North America Sustainable Aviation Fuel Market Size & Share Analysis - Growth Trends and Forecast (2026 - 2035)
North America Sustainable Aviation Fuel Market: by Type (Biofuel, Hydrogen Fuel, Power-to-Liquid, Gas-to-Liquid, Hydroprocessed Esters and Fatty Acids (HEFA), Fischer-Tropsch (FT) Synthetic Paraffinic Kerosene (SPK)), Application (Commercial Aviation, Military Aviation, Business Aviation, Unmanned Aerial Vehicles (UAV), Cargo Aviation, General Aviation), Distribution Channels (Direct Sales, Distributors/Wholesalers, Online Platforms, Government Procurement, Industry Partnerships, Others), Technology (Hydrogenation, Gasification, Fischer-Tropsch Synthesis, Pyrolysis, Fermentation, Hydrothermal Liquefaction), Organization Size (Small, Medium, Large) and By North America Historical & Forecast Period (2020-2035) Comprehensive Study 2025
Last Updated: 23-07-2025 | Format: PDF | Report ID:10696 | Author: Ankit
North America Sustainable Aviation Fuel Market Analysis and Forecast 2025-2035
The North America Sustainable Aviation Fuel (SAF) market is rapidly advancing, driven by stringent environmental regulations, surging demand for low-emission solutions, and significant investments from major industry stakeholders. SAF encompasses alternative aviation fuels such as biofuels, hydrogen, and synthetic paraffinic kerosene, produced through technologies like hydrogenation, gasification, and Fischer-Tropsch synthesis. The market spans commercial, military, and business aviation, with distribution channels ranging from direct sales to industry partnerships. Recent trends indicate robust growth through innovation and government incentives, positioning SAF as a pivotal element in the region’s decarbonization of aviation by 2035.
Latest Market Dynamics
Key Drivers
Implementation of aggressive carbon emission reduction targets by North American governments and aviation authorities is pushing airlines to rapidly increase SAF usage. For example, in June 2024, United Airlines announced expanded SAF procurement to meet its sustainability goals ahead of regulatory requirements.
Rising investments from energy and fuel companies into advanced SAF production facilities. Neste’s ongoing expansion of its refinery capacity in the US reflects a strong commercial commitment to scaling up SAF output.
Key Trends
Growing collaborations between airlines and SAF producers to secure long-term supply agreements and price stability. In July 2024, Delta Air Lines signed a multi-year contract with World Energy to ensure steady SAF supply.
Accelerated innovation in feedstock diversification, integrating waste-based and non-food sources to boost sustainability and volume, demonstrated by LanzaTech’s commercial scale-up of its carbon recycling technology.
Key Opportunities
Expansion into cargo and business aviation segments presents strong growth prospects, as companies like FedEx are piloting SAF integration into logistics fleets.
Technological breakthroughs in low-cost, high-yield SAF production, with companies such as Velocys leveraging Fischer-Tropsch synthesis for scalable, decentralized SAF manufacturing.
Key Challenges
High production costs and limited feedstock availability remain major barriers. Fulcrum BioEnergy’s efforts to reduce cost through municipal solid waste-to-fuel processes highlight attempts to address this.
Infrastructure adaptation at airports and fuel supply chains is slow and capital intensive. Honeywell UOP is investing heavily in retrofitting existing facilities, but progress is incremental.
Key Restraints
Uncertain policy support and fragmented regulatory frameworks across North America challenge market harmonization, as seen with differing US and Canada SAF mandates.
Limited commercial-scale production, with only a handful of plants operational as of 2025, restricts widespread adoption; Gevo Inc. is still scaling up to meet demand.
In 2025, biofuels are set to dominate the North America Sustainable Aviation Fuel market, capturing the highest share due to their established technology and compatibility with existing aircraft infrastructure. Hydroprocessed Esters and Fatty Acids (HEFA) and Fischer-Tropsch (FT) SPK are also significant contributors, benefitting from ongoing investment in production facilities. The transition to SAF is further accelerated by regulatory mandates and airline sustainability pledges. Emerging types such as hydrogen fuel and power-to-liquid are gaining traction but remain in the early adoption phase. Companies like Neste, World Energy, and Fulcrum BioEnergy are leading commercialization, targeting increased output and cost efficiencies. As the market evolves, diversification into next-generation SAF, including synthetic and gas-to-liquid fuels, is expected, driven by innovation and public-private partnerships.
Commercial aviation represents the largest application segment for sustainable aviation fuel in North America, accounting for nearly half of the market in 2025. Military and business aviation follow, as both sectors are increasingly pursuing decarbonization strategies, with the U.S. Air Force and leading corporations piloting SAF solutions. UAV and cargo aviation, while smaller, are growing as logistic providers integrate SAF into their sustainability roadmaps. Enhanced supply from advanced SAF production plants and collaborative airline-producer agreements underpin this expansion. The adoption rate in general aviation is modest but expected to increase as costs decline and incentives grow. Overall, the application landscape is driven by regulatory compliance, customer demand for greener options, and improved fuel availability.
