RE: 202610 Dec 2025 08:07
Not wrong there imo. Not mentioned much anywhere but SAF prices are going banana's since Summer..
"Late-Year Rush Driving Prices Higher
As suppliers attempt to catch up, SAF prices are skyrocketing.
The year prior, SAF prices remained relatively stable at $1,800/t. From July onward, prices spiked from that stable $1,800 to more than $2,900/t. This rapid increase reflects the intense, last-minute push by obligated parties who delayed procurement and are now racing to close their compliance gap.
The cost implications are stark:
Meeting a 2% blend when SAF was $1,800/t meant paying around $36/t for blended SAF.
Buying at today’s $2,900+/t pushes that cost to roughly $58/t.
That’s a $22/t difference simply due to timing. For an industry where margins often live in the single digits, this is a substantial penalty.
The lesson is clear: SAF supply planning can no longer be an afterthought. Those who delay are paying for it (literally)."
https://www.resourcewise.com/blog/uk-saf-prices-jump-over-60-as-demand-surges