The Complete Guide to TCFD for Logistics Companies: 5 Essential Steps Every Business Must Take in 2025

 

The Complete Guide to TCFD for Logistics Companies: 5 Essential Steps Every Business Must Take in 2025

Hello, this is GLEC, a company specializing in carbon emission measurement for the logistics and transportation industry.

The Climate Revolution is Here - Are You Ready?

The logistics industry is facing unprecedented changes as climate-related regulations tighten worldwide. The Task Force on Climate-related Financial Disclosures (TCFD) has become more than just a reporting framework - it's now a survival requirement for logistics companies operating in the global market.

Recently, I had a conversation with a mid-sized logistics company CEO who said, "Our major clients keep talking about ESG and carbon neutrality, making new demands. I can't postpone this anymore, but I don't know where to start."

If you're feeling the same way, you're not alone. Today, I'll break down everything you need to know about TCFD in simple, actionable terms that you can implement immediately.


What Exactly is TCFD?

Understanding the Framework That's Reshaping Global Business

The Task Force on Climate-related Financial Disclosures (TCFD) was established in 2015 by the Financial Stability Board (FSB). It's an international standard framework that requires companies to transparently disclose climate-related risks and opportunities from a financial perspective.

Here's what makes TCFD crucial: While the original task force disbanded in October 2023, its recommendations have been fully integrated into the International Sustainability Standards Board (ISSB) IFRS S2 standards, making them even more powerful and globally mandatory.

The 4 Core Pillars of TCFD

TCFD is built on four foundational areas that represent how organizations operate:

Governance - How your organization manages climate-related risks and opportunities at the board and management level.

Strategy - The actual and potential impacts of climate-related risks and opportunities on your business, strategy, and financial planning.

Risk Management - How you identify, assess, and manage climate-related risks.

Metrics and Targets - The metrics and targets used to assess and manage relevant climate-related risks and opportunities.


2025: The Year Everything Changes for Logistics

Critical Regulations You Cannot Ignore

Three major regulations are reshaping the logistics landscape in 2025, and companies that aren't prepared face serious consequences.

1. Corporate Sustainability Reporting Directive (CSRD) - March 2025

The European Union's CSRD comes into effect in March 2025, requiring companies to report on over 1,100 ESG data points. For logistics companies, this means:

Companies with 250+ employees OR revenue exceeding 40 million euros OR assets over 20 million euros must comply.

The most challenging aspect for logistics companies is Scope 3 emissions reporting - tracking carbon emissions across your entire supply chain, including all partners and suppliers.

2. EU Deforestation Regulation (EUDR) - December 2025

Starting December 2025, the EUDR prohibits EU market entry for products from deforested land after December 31, 2020. This affects seven key commodities: cattle, cocoa, coffee, palm oil, rubber, soy, and wood.

Logistics companies must implement complete traceability systems with GPS coordinates and ensure strict separation between compliant and non-compliant products.

3. SEC Climate Disclosure Rules - Finalized March 2024

For US-listed companies and their subsidiaries, the SEC's new climate disclosure rules require mandatory reporting of Scope 1 and 2 emissions, though Scope 3 requirements were removed from the final version.


The 5 Major Climate Risks Facing Logistics Companies

Physical Risks - Threats That Are Already Reality

Acute Risks (Sudden Shocks)

Extreme weather events are no longer exceptional - they're becoming routine. In 2024, European floods shut down DHL hubs for three days, while typhoons caused 50 billion won in damages at Busan Port container terminals.

Heat waves pose particular challenges for refrigerated transport, with cooling system failures increasing by 30% during extreme temperature events. German floods in 2021 forced logistics networks to use alternative routes for six months.

Chronic Risks (Long-term Changes)

Rising sea levels threaten major port cities, with a 30% increase in flood risk expected by 2050. Average temperature increases of 2°C could raise refrigerated transport costs by 25% by 2030.

Changes in precipitation patterns are creating new challenges, from infrastructure flooding during intense rainfall to drought-related disruptions in agricultural product transportation.

Transition Risks - Policy and Market Changes

Policy and Legal Risks

Carbon pricing is set to dramatically increase costs. The EU's Carbon Border Adjustment Mechanism (CBAM) could increase transportation costs by 10-15%, while low-emission zones are expanding to 50 cities by 2025, banning diesel vehicles from urban areas.

Technology Risks

The push toward electric vehicle mandates for urban delivery starting in 2027 requires initial investments 2-3 times higher than conventional vehicles. Companies slow to adopt automation and AI risk rapid competitive decline.

Market Risks

Customer demands are shifting dramatically. 90% of B2B customers now prefer carbon-neutral logistics providers, while financial institutions make climate risk assessment mandatory for loan approvals.


4 Incredible Opportunities Hidden in Climate Change

Green Logistics Premium

Forward-thinking logistics companies are charging 20-30% premium rates for carbon-neutral delivery services. One company we consulted implemented ESG consulting services, helping clients manage their Scope 3 emissions and creating entirely new revenue streams.

Digital Transformation Acceleration

AI-powered route optimization is reducing fuel costs by 15-25%, while predictive analytics using climate data improve inventory efficiency by 40%. Smart logistics companies are turning environmental requirements into competitive advantages.

Circular Economy Participation

Reverse logistics specialization is generating 30% annual revenue increases for early adopters. Biodegradable packaging initiatives are enhancing brand value, while recycling and returns processing become premium services commanding 150% of standard delivery rates.

Global Supply Chain Restructuring

The trend toward near-shoring to reduce carbon footprints creates opportunities for regional logistics specialists. Renewable energy-based distribution centers are becoming preferred partners for ESG-conscious clients.


Your 6-Month Action Plan for 2025

Immediate Actions (August - December 2025)

August: Situation Assessment

Conduct a comprehensive audit of your current carbon emission measurement systems. Evaluate your preparation level across TCFD's four core areas and benchmark against competitors' ESG disclosure practices.

September: Organizational Framework

Establish a dedicated ESG team with at least three members. Consider creating a board-level ESG committee and assemble an external expert advisory panel.

October: Data Collection Infrastructure

Implement real-time emission monitoring systems for your vehicle fleet. Establish ESG data collection processes with suppliers and evaluate digital MRV (Measurement, Reporting, Verification) system options.

November: Pilot Disclosure Preparation

Create internal reports based on TCFD recommendations. Select and contract with third-party verification providers and gather stakeholder feedback on your initial efforts.

December: Final Preparations

Ensure complete EUDR compliance readiness and finish preparations for your first CSRD report in 2026. Set clear targets and KPIs for the following year.


3 Critical Success Factors

Strong Leadership Commitment

Success requires CEO-level commitment with direct ESG reporting to the board monthly. Executive performance evaluations should include at least 20% ESG metrics, ensuring climate action becomes embedded in corporate culture.

