Comparison between potential SAF demand in 2040 and current projected SAF pipeline capacity, by scenario (million tonnes/Mt)

production capacity of 3.6 million tonnes by construction or in various phases of development, annual production capacity.* HEFA projects make with the current projected SAF pipeline capacity, However, not all SAF plants that have been broken down by project status and technology. and operation. By assessing a range of factors - including feedstock procurement strategies, progress on regulatory compliance and permitting, meet demand in the base scenario by 2040. However, under BNEF's more realistic case noted construction status, and financing and offtake above, the current pipeline would be sufficient to that roughly half of this pipeline (22.9 million tonnes) meet SAF demand only under a reduced ambition scenario; however, under the base scenario, the may become operational, refered to below as expected by 2040, while under the momentum For comparison, SkyNRG expects a pipeline of around 18 million tonnes,203 while IATA forecasts around 20 million tonnes of SAF capacity by 2030. capacity is expected to be in the US, with Asia- capacity across operational, under-construction and capacities.204 The European Union Aviation Safety