The SAF Podcast

Why does eSAF live or die on the electricity bill? Alex Zorniger of Power to Hydrogen (P2H2) explains electrolysers in plain English, and why they matter to power-to-liquid SAF. In this episode we cover: Why hydrogen makes up 50 to 60% of the cost of a gallon of eSAF, and why electricity is around 70% of that hydrogen costSOEC vs PEM vs alkaline vs AEM: What do these all mean, how each electrolyser works, where each one wins, and what the market share looks like todayWhy intermittent re...

On this week's episode of The SAF Podcast we welcome back Nova Pangaea Technologies (NPT) for the first time since 2023. 10 months into his role as CEO, Stewart Stewart, we discuss what attracted him to SAF and get some updates from NPT. We cover a variety of topics including: Why energy ventures fail: it’s rarely the chemistry, it’s the handoffs between science, engineering, finance and the first commercial plant. A reminder of NPT's REFNOVA process which turns forestry and agricultural...

This week's episode of The SAF Podcast steps beyond SAF to ask a bigger question: what do today's energy shocks mean for investors? Jeffrey Altman, Senior Advisor, Finadvice joins Oscar and suggests the real crisis isn't the price of energy but the price of dependence. Oscar and Jeff discuss: Why this energy crisis differs from past ones, and why there's no quick way to decouple our existing energy supply chain reliance. Hybrid war, and why investors should start pricing in downtime.The ...

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 pr...

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 e...