Korean Air
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廃食油と燃料クレジットがSAFを本物の相場テーマに変え始めた
6月5日のReutersによる日本の廃食油争奪報道に、韓国、欧州、米国の制度と供給網の動きが重なり、SAFはESGの掛け声から原料と採算の相場へ移りつつある。
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Waste Oil And Fuel Credits Are Turning SAF Into A Real Market Trade
Japan’s June 5 Reuters report on the scramble for used cooking oil, plus Korean, European, and U.S. policy and supply-chain signals, suggest sustainable aviation fuel is moving from ESG messaging to a harder trade in feedstock, mandates, and fuel economics.
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Jet Fuel Is Becoming a Route-Rationalization Trade
Europe says there is no immediate jet-fuel shortage, but route cuts, surcharges and tighter guidance from U.S., Japanese and Korean carriers show that aviation is becoming a pricing-power trade rather than a simple travel rebound story.