SAF Investor London 2025 – Presentations
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

