Koi Research Brief
March 2026|Model 016305 v1.9

Climate Impact:
CCU-Based Sustainable Aviation Fuel

Can carbon capture and utilization produce drop-in aviation fuel that substantially reduces flying's carbon footprint? This model finds that SAF produced via CCU and Fischer-Tropsch synthesis achieves an 86% lifecycle emissions reduction (75.15 Mt CO2e per EJ of aviation fuel) compared to conventional jet fuel - addressing one of the hardest-to-decarbonize sectors in the global economy.

75.15

Mt CO2e / EJ fuel

18.8

EJ jet fuel (2035)

~14

Mt at 1% capture*

* Avoided emissions shown assume 1% market capture.

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Model Dashboard

Core metrics at a glance. Forecast year 2035 unless noted.

Unit Impact (Avoided)

75.15

Mt CO2e / EJ

86% reduction vs baseline

Baseline Intensity

87.4

Mt CO2e / EJ

Conventional jet fuel

Solution Intensity

12.25

Mt CO2e / EJ

SAF via Fischer-Tropsch (CCU)

Addressable Market (2035)

18.8

EJ jet fuel demand

IEA STEPS forecast

Market Scenario

IEA STEPS

Stated Policies Scenario

Aviation energy demand

Avoided Emissions (1% Capture)

~14

Mt CO2e (2035)

At 1% market capture*

* Avoided emissions shown assume 1% market capture rate.

Baseline vs. Solution - Lifecycle Intensity

Baseline

Conventional jet fuel

87.4 Mt CO2e / EJ

Solution

SAF via Fischer-Tropsch (CCU syngas)

12.25 Mt CO2e / EJ

75.15 Mt CO2e avoided / EJ

86% reduction in lifecycle emissions intensity (constant across forecast)

Projecting to Market Scale

At 18.8 EJ of global aviation energy demand (2035, IEA STEPS) and a unit impact of 75.15 Mt CO2e per EJ, at just 1% market capture, the avoided emissions would total approximately 14.1 million tonnes CO2e per year. Aviation accounts for roughly 2-3% of global CO2 emissions and cannot easily electrify, making drop-in fuel alternatives critical.

Unit Impact

75.15

Mt CO2e/EJ

×

18.8

EJ (2035)

×

1%

market capture

=

~14

Mt CO2e

Aviation energy demand is projected to grow steadily, from 13.3 EJ (2025) to 18.8 EJ (2035) under the IEA Stated Policies Scenario, reflecting continued growth in global air travel. The unit impact remains constant at 75.15 Mt CO2e/EJ across the forecast period, as both baseline jet fuel and the CCU-SAF solution maintain stable lifecycle intensities.

The technology uses electrochemical processes to convert captured CO2 into syngas, which is then processed via Fischer-Tropsch synthesis into liquid hydrocarbons that closely resemble conventional jet fuel. The resulting SAF is a drop-in replacement, compatible with existing aircraft engines and fueling infrastructure.

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Key Findings

  1. 1

    A large per-unit reduction for a hard-to-abate sector

    At 75.15 Mt CO2e avoided per EJ (86% reduction), CCU-based SAF represents a compelling decarbonization pathway for aviation. Unlike ground transport, long-haul aviation cannot readily switch to batteries or hydrogen, making drop-in synthetic fuels critical.

  2. 2

    Drop-in compatibility is the key advantage

    The Fischer-Tropsch process produces liquid hydrocarbons that closely resemble conventional jet fuel, requiring no modifications to existing aircraft engines or airport fueling infrastructure. This eliminates the massive capital expenditure and fleet turnover that other decarbonization pathways would require.

  3. 3

    Growing market amplifies the opportunity

    Aviation energy demand is projected to grow 41% from 13.3 EJ (2025) to 18.8 EJ (2035) as global air travel expands. Unlike sectors where the addressable market is stable or shrinking, aviation's growth trajectory means the emissions reduction opportunity increases each year.

  4. 4

    Production scale and cost remain the bottleneck

    While the lifecycle emissions reduction is substantial, CCU-based SAF production requires significant energy inputs for CO2 capture and electrochemical conversion. Scaling production to meaningfully displace conventional jet fuel will depend on renewable electricity costs, carbon capture infrastructure, and policy support such as SAF blending mandates.

Methodology & Data Provenance

This model uses the Koi avoided emissions methodology: the difference in lifecycle GHG intensity between a baseline and a solution, multiplied by the addressable market to estimate total avoidable emissions.

Baseline: Conventional jet fuel. Lifecycle intensity: 87.4 Mt CO2e per EJ.

Solution: Sustainable aviation fuel (SAF) produced via Fischer-Tropsch synthesis from CCU-derived syngas. Lifecycle intensity: 12.25 Mt CO2e per EJ.

Market: Global aviation energy demand under the IEA Stated Policies Scenario (STEPS). 18.4 EJ (2034), 18.8 EJ (2035).

Data Quality Assessment

Baseline intensityFully Validated

Conventional jet fuel lifecycle emissions reviewed and confirmed by domain experts with primary source verification.

Solution intensityFully Validated

Fischer-Tropsch SAF lifecycle emissions reviewed and confirmed by domain experts with primary source verification.

Market sizingFully Validated

IEA aviation energy demand projections verified against primary source. High confidence.

Market captureFully Validated

Market capture assumptions reviewed and confirmed by domain experts.

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