Team Capability Development

Invest in specialized TCFD training with minimum 40 hours annually per team member. Support carbon accounting certification and organize benchmarking tours to study international best practices.

Phased Investment Strategy

Plan your investments strategically: Year 1 focuses on system development (100-300 million won), Year 2 emphasizes specialized personnel recruitment (200-300 million won annually), and Year 3 scales up green infrastructure investments (1-3 billion won).


Start Today: 3 Immediate Steps

Free Preparation Actions

Conduct TCFD Self-Assessment

Download international standard checklists from the FSB official website. Score your current level on a 0-100 scale and prioritize vulnerable areas for immediate attention.

Analyze Competitor ESG Reports

Study ESG disclosures from the top 5 companies in your industry. Benchmark common metrics and targets while identifying differentiation opportunities.

Apply for Government Support Programs

Research available programs from the Ministry of SMEs and Startups ESG management support, Ministry of Trade, Industry and Energy eco-friendly logistics support, and Ministry of Environment greenhouse gas reduction facility support.

Low-Cost Investment Options

Carbon Footprint Measurement Solutions (500,000-1,000,000 won monthly)

Implement real-time fuel consumption monitoring for individual vehicles, automatic carbon emission calculations by route, and automated monthly reporting systems.

ESG Management Platform Subscriptions (300,000-800,000 won monthly)

Access TCFD disclosure templates, supplier ESG evaluation tools, and regulatory trend alert services.


The Bottom Line

TCFD is no longer optional - it's become a survival requirement for modern logistics companies. Starting in the second half of 2025, the gap between prepared and unprepared companies will widen dramatically.

The logistics industry accounts for 16% of global carbon emissions, making it both the most scrutinized sector and the one with the greatest opportunities for impact. Companies that start today will become tomorrow's winners.

Don't wait for perfect preparation. Start taking steps today, no matter how small. The companies that begin their TCFD journey now will be the ones thriving in 2030.

In our next guide, we'll dive deep into building organizational frameworks for TCFD compliance, covering exactly who should be responsible for what and how to create accountability systems that drive real results.


For carbon emission measurement consultation and inquiries, please visit the GLEC website.

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The Future of Aviation: 7 Revolutionary Ways SAF Will Transform Flying by 2050

Yesterday, while watching an airplane soar across the sky with my child, I couldn't help but wonder: What if by 2050, those aircraft only emit clean water vapor? What if our children won't have to worry about environmental impact when they board their first flight?

With IATA's ambitious 2050 carbon neutrality goal just 25 years away, Sustainable Aviation Fuel (SAF) is set to shoulder 62% of the aviation industry's carbon reduction burden. This isn't just a distant dream – it's a transformation already in motion.

Today, I want to share with you the incredible journey SAF will take us on, reshaping everything we know about flying.


1. The Mind-Blowing Scale of Transformation Ahead

Here's what will blow your mind: SAF currently represents just 0.7% of aviation fuel, but by 2050, it needs to reach 80-90% of all aviation fuel used globally.

The numbers are staggering:

  • 2030: 10 billion liters annually
  • 2040: 30 billion liters annually
  • 2050: 44.9 billion liters annually

According to IATA's Net Zero strategy, SAF will handle 62% of total carbon reduction, while operational efficiency contributes 17%, new technologies like hydrogen and electric power add 13%, infrastructure improvements provide 6%, and economic measures cover the remaining 2%.

What amazes me most? Despite these seemingly impossible numbers, the rapid pace of technological advancement and global commitment makes this target absolutely achievable.


2. Three Game-Changing Phases of SAF Evolution

The SAF revolution unfolds in three distinct phases, each more exciting than the last:

Phase 1: The HEFA Era (Now - 2030)

The foundation years where HEFA technology dominates, centered around waste cooking oil feedstocks. Co-processing technology spreads globally, and by 2028, we'll see 100% SAF certification for commercial flights.

Phase 2: Technology Diversification (2030-2040)

The expansion years where Fischer-Tropsch hits full commercialization and e-SAF begins commercial production. Woody biomass captures 40% of total feedstock, and algae cultivation emerges as a viable third-generation biofuel.

Phase 3: Carbon Neutral Completion (2040-2050)

The transformation finale where e-SAF becomes the dominant technology at 35% market share, synthetic biology-based SAF reaches commercialization, 100% SAF becomes standard operation, and the circular economy is fully realized.


3. Airlines Will Become Completely Different Companies

Imagine airlines operating under carbon budget systems where each carrier gets an annual carbon emission allowance. SAF procurement becomes core business strategy, and carbon efficiency becomes the new KPI.

Customer service will revolutionize:

  • Premium 100% SAF services for environmentally conscious travelers
  • Customer-participatory carbon neutral programs
  • Real-time carbon footprint transparency as a standard feature

Revenue models will innovate:

  • Differentiated pricing for eco-friendly services
  • B2B carbon neutrality consulting business expansion
  • Carbon data platform operations creating entirely new revenue streams

4. Airports Transform Into Smart Carbon Management Hubs

Picture this: Every major airport equipped with dedicated SAF terminals where AI adjusts blend ratios in real-time. IoT sensors monitor quality 24/7, instantly alerting operators to any issues.

Digital twin technology manages entire airport carbon footprints in real-time, while AI predicts SAF demand and creates optimal supply plans. Fuel efficiency optimization engines maximize every drop of sustainable fuel.

This isn't science fiction – it's the inevitable evolution of airport infrastructure.


5. Aircraft Manufacturing Revolution

Boeing and Airbus are preparing for massive changes. Next-generation aircraft will have 100% SAF compatibility as standard, with engines specifically optimized for SAF characteristics. Hybrid propulsion systems combining SAF and hydrogen will emerge.

Airbus A320neo family targets 100% SAF certification by 2030, while the ZEROe project develops hydrogen aircraft alongside SAF. Boeing's 737 MAX ensures 100% SAF compatibility, with the ecoDemonstrator program testing SAF efficiency.


6. Birth of Entirely New Industry Ecosystems

The SAF era will create completely new industrial ecosystems. Airlines will adopt vertical integration models, directly owning SAF production facilities. Traditional oil refineries will transform into SAF specialist companies.

Urban waste-to-SAF systems will be established, creating circular economy ecosystems linking agriculture and marine aquaculture. Imagine algae farms where seaweed becomes jet fuel – this extraordinary reality will become everyday life.


7. Digital Creates a Transparent World

Blockchain-based SAF exchanges will enable real-time fuel trading with smart contracts operating automated supply systems. NFT digital SAF certificates could provide transparent management solutions.

AI will analyze SAF demand by route, finding optimal pathways from raw materials to final use. SAF market price prediction services will emerge as essential business tools.

Financial markets will trade SAF futures and carbon-linked derivatives, while ESG investment funds expand. SAF project-specific green bonds and sustainability-linked loans will become commonplace.


