Sustainable Aviation Buyers Alliance Members Back Next-Generation Sustainable Aviation Fuel Production with Long-Term Purchase Commitments
Long-term SAF certificate commitments support Infinium’s Project Atlas and position American Airlines as the physical offtaker for ultra-low carbon aviation fuel.
Rhea-AI Summary
American Airlines (AAL) will serve as physical offtaker for sustainable aviation fuel from Infinium's planned Project Atlas facility.
Members of the Sustainable Aviation Buyers Alliance have entered into binding, multi-year commitments to purchase sustainable aviation fuel certificates (SAFc) tied to Project Atlas, a Texas-based eSAF plant expected to produce approximately 100,000 metric tons of SAF per year. Contracted volumes are expected to support more than 212,000 mtCO2e of greenhouse gas abatement. SABA has now aggregated $500 million in SAFc demand from over 35 companies, providing long-term offtake signals that can help Infinium reach final investment decision and secure financing to build the facility, while American manages fuel delivery and logistics.
Positive
- Project Atlas eSAF capacity expected at approximately 100,000 metric tons of SAF annually
- Contracted volumes expected to abate over 212,000 mtCO2e of emissions
- $500 million in aggregated SAFc demand from more than 35 SABA member companies
- Binding, multi-year offtake agreements improve Infinium’s ability to reach final investment decision and secure financing
- American Airlines designated as physical offtaker and logistics manager for SAF under this deal
Negative
- Sustainable aviation fuel supply remains limited and priced at a significant premium to conventional jet fuel
News Explained
Binding SAFc commitments support financing efforts, but Project Atlas remains before final investment decision and financing.
SABA members' binding, multi-year SAFc commitments give Infinium contracted demand for Project Atlas, but the facility remains planned and still needs a final investment decision and financing.
Under the release's book-and-claim model, buyers purchase SAFc and claim the associated environmental benefits even when the fuel does not flow into their employees' or freight's planes; American Airlines takes physical delivery and facilitates allocation of the related Scope 3 reductions.
Key Figures
- Aggregated SAFc demand
- $500 million
- SABA demand aggregated to date
- Participating member companies
- over 35 member companies
- SABA demand aggregation
- Project Atlas production
- approximately 100,000 metric tons annually
- Expected sustainable aviation fuel production
- Greenhouse gas abatement
- over 212,000 mtCO2e
- Expected abatement from contracted volumes
Historical Context
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Completed first U.S. commercial-airport delivery of non-biobased eSAF for an American flight
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
book and claim model technical
scope 3 technical
rfnbo regulatory
AI-generated analysis. How Rhea-AI works. Not financial advice.
Advance purchase commitments from AVEVA, Bain & Company, Google, McKinsey, and others support Infinium's Project Atlas, a
The groundbreaking results of SABA's latest procurement were supported by leading member organizations, including AVEVA, Bain & Company, Google, McKinsey, and others, and mark an important addition to SABA's market model. Through exclusive focus on supporting projects toward final investment decision, this procurement represents a first-ever application of SABA's approach to drive new production of highly scalable, high-integrity SAF. Infinium submitted its winning proposal jointly with American Airlines, which will take physical delivery of the fuel and oversee fuel logistics. Contracted volumes under these agreements are expected to support greenhouse gas abatement of over 212,000 mtCO2e, equivalent to the emissions of over 3,500 JFK to LAX commercial flights.
"Reducing emissions from business travel is an important part of our sustainability efforts," said Isabelle Schuhmann, Global Director of Environmental Sustainability at McKinsey. "By supporting next-generation sustainable aviation fuel, this purchase helps advance a promising solution for decarbonizing aviation at scale, while enabling the travel that is essential to serving our clients."
Aviation currently accounts for approximately 2
"We're proud to partner with SABA members including AVEVA, Bain & Company, Google, McKinsey, and others, as well as American Airlines to bring Infinium Energy's next world scale eSAF facility to life," said Robert Schuetzle, CEO at Infinium. "Their commitment reflects a shared conviction that decarbonizing aviation requires real investment in next-generation supply."
"The companies purchasing SAF certificates through this agreement are demonstrating the leadership needed to help scale a critical solution for aviation," said American's Chief Sustainability Officer Jill Blickstein. "Their commitments broaden participation in the SAF market, support investment in new production and show how customers can work alongside airlines and fuel producers to advance aviation decarbonization."
SABA procurements use a book and claim model that allows corporate customers to invest in SAF and claim the associated environmental benefits, even when the fuel does not flow directly into the planes their employees or freight fly on. Participating companies purchase SAFc, while the corresponding fuel is delivered to an aircraft operator. American Airlines will serve as the physical offtaker for the SAF purchased through this deal and facilitate the allocation of the associated Scope 3 emission reductions to SABA's participating members.
"Next-generation sustainable aviation fuels have tremendous potential to transform aviation," said Sam Israelit, Chief Sustainability Officer at Bain & Company. "High-integrity market mechanisms can help translate corporate demand into the long-term investment signals needed to bring these technologies to commercial scale."
