LanzaTech Investor Presentation Deck
Sustainable Aviation Fuels Market Opportunity
"SAFS are the only viable near-term option to decrease emissions in the aviation sector, as they are compatible with current aircraft engines and fueling
infrastructure and can power flights with no distance limits" (McKinsey & Company)¹
Mandated Global Jet Fuel Demand (billion gallons per year)
SAF Market Demand Drivers
2020
70
2
120
2025
■ Expected SAF Mandate²
14
150
TH
61
24
2035
LanzaTech
140
2030
Expected Additional SAF Demand ³
160
2040
Jet Fuel Demand
In order to reach expected 2030 SAF demand, global SAF
capacity must achieve an 87% CAGR
4
Coalition
Notable
Companies
Represented
SAF Target
Companies
Committed
BOARD NOW
coalition for sustainable flying
Microsoft
BCG
10% by 2030
pwc
BRITISH AIRWAYS
BOSTON
CONSULTING
SABA
SUSTAINABLE AVIATION BUYERS ALLIANCE
BOEING
Select SAF Corporate Commitments
DHL
30% by 2030
FedEx®
Eco
Skies
Alliance
SIEMENS
30% by 2035
ups
DELTA
jetBlue
¹ McKinsey & Company, Critical insights on the path to a net-zero aviation sector. 2 2020 and 2025 numbers from the International Air Transport Association. 2030, 2035 and 2040 numbers are assumed as 10%,
20% and 30% of global jet fuel demand, respectively. 3 World Economic Forum, Clean Skies for Tomorrow 2030 Ambition Statement 4 World Economic Forum, Clean Skies for Tomorrow Insight Report
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