Regional Innovation Hotspots

North America positions itself as the technology innovation hub, targeting 150 billion liters annual production capacity by 2030, with e-SAF capturing 30% market share as a global SAF supply base.

Europe leads policy development, mandating 6% SAF use by 2030, pioneering e-SAF technology, and expanding waste-based SAF. Norway develops hydro-powered e-SAF while the Netherlands builds global SAF hubs.

Asia-Pacific drives growth momentum, capturing 30% of the global market by 2030, building hubs around Singapore and Incheon, and commercializing algae-based SAF.


The Measurement Revolution Making It All Possible

What excites me most about the future is how precision carbon measurement technology becomes core infrastructure. Real-time carbon monitoring and predictive analytics are essential for achieving 2050 carbon neutrality.

Aircraft sensors will measure fuel consumption in real-time during flight, while airport facilities automatically monitor SAF blend ratios. End-to-end tracking systems from raw materials to final use will become standard.

AI will predict accurate emissions at flight planning stages, optimizing SAF blend ratios and routes. Carbon reduction effect simulations for various SAF scenarios will guide decision-making.


A Sustainable World We're Building Together

The future SAF will create for aviation is a sustainable aviation ecosystem where technological innovation, policy support, and international cooperation harmoniously blend. The 2050 carbon neutrality goal is no longer a dream but a realistic target.

A world where our children won't worry about environmental impact when flying. A world where aircraft flying across the sky don't harm the Earth but actually play a healing role. This beautiful future is closer than we think.

At GLEC, we're committed to creating this sustainable future for aviation through precise carbon measurement and management. The choices we make today will determine tomorrow's skies.


What do you think about this aviation transformation? Are you ready to be part of this sustainable flying revolution? Share your thoughts in the comments below!

Ready to start measuring your carbon footprint? 

Visit GLEC's website for carbon emission consultation and inquiries.


#SAFFuture #2050CarbonNeutral #AviationInnovation #SustainableAviation #CarbonAccounting #DigitalTwin #AICarbonManagement #BlockchainCertification #CircularEconomy #GreenAviation

SAF Market to Hit $25.6 Billion by 2030: Complete Economic Analysis and Investment Guide

안녕하세요. 저는 물류 및 운송 산업의 탄소 배출량 측정을 전문으로 하는 회사인 GLEC에서 근무하고 있습니다.

며칠 전 투자 컨퍼런스에서 제 마음속에 와닿는 말이 있었습니다. "환경 투자는 우리 시대 가장 안정적인 수익 창출 투자가 되었습니다." SAF 시장 분석을 더 깊이 파고들면서, 그 투자자가 무슨 말을 했는지 정확히 이해하기 시작했습니다.

놀라운 수치입니다. SAF 시장은 2025년 20억 6천만 달러에서 2030년 256억 달러로 성장할 것으로 예상되며, 이는 연평균 65.5% 의 성장률입니다 . 하지만 이러한 꿈같은 수치 뒤에는 구체적인 계산, 시장 현실, 그리고 스마트 머니가 이미 활용하고 있는 투자 기회가 있습니다.

오늘은 SAF 경제학에 대해 알아야 할 모든 것을 자세히 설명해 드리겠습니다. 생산 비용과 정부 인센티브부터 투자 전망과 시장 역학까지 다룹니다. 투자자, 정책 입안자, 업계 전문가 등 누구에게나 이 완벽한 가이드는 필요한 통찰력을 제공해 드릴 것입니다.


SAF 시장: 현재 경제 상황과 미래 전망

2025년 글로벌 SAF 시장 스냅샷:

현재 시장 지표:

  • 시장 가치 : 20억 6천만 달러 (2025년)
  • 생산량 : 3억 갤런(약 11억 리터)
  • 성장률 : 연평균 65.5% (2025-2030)
  • 2030년 예상 : 256억 2천만 달러

시장 성장 동인:

  • 증가하는 항공 여행 수요
  • 정부 위임 정책 확대
  • 기업 ESG 공약 강화
  • 탄소 가격 압력 증가

지역별 시장 가치 분포:

북미 시장 : 102억 달러(40%)

  • 미국 공군 그랜드 챌린지 효과
  • 강력한 세금 인센티브 정책

유럽 시장 : 90억 달러(35%)

  • ReFuelEU 항공 의무
  • 탄소세 및 환경 규제 강화

아시아 태평양 : 51억 달러(20%)

  • 일본과 중국에 대규모 투자
  • 싱가포르 허브 전략

기타 지역 : 13억 달러(5%)

  • 중동 및 라틴 아메리카 신규 시장 진출

SAF 가격 구조: 비용 현실 이해

현재 SAF 가격 수준(갤런당):

생산 기술별:

  • 예파 주스 : $3.50-5.00
  • 피셔-트롭쉬 SAF : $4.00-6.50
  • ATJ-SAF : $4.50-7.00
  • e-SAF(PtL) : $8.00-12.00

가격 프리미엄 vs. 일반 제트 연료:

  • 현재 : 기존 항공유보다 3~10배 더 높음
  • 2025년 평균 : 프리미엄 5배
  • 2030년 예측 : 프리미엄 2~3배로 감소

비용 구조 분석(HEFA 기술 기준):

비용을 세분화하면 경제성이 더 명확해집니다.

  • 원료 비용 : 총 비용의 70-80%
  • 장비 감가상각률 : 10-15%
  • 운영 비용 : 5-8%
  • 마진 : 5-7%

원료 가격 추세:

  • Used Cooking Oil (UCO): $800-1,200 per ton
  • Animal fats: $600-900 per ton
  • Palm oil: $700-1,000 per ton (with sustainability certification)

This cost structure explains why feedstock availability and pricing are crucial to SAF economics.


Government Support: The Policy-Driven Economic Engine

United States SAF Support Policies

Sustainable Aviation Fuel Tax Credit:

  • Support Level: Up to $1.75 per gallon
  • Requirements: Minimum 50% lifecycle carbon reduction
  • Additional Benefits: $0.01 additional support per 1% carbon reduction

Inflation Reduction Act (IRA) Impact:

  • SAF Production Investment: 30% tax credit
  • Clean Fuel Production: $0.20-1.00 per kWh support
  • Expected Effect: 30-40% SAF price reduction by 2030

State-Level Additional Support:

  • California: $2.00 additional credit per gallon
  • Washington State: Clean Fuels Program
  • New York: Biofuel tax benefits

Economic Impact:

  • Job Creation: 70,000 jobs across SAF value chain
  • Investment Attraction: $44 billion private investment
  • Regional Economy: Rural biomass industry activation

The American approach shows how policy can create market conditions for rapid scaling.


