The SAF Developer With Captive Feedstock
Reliable Feedstock Supply
Long-term access to Renewable Natural Gas provides a dependable foundation for sustainable fuel production.
Credits Stacked
45Z + LCFS + CORSIA simultaneously. Up to $5.50/gal in incentives above SAF market price.
Built For Exit
Developer / IPP model. Build, operate, sell to infrastructure fund. Capital recycled, carry retained.
Global NRG
Renewable Natural Gas Platform
3 Locations in the Pipeline
SkyFuel
Conversion
ATJ & FT technology
3 plants by 2030
SAF
Output
120M gal/yr
platform capacity
Revenue
Streams
Airlines · 45Z Credits
LCFS · CO₂ offtake
A Mandated, Structurally Undersupplied Market
Compliance-driven demand. Not a bet on green premiums.
US SAF Production Trajectory (M gal/yr)
2024
2025
2026
2027
2028
2029
2030
3500
2500
2000
1500
1000
500
0
US SAF Production Trajectory (M gal/yr)
3500
3000
2500
2000
1500
1000
500
0
2024
2025
2026
2027
2028
2029
2030
Key Demand Drivers
FAA Grand Challenge
3B gal by 2030
EU ReFuelEU
2% SAF blend 2025
→ 70% 2050
UK SAF Mandate
10% by 2030,
22% by 2040
CORSIA (ICAO)
Carbon-neutral aviation growth 2027+
Airline Commitments
>10B gal contracted
offtake signed
The Feedstock No One Else Has
Our Renewable Natural Gas supply is contracted, priced, and already in development. Why This Is Unreplicable?
01
Skip the Origination Barrier
Feedstock origination takes 5–10 years and tens of millions. We skip that entirely.
02
Supply Already Secured
Every competitor is still negotiating supply we already have contracted.
03
Below-Market Feedstock Pricing
Our interco supply at $4.50/MMBtu is 30–40% below spot Renewable Natural Gas market pricing.
04
Reduced Counterparty Risk
No municipal, agricultural, or third-party counterparty risk.
