What we deliver

Decision making you can defend

  • An independent, evidence-backed perspective on your decision.
  • A qualified view of how reliable your information is, as well as ours.
  • The scope and nature of your uncertainties, and suggestions on what to do about them, if you ask.
  • Some unknowns brought into view: bounded, signposted or dispelled.

Worth your while?

Both halves of the case

Each reason to engage us carries its own limit. We hold both, and so should you.

Why engage usWhy you might hold back
You are backed when you defend a call to your board, lenders or regulator.If you want reassurance for a decision already made, our view may challenge it.
Our independence makes the Signal credible to those you answer to.You pay for it, and a sceptic will notice. Our conflicts rule and one view for every client are our answer.
Every verdict comes with its reasons, its range and the signposts that would change it.How the verdict is produced stays ours.
One Signal you can pass upward and across without rewriting.Each stakeholder looks for different evidence, so we agree audiences and formats with you at the outset.
Your uncertainty becomes clearer: its kind as well as its size, with unknowns bounded and signposted.Outcomes stay uncertain. We reduce unknowns; we cannot remove them all.
Confidence compounds as signposts play out and the record builds.That takes time, and the record cannot be shown in detail.

Decision check

Where might your decision be exposed?

Your answers stay in your browser; nothing is sent to us or saved on our systems.

1. Do you have a range of jet fuel prices for 2035?
2. Do you know how the fuel plants in your market rank on competitiveness?
3. Have you tested your business case against existing or draft market rules?
4. Is your lowest acceptable price realistic?
5. Do you know your exposure to feedstock, power and hydrogen costs?
6. Could you show a lender a stress-tested business case?
7. Do you know which market moves would close your decision window?
8. Have you compared your investment case across other markets and pathways?

Answer all eight to see your score.

Who we serve

The question your stakeholders will ask

SAF plant developers

“You want this plant to happen, so how objective is your case?”

Jet fuel buyers and suppliers

“Last year’s hedge cost us; why trust this call?”

Obligated suppliers and airlines with mandates

“Are you over-buying, or exposing us to penalties?”

Fuel developers: OEMs, producers and refiners

“Is the selection sound, or a preference?”

Lenders and funds

“Did you check the sponsor’s numbers independently?”

Infrastructure and technology suppliers

“Will this market scale, and when?”

Governments and regulators

“Has industry captured this policy?”

Signals

How we bring it to you

Every Signal is tailored to you: from single questions to due diligence, valuation, building a new fuel, restructuring an organisation or market, or creating a new SAF policy. Each is prepared to be shared with your stakeholders, upward to your board and across to your counterparties, within our mutual NDA confidentiality bounds.

Market Signals

Competition, entry, access, policy and risk in your markets

Market Signals →

Capital Signals

Where, when and how much to commit, and in what structure

Capital Signals →

Project Signals

How defensible your project and investment case are, gate by gate

Project Signals →

Fuel Signals

Which fuels meet your targets, and which to test first

Fuel Signals →

Logistics Signals

How fuel reaches the wing, and at what delivered cost

Logistics Signals →

Sustainability Signals

Your fuel’s climate impact, including contrail warming

Sustainability Signals →

Policy Signals

What a rule change will do to supply, prices and investment

Policy Signals →

Introductory Signal

As an introduction to our work, we will prepare an initial Signal on a defined question of your choosing, at our expense. It sets out our view, the reasoning and evidence behind it, and a range of outcomes we see, in the most common form we deliver to any client.

It allows you, and those you report to, to assess the standard of our work against a decision that matters to you, before any mandate is agreed.

Provided under a mutual non-disclosure agreement; one per organisation. All rights reserved, including copyright, our discretion over engagements and the preservation of our independence.

Requests to action@circulairity.co.

Independent, evidence-backed Signals for decisions others must also stand behind