European SAF Support Framework

EU Carbon Tax System (EU ETS):

  • Carbon Price: €80-100 per ton CO₂ (2025)
  • SAF Benefits: Carbon tax exemption effects
  • Economic Value: $2-3 per gallon equivalent

ReFuelEU Aviation Support Measures:

  • Mandate Effect: Automatic demand creation
  • Incentives: Additional benefits based on SAF usage volume
  • Penalty Avoidance: High fines for non-compliance

Country-Specific Additional Support:

  • Germany: 40% subsidies for SAF production facilities
  • France: Aviation tax reduction benefits
  • Netherlands: SDE++ system renewable fuel support

European strategy focuses on creating market certainty through mandates while providing economic incentives.


Asian SAF Economic Policies

Japan's Comprehensive Support:

  • Government Fund: $1 billion scale SAF fund
  • Tax Benefits: SAF production facility investment tax credits
  • R&D Support: Next-generation SAF technology development support

Singapore's Hub Strategy:

  • Tax Incentives: SAF producer corporate tax reductions
  • Infrastructure Investment: Government-led SAF terminal construction
  • Regional Cooperation: ASEAN SAF network development

China's Large-Scale Investment:

  • National Target: 5 million tons SAF production by 2030
  • Government Investment: SAF production base construction support
  • Feedstock Security: Agricultural byproduct utilization system development

Carbon Pricing: The Hidden Economic Driver

Global Carbon Price Trends (2025):

Major Carbon Tax Market Prices:

  • EU ETS: €80-100/tCO₂
  • California Cap-and-Trade: $30-40/tCO₂
  • RGGI (Eastern US): $15-20/tCO₂
  • Korea K-ETS: $10-15/tCO₂

CORSIA's Economic Impact

CORSIA Carbon Offset Market:

  • Current Price: $10-20/tCO₂
  • 2030 Forecast: $25-40/tCO₂
  • SAF Avoidance Value: $1.50-2.50 per gallon

Airline Economic Perspective:

  • SAF Premium vs Carbon Offset Costs
  • Optimal Portfolio based on SAF blending ratios
  • Price Stability through long-term contracts

Carbon Accounting Economic Value

SAF Carbon Reduction Value Calculation:

  • HEFA-SAF: 2.1kg CO₂ reduction per gallon
  • e-SAF: 2.5kg CO₂ reduction per gallon
  • Carbon Price $50/tCO₂ basis: $0.10-0.125 value per gallon

SAF Investment Trends and Projections

Global Investment Scale

2025 Investment Status:

  • Total Investment: $60 billion
  • Private Investment: 70% ($42 billion)
  • Government Investment: 30% ($18 billion)

Investment by Sector:

  • Production Facilities: 60% ($36 billion)
  • Feedstock Security: 20% ($12 billion)
  • Technology Development: 15% ($9 billion)
  • Infrastructure: 5% ($3 billion)

Major Investment Case Studies

United Airlines' Innovation Investment:

  • Venture Capital: $200 million investment in SAF startups
  • Direct Investment: $1 billion Sustainable Flight Fund
  • Expected Returns: 15-20% annual return expectation

Oil Majors' Strategic Entry:

  • Shell: $7 billion investment in SAF business
  • BP: $5 billion investment in biofuel sector
  • TotalEnergies: $3 billion French SAF production base

Investment Return Projections

SAF Production Facility IRR Analysis:

  • HEFA Plants: 12-18% IRR
  • Fischer-Tropsch: 15-22% IRR
  • e-SAF Facilities: 8-15% IRR (with government support)

Investment Payback Periods:

  • Average Payback: 7-10 years
  • With Government Support: Shortened to 5-7 years
  • With Long-term Contracts: Reduced risk, lower financing costs

South Korea's SAF Market Economics

Domestic SAF Production Cost Structure

Korean Refiner SAF Production Costs:

  • HEFA Technology: 1,500-2,000 KRW per liter
  • Conventional Aviation Fuel: 500-700 KRW per liter
  • Price Difference: Approximately 3x level

Feedstock Cost Structure:

  • Used Cooking Oil: 75% of total cost
  • Transportation: 5%
  • Processing: 15%
  • Margin: 5%

Government Support Policy Effects

Korea's SAF Support Status:

  • SAF Experiment Center: 311 billion KRW investment (Seosan)
  • Four Major Refiners Joint Investment: 1 trillion KRW scale SAF plant
  • Tax Benefits: 15-25% tax credits for national strategic technology

Economic Impact Projections:

  • Annual Carbon Reduction: 160,000 tons (1% blending)
  • Carbon Value: 3.2 billion KRW (20,000 KRW per ton basis)
  • Job Creation: 5,000 jobs in SAF industry

SAF Economic Improvement Strategies

Cost Reduction Strategies

Achieving Economies of Scale:

  • Large-Scale Plants: 500,000 ton annual scale reduces unit costs by 30%
  • Cluster Development: Integrated feedstock-production-supply systems
  • Joint Investment: Risk distribution and capital cost reduction

Feedstock Diversification:

  • Second-Generation Feedstock: 40% feedstock cost reduction using woody biomass
  • Third-Generation Feedstock: Algae cultivation technology commercialization
  • Circular Economy: Waste resource utilization system development

Technology Innovation:

  • Catalyst Improvement: 10-15% yield increase through reaction efficiency enhancement
  • Process Optimization: AI-based smart factory development
  • Energy Efficiency: 20% energy cost reduction through waste heat recovery systems

Revenue Enhancement Strategies

High-Value Product Production:

  • Aviation SAF: 50% higher price than general biodiesel
  • Premium Grade: 100% SAF certification products
  • Carbon Credits: Additional carbon credit generation from SAF production process

Integrated Business Models:

  • Vertical Integration: Complete feedstock-production-distribution process integration
  • Service Expansion: Carbon consulting, certification support services
  • Digital Platform: SAF trading platform development

Investor Perspective: SAF Market Assessment

Investment Opportunity Evaluation

Market Growth Potential:

  • 65.5% CAGR : 초고성장 시장
  • 정책 지원 : 정부 지시를 통한 안정적인 수요
  • ESG 투자 : 지속 가능한 투자 트렌드와의 조화

위험 요소:

  • 기술 위험 : 신기술 상용화 불확실성
  • 정책 위험 : 잠재적인 정부 지원 정책 변경
  • 경쟁 위험 : 수소, 전기 대체 에너지와의 경쟁

투자 전략 권장 사항

단기 투자(1~3년):

  • HEFA 기술 : 성숙한 기술로 안정적인 수익 창출
  • 기존 정유사 : 인프라를 활용한 빠른 시장 진입

중기 투자(3~7년):

  • 2세대 SAF : 목재 바이오매스 기술
  • e-SAF : 유럽 위임에 따른 성장 기대

장기 투자(7~15년):

  • 차세대 기술 : 조류, 합성생물학 기술
  • 통합 플랫폼 : SAF 생태계 개발 회사

정확한 탄소 측정의 중요한 가치

GLEC에서는 정확한 탄소 회계가 SAF 경제성 평가에 중요한 역할을 한다는 점을 강조합니다. SAF의 탄소 감축 효과를 정확하게 측정하는 것은 정부 지원 혜택을 받고 탄소 배출권 시장에서 적절한 가치 인정을 받는 데 필수적입니다.


