Sep. 11 at 6:01 PM
SAF market reset: Southwest’s divestment signals a strategy shift—not a retreat from SAF.
🔹 Airlines are pivoting from direct project ownership to risk-sharing offtake deals aligned with core competencies
🔹 Policy backdrop: 45Z trimmed to
$1.00/gal but extended to 2029 with transferable credits; investor appetite stabilizing
🔹 Near-term oversupply, but projects are more resilient via premium abatement pricing, structured offtakes, and carbon credits
🔹 U.S. tailwinds: bipartisan support, ag feedstocks (corn/soy, woody biomass, switchgrass), ethanol-to-low-carbon + CCS momentum
Catch our WTR Small-Cap Spotlight podcast for the full breakdown—then join our fireside chat with HUSA CEO Ed Gillespie on Sept 17, 2025 at 2:00 pm ET
Registration link in the full report!
https://www.watertowerresearch.com/doc?docID=IR_EnergTra_08252025_1
#SAF #EnergyTransition #Biofuels #Aviation #SustainableInvesting #CCS #CleanEnergy #SmallCap #Stocks #Investing
$GEVO $NTOIY $GPRE $REX $SAFX