由 caicai8478 I. Introduction
Driven by the global carbon neutrality goal, the aviation industry, as a high-carbon emission industry, faces tremendous pressure to reduce emissions. Sustainable Aviation Fuel (SAF), as a low-carbon alternative to traditional aviation fuel, is reshaping the operating model and strategic planning of the logistics industry. This article will explore the development status of SAF and its multi-dimensional impact on the logistics industry.
II. Overview and Development Status of SAF
Definition and Types of SAF:
Renewable fuel produced from biomass, waste or synthetic processes
Main types include biomass-based fuels, electric synthetic fuels (e-fuels) and hydrogen-based fuels
Current market penetration:
SAF only accounts for about 0.1% of the global aviation fuel supply in 2023
International Air Transport Association (IATA) goal: to reach a usage ratio of 65% in 2050
Policy drivers:
EU “Fit for 55” Plan
US Sustainable Aviation Fuel Grand Challenge Plan
China’s “14th Five-Year Plan” Civil Aviation Green Development Special Plan
III. Direct impact of SAF on the logistics industry
Cost structure changes:
The current SAF price is 2-5 times that of traditional aviation fuel
Logistics companies are facing pressure from rising fuel costs
In the long run, economies of scale and technological progress are expected to reduce the cost curve
Route network optimization:
Promote “fuel efficiency first” route planning
Promote the development of centralized fuel supply model at hub airports
Economic evaluation of impact on regional airlines and all-cargo flights
Capacity allocation adjustment:
Accelerated replacement of old and new aircraft models (new aircraft have better SAF compatibility)
SAF availability considerations included in freighter modification decisions
Re-evaluation of multimodal transport solutions
IV. Indirect impact of SAF on logistics supply chain
Changes in customer demand:
Formation of premium capabilities for low-carbon logistics services
ESG reporting requirements drive companies to choose SAF logistics solutions
E-commerce platform carbon neutrality commitment drives green air cargo
Reconstruction of supplier relationships:
Logistics companies and energy companies establish long-term SAF procurement agreements
New model for cooperation on airport fuel infrastructure Style
Vertical integration trend (such as logistics companies investing in SAF production)
Emerging business models:
SAF points trading and carbon credit bundling services
“Carbon neutral freight” product differentiation
Sharing SAF procurement alliance formation
V. Response strategies of logistics companies
Short-term strategy:
Establishing operating specifications for mixed use of SAF
Participating in industry SAF certification and standard setting
Developing carbon accounting and reporting systems
Medium-term strategy:
Locking in SAF long-term supply agreements
Matching fleet renewal roadmap with SAF compatibility
Productization of customer low-carbon solutions
Long-term strategy:
Building SAF supply chain resilience
Investing in SAF production technology or projects
Promoting industry-wide collaborative emission reduction mechanisms
VI. Challenges and opportunities
Main challenges:
Sustainability of raw materials disputes (food security, land use change)
Global SAF supply chain is not yet mature
Infrastructure transformation investment is huge
Development opportunities:
Pioneers gain policy support and market premium
Create new value propositions for logistics services
Promote collaborative technological innovation across the industry
VII. Conclusion
The promotion and application of SAF is profoundly changing the competitive landscape and operating model of the logistics industry. Under the goal of carbon neutrality, logistics companies need to proactively incorporate SAF into strategic planning, balance short-term cost pressures with long-term low-carbon competitiveness, and build a sustainable aviation logistics system through innovative cooperation. This transformation process is both a challenge and an important opportunity to reshape the value of the industry.