환경 책임의 경제학

SAF 시장 경제는 기술 발전 , 정부 지원 , 그리고 탄소 가격 상승이 만들어내는 아름다운 시너지 효과를 보여줍니다 . 우리는 환경적 선택이 경제적으로 가장 합리적인 선택이 되는 시대로 접어들고 있습니다.

정확한 탄소 회계 시스템을 갖춘 기업은 더 큰 경제적 이익을 얻을 수 있습니다. 숫자는 복잡해 보일 수 있지만, 궁극적으로는 더 깨끗한 지구를 위한 인류의 현명한 선택이 창출하는 경제적 기회를 나타냅니다.

환경적 필요성과 경제적 기회의 융합은 SAF 시장에서 그 어느 때보다 뚜렷하게 나타났습니다. 이는 단순히 연료를 대체하는 데 그치지 않고, 산업 전체가 지속가능성을 통해 어떻게 이익을 얻을 수 있는지를 새롭게 구상하는 것입니다.

SAF 경제학의 어떤 측면에 가장 관심이 있으신가요? 지속 가능한 항공에 대한 투자 기회를 고려해 보셨나요? 여러분의 생각과 질문을 댓글로 남겨주시면 감사하겠습니다.

다음이자 마지막 게시물에서는 항공의 미래와 SAF가 2050년까지 산업을 어떻게 변화시킬 것인지 살펴보겠습니다. 내일의 하늘에 대한 비전이 여러분을 놀라게 할지도 모릅니다!


탄소배출량 측정에 대한 상담 및 문의사항은 GLEC 홈페이지를 방문해주시기 바랍니다.

홈페이지

#SAFE경제 #탄소가격 #SAF투자 #정부정책 #탄소세 #CORSIA #ESG투자 #탄소중립 #지속가능한금융 #SAF시장예측

Global SAF Adoption Status and Success Stories

45만 편의 항공편, 계속 증가 중: 전 세계 항공사들이 SAF를 성공적으로 도입하는 방법

안녕하세요. 저는 물류 및 운송 산업의 탄소 배출량 측정을 전문으로 하는 회사인 GLEC에서 근무하고 있습니다.

바로 지난주 출장 중, 정말 짜릿한 경험을 했습니다. 승무원이 우리 항공편이 지속 가능한 항공 연료로 운항된다고 안내 방송을 했죠. 그 순간, 저는 제가 역사적인 순간의 일부가 되었다는 것을 깨달았습니다. 전 세계적으로 SAF를 통해 운항된 45만 편 이상의 항공편 중 하나였으니까요.

이는 단순한 숫자가 아니라 항공 업계가 환경적 책임에 접근하는 방식에 있어 엄청난 변화를 의미합니다. 현재 50개 이상의 항공사가 SAF를 적극적으로 사용하고 있으며, 이는 제트 시대가 시작된 이래 항공 연료 분야에서 가장 큰 변화를 목격하고 있습니다.

오늘은 전 세계를 돌며 항공사, 정부, 그리고 공항들이 어떻게 SAF 도입을 현실로 만들고 있는지 살펴보겠습니다. 이는 단순히 고무적인 이야기가 아니라, 지속 가능한 항공의 미래를 위한 청사진이기도 합니다.


글로벌 SAF 현황: 이야기를 들려주는 숫자

2025년 글로벌 SAF 시장 스냅샷:

성장 궤적은 정말 놀랍습니다.

  • 시장 가치 : 20억 6천만 달러(2025년) → 256억 2천만 달러(2030년)
  • 연간 성장률 : 65.5%
  • 현재 사용량 : 전체 항공 연료의 0.7% (2024년 0.3%에서 2배 증가)
  • 비행 횟수 : SAF 동력 비행 45만 회 이상 완료

지역 시장 분포:

북미(40%)

  • 미국, 세계 SAF 생산 1위
  • 강력한 정책 지원과 활발한 민간 투자

유럽(35%)

  • EU ReFuelEU 항공 정책 채택 촉진
  • 혁신을 선도하는 북유럽 국가들과 네덜란드

아시아 태평양(20%)

  • 일본과 싱가포르, 공격적 정책 시행
  • 중국의 대규모 투자 계획이 전개되고 있다

기타 지역(5%)

  • 중동 및 라틴 아메리카, 새로운 프로젝트 시작

이 숫자에서 제가 가장 인상 깊었던 점은 이 숫자가 실제 사람들을 보다 지속 가능한 미래로 실어 나르는 실제 항공편을 나타낸다는 것입니다.


SAF 혁명을 주도하는 정부 정책

미국: SAF 그랜드 챌린지

미국식 접근 방식은 야심찬 목표와 실질적인 인센티브를 결합합니다.

정책 목표:

  • 2030년 목표 : 연간 110억 리터
  • 2050년 목표 : 100% SAF 전환
  • 현재 진행 상황 : 발표된 프로젝트는 이미 2030년 목표를 초과했습니다.

재정 지원:

  • 지속 가능한 항공 연료 세액 공제 : 갤런당 최대 $1.75
  • 인플레이션 감소법 : 추가 SAF 생산 인센티브
  • 바이든 행정부 , 30억 달러 인프라 투자 계획

주요 프로젝트:

  • 필립스 66 + 재생에너지 그룹 : 연간 8억 갤런 용량
  • Marathon Petroleum : 캘리포니아 정유소를 SAF 전용 시설로 전환
  • 쉐브론 : 재생에너지 인수를 통한 통합 생산 시스템 구축

미국의 헌신의 규모는 엄청납니다. 이는 단순한 정책이 아니라 산업적 변혁입니다.


유럽: 의무적 채택을 선도하다

EU ReFuelEU 항공 위임 로드맵:

유럽의 접근 방식은 체계적이고 점점 더 야심차지고 있습니다.

  • 2025년 : 2% 의무 SAF 사용
  • 2030년 : 6% (0.7% e-SAF 포함)
  • 2035년 : 20%
  • 2050년 : 70% (35% e-SAF 포함)

영국의 강화된 목표:

  • 2030년 : 9.5% 의무 SAF 사용(EU보다 높음)
  • e-SAF 요구 사항 : 0.5% Power-to-Liquid 연료
  • HEFA 제한 : 고급 원료 사용을 장려하는 정책

유럽의 성공 사례:

네스테(핀란드) : 세계 최대 SAF 생산업체로 등극 Shell + BP : 대규모 생산 시설 건설 진행 중 Air France-KLM : 장기 SAF 구매 계약 체결

혁신적인 유럽 프로젝트:

  • 재생 가능 제트(스웨덴) : 전기 연료 상용화 프로젝트
  • SkyNRG(네덜란드) : SAF 공급 플랫폼 개발
  • BIOJET(독일) : 바이오매스 기반 SAF 생산

유럽은 단순히 목표를 설정하는 데 그치지 않고, 목표를 달성하기 위한 인프라도 구축하고 있습니다.


