Contact
ML
Marcel Langeslag
Director
Portrait of Andrew Baker, Europe Lead, outside in front of a blurred brown background featuring a building and mix of natural and urban elements.
Andrew Baker
Director, Europe Lead, Energy and Natural Resources
Share

Escalating tensions in the Middle East brought aviation's fuel vulnerability into sharp focus. But the smartest operators aren't just bracing for the next shock, they're getting ahead of it, racing to lock in SAF supply, renewable capacity and fuel partnerships before rivals do.  

Supply is finite and the airports that move first get the pick of the projects, producers and long-term deals. Energy resilience isn't a sustainability aspiration anymore. It's a strategic differentiator and the airports that treat it that way are already moving. 

The dependency problem

Operators’ exposure isn't just about jet fuel availability. Geopolitical instability, shifting markets and emerging technologies are all adding pressure at once, driving up electricity prices, straining grid capacity and creating new competition for SAF feedstocks, while carbon emissions regulation continues to evolve.  

“And there's a real risk of trading one dependency for another.” 

Europe's current reliance on imported waste feedstocks for SAF production is a good example: the supply chain has shifted, but the vulnerability hasn't gone away. 

Regional production is part of the answer. So is a more deliberate, layered approach to energy sourcing across every vector: conventional fuel, SAF, electricity and in time, hydrogen. Airports can't control commodity markets. But they can control how exposed they are to them. 

SAF: airports as active participants 

The SAF market is small, expensive and constrained. It's also evolving quickly, projected to grow at a compound annual rate of around 41% between 2024 and 2030, with regulatory pressure building alongside commercial momentum.  

The EU's ReFuelEU Aviation regulation mandates SAF blending of 6% by 2030, rising to 70% by 2050. Meeting those targets will take more than facilitating fuelling logistics. 

This is where airports have a choice about how far to lean in. ACI guidance sets out six levels of engagement: policy advocacy, airline incentive schemes, fuel infrastructure investment, offtake aggregation, direct equity stakes in SAF projects and operating as integrated energy hubs. The range matters.  

“Not every airport can write a €15mn cheque like Amsterdam Schiphol did to stimulate SAF uptake and back synthetic kerosene start-ups. But every operator can act at some level of the framework.”  

The examples are already varied. Copenhagen and Aalborg joined the Fjord PtX consortium to support domestic Danish e-SAF production. San Francisco International led a regional fuel-supply coalition and identified around $1bn in infrastructure requirements. Heathrow runs a major airport-funded SAF incentive scheme to guarantee demand. Luxembourg and Hamburg are collaborating in e-fuel consortia, and Adelaide is helping build a local supply chain.  

At policy level, the EU's eSAF Early Movers' Coalition has committed at least €500mn to support large-scale e-SAF projects and give producers long-term revenue certainty. 

The pattern is consistent. Airports that engage early, at whatever level their scale and mandate allow, are shaping the supply chains that will define their fuel security and competitive position over the next decade. 

Electrification and grid independence 

Electric flight is coming, and for some airports this will reshape peak power demand patterns. At the same time, airside vehicle electrification and wider operational decarbonisation are already well underway at many airports. It’s one of the pillars of IATA’s Ground Ops of the Future initiative.  

“Add growing EV use by passengers and public transport and demand increases in every direction.”

The current conditions call for new infrastructure: charging stations, storage for peak loads and space to house it. Some airports are getting creative, using parked vehicle batteries for on-site storage through bidirectional charging.  

These developments can have far-reaching implications, heavily integrated with existing infrastructure and interfacing many stakeholders. But every kilowatt depends on power availability, and grids can't keep up. Data centres compete for the same capacity, prices are volatile and supply isn't always stable. 

The answer is greater self-reliance: on-site renewables like solar where land allows, small or micro-nuclear where applicable and integration with regional energy projects. That takes smart funding, off-take agreements and specialist skills to deliver. 

Treat electrical power as core infrastructure, not a utility bill. This is strategy, not just spend. 

Hydrogen: a longer game 

Hydrogen production's near-term role in aviation is more nuanced than the headlines suggest. As a direct aircraft fuel, it's unlikely to be practical for anything beyond small regional aircraft within the next 15 to 20 years. But as fuel for ground vehicles, or as an input for making e-SAF, it has clear strategic value now. 

That distinction should shape how airports approach hydrogen infrastructure n the short term. The priority isn’t commercial aircraft refuelling. It’s laying the foundations for future adoption: reserving space for storage and distribution, mapping local green hydrogen production potential and identifying regional off-takers who can help make projects economically viable.  

“At the same time, airports can support early use cases that advance technology, build operational familiarity and help shape regulation. Trial programmes are proving out the ground-level logistics.”

Avinor commissioned a feasibility study on alternative fuel storage, distribution and refuelling. Helsinki ran a winter operational trial with a temporary hydrogen refuelling station and a hydrogen-powered snow-removal vehicle. Bristol funded technical designs for a liquid hydrogen refuelling concept.  