The North America Sustainable Aviation Fuel market revenue demonstrates robust growth trends from 2020 to 2035, reflecting rising demand from airlines, policy-driven initiatives, and technological advances. Revenue is projected to grow from approximately $515 Million in 2020 to $1,310 Million in 2025, reaching an estimated $11,200 Million by 2035. This trajectory is underpinned by capacity expansions, government funding, and the increasing number of commercial-scale SAF production sites. Annual revenue surges are also supported by mandatory blending quotas and multi-stakeholder collaborations. While the market begins with moderate revenue in the early years, exponential growth is anticipated towards the end of the period as SAF becomes mainstream in regional aviation fuel supply.
Year-on-year growth rates for the North America Sustainable Aviation Fuel market indicate accelerated adoption through the forecast period. Initial growth averages 21% annually from 2020 to 2025, followed by a strong 31% jump through 2030 due to higher SAF production capacity and policy enforcement. Peak growth is observed between 2028-2032, where the compound annual growth rate surpasses 30%, triggered by new plant launches and broader airline adoption. Post-2032, the YOY growth moderates as the market matures and approaches regulatory SAF share targets. This growth pattern underscores the strategic significance of technological advances and public-private collaboration in achieving rapid SAF scale-up and market penetration.
In 2025, the United States dominates the North America Sustainable Aviation Fuel market with a commanding 74% share, underpinned by federal incentives, robust aviation activity, and a concentration of major production facilities. Canada follows with 16% of the market, supported by rising government investment and emerging industry clusters in provinces like British Columbia and Alberta. Mexico captures 10%, with its market boosted by multinational SAF projects and increasing regional airline engagement. National decarbonization goals, operational capacity, and investment outlooks drive these percentages, highlighting cross-border collaborations and shared infrastructure challenges. The trend reflects the leadership role of the US in advancing the continent’s SAF ecosystem while adjacent markets scale up their participation.
Leading players in the North America SAF market in 2025 include World Energy, Neste, and Gevo Inc., collectively commanding the largest market shares. World Energy’s strategic partnerships and significant capacity expansion grant it a 22% market share, followed by Neste’s 17%, leveraging its proprietary HEFA technology and aggressive North American entry. Gevo Inc. holds an estimated 14% share, driven by advances in alcohol-to-jet production. Other notable companies like Fulcrum BioEnergy and LanzaTech contribute to the competitive landscape with focused innovation and successful project deployments. These shares reflect both installed production and active supply contracts with major airlines and governments, with continued consolidation expected as production scales and new entrants join the market.
In 2025, the SAF market in North America is primarily served by major commercial airlines, with United Airlines accounting for the largest buyer share at 18%, followed by Delta Air Lines at 15% and American Airlines at 13%. These carriers are the vanguard of SAF adoption, driven by ambitious sustainability targets, frequent procurement agreements, and dedicated investment in green aviation initiatives. Bulk purchases by these industry giants stimulate demand and underpin ambitious growth projections for SAF producers. Other buyer segments, such as cargo operators and military entities, continue to expand their offtake as more supply comes online, but the commercial passenger airline sector remains the most significant and influential consumer group.
Study Coverage
Metrics
Details
Years
2020-2035
Base Year
2025
Market Size
Revenue (USD Million)
Regions
US, Canada, Mexico
Segments
By Type (Biofuel, Hydrogen Fuel, Power-to-Liquid, Gas-to-Liquid, HEFA, FT SPK), By Application (Commercial, Military, Business, UAV, Cargo, General Aviation), By Distribution Channel, By Technology, By Organization Size
June 2024: United Airlines expands SAF procurement with World Energy, targeting 10 million gallons annual supply by 2027.
July 2024: Delta Air Lines signs a multi-year SAF supply contract with World Energy, solidifying its sustainability leadership.
August 2024: Neste commissions new HEFA production unit in Texas, doubling North American SAF output capacity.
September 2024: Gevo Inc. secures financing for its Net-Zero 2 alcohol-to-jet plant, aiming for commercial launch in 2026.
October 2024: Fulcrum BioEnergy launches municipal waste-to-jet fuel plant in Nevada, achieving first commercial deliveries.
Frequently Asked Questions
About the Author
Ankit
Senior Research Consultant
Ankit is a Senior Research Consultant specializing in market research, industry analysis, and business consulting across Energy & Power. Ankit brings a commercially grounded perspective to sectors shaped by changing demand, innovation, and competitive dynamics, helping turn complex market trends into clear strategic insights for business decision-makers. With 10+ years of experience across research, analytics, and strategic advisory roles, Ankit has helped organizations translate data into actionable growth strategies.
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