SAF Investor London 2025 – Presentations

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SAF Investor London 2025 

Download any photos from the conference here: https://flic.kr/s/aHBqjCfU4z

 

Day 1

08.15 Registration and Refreshments

09.00 Opening Remarks
Oscar Henderson, SAF Investor

09.05 The ongoing challenge of FID
Accessing debt vs equity markets
Understanding the term ‘bankable’
Balancing the project risk profile
Moderator: Oscar Henderson, SAF Investor
Radhika Gupta, MUFG Bank
Roberto Gonzalez, EBRD
Hein Tonnaer, Clifford Chance
David Jerez Antoni, PGGM
Wray Thorn, Focus Impact Partners

10.05 SAF – State of Play
Global policy overview
Supply and demand dynamics
Alastair Blanshard, ICF

10.25 Morning Coffee

11.05 The role of Oil & Gas companies
Can they help get net zero off the tarmac?
Moderator: Emily Hickson, Climate Catalyst
Ulrike Ziegler, IMPACT on Sustainable Aviation
Lorenzo Manca, Transport & Environment
Dana Shoukroun, Invest Through Flying
Neil Robinson, Manchester Airports Group

11.50 Will corporates drive Book & Claim
Overcoming the Green Premium
The not so secret driver of SAF demand?
Should corporates move downstream?
Do we need a standard taxonomy?
Moderator: Mark Breen, Oneiros Aerospace
Patrick Edmond, Future Energy Global
Maxime Molenaar, SkyNRG

12.30 Lunch hosted by Power2X

13.30 Rethinking long term revenue security
Convincing investors of project bankability
Making Revenue Certainty mechanisms work
Moderator: Ausilio Bauen, ERM Group
Gaynor Hartnell, Renewable Transport Fuel Association
Geraldine Pic-Paris, ATOBA Energy
Grazvydas Bajoras, iFuel
Michele Verde, RBC Capital Markets
Alex Harrison, Akin Gump

14.10 LanzaJet: SAF’s global bar tender
Ensuring enough ethanol to go round
Forming global partnerships
SAF production at home and abroad
Jimmy Samartzis, LanzaJet

14.30 Book and Claim: Understanding voluntary demand
Different requirements of different aircraft customers
Fitting the OEM in the chain of custody
Moving beyond corporates
Moderator: Oscar Henderson, SAF Investor
Paula Daroca Arcas, Airbus Corporate Jets
Nicola-Jane Sellers, Luxaviation Group
Axel Rommer, OMV
Lorenzo Pagnam, Comlux Malta

15.10 Afternoon Tea 

15.40 Taking (Feed)stock
Creating long term supply agreements
Can the supply chain be simplified
Moderator: Susana Medina, Expert in Energy Transition
Marcella Franchi, Haffner Energy
Mihir Dange, XCF Global
Kennedy Ricci, 4Air
David C. Arinze, Shaphargroup

16.20 Tracking SAF Prices
Is SAF price volatility an issue?
The challenges from feedstock pricing
Do prices matter until there is more supply?
Ryan Standard, Fastmarkets 

16.40 Connecting the dots: The power of aligning the SAF value chain
The value of the wider SAF value chain to production
The need to address investment risk across the chain
Moving government policy from a siloed to a system-wide mindset.
Gorka Penalva, Exolum

17.00 Oxford Debate: Carrot or the Stick
Can incentives provide long term certainty
Are penalties suitable to stimulate supply
Kenneth Hill, BioCarbon Strategies
Haldane Dodd, ATAG

17.20 The SAF Investor Awards

17.30 Closing Remarks

17.30 Cocktail Reception

19.30 Historic Public House Walking Tour

 

Day 2

08.45 Registration and Refreshments

09.30 Opening Remarks

09.35 Developing a project: Close up on Project Speedbird
Moderator: Oscar Henderson, SAF Investor
Daniel Bloch, LanzaJet
Jim Davies, IAG
Jonathan Wood, Nova Pangaea Technologies

10.15 World Energy: Moving from FOAK to NOAK
Gene Gebolys, World Energy

10.35 Delivering capacity through continuous policy support
Aligning policy with industry
Mitigating policy risk for investment
Can policy makers keep up?
How realistic is a global policy framework?
Moderator: Yasar Yetiskin, ICF
Roberto Gonzalez, EBRD
Ana Purnell Marques, Boeing
Kevin Welsh, Airlines for America 
Jonathon Counsell, IAG

11.15 Morning Coffee

11.45 EFuels: Solving the riddle for SAF’s Holy Grail
Accessing key green feedstocks
Can production meet mandated amounts?
Can policy bridge the PtL green premium?
Attracting investment for FID
Moderator: Josh Garton, Green Finance Institute
Lucas Prat, Power2X
Andrew Symes, OXCCU
Vanessa Lowe, Santander
Andy McNeill, Arcadia eFuels
David Lloyd, Emerging Fuels Technology

12.25 Expanding production in developing markets
Building capacity in emerging markets
Creating a SAF project pipeline
Engaging multilateral entities
Moderator: Oscar Henderson, SAF Investor
Mukund Karanjikar, CleanJoule
Kwame Bekoe, AfriSAF
Richard Mathers, Honeywell UOP

13.05 Lunch hosted by Power2X

14.00 It’s all about the money
Managing cash burn in development
Do public markets open up more capital
Jonathan Tudor, Clean Growth Fund
 Bilal Ahmed, Octopus Energy Investment
Patrikas Feiferas, Contrarian Ventures
Glenn Morgan, Skies Fifty

14.40 Follow the money: where SAF investment goes
What tech is being VC backed?
What projects are actually being financed
Is there investment outside the US and Europe?
How does SAF compare with other sectors
Oliver Booth, Sightline Climate

15.00 Business Aviation: Accelerating early adoption
Being a SAF beachhead
Are customers willing to pay?
Could the sector do more?
Moderator: Alasdair Whyte, Corporate Jet Investor
Toby Edwards, Victor
Michael Walsh, FlyORO
Kennedy Ricci, 4Air
Andrew Thomas, Vista

15.40 Closing Remarks

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