아시아 태평양: 떠오르는 SAF 강국

일본의 포괄적 전략:

일본의 접근 방식은 정부 리더십과 민간 혁신을 결합합니다.

  • 2030년 목표 : SAF 혼합비율 10%
  • 정부-민간 펀드 : 10억 달러 협력 기금
  • ENEOS 프로젝트 : 아시아 최대 SAF 생산 시설 건설 중

싱가포르의 허브 전략:

  • 아시아 SAF 허브 : 지역 리더십 목표
  • 네스테 확장 : 싱가포르 생산기지 투자
  • 지역 파트너십 : 동남아시아 항공사와의 전략적 협력

중국의 막대한 투자:

  • 시노펙 , 연간 100만톤 SAF 생산 목표
  • COMAC : 국내 항공기 SAF 호환성 개발
  • 농업 정책 : 바이오매스 원료 공급 시스템 통합

한국의 발전:

  • 2027년 의무화 : 국제선 항공편에 대한 SAF 혼합 1%
  • 4대 정유사 , 1조 달러 규모 SAF 공장 공동 건설
  • 글로벌 순위 : SAF 구현 부문 세계 20위, 아시아 4위

항공사 성공 사례: 혁신의 실천

유나이티드 항공: 혁신적인 투자 전략

United의 접근 방식은 단순히 SAF를 구매하는 것보다 훨씬 더 광범위합니다.

투자 규모:

  • 총 투자액 : 10억 달러
  • 구매 약정 : 20년 동안 15억 갤런
  • 2023년 성과 : SAF 사용량 전년 대비 300% 증가

혁신적인 접근 방식:

  • SAF 스타트업 인베스트먼트 : 벤처캐피탈 펀드 운영
  • 직접 투자 : 50만 톤 CO₂ 포집을 위한 Heirloom 파트너십
  • 공급망 다각화 : 15개 이상의 SAF 공급업체와 계약

고객 참여:

  • SAF 구매 옵션 : 고객은 SAF 비용을 직접 지불할 수 있습니다.
  • 마일리지 리워드 : SAF 구매 시 추가 마일리지 적립
  • 투명성 : 실시간 SAF 사용 공개

유나이티드 항공은 SAF를 그냥 사용하는 것이 아니라, 이를 중심으로 완전한 생태계를 구축하고 있습니다.


델타항공: 포괄적 탄소 중립 전략

탄소 중립 로드맵:

  • 총 투자액 : 10억 달러 탄소 중립 기금
  • SAF 목표 : 2030년까지 연간 10억 갤런
  • 통합 접근 방식 : SAF + 탄소 포집 기술

전략적 파트너십:

  • 노스웨스트 어드밴스드 바이오연료 : 장기 SAF 공급 계약
  • 쉐브론 : 통합 SAF 공급망 개발
  • 마이크로소프트 : 공동 탄소회계 시스템 개발

고객 중심 프로그램:

  • SAF 기여 프로그램 : 고객 참여형 환경 이니셔티브
  • 탄소 중립 항공편 : 100% SAF를 사용하는 특별 노선

루프트한자 그룹: 유럽 리더십 전략

그룹 전체 통합:

  • 모든 자회사 : 루프트한자, 스위스, 오스트리아 항공 구현
  • 구매 계획 : 2030년까지 누적 10억 리터 SAF 구매
  • 지역 허브 전략 : 프랑크푸르트를 SAF 허브로 개발

기술 협력:

  • 독일 연구 기관 : 공동 e-연료 개발 프로젝트
  • Shell Partnership : 유럽 SAF 공급망 구축
  • 에어버스 협력 : 차세대 항공기 SAF 호환성 개발

아시아항공의 적극적인 참여

싱가포르 항공:

  • 허브 전략 : 아시아 SAF 허브 개발로서의 싱가포르
  • 구매 약정 : 2025년까지 1,000만 리터 확보
  • 혁신 프로그램 : SAF 스타트업 인큐베이션 운영

전일본공수(ANA):

  • 정부 협력 : 국가 SAF 정책과의 통합
  • 조류 기반 SAF : 차세대 기술 연구 투자
  • 고객 참여 : SAF와 연계된 탄소 상쇄 프로그램

대한항공:

  • 국내 최초 : 국내 생산으로 상업용 SAF 운영 개시
  • 단계적 확장 : 단거리 → 장거리 노선 확장
  • 정유 협력 : S-Oil 및 SK Energy와 공급 계약 체결

공항 인프라: 조용한 혁명

인천국제공항의 변화:

주요 공항의 인프라 변화는 주목할 만합니다.

  • 저장 시설 : 전용 SAF 탱크 설치 완료
  • 혼합 시스템 : 기존 제트 연료와 정밀한 비율로 혼합
  • 품질관리 : 품질검증을 위한 석유관리 협력

로스앤젤레스 국제공항(LAX):

  • FedEx 계약 : 연간 300만 갤런 SAF 공급 계약
  • 지역 SAF 허브 : 서부 지역 SAF 공급 센터 역할

암스테르담 스키폴 공항:

  • KLM 파트너십 : 장기 SAF 공급 계약
  • 유럽 허브 : SkyNRG 협력 SAF 공급 플랫폼

전 세계 공항 SAF 가용성(2025년):

유럽 : 런던 히드로, 파리 샤를 드골, 프랑크푸르트, 암스테르담 스키폴 북미 : LAX, 샌프란시스코, 시카고 오헤어, 뉴욕 JFK 아시아 : 인천, 싱가포르 창이, 도쿄 하네다, 홍콩 기타 : 두바이, 요하네스버그, 상파울루


역사적인 순간: 새로운 길을 개척하다

버진 애틀랜틱: 100% SAF 대서양 횡단 항공편

세계 최초의 성과:

  • 2023년 11월 28일 : VS100 런던-뉴욕, 100% SAF
  • 연료 구성 : HEFA 88% + SAK(합성 방향족 등유) 12%
  • 중요성 : 상업용 항공기 100% SAF 운영 가능성 입증

에미레이트 항공: A380 100% SAF 시연

기술적 과제:

  • 2023년 11월 22일 : 100% SAF를 사용하는 단일 엔진을 탑재한 세계 최대 여객기 A380
  • 에어버스 협력 : 차세대 항공기 SAF 호환성 검증
  • 중동 허브 : 두바이 SAF 허브 건설 가능성 확인

FedEx: 물류 산업 리더십

대규모 SAF 도입:

