We handpick and explain the most important stories at the intersection of climate, land, food and nature over the past fortnight.
This is an online version of Carbon Brief’s fortnightly Cropped email newsletter. Subscribe for free here.
Key developments
Roadless rule
ROADLESS RULE NO MORE: The US agriculture department announced last week that it plans to “rescind a decades-old rule that protects 58.5m acres [236,741km2] of national forestland from road construction and timber harvesting”, the Los Angeles Times reported. The “Roadless Rule” has been in place since 2001 and “established lasting protection for specific wilderness areas within the national forests”, the outlet continued. US agriculture secretary Brooke Rollins called the rule “outdated”, while environmental groups “condemned the decision and vowed to take the administration to court”, according to the Washington Post.
PUBLIC LANDS PRESSURE: Amid Republican opposition, Utah senator Mike Lee pulled his “controversial proposal” to sell off public lands for housing developments from the “sprawling” domestic policy bill known as the “Big Beautiful Bill”, the Salt Lake Tribune reported. According to Politico, Lee blamed “misinformation” for the provision’s lack of support, even though, “in reality, he faced stiff opposition from western Republicans from states with large public land holdings”. On Tuesday, the Senate “narrowly approved” the bill, which now has to return to the House – where “many members have balked at the Senate’s changes to the measure” – for further approval, the Washington Post said.
BACK ONLINE: The Famine Early Warning Systems Network (FEWS NET) is back online following a “months-long shutdown” due to the Trump administration’s “slash[ing]” of the US Agency for International Development (USAID) budget, Devex reported. The publication called the site’s restoration a “welcome development for aid agencies around the world” and noted that FEWS NET is “widely regarded as the world’s most reliable early-warning system for food insecurity”. Updated data is “expected to be available by October 2025”, said a spokesperson for FEWS NET.
Bonn to Belém
FOOD-CLIMATE NEXUS: While “agenda fights”, finance and threats to multilateralism dominated the narrative at Bonn climate talks that concluded last week, food discussions were “potentially productive”, observers told Carbon Brief. The meeting featured the first of two workshops under the Sharm-el-Sheikh joint work on climate action, agriculture and food security – the only dedicated forum for agriculture in UN climate talks. Action Aid’s Teresa Anderson told Carbon Brief: “Agriculture negotiations are now reaping the bitter harvest from Baku. After initial resistance, negotiations resulted in more targeted and potentially useful guidance to at least help identify finance gaps in agriculture.”
SECOND CHANCES: A Down to Earth comment by Indian agricultural economist Smita Sirohi described the workshop as “a “second chance to reframe the debate” around agriculture and climate to ensure more focus on adaptation, not just mitigation. While countries shared their experiences with “systemic and holistic approaches” to integrating climate into national food plans, finance for these approaches was still a sticking point. Anderson added that many governments “[came] to the conclusion that agroecology is the most effective way to achieve multiple climate and development goals”. (For more, read Carbon Brief’s in-depth summary of the meeting.)
ENDS WITHOUT MEANS: Adaptation was at the forefront in Bonn. Before the start of the conference, countries “miraculously” narrowed down a list of “indicators” for the global goal on adaptation (GGA) from 9,000 to 490. Key divisions emerged between developed and developing countries on whether to include indicators on “means of implementation” (MOI) – shorthand for finance – as well as language around “transformational” adaptation. The final text invited experts to continue refining GGA indicators to a manageable 100, it included MOI indicators that developing countries viewed as a win.
FOREST FUND: More countries and private-sector groups supported Brazil’s Tropical Forest Forever Fund during London Climate Action Week, a statement said, but there is currently no funding estimate available ahead of its launch at COP30. Brazil is aiming for “$4-5bn per year for the investment in forests, 20% of that being destined for Indigenous [peoples] and local communities”, the country’s environment and climate minister, Marina Silva, told Carbon Brief at an event last week at the Brazilian embassy in London. Silva added: “It is not donation, it is not charity…We can have a fund that will be remunerating those who protect their forests – be they communities or private owners.” Elsewhere, Brazil and the UN held the first “global ethical stocktake” in London to hear from civil society before COP30.
Spotlight
How extreme weather is impacting India’s ‘food in 10 minutes’ delivery drivers
This week, Cropped’s Mumbai-based reporter Aruna Chandrasekhar spoke to a union leader fighting to hold delivery-app companies accountable for protecting millions of India’s food delivery workers from extreme weather.
