Starting at One Percent: How Japan Rewrote the Numbers on SAF
On July 23, 2026, Japan rewrote the premise of its sustainable aviation fuel (SAF) policy. Fuel suppliers will face a SAF supply obligation from FY2030, but the starting point is one percent of jet fuel supply volume. The level previously designed into the framework worked out, in volume terms, to ten percent. Is this a retreat, or a design corrected to fit reality? Using the final investment decision deadline now closing in at the end of 2026 as our anchor, we map where Japan’s biofuel policy actually stands.
