Policy Signals

If you are shaping a SAF mandate, levy or subsidy, or preparing for one, the hard part is seeing its effect on supply, prices and investment before it lands. Start with the question you are weighing.

What will this rule do to supply, prices and plants built?

Who gains and who pays?

How do the design options compare?

Does it deliver at a sensible cost?

What you take away

A clear answer on the rule

  • The effect on supply, prices and investment, by market and year.
  • Who gains and who pays, across suppliers, airlines and the public purse.
  • The design options compared on the same basis.
  • The signposts to watch once the rule is in force.

If you work in government, a regulator or a ministry, or carry an obligation that is about to change, these questions are likely to be yours.

To assess the standard of our work first, request an Introductory Signal.

Confidence in the answer

One basis across markets

  • Every answer tells you how sure we are.

What your Signal looks like

Your question

The decision in front of you, in your words

The verdict

Proceed · wait · move · stop

Our central case

Plus the sensitivities you want to test

What would change it

The signposts to watch, with dates

How sure we are

Graded sources and the range of outcomes

Your next question

The one this answer usually raises

Where your next question may lead

If your interest is

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

Market Signals →

If your interest is

what each option costs per tonne of warming avoided

£/tCO₂-WE Signals (in development) →

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.