Driven by increasing urbanisation, smartphone usage and home-based lifestyles further entrenched by the Covid-19 pandemic, food delivery platforms continue to boom in India.
On any given waterlogged day of the week, Mumbai residents can order iPhone chargers with their okra, or apples from New Zealand, even well after midnight.
But India’s 7.7m delivery workers are having to brave extreme heat and high water in India’s crowded cities – whether on electric mopeds, cycles or horseback – to bring India such items direct to the doorstep.
It begs the question: are food delivery platforms effectively outsourcing climate adaptation to informal gig workers with fewer social protections?
A Nature Cities study published in January found a “significant surge” in lunchtime orders on the hottest days of the year in China’s cities, “reveal[ing] the transfer of heat exposure” from consumers to delivery riders.
Similarly, a study published in Sage last week found that digital technologies are “reshaping food practices in urban India in ways that reinforce existing caste, class and gender hierarchies”.
As temperatures touched 44C this summer, the Telangana state gig and platform workers union (TGPWU) urged citizens to offer a “glass of water” to the thousands of delivery workers battling extreme heat to bring them their food.
According to the International Labour Organisation, delivery workers in India can work up to 82 hours a week, with apps increasingly racing to offer consumers delivery in under 10 minutes.
“Is 10-minute delivery even possible? Can we look at humans as humans and not as robots?” says Shaik Salauddin, TGPWU founder and general secretary of the Indian Federation of App-Based Transport Workers (IFAT), speaking to Carbon Brief. He continues:
“As unions, we can tell workers to rest, but who’s going to pay for their daily bread? But if the aggregators are telling workers to carry hot parcels of biriyani in 46C, bag between their shoulders, wearing a dark uniform: can you imagine the heat and mental stress? And then buildings with 10-15 floors don’t give them access to the lift, when they have less than 10 minutes to deliver.”
Salauddin, who worked as a taxi driver for 10 years, has been fighting for the impact of extreme weather on food delivery workers to be better recognised. Two weeks ago – well into the monsoon – India’s National Disaster Management issued guidelines to recognise delivery workers “as one of the most vulnerable” to heatwaves and to create separate sections for informal workers in city and state heat action plans.
This week, Salauddin is sending out extreme rain alerts on WhatsApp and Telegram. He tells Carbon Brief that he is “tired of the PR” and “superhero” praise heaped on riders risking their lives in record floods by the same delivery platforms that offer little accountability or transparency. He says:
“I tell workers there’s a red alert for extreme rain, open drains are overflowing, your EVs won’t make it, please don’t go out there. In 10 minutes, the apps say: ‘Please come online, we’ll pay you 30% extra as part of rain mode.’ Who do I fight with now?”
To Salauddin, climate change and “just transition” are “big words” that have to be linked to livelihoods and need a far-reaching vision: whether it is subsidies for marginalised castes to buy or retrofit EVs, more charging stations, or even just restrooms for exhausted workers. Governments must engage with unions every three months, he says, not just at the height of summer or monsoon. With the exception of a few states, India’s many gig workers are not formally recognised for social security benefits.
The biggest change, Salauddin says, must come from food delivery apps themselves. He concludes:
“Simply saying that ‘we’re a broker between companies and people, we take our commission and nothing else’ is not a good model. They need to take responsibility for livelihoods, for climate impacts and their emissions. In our nature of work, we should be looking at the future of work – and the future is already here.”
News and views
COUNTING CONTROVERSY: The European climate commissioner, Wopke Hoekstra, may allow EU member states to “count controversial carbon credits from developing countries towards their climate targets”, the Guardian reported. Hoekstra told the outlet that “developing countries were keen to gain EU financing through carbon credits” and that the “possibility of allowing this was ‘potentially very attractive’”. However, the Guardian noted, “green groups are furious” and insist that the EU must “meet its targets domestically”, without the use of overseas carbon offsets.
FUELLING FOOD: Around 40% of petrochemicals are used by food systems around the world, mostly through synthetic fertilisers and plastic packaging, according to a new report. The research, from the International Panel of Experts on Sustainable Food Systems (IPES-Food), noted that food production and processing accounts for at least 15% of global fossil-fuel use. Action on food systems is “missing” from global agreements to transition away from fossil fuels, the report said. IPES-Food expert, Prof Raj Patel, said in a statement: “Delinking food from fossil fuels has never been more critical to stabilise food prices and ensure people can access food.”
