SAF Investor London 2024 – Presentations

SAF INvestor London 2024 – Presentations

You can find and download all the images from the conference via the following link: https://www.flickr.com/photos/200158821@N02/albums/72177720315122569

Session recordings will become available early next week.

09.00 Opening Remarks
Alasdair Whyte, SAF Investor

09.05 Forecasting SAF production and demand until 2050
SAF supply and demand in 2023
What will be the key pathways?
Will there be enough investment?
What will SAF cost?
Will aviation get to NetZero by 2050?
Moderator: Shashank Nigam, Founder & CEO, Simpliflying
Chris Brown,  Partner Aviation Strategy & Global Chair, Future of Flight, KPMG
Jan Wille, EMEA Aerospace & Defense Leader, PwC Strategy&
Nikhil Sachdeva, Principal, Roland Berger

09.50 Book and Claim: making sure there is enough to go round
Meeting transparency standards
unlocking SAFs economic potential
Is it just a means to an end?
Gene Gebolys, CEO, World Energy

10.10 Gulfstream Aerospace: The OEM role in scaling and promoting SAF
Can business aviation to be a catalyst for SAF
Educating the operator and promoting the use of SAF
Supporting the path to 100% SAF
Business aviation’s role in R&D of new SAF technologies
Moderator: Maureen Gautier, Sustainability & Future Workforce Manager, EBAA 
Scott Evans, Gulfstream Aerospace

10.30 Morning Coffee

11.00 Uptake agreements: The race for SAF
Do customers need to sign offtake agreements now?
How can smaller carriers get supply?
Do agreements need to be standardised?
How much do off-take agreements matter to investors?
Moderator: Jonathan Pardoe, Fuel Consultant, Star Alliance Services
Yvonne Moynihan, Chief Corporate & ESG Officer, Wizz Air
Dana Kaplinski, Managing Director of SAF, Delta Air Lines
Thomas Fowler, Director of Sustainability & Finance, Ryanair

11.40 Removing price uncertainty
Learning from energy Contracts for Difference
How would a SAF scheme work?
Why caps are is especially important for second and third generation SAF
Subsidies versus price mechanisms?
Should schemes be private or public
When could price mechanisms happen?
Ingrid Holmes, Executive Director, Green Finance Institute

12.00 E-fuels getting from innovation to development
How do you stand out?
Finding early investors
Who will fund development?
Moderator: Ausilio Bauen, Partner, ERM Group
Andrew Symes, Co-Founder & CEO, OXCCU
Nanna Baldvinsdóttir, Co-Founder, Idunnh2
Andy McNeill, Business Development Manager, Arcadia eFuels
Alex Chikhani, Founder & CEO, CirculAIRity
Saurabh Kapoor, CEO, Metafuels

12.40 Lunch hosted by Gulfstream Aerospace

13.50 Finding early-stage investors
How can you pick winners?
Strategic investors versus pure venture capital?
How important is sustainability when investing?
Moderator: Alasdair Whyte, SAF Investor
Nicole Sautter, Director of Global Sustainability, AMEX GBT 
Anahita Smeets, Vice President, Rock Creek 
Patrikas Feiferas, Investment Associate, Contrarian Ventures
Matt Ridley, Investment Principal, International Airlines Group

14.30 Wizz Air SAF on a budget
Challenges for low cost carriers
Ensuring supply in a point to point model
robust offtakes and investments
Yvonne Moynihan, Chief Corporate & ESG Officer, Wizz Air

14.50 Trash talking: Municipal waste
Understanding the economics
Why one man’s waste is another man’s treasure
Feedstock competition with power generation  
Moderator: Wayne Hitchings, Sustainability Services, Accenture
Diana Rakow, SVP, Public Affairs and Sustainability, Alaska Air
Mike Hancock, Chairman, Avioxx
Noaman Al Adhami, UK Country Head, Alfanar Projects

15.30 Afternoon Tea

15.55 Can business aviation lead the way?
Are business jet users less price sensitive?
Does book and claim make more sense than delivering to smaller airports?
How can business aviation companies support producers before commercialisation?
How can the industry place off-take agreements?
Moderator: Alasdair Whyte, SAF Investor
Kennedy Ricci, President, 4Air
Toby Edwards, Managing Director, Victor
Mike Winston, Chairman, Jet AI
Nicola-Jane Sellers, Group Sustainability Manager, Luxaviation

16.35 Let’s talk excrement
Harnessing true waste
How far can sewage take us
The opportunity for Waste Water Treatment Plants
Moderator: Oscar Henderson, SAF Investor
James Hygate, Co-Founder & CEO, Firefly Green Fuels

16.55 What role can aircraft lessors and financiers play?
How significant an investment group are lessors?
Should leasing companies sign off-take agreements?
SAF and the EU finance taxonomy
Moderator: Natasha Mann, Founder & CEO, Future Energy Global
Ulrike Ziegler, President of the Board of Directors, Impact on Sustainable Aviation
Gerald Wienke, Head of Transport & Logistics, DAL Deutsche Anlagen-Leasing
Michael Halaby, Head of Aviation Advisory, MUFG Bank