While the SAF market is growing rapidly, more investment is needed, especially for the next generation technologies the aviation sector requires to meet its long-term decarbonization goals. SABA helps accelerate future supply by aggregating SAF demand from corporate buyers and channeling it into offtake agreements with SAFc suppliers who meet rigorous sustainability criteria. SABA's next generation SAF procurement was specifically designed to drive investment into the innovative new technologies needed to bring scalable supply to the market in the years to come.
"Long-term, bankable offtake is often the missing puzzle piece that keeps new SAF plants from getting financed and built," said Kim Carnahan, GMA CEO and Head of SABA Secretariat. "We're thrilled to be working with our SABA members, Infinium, and American Airlines to fill this need and help get more ultra-low carbon aviation fuel to the market."
"We already know innovation can take us much further, faster, but only if we create the conditions for it to scale," said Jon Creyts, CEO of RMI. "Novel technologies are critical to meeting future demand for sustainable aviation fuel, but they will not be operational in time without investments made today. This procurement demonstrates how aggregated, long-term demand can help take promising eSAF projects from idea to reality."
To date, SABA has aggregated
With the binding, multi-year offtake agreements from SABA customers in hand, Infinium is well positioned to advance to final investment decision and secure financing to build the facility. In addition to serving voluntary customers, Infinium also plans to sell RFNBO compliant eSAF from the facility into European regulatory markets.
"eFuels represent one of the most sustainable pathways to help decarbonize aviation — but they are more expensive to produce," said Fred Krupp, president of Environmental Defense Fund. "Deals like this one prove that high-integrity e-SAF is investable today, not just in theory. The next test is turning early demand signals like SABA's into the long-term policy and financing conditions that will enable e-SAF suppliers to scale beyond a single project."
Plans for SABA's next procurement are already underway, offering future opportunities for companies to purchase and apply SAFc to their climate targets.
Media inquiries please contact:
Alison Greene, Communications Manager alison.greene@gmacenter.org
About the Sustainable Aviation Buyers Alliance (SABA)
The Sustainable Aviation Buyers Alliance (SABA) is a joint initiative of Environmental Defense Fund, the Center for Green Market Activation (GMA) and RMI focused on accelerating the path to net-zero aviation by driving investment in, and adoption of, high-integrity sustainable aviation fuel (SAF) and supporting companies, airlines, and freight customers in achieving their climate goals. More information on SABA can be found at www.flysaba.org or follow us on LinkedIn.
About Infinium
Infinium is reimagining how the world powers, moves, and computes. Through Infinium Energy™, the company transforms waste carbon into ultra-low carbon eFuels that decarbonize aviation, industry, and transport. Through Infinium Edge™, Infinium advances next-generation thermal infrastructure for data centers, removing heat as a constraint to enable more efficient, high-performance computing. Grounded in deep chemistry and energy systems expertise, Infinium's platforms turn carbon and heat from limits into opportunities.
About American Airlines Group (NASDAQ: AAL)
American Airlines is a premium global airline connecting more of the U.S. to the world. With roots tracing back to an air mail carrier in the Midwestern United States in 1926, American now operates more than 6,000 daily flights to more than 350 destinations in more than 60 countries and serves more than 200 million customers annually. Powered by a proud and talented team of 130,000 aviation professionals, American's team lives out the airline's purpose of caring for people on life's journey every day.
The world's largest airline proudly celebrates its centennial year in 2026, reaching a milestone that reflects a century of innovation and the Forever Forward℠ spirit that changed the industry and the world. American introduced the first scheduled air cargo service, the first airport lounge and the first airline loyalty program and continues to reinvent the customer experience today. The airline is also a founding member of the oneworld alliance, whose members serve more than 900 destinations around the globe.
Get the latest about American at news.aa.com and @AmericanAir.
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SOURCE Sustainable Aviation Buyers Alliance
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What is Infinium’s Project Atlas and where will it be located?
Project Atlas is a planned Infinium Energy eSAF facility in Texas that is expected to produce approximately 100,000 metric tons of ultra-low carbon sustainable aviation fuel per year. It will use waste CO₂ and renewable energy to produce drop-in aviation fuel compatible with existing aircraft and infrastructure.
How does SABA’s sustainable aviation fuel certificate (SAFc) model work?
SABA uses a book-and-claim system in which corporate customers buy sustainable aviation fuel certificates, while the corresponding fuel is delivered to an aircraft operator. This allows buyers to claim associated environmental benefits even when the fuel does not flow into the planes their employees or freight fly on, with American Airlines serving as the physical offtaker and allocating Scope 3 emission reductions to participating members.
How does SABA support future sustainable aviation fuel supply growth?
SABA aggregates SAF demand from corporate buyers and channels it into offtake agreements with SAFc suppliers that meet defined sustainability criteria. The next-generation procurement for Project Atlas was specifically designed to support projects approaching final investment decision, using long-term, bankable offtake commitments to help unlock project financing and expand scalable, high-integrity SAF supply.
What role will Infinium’s eSAF play in regulatory markets?
In addition to serving voluntary SAFc customers, Infinium plans to sell RFNBO-compliant eSAF from Project Atlas into European regulatory markets, alongside the volumes associated with SABA member demand.