Iris Warnaar, SkyNRG and Mark Kelly, ICF: SAF Market Outlook 2026

For the third year running, Oscar sits down to unpack the 2026 SAF Market Outlook report once again with Mark Kelly (ICF) and this year with Iris Warnaar (SkyNRG). The headline numbers: SAF demand is forecast to reach 12.8 million tonnes by 2030 (3.6% of jet fuel) and climb past 190 million tonnes by 2050, though US policy headwinds have pulled the near-term forecast down from last year's projections. On supply, 2030 capacity now stands at 18.5 million tonnes, creating a brief surplus before ...