17.30 The SAF Investor Deal of the Year Awards
Awarded to the most significant SAF transactions.

17.55 Closing Remarks
Alasdair Whyte, SAF Investor

18.00 Cocktail Reception

08.00 Refreshments & Registration

08.45 Opening Remarks 
Alasdair Whyte, SAF Investor

08.50 Finding project finance
What are debt and equity investors looking for?
SAF versus other wind, solar and other projects
Moderator: Yotam Avrahami, Managing Projects, AAM, Deloitte
Martin Forman, Director – ISD New Energies & Natural Resources, Sumitomo Mitsui Banking Corporation
Andrew Eckhardt, Executive Director, Cranmore Partners
Kevin Bogenreif, Managing Director, Summit Agricultural Group
James Falzon, Associate Director, Sustainable Infrastructure, European Bank for Reconstruction & Development
Wray Thorn, Partner & Co-Founder, Focus Impact

09.30 What next for ReFueEUl?
Who were the winners and losers?
What is still uncertain?
How will EU policy evolve?
Moderator: Oscar Henderson, SAF Investor
Daniel Bloch, SAF Specialist, IATA
Dana Shoukroun, Partner of Sustainability, Oneiros Aerosapce
Mariano Berkenwald, Manager – Europe, Breakthrough Energy

10.00 Is Alcohol-to-jet the heir to HEFA?
Competing with land transport
Corn vs waste biomass – watching CI scores
Ethanol versus Methanol 
Is ATJ an attractive investment?
Moderator: Alasdair Whyte, SAF Investor
Patrick Gruber, CEO, Gevo
Sarah Ellerby, CEO, Nova Pangaea Technologies 
Jonathon Counsell, Global Head of Sustainability, IAG
Jimmy Samartzis, CEO, LanzaJet

10.40 Morning Coffee

11.05 Getting to Final Investment Decision: The Investor Perspective
Attracting investors to first projects
Minimising risk for investors
Moderator: Oliver Booth, Research Associate, Sightline Climate
Natasha Mann, Co-Founder & CEO, Future Energy Global
Juan Higuera, Investment Principal, Climate Investment
Thomas Delor, Sustainable Aviation Fuel Projects Manager, Airbus
Jason Jepson, Executive Vice President, Royce Lynch

11.45 Gaining access to capital debt by mitigating technology risk
What is technology risk insurance
Securing investor confidence
Protecting against project lifecycle
Moderator: Alasdair Whyte, SAF Investor
Tom Dickson, CEO, New Energy Risk

12.05 Unlocking efuels
Meeting the energy and hydrogen needs
Reducing CAPEX risk
How to get to commercial production?
Moderator: Olivier Macé, Managing Partner, Broadmanor Consulting
Keith Lawless, Senior Aviation Expert, SAF+ International Group
Elise Roc, Director of New Energy, Air France KLM
Sjoerd Raijmans, Strategy Manager, SkyNRG
Alasdair Lumsden, Founder, Carbon Neutral Fuels 

12.45 Lunch hosted by gulfstream Aerospace

14.00  Can India lead the market
Is policy or finance the key to emerging markets?
Choosing pathways in the subcontinent
Moderator: Oscar Henderson, SAF Investor
Viijay Nirani, Founder & Managing Director, Trualt Bioenergy

14.20 Is the future biomass?
Is there enough feedstock?
Does feedstock flexibility help attract investment?
Moderator: Alasdair Whyte, SAF Investor
Tim Obitts, CEO, Alder Renewables
Marcella Franchi, Vice President, North America, Haffner Energy
Wendy Owens, Founder & CEO, Hexas Biomass

15.00 Will the US Inflation Reduction Act survive 2024
How could the US presidential elections change incentives?
Is there enough certainty for investors?
How important are state incentives?
Kenneth Hill, President, BioCarbon Strategy Consulting

15.20 Associations and scaling SAF
Meeting emissions targets
Securing industry buy in
Education, Education, Education
Moderator: Kurt Edwards, Director General, IBAC
Stewart D’Leon, Director, Environmental & Technical Operations, NBAA
Maureen Gautier, Sustainability & Future Workforce Manager, EBAA
James Hardie, Board member (Sustainability), BBGA

16.00 Afternoon Tea

16.25 Picking production partners
Benefits of expertise and optionality
Forging stable partnerships
De-risking Final Investment Decisions
Maintaining latest technological efficiencies
Moderator: Oscar Henderson, SAF Investor
Zainab Yaqub, Senior Licensing Manager, Topsoe
Yawar Abbas Naqvi, Senior Technology & Business Development, KBR

16.55  Getting to Go – commercialising Net-Zero technology
James Vaughan, International Business Development,  London, Infinium

17.15 Getting to Final Investment Decision: The producer perspective
Do you need pilot plants?
Is this the hardest to find?
Is it all about the money?
Moderator: Philip Walsh, Counsel, Clifford Chance
Christopher Chaput, CFO, DG Fuels
Francesco Beraldi, Global Projects Manager, Arcadia eFuels
Dave Kettner, President & General Counsel, Virent

17.55 Closing Remarks
Alasdair Whyte, SAF Investor