PLANT FUEL: Efforts are underway in Chad to switch to “green charcoal” – a fuel made from plant waste, such as sesame stalks or palm fronds – to prevent further “rampant deforestation”, Agence France-Presse reported. The central African country has lost more than 90% of its forest cover since the 1970s and is “steadily turning to desert”, the newswire said. “Green charcoal” is intended for household uses, such as cooking, as an alternative to cut-down trees. An initiative to produce this fuel, which allegedly emits less CO2 than ordinary charcoal when burned, is backed by the World Bank and the UN refugee agency, added AFP.
G&T DANGER: “Volatile” weather, made “more likely by climate breakdown”, may impact the flavour of juniper berries – the “key botanical” in gin – according to a new study covered by the Guardian. The research, published in the Journal of the Institute of Brewing, looked at berries from seven European countries taken across different harvests. “A wet harvest year can reduce the total volatile compounds in juniper by about 12% compared to a dry year. This has direct implications for the sensory characteristics that make gin taste like gin,” the lead study author Dr Matthew Pauley, an assistant professor at Heriot-Watt University, told the newspaper.
TREE TROUBLE: The UK missed its tree-planting targets by an area of forest equivalent to the size of the Isle of Wight over the past five years, according to Carbon Brief analysis. New figures showed that 15,700 hectares of trees were planted across the UK in the last year – roughly half of the annual 30,000 hectare target set by the previous government. England, Scotland, Wales and Northern Ireland have repeatedly not met national targets since 2020, previous data showed. These missed goals amount to more than 36,000 hectares of unplanted forest.
ASIA IMPACTED: According to the World Meteorological Organisation’s State of Climate in Asia 2024 report released last week, Asia is warming twice as fast as the global average, reported the Times of India. Extreme summer heat and reduced winter snowfall “accelerated glacier mass loss” in 23 of 24 glaciers in the central Himalayas and Tian Shan, Down to Earth wrote, with drought in China affecting more than 4.8 million people. Per the report, marine heatwaves “gripped a record area of the ocean”. The north Bay of Bengal region recorded the “second fastest rate” of sea level rise globally after the South China Sea, wrote the New Indian Express.
Watch, read, listen
BLEACHING POINT: Kenyan marine ecologist Dr David Obura spoke to the Guardian about coral reefs that are “flickering out across the world”.
SHADOWY BROKER: The Financial Times looked at the life and death of Samuele Landi, an Italian “telecoms entrepreneur turned fraudster” and carbon-credits broker.
HORNBILL HOUR: The Some Like it Wild Podcast spoke to Dr Aparajita Datta about her research on the “secret life” of hornbills and valuing community knowledge in conservation research.
WOMEN’S WORK: For LitHub, Dr Sarah Boon wrote about “trailblaz[ing]” women scientists who carried out fieldwork in the 1900s.
New science
- A new study in Science Advances found that more than half of existing sea turtle hotspots “may disappear by 2050, with many new habitats in high shipping intensity areas” under a high-emissions scenario. “Alarmingly”, the authors added, only 23% of these hotspots are conserved under current marine protected areas.
- According to new research in Nature Climate Change, protecting “existing young secondary forests” can remove eight times more carbon per hectare than new tree plantations.
- A new study, published in Nature and covered by Carbon Brief, found that six staple crops will face “substantial” yield losses under future climate change – even when accounting for farmers’ adaptation efforts.
In the diary
- 7-25 July: Second part of the 30th annual session of the International Seabed Authority (ISA) | Kingston, Jamaica
- 7-11 July: Final meeting of the working group on access and benefit-sharing in the Plant Treaty | Lima, Peru
- 14-23 July: High-Level Political Forum on Sustainable Development 2025 (HLPF) | New York City
- 23-31 July: Ramsar Convention on Wetlands COP15 | Victoria Falls, Zimbabwe
Cropped is researched and written by Dr Giuliana Viglione, Aruna Chandrasekhar, Daisy Dunne, Orla Dwyer and Yanine Quiroz. Please send tips and feedback to cropped@carbonbrief.org
The post Cropped 2 July 2025: US public lands under attack; How India’s gig workers are suffering under climate change; Bonn to Belém appeared first on Carbon Brief.
