Solving SAF’s Offtake Problem: Demand Aggregation and Price Certainty with Arnaud Namer

In this episode of impactful voices, we speak with Arnaud Namer about one of the most critical bottlenecks in scaling Sustainable Aviation Fuel (SAF): demand certainty.

While SAF is widely recognised as a key lever for aviation decarbonization, the industry still faces a fundamental challenge — aligning producers and buyers in a way that enables long-term investment.

We explore the so-called “offtake dilemma”:
Producers require long-term, stable contracts to secure financing for billion-dollar facilities, while airlines hesitate to commit due to uncertainty around future prices, technologies, and market evolution.

This is where demand aggregation comes in.

Arnaud explains how Atoba Energy approaches this challenge by acting as a central risk management layer — building diversified portfolios of SAF producers to reduce uncertainty across technologies, feedstocks, and pricing.

Key topics include:

• Why securing long-term SAF offtake agreements remains so difficult
• The role of demand aggregation in unlocking SAF financing
• How portfolio-based approaches can reduce risk across technologies and feedstocks
• The importance of independent price indices in creating long-term price certainty
• How Book & Claim and physical delivery models interact in different regulatory contexts
• Why SAF markets differ from renewable energy — and what can still be learned
• The role of complementary mechanisms such as double-sided auctions and revenue certainty schemes
• Why SAF will remain a critical solution for decades — even alongside emerging technologies

Видео Solving SAF’s Offtake Problem: Demand Aggregation and Price Certainty with Arnaud Namer канала Impact on sustainable aviation e.V.