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The SAF Podcast: Daily Summaries Delivered
by SAF Investor
Welcome to The SAF Podcast, the only podcast on the internet that exclusively covers sustainable aviation fuel (SAF). So if you want to find out the real issues and challenges are for commercialising and scaling SAF production, look no further. Every week we will be hearing from senior industry leaders who are actively shaping the future of SAF and aviation. Hosted by Oscar Henderson and brought to you by the team at SAF Investor.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago47 min
Alex Zorniger | Power to Hydrogen (P2H2) | Electrolysers and living and dying by the electricity bill
Why does eSAF live or die on the electricity bill? Alex Zorniger of Power to Hydrogen (P2H2) explains electrolysers in plain English, and why they matter to power-to-liquid SAF. In this episode we cover: Why hydrogen makes up 50 to 60% of the cost of a gallon of eSAF, and why electricity is around 70% of that hydrogen costSOEC vs PEM vs alkaline vs AEM: What do these all mean, how each electrolyser works, where each one wins, and what the market share looks like todayWhy intermittent re...
- 3 weeks ago53 min
Stewart Stewart | Nova Pangaea Technologies | Boring is beautiful
On this week's episode of The SAF Podcast we welcome back Nova Pangaea Technologies (NPT) for the first time since 2023. 10 months into his role as CEO, Stewart Stewart, we discuss what attracted him to SAF and get some updates from NPT. We cover a variety of topics including: Why energy ventures fail: it’s rarely the chemistry, it’s the handoffs between science, engineering, finance and the first commercial plant. A reminder of NPT's REFNOVA process which turns forestry and agricultural...
- Oct 7, 202643 min
Jeffrey Altman | Finadvice | You need a crisis to have the renaissance
This week's episode of The SAF Podcast steps beyond SAF to ask a bigger question: what do today's energy shocks mean for investors? Jeffrey Altman, Senior Advisor, Finadvice joins Oscar and suggests the real crisis isn't the price of energy but the price of dependence. Oscar and Jeff discuss: Why this energy crisis differs from past ones, and why there's no quick way to decouple our existing energy supply chain reliance. Hybrid war, and why investors should start pricing in downtime.The ...
- Sep 30, 202642 min
Dario Formenti | ISCC | "It is not just a stamp" Busting SAF certification myths
Certification has a reputation for being complicated. Dario Formenti, senior systems manager - sustainable fuels, International Sustainability and Carbon Certification (ISCC) thinks that's overdone, and explains why. On this week's episode of The SAF Podcast, Oscar and Dario cover why certification is far more than a stamp on paper. It underpins market access, compliance claims and the credibility SAF needs to scale. They also discuss: How ISCC handles e-SAF and RFNBOs, including its pr...
- Sep 23, 202650 min
Manshu Agarwal, HutanBio: Algae's one in a trillion chance for success
This week Oscar is joined by Manshu Agarwal, CEO, HutanBio a UK based company aiming to commercialise the use of Algae as a feedstock for sustainable aviation fuel production. Manshu has watched the algae story play out once already. A chemical engineer by training, he cut his teeth at Sapphire Energy and then Synthetic Genomics — two ventures that between them raised hundreds of millions of dollars chasing algae biofuels, only to run into the same wall: the biology simply wasn't good e...
- Sep 16, 202646 min
Ryan Jackson, Cielo Waste Solution: Show me the carbon credits
On this week's episode of The SAF Podcast, Ryan Jackson, CEO, Cielo Waste Solutions joins Oscar to discuss the company's project platform to constructing SAF projects. Jackson unpacks Cielo's flagship Nahoonai project, developed in partnership with the Lheidi T’enneh First Nation through Tano T’enneh Enterprises — a co-ownership structure he argues de-risks permitting and helps unlock financing through Crown corporations like the Canada Infrastructure Bank. Alongside the favorable...
- Aug 5, 202647 min
Hydrocarbon Engineering: The accident that revolutionised (SAF) brewing
This week Khaled, Ramon and Miguel of Hydrocarbon Engineering join Oscar on The SAF Podcast to tell the story behind their accidental discovery: a reactor built to produce bio-oil that, instead, yielded a diesel-like hydrocarbon in a single step. Years of reverse engineering later, the Valencia-based team has turned that anomaly into a feedstock-agnostic, single-stage hydrothermal process for producing SAF, renewable diesel and other hydrocarbons — one that removes the need for a ...
- Jul 29, 202658 min
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 ...
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About The SAF Podcast
Welcome to The SAF Podcast, the only podcast on the internet that exclusively covers sustainable aviation fuel (SAF). So if you want to find out the real issues and challenges are for commercialising and scaling SAF production, look no further. Every week we will be hearing from senior industry leaders who are actively shaping the future of SAF and aviation. Hosted by Oscar Henderson and brought to you by the team at SAF Investor.
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Frequently Asked Questions
What is Podzilla's The SAF Podcast daily summary?
It's a free AI-powered email that summarizes new episodes of The SAF Podcast as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
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When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
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How often does The SAF Podcast release new episodes?
The SAF Podcast publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does The SAF Podcast cover?
The SAF Podcast covers topics including Leisure, Business, Entrepreneurship, Investing, Aviation. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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