Climate Change
DeBriefed 27 February 2026: Trump’s fossil-fuel talk | Modi-Lula rare-earth pact | Is there a UK ‘greenlash’?
Welcome to Carbon Brief’s DeBriefed.
An essential guide to the week’s key developments relating to climate change.
This week
Absolute State of the Union
‘DRILL, BABY’: US president Donald Trump “doubled down on his ‘drill, baby, drill’ agenda” in his State of the Union (SOTU) address, said the Los Angeles Times. He “tout[ed] his support of the fossil-fuel industry and renew[ed] his focus on electricity affordability”, reported the Financial Times. Trump also attacked the “green new scam”, noted Carbon Brief’s SOTU tracker.
COAL REPRIEVE: Earlier in the week, the Trump administration had watered down limits on mercury pollution from coal-fired power plants, reported the Financial Times. It remains “unclear” if this will be enough to prevent the decline of coal power, said Bloomberg, in the face of lower-cost gas and renewables. Reuters noted that US coal plants are “ageing”.
OIL STAY: The US Supreme Court agreed to hear arguments brought by the oil industry in a “major lawsuit”, reported the New York Times. The newspaper said the firms are attempting to head off dozens of other lawsuits at state level, relating to their role in global warming.
SHIP-SHILLING: The Trump administration is working to “kill” a global carbon levy on shipping “permanently”, reported Politico, after succeeding in delaying the measure late last year. The Guardian said US “bullying” could be “paying off”, after Panama signalled it was reversing its support for the levy in a proposal submitted to the UN shipping body.
Around the world
- RARE EARTHS: The governments of Brazil and India signed a deal on rare earths, said the Times of India, as well as agreeing to collaborate on renewable energy.
- HEAT ROLLBACK: German homes will be allowed to continue installing gas and oil heating, under watered-down government plans covered by Clean Energy Wire.
- BRAZIL FLOODS: At least 53 people died in floods in the state of Minas Gerais, after some areas saw 170mm of rain in a few hours, reported CNN Brasil.
- ITALY’S ATTACK: Italy is calling for the EU to “suspend” its emissions trading system (ETS) ahead of a review later this year, said Politico.
- COOKSTOVE CREDITS: The first-ever carbon credits under the Paris Agreement have been issued to a cookstove project in Myanmar, said Climate Home News.
- SAUDI SOLAR: Turkey has signed a “major” solar deal that will see Saudi firm ACWA building 2 gigawatts in the country, according to Agence France-Presse.
$467 billion
The profits made by five major oil firms since prices spiked following Russia’s invasion of Ukraine four years ago, according to a report by Global Witness covered by BusinessGreen.
Latest climate research
- Claims about the “fingerprint” of human-caused climate change, made in a recent US Department of Energy report, are “factually incorrect” | AGU Advances
- Large lakes in the Congo Basin are releasing carbon dioxide into the atmosphere from “immense ancient stores” | Nature Geoscience
- Shared Socioeconomic Pathways – scenarios used regularly in climate modelling – underrepresent “narratives explicitly centring on democratic principles such as participation, accountability and justice” | npj Climate Action
(For more, see Carbon Brief’s in-depth daily summaries of the top climate news stories on Monday, Tuesday, Wednesday, Thursday and Friday.)
Captured
The constituency of Richard Tice MP, the climate-sceptic deputy leader of Reform UK, is the second-largest recipient of flood defence spending in England, according to new Carbon Brief analysis. Overall, the funding is disproportionately targeted at coastal and urban areas, many of which have Conservative or Liberal Democrat MPs.
Spotlight
Is there really a UK ‘greenlash’?
This week, after a historic Green Party byelection win, Carbon Brief looks at whether there really is a “greenlash” against climate policy in the UK.
Over the past year, the UK’s political consensus on climate change has been shattered.
Yet despite a sharp turn against climate action among right-wing politicians and right-leaning media outlets, UK public support for climate action remains strong.
Prof Federica Genovese, who studies climate politics at the University of Oxford, told Carbon Brief:
“The current ‘war’ on green policy is mostly driven by media and political elites, not by the public.”
Indeed, there is still a greater than two-to-one majority among the UK public in favour of the country’s legally binding target to reach net-zero emissions by 2050, as shown below.

