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SAF Market & Trade Forum
SAF Market & Trade Forum
- Where Capital, Demand & Trade Come Together to Build the SAF Market
23 September 2026 | QEII Center, London
The SAF Market & Trade Forum is a one-day, invitation-only executive forum within SAF Global Summit 2026, convening 100+ senior decision-makers from across investors, buyers, traders, and producers. The forum will explore how coordinated investment frameworks, early demand signals, and trading mechanisms can establish the foundation for a scalable and sustainable SAF supply chain.
Who Will You Meet?
and more...
What to Expect:
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Investment Logic: How do investors evaluate and finance SAF production infrastructure?
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Off-take Strategy: How can buyers shift from passive procurement to actively shaping supply chains through innovative agreements?
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Trading Innovation: How can traders facilitate price discovery, liquidity, and standardization?
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Project Verification: How can developers turn frontier projects into “bankable” assets suitable for investment and offtake?
Who Should Attend:
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Investors (Infrastructure / Energy / Climate / Transition Capital): Assess SAF as a new energy infrastructure asset, including investment logic, risk-sharing, and return pathways.
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Buyers (Airlines, Corporates, Scope 3 Leaders): Explore how phased participation and innovative offtake frameworks can gradually build long-term SAF supply capabilities.
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Traders (Energy / Commodity / SAF Traders): From a market-making perspective, shape trading structures, liquidity, and price discovery mechanisms.
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Project Developers: Validate project assumptions, understand market requirements, and build trust from the perspective of real investment and procurement.
Morning | Building Market Understanding: Capital, Demand & Trading Logic
09:00 - 09:10
(10 mins)
[Chair’s Welcome] SAF Market at a Critical Inflection Point: From Intentions to Financeable and Tradable Assets
09:10 - 10:00
(50 mins)
[Opening Dialogue] Critical Conditions for SAF Commercialization & Scale-Up
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How stakeholders align expectations
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Core drivers of market liquidity and transparency
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Synergies between investment, offtake, and policy signals
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Establishing a shared framework for the afternoon sessions on capital, offtake, and voluntary markets
Henrik von Storch
Director Global SAF
DHL Express (Reserved)
10:00 - 10:50
(50 mins)
[Investment Panel] When Does a SAF Project Become Investable?
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Investors’ views on technology pathways and scale
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Role of offtake agreements and policy in risk assessment
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The equity-to-debt inflection point
Cindi Bough
Managing Director
Climate Investment
Tanguy Cosmao
Project Director at Fjord PtX
Copenhagen Infrastructure Partners
Niall Mac Dowell
Director, Sustainable Finance
Barclays
Menzo Reinders
Director of Energy Sector Coverage
ING
Morning Coffee & Targeted Networking
11:20 - 12:20
(60 mins)
“Buy Here, Verify Here” SAF Project Showcase
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4–5 flagship SAF projects at critical financing or offtake negotiation stages
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Paths, assumptions, challenges, and open validation questions
Luncheon
Afternoon | From Trading to Alliances: Scaling Up & Building Confidence
14:00 - 14:50
(50 mins)
[Trading Panel] | Liquidity & Price Discovery — How Traders Shape a Scalable SAF Market
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Boundaries between physical and certificate markets
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Price discovery and green premiums
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Real-world standards, certification, and traceability requirements
Capt. Björn Dillner
Jet Fuel Trader
A.P. Møller - Maersk
14:50 - 15:40
(50 mins)
[Voluntary Market Practice] Scope 3 in Action — Real Decision-Making by Corporate Buyers
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How to justify SAF procurement to CFOs and boards from financial and strategic perspectives
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Key clause design in short- and medium-term offtake agreements
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Realistic voluntary market demand curves over the next 3–5 years and their impact on market liquidity
Erin Smith
Sales Manager
Estuaire
15:40 - 16:00
(20 mins)
Confidence Pledge Ceremony
16:00 - 16:30
(30 mins)