Key Insights
European airlines, including easyJet, Ryanair, Lufthansa, Air France-KLM, and IAG, are urging the EU to delay its 2030 synthetic fuel mandate due to high costs and scarce supply.
The EU's ReFuelEU Aviation regulation mandates that 2% of jet fuel supplied at European airports be sustainable by 2025, rising to 6% by 2030, with synthetic SAF accounting for 1.2% from 2030, increasing to 5% by 2035.
As of April 2026, there are approximately 40 eSAF projects in the EU, but none have reached a final investment decision (FID), primarily due to high capital expenditures and uncertain regulatory frameworks.
AI Analysis
The delay in European synthetic fuel projects is likely to persist in the near term due to ongoing cost and regulatory challenges. A shift towards alt...
Market Outlook
Short-Term
In the short term, the aviation sector may experience increased fuel costs and potential operational disruptions as airlines face challenges in meeting EU mandates. Regulatory bodies may consider revising policies to address these concerns.
Long-Term
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