Steve Akehurst, director of public-opinion research initiative Persuasion UK, also noted the growing divide between the public and “elites”. He told Carbon Brief:
“The biggest movement is, without doubt, in media and elite opinion. There is a bit more polarisation and opposition [to climate action] among voters, but it’s typically no more than 20-25% and mostly confined within core Reform voters.”
Conservative gear shift
For decades, the UK had enjoyed strong, cross-party political support for climate action.
Lord Deben, the Conservative peer and former chair of the Climate Change Committee, told Carbon Brief that the UK’s landmark 2008 Climate Change Act had been born of this cross-party consensus, saying “all parties supported it”.
Since their landslide loss at the 2024 election, however, the Conservatives have turned against the UK’s target of net-zero emissions by 2050, which they legislated for in 2019.
Curiously, while opposition to net-zero has surged among Conservative MPs, there is majority support for the target among those that plan to vote for the party, as shown below.

Dr Adam Corner, advisor to the Climate Barometer initiative that tracks public opinion on climate change, told Carbon Brief that those who currently plan to vote Reform are the only segment who “tend to be more opposed to net-zero goals”. He said:
“Despite the rise in hostile media coverage and the collapse of the political consensus, we find that public support for the net-zero by 2050 target is plateauing – not plummeting.”
Reform, which rejects the scientific evidence on global warming and campaigns against net-zero, has been leading the polls for a year. (However, it was comfortably beaten by the Greens in yesterday’s Gorton and Denton byelection.)
Corner acknowledged that “some of the anti-net zero noise…[is] showing up in our data”, adding:
“We see rising concerns about the near-term costs of policies and an uptick in people [falsely] attributing high energy bills to climate initiatives.”
But Akehurst said that, rather than a big fall in public support, there had been a drop in the “salience” of climate action:
“So many other issues [are] competing for their attention.”
UK newspapers published more editorials opposing climate action than supporting it for the first time on record in 2025, according to Carbon Brief analysis.
Global ‘greenlash’?
All of this sits against a challenging global backdrop, in which US president Donald Trump has been repeating climate-sceptic talking points and rolling back related policy.
At the same time, prominent figures have been calling for a change in climate strategy, sold variously as a “reset”, a “pivot”, as “realism”, or as “pragmatism”.
Genovese said that “far-right leaders have succeeded in the past 10 years in capturing net-zero as a poster child of things they are ‘fighting against’”.
She added that “much of this is fodder for conservative media and this whole ecosystem is essentially driving what we call the ‘greenlash’”.
Corner said the “disconnect” between elite views and the wider public “can create problems” – for example, “MPs consistently underestimate support for renewables”. He added:
“There is clearly a risk that the public starts to disengage too, if not enough positive voices are countering the negative ones.”
Watch, read, listen
TRUMP’S ‘PETROSTATE’: The US is becoming a “petrostate” that will be “sicker and poorer”, wrote Financial Times associate editor Rana Forohaar.
RHETORIC VS REALITY: Despite a “political mood [that] has darkened”, there is “more green stuff being installed than ever”, said New York Times columnist David Wallace-Wells.
CHINA’S ‘REVOLUTION’: The BBC’s Climate Question podcast reported from China on the “green energy revolution” taking place in the country.
Coming up
- 2-6 March: UN Food and Agriculture Organization regional conference for Latin America and Caribbean, Brasília
- 3 March: UK spring statement
- 4-11 March: China’s “two sessions”
- 5 March: Nepal elections
Pick of the jobs
- The Guardian, senior reporter, climate justice | Salary: $123,000-$135,000. Location: New York or Washington DC
- China-Global South Project, non-resident fellow, climate change | Salary: Up to $1,000 a month. Location: Remote
- University of East Anglia, PhD in mobilising community-based climate action through co-designed sports and wellbeing interventions | Salary: Stipend (unknown amount). Location: Norwich, UK
- TABLE and the University of São Paulo, Brazil, postdoctoral researcher in food system narratives | Salary: Unknown. Location: Pirassununga, Brazil
DeBriefed is edited by Daisy Dunne. Please send any tips or feedback to debriefed@carbonbrief.org.
This is an online version of Carbon Brief’s weekly DeBriefed email newsletter. Subscribe for free here.
The post DeBriefed 27 February 2026: Trump’s fossil-fuel talk | Modi-Lula rare-earth pact | Is there a UK ‘greenlash’? appeared first on Carbon Brief.
