American EcoFuels begins airline outreach to lock SAF offtake deals

OTC-listed ECOX is courting US carriers for long-term sustainable aviation fuel supply pacts as global SAF supply sits at just 0.6% of

By Disrupts Editorial Team Fri, 24 July 2026

White industrial storage tanks connected by metal pipes, platforms, and ladders under a bright daylight sky.

American EcoFuels, the trading name of OTC-listed Eco Innovation Group (ECOX), has launched an eight-week programme of meetings with unnamed major US airlines, seeking to establish long-term offtake agreements for sustainable aviation fuel (SAF). The company, which is commercialising a gas-to-liquids platform developed through its transaction with Kepler GTL Technologies, says the discussions are designed to underpin both commercial frameworks and the project financing needed to build out scalable domestic fuel production capacity.

The initiative is a calculated move in a market where regulatory ambition has dramatically outpaced physical supply. According to industry analysis cited by the company, SAF accounted for roughly 0.6% of global jet fuel consumption in 2025 and is forecast to reach only 0.8% in 2026, a figure that sits in stark contrast to the EU's ReFuelEU Aviation mandate, which requires SAF to represent 2% of fuel uplift now and 70% by 2050. That structural gap between committed demand and available supply is the commercial opening American EcoFuels is positioning to address.

The offtake logic

Offtake agreements in the SAF sector serve a dual purpose. On the commercial side, they give carriers the supply certainty needed to meet emissions commitments and satisfy incoming regulatory thresholds in both the US and Europe. On the producer side, long-term volume commitments function as a bankable revenue signal, giving project financiers the demand visibility required to underwrite greenfield or expansion capital. American EcoFuels is explicit about this dynamic: the company frames these meetings not as routine sales calls but as a prerequisite for accessing the capital stack needed to build production infrastructure.

Brent Nelson, chief executive of Kepler GTL Technologies, described the discussions as foundational to the commercialisation process. "Long-term offtake relationships are a critical component of commercialising any SAF platform," he said. "These discussions are intended to help us better understand airline requirements while establishing the framework for potential commercial relationships that could support future production, project development, and financing initiatives."

Cross-sector capital implications

The SAF supply constraint is not merely an energy or aviation logistics problem. It sits at the intersection of three converging pressures: tightening decarbonisation regulation, capital scarcity in early-stage fuel technology, and geopolitical appetite for domestically sourced energy alternatives. US carriers, already exposed to volatile jet fuel prices tied to global crude markets, have clear incentives to diversify supply chains toward domestic, lower-carbon alternatives, particularly as transatlantic routes face rising compliance costs under EU carbon pricing mechanisms.

For investors watching capital flow across the energy and transportation-logistics nexus, the broader pattern is significant. A small cohort of gas-to-liquids and biomass-to-liquids developers is attempting to secure the offtake architecture that would allow institutional project finance to flow into what remains a nascent asset class. American EcoFuels is an early-stage, OTC-listed entrant in this race, competing against better-capitalised platforms backed by major oil majors and dedicated sustainable-fuels funds. Whether it can convert airline conversations into binding contracts, and those contracts into project financing, remains the defining variable in its commercialisation timeline.

The company also flagged an imminent expansion of its intellectual property portfolio, with additional patent filings planned in the weeks ahead covering fuel production processes and system designs. Combined with the completion of its own SAF industry analysis, the activity signals a company building the commercial and legal scaffolding for a financing event, even if that event remains some distance away.

The planned meetings span June and July 2026 and will involve airline sustainability, procurement, and finance teams alongside American EcoFuels' commercial leadership.