The SAF Podcast

The SAF Podcast: EcoCeres - Planting the seeds for SAF's bumper harvest


Listen Later

This week Matti Lievonen, EcoCeres joins Oscar on The SAF Podcast. Matti shares insights from his illustrious career from the transition from traditional refining at Neste to pioneering renewable fuel production in the rapidly expanding Asian SAF market.

The conversation reveals the company's innovative approach to feedstock traceability, managing relationships with over 100,000 restaurants for used cooking oil collection, and their breakthrough "easy tracer" technology that tracks feedstock origins down to individual 30-kilogram contributions.

This startup mentality, backed by significant investment from Bain Capital, has enabled rapid expansion with facilities in China and Malaysia collectively producing over 700,000 tons annually.

The discussion explores critical industry challenges including feedstock security, the potential impact of China's anticipated SAF mandates in their upcoming five-year plan, and the complex dynamics between regional production and global supply chains. Lievonen addresses the tension between Europe's preference for local production versus Asia's capacity for large-scale, cost-effective manufacturing and export.

Key topics include strategic partnerships with airlines like British Airways, the role of private equity investment from Bain Capital and Kerogen Capital, and the urgent need for policy harmonization across regions to accelerate SAF adoption. Lievonen also discusses consumer education challenges, cost reduction strategies through novel feedstock development, and the collaborative ecosystem approach needed to achieve aviation's 2050 decarbonization targets.

Despite current cost barriers, Lievenen remains optimistic about SAF's future: "If you think about the time track, SAF has been now like five years old. If you think about fossil fuel, it's 100 years old. So we have time, and I'm sure we could find a way to make SAF very competitive but also well-used." Through collaboration across airlines, suppliers, and governments, the vision of truly sustainable aviation feels increasingly within reach.

...more
View all episodesView all episodes
Download on the App Store

The SAF PodcastBy SAF Investor


More shows like The SAF Podcast

View all
Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,020 Listeners

Exchanges by Goldman Sachs

Exchanges

966 Listeners

Acquired by Ben Gilbert and David Rosenthal

Acquired

4,624 Listeners

Odd Lots by Bloomberg

Odd Lots

1,940 Listeners

Energy Gang by Wood Mackenzie

Energy Gang

1,253 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,216 Listeners

Columbia Energy Exchange by Columbia University

Columbia Energy Exchange

396 Listeners

Redefining Energy by Laurent Segalen and Gerard Reid

Redefining Energy

127 Listeners

Oil Markets by S&P Global Commodity Insights

Oil Markets

27 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,911 Listeners

The Rest Is History by Goalhanger

The Rest Is History

15,222 Listeners

The Rest Is Politics by Goalhanger

The Rest Is Politics

3,045 Listeners

The Rest Is Politics: US by Goalhanger

The Rest Is Politics: US

2,207 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,420 Listeners

Open Circuit by Latitude Media

Open Circuit

139 Listeners