Climate Change
Pacific nations want higher emissions charges if shipping talks reopen
Seven Pacific island nations say they will demand heftier levies on global shipping emissions if opponents of a green deal for the industry succeed in reopening negotiations on the stalled accord.
The United States and Saudi Arabia persuaded countries not to grant final approval to the International Maritime Organization’s Net-Zero Framework (NZF) in October and they are now leading a drive for changes to the deal.
In a joint submission seen by Climate Home News, the seven climate-vulnerable Pacific countries said the framework was already a “fragile compromise”, and vowed to push for a universal levy on all ship emissions, as well as higher fees . The deal currently stipulates that fees will be charged when a vessel’s emissions exceed a certain level.
“For many countries, the NZF represents the absolute limit of what they can accept,” said the unpublished submission by Fiji, Kiribati, Vanuatu, Nauru, Palau, Tuvalu and the Solomon Islands.
The countries said a universal levy and higher charges on shipping would raise more funds to enable a “just and equitable transition leaving no country behind”. They added, however, that “despite its many shortcomings”, the framework should be adopted later this year.
US allies want exemption for ‘transition fuels’
The previous attempt to adopt the framework failed after governments narrowly voted to postpone it by a year. Ahead of the vote, the US threatened governments and their officials with sanctions, tariffs and visa restrictions – and President Donald Trump called the framework a “Green New Scam Tax on Shipping”.
Since then, Liberia – an African nation with a major low-tax shipping registry headquartered in the US state of Virginia – has proposed a new measure under which, rather than staying fixed under the NZF, ships’ emissions intensity targets change depending on “demonstrated uptake” of both “low-carbon and zero-carbon fuels”.
The proposal places stringent conditions on what fuels are taken into consideration when setting these targets, stressing that the low- and zero-carbon fuels should be “scalable”, not cost more than 15% more than standard marine fuels and should be available at “sufficient ports worldwide”.
This proposal would not “penalise transitional fuels” like natural gas and biofuels, they said. In the last decade, the US has built a host of large liquefied natural gas (LNG) export terminals, which the Trump administration is lobbying other countries to purchase from.
The draft motion, seen by Climate Home News, was co-sponsored by US ally Argentina and also by Panama, a shipping hub whose canal the US has threatened to annex. Both countries voted with the US to postpone the last vote on adopting the framework.
The IMO’s Panamanian head Arsenio Dominguez told reporters in January that changes to the framework were now possible.
“It is clear from what happened last year that we need to look into the concerns that have been expressed [and] … make sure that they are somehow addressed within the framework,” he said.
Patchwork of levies
While the European Union pushed firmly for the framework’s adoption, two of its shipping-reliant member states – Greece and Cyprus – abstained in October’s vote.
After a meeting between the Greek shipping minister and Saudi Arabia’s energy minister in January, Greece said a “common position” united Greece, Saudi Arabia and the US on the framework.
If the NZF or a similar instrument is not adopted, the IMO has warned that there will be a patchwork of differing regional levies on pollution – like the EU’s emissions trading system for ships visiting its ports – which will be complicated and expensive to comply with.
This would mean that only countries with their own levies and with lots of ships visiting their ports would raise funds, making it harder for other nations to fund green investments in their ports, seafarers and shipping companies. In contrast, under the NZF, revenues would be disbursed by the IMO to all nations based on set criteria.
Anais Rios, shipping policy officer from green campaign group Seas At Risk, told Climate Home News the proposal by the Pacific nations for a levy on all shipping emissions – not just those above a certain threshold – was “the most credible way to meet the IMO’s climate goals”.
“With geopolitics reframing climate policy, asking the IMO to reopen the discussion on the universal levy is the only way to decarbonise shipping whilst bringing revenue to manage impacts fairly,” Rios said.
“It is […] far stronger than the Net-Zero Framework that is currently on offer.”
The post Pacific nations want higher emissions charges if shipping talks reopen appeared first on Climate Home News.
Pacific nations want higher emissions charges if shipping talks reopen
Climate Change
Doubts over European SAF rules threaten cleaner aviation hopes, investors warn
Doubts over whether governments will maintain ambitious targets on boosting the use of sustainable aviation fuel (SAF) are a threat to the industry’s growth and play into the hands of fossil fuel companies, investors warned this week.
Several executives from airlines and oil firms have forecast recently that SAF requirements in the European Union, United Kingdom and elsewhere will be eased or scrapped altogether, potentially upending the aviation industry’s main policy to shrink air travel’s growing carbon footprint.
