Sustainable Aviation Fuel Blending Mandate Coordination Treaty
Description
Negotiate an international SAF blending mandate coordination framework through ICAO to prevent competitive distortion from unilateral mandates while accelerating global SAF deployment.
The framework would establish minimum blending percentages by decade (2% by 2025, 10% by 2030, 35% by 2040), coordinate SAF certification standards, create a SAF production investment fund ($30 billion), and establish book-and-claim accounting allowing airlines to purchase SAF credits from any global production location regardless of physical delivery location.
Implementation Pathway
Standards Harmonization
Mandate Coordination
Production Finance
Impact Overview
Overall net impact: +5.33
Net Score by Horizon
Benefits vs Harms Count
- Benefits
- Harms
Impact Analysis
Overall Net Impact
Combined analysis across all timeframes
Short-term
0-2 years
- Immediate market clarity for investors due to harmonized ICAO global standards
- Establishment of the $30 billion investment fund for early-stage biorefinery construction
- Short-term increase in ticket prices as airlines pass on the cost of initial 2% blending mandates
- Geopolitical friction during the negotiation of harmonized certification standards
Mid-term
3-10 years
- Scale-up of SAF production infrastructure via coordinated capital flows
- Operational efficiency gains through global book-and-claim credit portability
- Significant reduction in aviation-related lifecycle CO2 emissions
- Potential supply chain shortages for sustainable feedstocks due to simultaneous global demand spikes
Long-term
10+ years
- Stabilization of the aviation sector's carbon footprint despite continued growth
- Full integration of diverse SAF pathways (power-to-liquid, biomass, waste) into global energy markets
- Avoidance of a fragmented 'patchwork' regulatory environment for international carriers
- Risk of regulatory capture by incumbent energy majors controlling the primary supply chains
- Increased diversion of agricultural waste or lipid feedstocks from food and heating markets into aviation
- Pressure on developing nations to prioritize SAF exports over domestic energy security
- Creation of a secondary speculative market for SAF credits that may detach from actual emissions reductions