  • 2025년 5월 : Neste와 300만 갤런 SAF 공급 계약 체결
  • 공항 최대 규모 : LAX에서 최대 규모의 SAF 구매 계약 체결
  • 물류 혁신 : 항공화물 운송의 녹색 혁신을 선도합니다

국제 인증 및 표준

ICAO 인증 SAF 생산 국가(20개국):

  1. 미국, 캐나다, 브라질
  2. 영국, 독일, 프랑스, 네덜란드, 핀란드, 노르웨이
  3. 일본, 싱가포르, 한국 , 중국, 인도
  4. 호주, 뉴질랜드, 남아프리카공화국, UAE, 이스라엘

주요 인증 표준:

  • ASTM D7566 : 미국 SAF 기술 표준
  • DEF STAN 91-91 : 영국 국방부 SAF 표준
  • CORSIA 지속 가능성 기준 : ICAO 탄소 상쇄 요구 사항

지속 가능성 인증 시스템:

RSB(지속 가능한 생체재료 원탁회의)

  • 세계에서 가장 엄격한 지속 가능성 인증
  • 원료부터 최종 연료까지 완벽한 공급망 추적

ISCC(국제 지속가능성 및 탄소 인증)

  • 유럽 중심의 지속가능성 인증 시스템
  • 탄소 배출량 계산 방법론 포함

정확한 탄소 회계의 중요한 역할

GLEC에서는 전 세계적으로 SAF 도입이 확대됨에 따라 정확한 탄소 회계 시스템 의 중요성이 더욱 커지고 있음 을 확인했습니다 . 항공사는 SAF 사용으로 인한 탄소 감축 효과를 정확하게 계산하고 보고하기 위해 국제 표준을 준수하는 측정 시스템이 필요합니다.


이러한 성공 사례가 우리에게 가르쳐주는 것

전 세계 SAF 도입 현황을 살펴보면, 정책 지원과 업계 투자가 핵심 성공 요인으로 부각되고 있습니다. 특히 국제 협력표준화된 인증 시스템은 SAF 시장의 신뢰성과 투명성을 보장합니다.

숫자는 감동적인 이야기를 들려줍니다. 45만 회 이상의 SAF 항공편, 50개 이상의 참여 항공사, 20개국에 걸친 생산 시스템. 각 숫자는 더 깨끗한 하늘을 향한 인류의 헌신을 나타냅니다.

가장 놀라운 점은 이러한 변화가 얼마나 빠르게 진행되고 있는가입니다. 불과 5년 전만 해도 SAF는 대부분 실험적인 단계에 머물렀습니다. 오늘날 SAF는 6개 대륙에서 운영되고 있으며 기하급수적으로 성장하고 있습니다.

SAF 동력 비행을 경험해 보셨나요? 항공사 환경 정책에서 어떤 변화를 느끼셨나요? 댓글로 여러분의 경험을 공유해 주시면 감사하겠습니다.

다음 글에서는 SAF의 경제성을 심층적으로 살펴보겠습니다. 비용, 투자 전망, 그리고 이 수십억 달러 규모의 산업을 움직이는 원동력을 분석해 보겠습니다. SAF의 재정적 배경은 기술만큼이나 흥미롭습니다!


탄소배출량 측정에 대한 상담 및 문의사항은 GLEC 홈페이지를 방문해주시기 바랍니다.

홈페이지

#SAFA도입 #항공사성공 #ReFuelEU #SAFGrandChallenge #탄소중립 #CORSIA #지속가능성인증 #Virgin100 #SAFHub #항공인프라

Everything about SAF production – from biofuels to e-fuels

4 Amazing Ways to Produce SAF: From Waste Oil to e-Fuel Technology Explained

Hello, I'm from GLEC, a company specializing in measuring carbon emissions in the logistics and transportation industry.

Last month, I had the incredible opportunity to tour a refinery where they were converting used cooking oil into aviation fuel. Watching waste oil transform into clean-burning jet fuel felt like witnessing modern-day alchemy. It got me thinking: how many people actually understand the fascinating science behind SAF production?

With the global SAF market projected to reach 18.34 million tons by 2030, understanding how this revolutionary fuel is made has never been more important. The technology behind SAF isn't just impressive - it's reshaping entire industries and creating new opportunities for sustainable development.

Today, I'll break down the 4 main pathways for SAF production that are changing the aviation industry forever. Whether you're an industry professional, environmental enthusiast, or simply curious about clean technology, this guide will give you everything you need to know.


1. HEFA Technology: The "Fat Path" That's Leading the Way

Hydroprocessed Esters and Fatty Acids (HEFA) currently dominates the SAF landscape, accounting for over 95% of all SAF production worldwide. This isn't just a statistic - it represents proven technology that's already powering hundreds of thousands of flights.

How HEFA Works:

The process involves three main steps:

  • Step 1: Hydrotreatment - Vegetable oils, used cooking oil, and animal fats are processed with hydrogen under high temperature and pressure
  • Step 2: Deoxygenation - Impurities are removed and straight-chain paraffins are produced
  • Step 3: Isomerization - The molecular structure is converted to match aviation fuel specifications

Key Feedstocks:

  • Used Cooking Oil (UCO): Makes up 60% of HEFA feedstock
  • Animal fats: Byproducts from food processing
  • Vegetable oils: Palm oil, soybean oil, canola oil
  • Algae oil: Emerging as a next-generation feedstock

Real-World Impact: In South Korea, S-Oil and SK Energy are already producing SAF using HEFA technology and supplying it to Korean Air. This demonstrates that HEFA isn't just theoretical - it's operational and scaling globally.

Pros and Cons:

  • Advantages: Mature technology, commercially proven, consistent quality
  • Challenges: Limited feedstock supply, competition with biodiesel market

2. Fischer-Tropsch (FT): The "Waste Path" Revolution

The Fischer-Tropsch process represents one of the most exciting developments in SAF production because it can turn almost any organic waste into high-quality aviation fuel.

The FT Production Process:

  • Stage 1: Gasification - Biomass is converted to synthesis gas (CO + H₂) at high temperatures
  • Stage 2: Purification - Impurities are removed and gas ratios are optimized
  • Stage 3: FT Reaction - Catalysts convert syngas into liquid hydrocarbons
  • Stage 4: Upgrading - Final refining to meet aviation fuel specifications

Feedstock Flexibility:

  • Agricultural residues: Rice straw, corn stalks, sugarcane bagasse
  • Forestry waste: Wood chips, sawdust, pruning residues
  • Municipal solid waste: Household garbage, paper, wood waste
  • Energy crops: Switchgrass, miscanthus

Technical Advantages:

  • Superior fuel quality: Virtually sulfur and nitrogen-free
  • Production flexibility: Can produce aviation fuel, diesel, or other products
  • Scalability: High expansion potential due to feedstock diversity

Industry Example: Hyundai Oilbank became the first in Korea to successfully produce SAF using co-processing methods with existing refinery infrastructure, proving that FT technology can be implemented cost-effectively.


