The SAF Podcast: SkyNRG's journey from procurement to production
Description
On this week's episode you get not one, but two Oscars as Oskar Meijerink, SkyNRG to discuss the transition from procurement to production with Oscar on The SAF Podcast.
Oskar has been with SkyNRG since he left university where he wrote a dissertation on project finance for Sustainable Aviation Fuels. He has since been working on the project side, being kept busy with a HEFA project being developed in Delfzijl, Biomass Fischer-Tropsch facility in the Pacific northwest and their eSAF facility under development in Amsterdam.
Oskar shares the progress of each location, why they are working across pathways, the process of choosing where to place SAF refineries and what feedstocks to use. All of these decisions are critical if projects are to get to Final Investment Decision. This is something we explore in detail as we explore the challenges of finding investment and what building blocks need to be put in place to best position projects to receive favourable investment decisions. We also touch on the recent Topco investment by Macquarie Asset Management and how encouraging this is for inevestor sentiment on the companies overall strategy.
We end the episode by reflecting on the demand side of the market and how SkyNRG's history in this with their Fly on SAF solution and how critical a component understanding of market demand is when considering SAF production. Having already helped over 40 airlines reach sustainability goals, as well as corporate customers, travel companies and airline customers decarbonise their air travel, Oskar highlights why the understanding of the demand environment drove them towards getting involved on the supply side.
This is a fantastic episode that gets into the real detail of building SAF projects and the opportunities and challenges that they present.
If you liked this episode, listen to our recent podcast with Mihir Dange, XCF Global Capital and Wray Thorn, Focus Impact Partners, to find out what the investor and producer dynamic is like in the everyday https://www.buzzsprout.com/2202964/14904940
Host and Producer: Oscar Henderson, SAF Investor