140 SAF projects announced, almost all stalled
The problem is not technology but financial structuring. Insetting creates the demand signals and long-term offtake that projects need.
By Carbon3 team2 min read
"The next decade will likely be defined not just by technology breakthroughs, but by how effectively industries structure collaboration, risk allocation and market confidence around scalable low-carbon fuels." - Chris Chatterton
Read our latest 2026 Sustainable Aviation Outlook report: linkedin.com
There were well over 140 SAF projects announced globally in 2025, yet almost all of them stalled: the demand is too low and their contracts too short. The problem is not technology but financial structuring.
Our thesis however is that insetting and inset credits can be used as market-based infrastructure and financing instrument. Instead of funding offsets outside the value chain, insetting enables direct investments in scope 3 reductions by corporate buyers. In turn creating demand signals and long-term offtake agreements, making SAF projects more interesting investments, without over-relying on subsidies and policy directives.
International Air Transport Association (IATA) International Energy Agency (IEA) Climate Change Committee UN Climate Change The International Council on Clean Transportation Sustainable Aviation Fuel Innovation Programme (SAF IP) Singapore Sustainable Aviation Fuel Company Ltd. Sustainable Aviation Buyers Alliance (SABA) Aviation Decarbonization & Sustainable Fuels APAC 2027 Global Sustainable Aviation Fuel Summit 2026 (China) Sustainable Fuels Summit: Sustainable Aviation Fuel & Renewable Diesel Global Sustainable Aviation Fuel Summit
Originally published on LinkedIn, 25 May 2026.
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