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Neural Foundry's avatar

Really impressive roundup covering APAC aviation's infrastructure gaps and financing challenges. The SAF price premium hit - $3.6 billion added cost with only 0.6% adoption in 2025 - makes it clear production incentives matter way more than mandates. Back when I was tracking refinery projects, the thing that always surprised me was how slow the trnasition moved even with big commitments, and seeing IATA call out EU/UK mandates failing to accelerate supply kinda proves that point.