These are proof-of-concept investments. They build knowledge and optionality without locking airports into a single technology. 

The connection to renewable energy is direct. Green hydrogen needs large volumes of low-carbon electricity. This means airports that invest in on-site generation aren't just reducing their grid dependency. They're creating the conditions under which hydrogen becomes viable, both as an energy store, a vehicle fuel and as an e-SAF feedstock. 

From energy consumer to energy hub 

The thread running through SAF partnerships, electrification investment and hydrogen trials is a single strategic shift: airports moving from passive energy consumers to active participants in regional energy ecosystems. 

The ACI World and World Economic Forum's Airports of Tomorrow initiative frames this clearly. It sees airports as energy hubs that produce, store and distribute clean energy, not just for their own operations but for surrounding businesses and communities.  

“That vision asks airports to manage more than technical complexity.” 

It asks them to handle procurement complexity too: partnering with energy developers and investors who don't work to traditional airport timelines and building internal capability in energy-sector finance and project delivery. 

The practical approach is to focus on ‘no-regret' actions, reserving space, assessing grid capacity and building internal energy expertise, alongside ‘option-creating' actions such as SAF partnerships and hydrogen feasibility studies. This isn't about picking the winning technology. It's about staying capable of acting on whichever technologies prove out. 

Operators that start this transition now, at whatever scale their constraints and ambitions allow, will be better placed when the next geopolitical shock arrives. But getting there requires more than an energy strategy. It requires sound risk management and capital planning. 

That means assessing which infrastructure investments reduce exposure, which create future optionality and which can be phased to match funding availability. It means stress-testing energy assumptions against regulatory, technology and market risk.  

It means treating energy infrastructure like any other major investment programme. It needs clear governance. It needs realistic timelines. It needs a delivery approach that can stand up to scrutiny. 

The priorities are clear: protect operational continuity, build internal capability and make capital decisions that don't lock you in. We help airports work through exactly that, from risk assessment and feasibility through to procurement, finance structuring and delivery. The window to act is open. The question is how to use it well. 

MARKET INTELLIGENCE REPORTS

Explore our flagship, data-led market intelligence reports

Sunset of Victoria Harbour, Hong Kong
Market intelligence:

A new stage of recovery for Hong Kong

9 Sep 26

1 min read

aerial view of Singapore with pink sunset
Market intelligence:

Singapore’s stability hides a tightening market 

26 Aug 26

1 min read

The iconic Sultan Abdul Samad Building, one of Kuala Lumpur’s most recognisable heritage sites facing Dataran Merdeka, has reopened to the public after restoration under a heritage conservation project.
Market intelligence:

Malaysia's construction challenge, from demand to delivery 

25 Aug 26

1 min read

The Bandra Worli Sea Link is seen passing over the Mahim Bay, with the city around it. Dadar, Prabhadevi, Lower Parel, Worli, Matunga, Mahim and Bandra can be seen.
Market intelligence:

India’s construction shifts focus from cost to capacity 

13 Aug 26

1 min read

City skyline view. Brisbane
Market intelligence:

Evolving conditions across 2026

13 Jul 26

Aerial view of busy city center buildings and traffic at night, Aerial view of the river Liffey and city center Dublin Ireland at night.
Market intelligence:

Ireland’s stability under pressure

10 Jun 26

Aerial view over the city center by night including central train station
Market intelligence:

Managing viability amid volatility 

12 May 26

Aerial blue-hour view of the Düsseldorf skyline along the Rhine River, featuring the illuminated Rheinkniebrücke leading toward the city center and the Rheinturm rising above modern buildings. City lights reflect on the calm water, creating a clean, contemporary European cityscape. North Rhine–Westphalia, Germany, Europe.
Market intelligence:

An uncertain rebound in German markets

20 Apr 26

1 min read

Sunset in Pudong, Shanghai captured on the rooftop of a high-rise building in Puxi
Market intelligence:

Challenges reshaping China's construction industry

16 Apr 26

6 min read

Seattle, Washington state, United States.
Market intelligence:

The US tariff divide

15 Apr 26

3 min read

Aerial shots of Downtown at twilight, Taiwan.
Market intelligence: AI steers Taiwan’s growth amid structural pressures

15 Apr 26

6 min read

A beautiful sunrise sky over the Peace Bridge and the Bow river in the summertime.
Market intelligence:

An era of uncertainty in Canada 

14 Apr 26

2 min read

Urban skyline of Hong Kong city featuring high-rise buildings and the harbor surrounded by mountains and blue skies.
Market intelligence:

Economic conditions boost Hong Kong construction

23 Mar 26

4 min read

Bhumibol Bridge, Bangkok, Thailand
Market intelligence:

Thailand 2026: a market moving at two speeds 

23 Mar 26

6 min read

Aerial photo of iconic BNI 46 Tower with located in South Jakarta Central Business District,
Market intelligence:

Indonesia’s growth: progress in small steps 

17 Mar 26

6 min read

Osaka, Japan downtown cityscape in the Umeda District at twilight.
Market intelligence:

