, CSOs and CPOs able to align on CAPEX, OPEX and ROI from climate investments?
• Managing the near-term cost of sustainable fuels while building long-term procurement strategies
• What does a realistic airline transition timeline look like under financial constraints?
• Should airlines be investors in SAF – or is capital allocation better left to energy and infrastructure players?

• What shortcuts exist to ensure project delivery? Actionable concepts, joint funding endeavours and pooling resources
• Catalysing the SAF market and ensuring the entire value chain is engaged
• Creating industry accountability: What does it take to secure buy-in from energy majors to invest in FOAK SAF plants?
• How can the industry ensure that SAF fits into a global business case for the energy industry?
• Meeting in the middle – Matching short term business decisions with long-term sustainability targets

Thank you for joining us in Amsterdam. We look forward to welcoming you again next year.