American Airlines signs eSAF supply deal with corporate consortium

American Airlines has secured a supply arrangement for synthetic sustainable aviation fuel (eSAF) from a plant planned in Texas, the airline said. A group of companies that includes Google, McKinsey and Bain & Company will buy SAF certificates tied to the facility under a book-and-claim model: the physical fuel goes to American, while the buyers count the emissions reductions toward their own climate targets.

The project, called Atlas, is the third by California-based start-up Infinium Energy. It is intended to begin producing fuel in 2029, with a target of 100,000 tonnes of eSAF a year and a stated 95% reduction in carbon output compared with conventional jet fuel. Infinium makes the fuel from waste carbon dioxide and hydrogen produced from water by electrolysis. No specific site has been disclosed beyond the state of Texas.

American will manage logistics for the facility. The carrier's chief sustainability officer, Jill Blickstein, said the purchasing companies were broadening participation in the SAF market and supporting investment in new production.

Members of the Sustainable Aviation Buyers Alliance can claim the associated emissions reductions even though the fuel is delivered to American rather than to their own operations. The alliance says it has aggregated $500 million in demand for such certificates from 35 companies.

Infinium has also signed a ten-year purchase agreement with IAG covering British Airways, Aer Lingus and other carriers in the group. The company's eSAF powered an American Airlines flight from Corpus Christi to Dallas Fort Worth in August 2026.