COMMODITY TRACKER: 4 charts to watch this week

As the end of the year draws near, S&P Global Energy editors and reporters are keeping an eye on sustainable aviation fuel volumes and projections for 2026. India’s bunker fuel market is expected close the year with slightly higher volumes than last year, while price trends of imported chicken from Brazil are shifting amid labor issues and regional demand fluctuations. 1. Global SAF growth to decelerate in 2026: IATA What’s happening? The International Air Transport Association expects global sustainable aviation fuel production to reach about 1.9 million mt in 2025, roughly double 2024’s 1 million mt, before slowing to 2.4 million mt in 2026 as high costs and policy uncertainty weigh on new investments. Even at 2.4 million mt, SAF would cover only around 0.8% of global jet fuel demand, underscoring how far the industry stands from its 2030 and 2050 decarbonization goals. Platts, part of S&P Global Energy, assessed the SAF (HEFA-SPK) FOB FARAG premium to jet barges down $225/mt, ...