This week's episode of The SAF Podcast steps beyond SAF to ask a bigger question: what do today's energy shocks mean for investors? Jeffrey Altman, Senior Advisor, Finadvice joins Oscar and suggests the real crisis isn't the price of energy but the price of dependence.
Oscar and Jeff discuss:
Why this energy crisis differs from past ones, and why there's no quick way to decouple our existing energy supply chain reliance.
Hybrid war, and why investors should start pricing in downtime.
The shift from asset-light bets to capital-intensive investment in domestic manufacturing, alternative fuels and critical infrastructure.
Why policy certainty is the biggest lever, and which governments are sending the right signals.
What defence buyers actually want from SAF: reliable, commercially competitive fuel, not subsidy.
How reliance on Asian supply is pushing the case for onshore and nearshore production.
Why family offices could be the Medicis of the next innovation wave.
Check out this episode if you want to to hear a deeper discussion around current energy constraints and how to restructure them.
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