世界经济论坛-可持续航空燃料：承购手册（英）-2023.6-33页_8mb

Sustainable Aviation Fuels (SAF) Offtake Manual Summary

Introduction

The First Movers Coalition (FMC) aviation members are committed to decarbonization by adopting SAF technologies. This manual serves as a guide for companies, airlines, and fuel producers to navigate SAF procurement and contracts, highlighting key considerations and resources to accelerate SAF adoption.

Key Definitions

SAF encompasses various production pathways (HEFA, Fischer-Tropsch, Power-to-Liquid, etc.), each with distinct cost drivers and sustainability criteria. SAF is derived from sustainable feedstocks (e.g., used cooking oil, municipal solid waste) and can reduce lifecycle emissions by up to 100% compared to fossil fuels.

Considerations for Airlines and Corporate Buyers

• Environment & Sustainability: Define feedstock criteria and ensure compliance with sustainability standards.
• Fuel Procurement: • Diversify suppliers to mitigate feedstock shortages. • Consider blended delivery versus neat SAF availability.
• Government Relations: Advocate for harmonized policies (e.g., CORSIA compliance) and reduced regulatory barriers.
• Legal & Finance: • Manage currency/price volatility risks. • Address stakeholder alignment and fund SAF transactions through internal carbon pricing.

Potential Changes to Fossil Fuel Contracts

• Adjust terms for blending, delivery points, and legal ownership of sustainability credits to facilitate SAF procurement.

Policy & Regulation

• CORSIA Compliance: Use of SAF to offset emissions must adhere to strict sustainability standards and reporting.
• Policy Advocacy: Engage in policy debates (e.g., renewable fuel mandates) to support SAF market growth.

Risks & Watchouts

• Scope 3 Emissions: Avoid double-counting emissions reductions.
• Book & Claim Systems: Optimize tracking flexibility by using third-party registries for environmental attributes.
• Price Volatility: Early adopters should start small to budget for SAF premiums.

Conclusion

Aggregated demand through FMC enables SAF scaling, driving down costs and accelerating decarbonization. SAF procurement requires cross-departmental collaboration, robust contracts, and alignment with policy frameworks to overcome obstacles and achieve climate goals.