Why does eSAF live or die on the electricity bill? Alex Zorniger of Power to Hydrogen (P2H2) explains electrolysers in plain English, and why they matter to power-to-liquid SAF.

In this episode we cover:

• Why hydrogen makes up 50 to 60% of the cost of a gallon of eSAF, and why electricity is around 70% of that hydrogen cost
• SOEC vs PEM vs alkaline vs AEM: What do these all mean, how each electrolyser works, where each one wins, and what the market share looks like today
• Why intermittent renewables favour membrane-based electrolysers, and why SOEC suits steady sources like geothermal
• A quick calculation any developer can use to test whether a project’s hydrogen cost stacks up
• What bankability means for new electrolyser technology, and why banks want proven scale
• How to tackle the the challenge of performance guarantees.
• Why pressure and purity matter when integrating hydrogen into the SAF production process

Whether you’re a developer, investor or newcomer to eSAF, this is the essential guide to the technology at the heart of power-to-liquids.

SAF Investor London returns on 23 to 24 February 2027, bringing together the investors and stakeholders scaling sustainable aviation fuel finance. Find out more about the conference here: https://www.safinvestor.com/event/149733/london-2027/