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Agenda 2025

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Unlocking investments in E-Fuels: Leveraging EU Financial Instruments to drive SAF bankability

23 Oct 2025
Hydrogen Derivatives & Sustainable Fuels
Hydrogen Derivatives & Sustainable Fuels

The transition to E-fuels is critical for achieving net-zero targets, especially in aviation. However, despite growing demand and some technological advancements, large-scale e-Fuels initiatives still struggle to secure the necessary investments. Our global study on the SAF has identified key economic challenges hindering project bankability, including price volatility, regulatory uncertainty, and inadequate financial incentives. We will present a strategic approach to overcoming these barriers by utilising existing EU financial instruments. We propose a new, internally developed EU funding mechanism as a part of a new fund designed to integrate also with ReFuelEU, the Industrial Act, ETS penalties, and other existing frameworks. This model aims to channel compliance-based revenues into sustainable investments, creating a self-reinforcing cycle to accelerate e-Fuels deployment. 

Speakers
Viktoriia Betina, Manager TCF-Valuation, Model & Economy - EY Parthenon