Brussels, 9 June – Arcadia eFuels, INERATEC, Norsk e-Fuel, SkyNRG and ZAFFRA today launched the European eSAF Coalition, calling on EU institutions, national governments and NATO partners to make electro-Sustainable Aviation Fuel (eSAF) a strategic priority for Europe’s energy security, industrial competitiveness and defense readiness.
At a time of geopolitical instability, attacks on critical energy infrastructure and growing pressure on global supply chains, the Coalition argues that Europe must strengthen its ability to produce critical fuels domestically and avoid a future dependence on imported synthetic fuels.
To achieve this, the Coalition is calling for action in 4 priority areas:
- Recognize European Sustainable fuel production as a strategic priority by seeing fuel produced from locally sourced feedstocks as a strategic infrastructure that supports decarbonization, competitiveness, energy security and resilience.
- Create Bankable demand signals as these are needed to create long-term demand, help de-risk early projects, and accelerate market formation.
- Bridge the cost gap to support scaling sustainable and resilient fuel production, as eSAF remains significantly more expensive than conventional jet fuel.
- Open Europe’s jet fuel market to enable the scale-up of eSAF, as restricted access to fuel infrastructure at airports creates barriers for new entrants and undermines investment certainty.
Together, Arcadia eFuels, INERATEC, Norsk e-Fuel, SkyNRG and ZAFFRA represent a multi-billion-euro Europe eSAF opportunity, with projects across France, Germany, the Nordics, Spain and key aviation hubs throughout Europe.
The Coalition states: “Fuel sovereignty is becoming a strategic necessity for Europe. The ability to produce critical fuels domestically is essential for maintaining connectivity, industrial competitiveness, and defense readiness in an increasingly uncertain world.”
While Europe accounts for more than 60% of announced global eSAF production capacity, many projects are struggling to reach final investment decisions due to insufficient demand certainty and limited financing support. Without decisive action, Europe risks losing investment, industrial leadership and control over a critical future fuel supply chain.
The Coalition argues that Europe’s continued exposure to volatile global fuel markets, fragile supply chains and concentrated infrastructure is increasingly incompatible with its security, industrial and climate ambitions. As a domestically produced fuel made from renewable electricity, green hydrogen and captured carbon, eSAF offers a scalable, drop-in alternative to imported fossil jet fuel.
By strengthening energy sovereignty, enhancing supply chain resilience and supporting both civilian aviation and defence needs, eSAF represents a strategic opportunity for Europe to secure its industrial competitiveness while advancing its decarbonisation goals.
The Coalition will continue to work with policymakers, industry leaders, investors and defence stakeholders to accelerate eSAF deployment and strengthen Europe’s long-term fuel resilience.
Its objective is clear: to help build a secure, sustainable and sovereign fuel supply chain that supports aviation decarbonization, strengthens industrial competitiveness, and contributes to Europe’s security and defense readiness.
The full Coalition statement – No Fuel Sovereignty. No European Resilience., can be found below.