Such speculation poses a “fundamental threat” to the SAF industry, which mainly produces an alternative to traditional kerosene jet fuel using organic feedstocks such as used cooking oil (UCO), Thomas Engelmann, head of energy transition at German investment manager KGAL, told the Sustainable Aviation Fuel Investor conference in London.
He said fossil fuel firms would be the only winners from questions about compulsory SAF blending requirements.
The EU and the UK introduced the world’s first SAF mandates in January 2025, requiring fuel suppliers to blend at least 2% SAF with fossil fuel kerosene. The blending requirement will gradually increase to reach 32% in the EU and 22% in the UK by 2040.
Another case of diluted green rules?
Speaking at the World Economic Forum in Davos in January, CEO of French oil and gas company TotalEnergies Patrick Pouyanné said he would bet “that what happened to the car regulation will happen to the SAF regulation in Europe”.
The EU watered down green rules for car-makers in March 2025 after lobbying from car companies, Germany and Italy.
“You will see. Today all the airline companies are fighting [against the EU’s 2030 SAF target of 6%],” Pouyanne said, even though it’s “easy to reach to be honest”.
While most European airline lobbies publicly support the mandates, Ryanair Group CEO Michael O’Leary said last year that the SAF is “nonsense” and is “gradually dying a death, which is what it deserves to do”.
EU and UK stand by SAF targets
But the EU and the British government have disputed that. EU transport commissioner Apostolos Tzitzikostas said in November that the EU’s targets are “stable”, warning that “investment decisions and construction must start by 2027, or we will miss the 2030 targets”.
UK aviation minister Keir Mather told this week’s investor event that meeting the country’s SAF blending requirement of 10% by 2030 was “ambitious but, with the right investment, the right innovation and the right outlook, it is absolutely within our reach”.
“We need to go further and we need to go faster,” Mather said.

SAF investors and developers said such certainty on SAF mandates from policymakers was key to drawing the necessary investment to ramp up production of the greener fuel, which needs to scale up in order to bring down high production costs. Currently, SAF is between two and seven times more expensive than traditional jet fuel.
Urbano Perez, global clean molecules lead at Spanish bank Santander, said banks will not invest if there is a perceived regulatory risk.
David Scott, chair of Australian SAF producer Jet Zero Australia, said developing SAF was already challenging due to the risks of “pretty new” technology requiring high capital expenditure.
“That’s a scary model with a volatile political environment, so mandate questioning creates this problem on steroids”, Scott said.
Others played down the risk. Glenn Morgan, partner at investment and advisory firm SkiesFifty, said “policy is always a risk”, adding that traditional oil-based jet fuel could also lose subsidies.


Asian countries join SAF mandate adopters
In Asia, Singapore, South Korea, Thailand and Japan have recently adopted SAF mandates, and Matti Lievonen, CEO of Asia-based SAF producer EcoCeres, predicted that China, Indonesia and Hong Kong would follow suit.
David Fisken, investment director at the Australian Trade and Investment Commission, said the Australian government, which does not have a mandate, was watching to see how the EU and UK’s requirements played out.
The US does not have a SAF mandate and under President Donald Trump the government has slashed tax credits available for SAF producers from $1.75 a gallon to $1.
Is the world’s big idea for greener air travel a flight of fancy?
SAF and energy security
SAF’s potential role in boosting energy security was a major theme of this week’s discussions as geopolitical tensions push the issue to the fore.
Marcella Franchi, chief commercial officer for SAF at France’s Haffner Energy, said the Canadian government, which has “very unsettling neighbours at the moment”, was looking to produce SAF to protect its energy security, especially as it has ample supplies of biomass to use as potential feedstock.
Similarly, German weapons manufacturer Rheinmetall said last year it was working on plans that would enable European armed forces to produce their own synthetic, carbon-neutral fuel “locally and independently of global fossil fuel supply chain”.
Scott said Australia needs SAF to improve its fuel security, as it imports almost 99% of its liquid fuels.
He added that support for Australian SAF production is bipartisan, in part because it appeals to those more concerned about energy security than tackling climate change.
The post Doubts over European SAF rules threaten cleaner aviation hopes, investors warn appeared first on Climate Home News.
Doubts over European SAF rules threaten cleaner aviation hopes, investors warn
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