3. Alcohol-to-Jet (ATJ): The "Grain Path" Innovation

ATJ technology leverages the existing ethanol infrastructure, making it particularly attractive for countries with established bioethanol industries.

The ATJ Process:

  • Step 1: Fermentation - Biomass is fermented to produce ethanol
  • Step 2: Dehydration - Water is removed from ethanol to create ethylene
  • Step 3: Oligomerization - Ethylene molecules are linked into longer hydrocarbon chains
  • Step 4: Hydrogenation - Final conversion to aviation fuel characteristics

Strategic Advantages:

  • Infrastructure leverage: Utilizes existing ethanol production facilities
  • High carbon reduction: Up to 85% lifecycle GHG reduction potential
  • Cellulosic ethanol: Second-generation bioethanol minimizes food competition

Global Development:

  • Gevo: Building large-scale ATJ-SAF production facilities in the US
  • Byogy: Advancing proprietary ATJ technology for commercialization
  • ENEOS Japan: Investing in next-generation ATJ technology development

The beauty of ATJ is that it can tap into the massive global ethanol industry, which already produces over 100 billion liters annually.


4. Power-to-Liquid (PtL): The "Air Path" Future

Power-to-Liquid technology represents the ultimate frontier in SAF production - creating jet fuel literally from air and water using renewable energy.

The PtL Process:

  • Stage 1: Direct Air Capture (DAC) - CO₂ is captured directly from the atmosphere
  • Stage 2: Electrolysis - Renewable energy splits water to produce hydrogen
  • Stage 3: Synthesis - CO₂ and H₂ are combined using Fischer-Tropsch processes
  • Stage 4: Refining - Final processing to meet aviation fuel specifications

Revolutionary Characteristics:

  • Unlimited feedstock: Only requires water and air
  • Maximum carbon reduction: Over 90% reduction when using renewable energy
  • Location independence: Can be produced anywhere, regardless of biomass availability

EU ReFuelEU Aviation e-SAF Mandates:

  • 2030: 0.7% mandatory e-SAF usage
  • 2035: 5%
  • 2050: 35%

Current Projects: Atmosfair (Germany) and HIF Global (Chile) are building commercial-scale e-SAF production facilities, proving that this technology is moving from laboratory to reality.


Regional SAF Production Strategies: A Global Perspective

North America: HEFA Technology Leadership

The United States is leading with aggressive SAF targets:

  • Phillips 66: Building 800 million gallon annual production capacity
  • Marathon Petroleum: Converting existing refineries to SAF-dedicated facilities
  • Chevron: Acquired Renewable Energy Group to expand integrated production

Europe: e-Fuel Technology Focus

European strategy emphasizes synthetic fuels:

  • Neste (Netherlands): World's largest SAF producer with 1 million tons renewable fuel capacity
  • Germany's innovation: BIOJET project for woody biomass-based SAF
  • Sweden's breakthrough: Renewable Jet e-fuel commercialization project

Asia-Pacific: Diversified Approach

Asian countries are pursuing multiple pathways:

  • Japan: ENEOS developing ATJ technology, ANA investing in algae-based SAF research
  • China: Sinopec targeting 1 million tons annual SAF production
  • South Korea: Four major refiners planning $1 trillion won joint SAF plant

SAF Feedstock Evolution: The Generation Game

First Generation: FOG (Fats, Oils, Greases)

Current situation:

  • Over 80% of current SAF feedstock
  • Annual supply potential: ~5 million tons (limited)
  • Price pressure from biodiesel competition

Second Generation: Lignocellulosic Biomass

Technological progress:

  • Woody biomass: Gasification + FT approaching commercialization
  • Agricultural residues: Rice straw, corn stover utilization increasing
  • Dedicated energy crops: Switchgrass, poplar cultivation expanding

Third Generation: Algae and Microalgae

Future potential:

  • High oil content (50-70%), rapid growth
  • Marine cultivation for large-scale production
  • Commercial timeline: 2025-2030 for pilot scale, post-2030 for full commercialization

Cost Analysis: The Economics of SAF Production

Current Production Costs (HEFA Technology):

  • Feedstock costs: 70-80% of total cost
  • Production cost: $2.50-4.00 per gallon
  • Premium over conventional jet fuel: 3-5x higher

Cost Reduction Factors:

  • Economies of scale: Larger production volumes reduce unit costs
  • Technology innovation: Improved catalysts and process optimization
  • Government support: Tax credits and subsidies

Regional Cost Variations:

  • United States: $3.50-5.00/gallon (strong policy support, up to $1.75/gallon tax credit)
  • Europe: $4.00-6.00/gallon (high environmental standards, carbon tax benefits)
  • Asia: $3.00-4.50/gallon (relatively lower feedstock and labor costs)

Next-Generation SAF Technologies: What's Coming

Co-processing Technology Expansion

Hyundai Oilbank's success with co-processing demonstrates that existing refineries can produce SAF without massive additional investment. This approach offers:

  • No separate facility investment required
  • High investment efficiency ratio
  • Rapid market penetration potential

Hybrid Production Systems

Combining multiple technologies:

  • HEFA + FT technology integration
  • Feedstock diversification for supply security
  • GS Caltex is building such a system in Indonesia

AI and Digital Technology Integration

Smart production systems:

  • AI-based process optimization
  • Real-time quality management
  • Predictive maintenance for higher efficiency

Blockchain-based Traceability

  • Complete supply chain tracking from feedstock to final fuel
  • Automated sustainability certification
  • Real-time carbon footprint calculation

The Importance of Accurate Carbon Footprint Measurement

At GLEC, we emphasize that precise carbon footprint measurement is crucial throughout the SAF production process. Simply using renewable feedstock doesn't automatically create an environmentally friendly fuel.


Looking Forward: The SAF Production Revolution

The diversification and advancement of SAF production technologies are accelerating the realization of aviation industry carbon neutrality. From first-generation HEFA technology to next-generation e-fuels, understanding and appropriately combining each technology's characteristics is the key to success.

We're witnessing an incredible transformation where waste becomes fuel and air becomes energy. The technology that seemed impossible just a decade ago is now powering commercial flights around the world.

What fascinates you most about SAF production technology? Have you encountered any SAF-related innovations in your industry? I'd love to hear your thoughts in the comments.

In our next post, we'll explore how airlines around the world are adopting SAF and examine their success stories. You'll be amazed by some of the innovative approaches leading airlines are taking!


For consultation and inquiries about carbon emission measurement, please visit the GLEC website.

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#SAFProductionTechnology #HEFA #FischerTropsch #ATJ #PtL #eFuel #Biofuel #SyntheticFuel #CarbonNeutral #AviationFuel

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