Sustainable Air Fuel - A Primer

The Business Brew

Kyle Mowery, Founder and Portfolio Manager at Grizzly Rock Captial, LLC, stops by the Business Brew to teach the audience about sustainable air fuel. Bill deviates the conversation *a bit* to renewable diesel at times, but SAF is the primary topic.

SAF is a potentially interesting investment topic because it is the only known way to decarbonize air travel. Importantly, there appears to be a shortage in the near term.

Companies discussed include Darling (DAR), Calumet (CLMT), LanzaJet (LNZA) and more. Here is a link to one of Darling's early investor presentations about Diamond Green Diesel: https://www.sec.gov/Archives/edgar/data/916540/000119312511081529/dex991.htm

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