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The SAF Podcast
SAF Investor
Alex Zorniger | Power to Hydrogen (P2H2) | Electrolysers and living and dying by the electricity bill
OCT 28, 202647 MIN
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Description
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/

