Closing the SAF Gap: The $40B Opportunity Ahead
Join District Angels and Play Money for a private discussion on the future of sustainable aviation fuel.
We're bringing together investors, fuel industry advisors, and energy operators for a moderated panel on the SAF market, followed by a live deep dive into our bet on it: Alchemity.
You'll hear from:
Michael Yiin - Singapore-based leader with ~15 years of experience in green finance and sustainability, formerly with CoolESG and TrinityEco
Jonathan Azoff - Founder & GP at SnoCap Ventures; former engineering leader at Carta and longtime climate/community builder
Joseph Gale - Environmental Sustainability Manager at United Airlines focused on aviation decarbonization initiatives
What to expect:
🎙️ Expert panel covering market timing, scale-up risk, and where the real opportunities are in SAF
🧠 Diligence discussion on Alchemity + a walkthrough of our investment thesis, what we like, and what we're still pressure-testing
⚙️ Q&A
Who this is for: Deep-tech and climate investors, energy operators, materials science folks, and angels looking to understand the SAF landscape and evaluate a live deal alongside us.
💡 Deal Highlight: Alchemity A deep-tech materials company with an exclusive license to 32 patents and 35+ years of foundational R&D. CEO Dr. Rodger McKain previously built and sold a comparable energy tech company to Rolls-Royce, then LG.
⚙️ What Makes It Different: Alchemity's ceramic membrane reactor converts waste methane into drop-in SAF in a single step by solving the carbon coking problem, bypassing the costly intermediate processes that Shell, Neste, and other majors haven't cracked. One 1,000 GPD skid generates ~$3.5M in annual revenue and pays back in 42 months with IRA credits.
👍 Why We're Excited The SAF supply gap is severe and growing. Alchemity's one-step conversion attacks the exact bottleneck nobody else has solved, and replicating it would take years of R&D and millions of dollars. But what gives us the most conviction is the team: Emir, Eric, Rodger are the strongest founder-problem fit we've seen. Technical, networked, and singularly focused on GTM for a problem that current geopolitics only makes more pressing.