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A5
SAF Supply Chain & Markets
Commercial strategy and investment analysis — market dynamics, project finance, supply chain optimization, and strategic positioning for the SAF opportunity in Asia-Pacific.
What you will cover
Global SAF supply-demand analysis: installed capacity, announced projects, mandated demand curves, and gap analysis to 2030/2050
Price formation mechanics: feedstock cost pass-through, processing margins, policy-driven premiums, and convergence projections
Offtake agreement deep dive: structure, risk allocation, pricing mechanisms, volume flexibility, and what makes agreements bankable
Market intermediaries: aggregators, traders, and brokers — business models, value-add, and market-making roles
SAF project financial modeling: CAPEX/OPEX benchmarks, IRR analysis, NPV calculation, and feedstock cost sensitivity testing
Investment landscape: project finance structures, corporate balance sheet investment, venture capital, green bonds, and blended finance
Risk analysis framework: technology risk, feedstock supply risk, offtake risk, policy/regulatory risk, and construction risk
Government incentive mapping: tax credits, grants, concessional finance, and de-risking mechanisms across Asia-Pacific jurisdictions
Carbon credit monetization: stacking CORSIA credits, voluntary carbon offsets, and national incentives for SAF projects
Feedstock sourcing and aggregation: building reliable supply chains, managing supplier relationships, and hedging feedstock risk
Logistics optimization: feedstock-to-refinery transport, SAF-to-airport delivery, blending facility design, and quality chain management
Airport fuel infrastructure: hydrant systems, truck delivery operations, blending protocols, and ASTM compliance at point of use
Digital supply chain tools: tracking platforms, optimization algorithms, transparency solutions, and sustainability data management
SAF market projections to 2030 and 2050: scenario analysis including technology disruption, policy acceleration, and demand shifts
Strategic positioning for different stakeholders: airlines, airports, fuel companies, governments, and financial institutions
Learning Outcomes
Conduct SAF project financial analysis including IRR, NPV, and sensitivity testing under multiple scenarios
Structure bankable offtake agreements with appropriate risk allocation and pricing mechanisms
Design an optimized SAF supply chain from feedstock sourcing through airport delivery
Develop a strategic market positioning plan for your organization's role in the SAF value chain
Hands-On Activities
Conduct SAF project financial analysis including IRR, NPV, and sensitivity testing under multiple scenarios
Structure bankable offtake agreements with appropriate risk allocation and pricing mechanisms
Design an optimized SAF supply chain from feedstock sourcing through airport delivery
Develop a strategic market positioning plan for your organization's role in the SAF value chain