Trends shaping Japan's construction market in 2026

12 Mar 26

6 min read

View from a high vantage point overlooking the southern part of Penang Island, including the Bayan Lepas H
Market intelligence:

Malaysia’s shift to high-value builds

12 Mar 26

6 min read

Bangalore city Aerial view at sun set with pink and orange skies.
Market intelligence:

India's construction thrives despite costs and strains

9 Mar 26

5 min read

Night Chicago Skyline At Chicago In Illinois United States. Illuminated Downtown. City At Night Landscape. Chicago At Illinois United States. Chicago City District. City Skyline Scene.
Market intelligence:

Chicago construction cost and market overview 2026

6 Feb 26

3 min read

Skyline view of central business district Auckland, New Zealand
Market intelligence:

Shifting conditions shape 2026 outlook in Australia and New Zealand

5 Feb 26

2 min read

High panoramic view of the urban skyline of London, England, with the river Thames leading into the City disctrict and beyond during a beautiful sunset
Market intelligence:

UK market intelligence

26 Jan 26

3 min read

Dublin skyline taken from IFSC, Dublin, Ireland
Market intelligence:

Republic of Ireland

4 Dec 25

3 min read

Part of Abu Dhabi, UAE with tall buildings and surrounding area viewed from the helicopter. Many details are visible in the image.
Market intelligence:

United Arab Emirates

27 Oct 25

3 min read

A breathtaking aerial view of Sydney's skyline at sunset, showcasing towering skyscrapers, a glowing sky, and serene waters in the distance
Market intelligence:

Australia and New Zealand 

23 Oct 25

2 min read

Beautiful aerial view of downtown Vancouver skyline, British Columbia, Canada with red and orange autumnal leaves
Market intelligence:

Canada

6 Oct 25

1 min read

Aerial view of Riyadh at night with illuminated modern skyscrapers and busy streets under a clear dark sky, Al Olaya street
Market intelligence:

Kingdom of Saudi Arabia

15 Sep 25

2 min read

Drone view of Shenzhen Hong Kong border at sunset
Market intelligence: Confidence improves Hong Kong construction outlook

8 Sep 25

7 min read

Aerial photography of Lujiazui, Huangpu River, Shanghai, China, Asia.
Market intelligence: China’s construction market

28 Aug 25

6 min read

Singapore cityscape during sunset
Market intelligence: Singapore’s construction sector gains momentum

26 Aug 25

5 min read

Ariel view of city skyline at sunset with boats on river.
Market intelligence:

United States

20 Aug 25

3 min read

Aerial view of cranes in a construction site in downtown Tokyo.
Market intelligence: The way forward for Japan's construction industry

13 Aug 25

7 min read

HI roundabout is located in Jakarta
Market intelligence: Indonesia’s construction sector finds its footing

7 Aug 25

5 min read

Aerial view of London skyscrapers and flats.
Market intelligence:

United Kingdom

29 Jul 25

3 min read

Aerial view of a city park with lush greenery, walking paths and a lake, set against a backdrop of tall sky scrappers
Market intelligence: Higher build costs, but Malaysia’s edge holds firm

23 Jul 25

6 min read

Aerial view of modern city skyline at sunset, with high rise buildings, a riverfront with docks and green parkland in the foreground.
Market intelligence:

Australia and New Zealand

22 Jul 25

3 min read

Toronto skyline viewed from across lake Ontario, featuring the CN tower prominently in the centre, with the Rogers centre dome visible to the left.
Market intelligence:

Canada 

14 Jul 25

1 min read

Futuristic Modern Skyline with Reflection in the Still Corniche Bay Waters, Last of the Sunlight Falling on the Buildings.
Market intelligence:

Qatar

6 Jun 25

2 min read

Skyline shot of Brisbane city during the sunset
Market intelligence:

Australia and New Zealand

12 May 25

2 min read

A beautiful image of the Halifax, Nova Scotia, Canada skyline at sunset.
Market intelligence:

Canada 

6 May 25

2 min read

Landscape view of Las vegas during sunset, wth all the lights on the building lit up.
Market intelligence:

Las Vegas

23 Apr 25

2 min read

Business Skyline in Frankfurt
Market intelligence:

Germany 

22 Apr 25

1 min read

Yellow and red staircase in a black building with people chatting and walking down.
Market intelligence:

Republic of Ireland

17 Apr 25

2 min read

Low shot view of city with pink and orange neon lights on building.
Market intelligence:

United States

26 Mar 25

3 min read

skyline view of London building at night
Market intelligence:

United Kingdom: solving skills shortage

25 Mar 25

3 min read

Phoenix, Arizona skyline at dusk stock photo
Market intelligence:

United States: a pivotal moment

9 Dec 24

3 min read

Singapore at night with glass skyscraper buildings and brightly lit roads with traffic
Market intelligence:

Singapore: set for growth

3 Sep 24

2 min read

Collection of skyscrapers over a bridge at sunset
Market intelligence:

United States: slowing down

29 Aug 24

3 min read

Hong Kong skyline of skyscraper buildings
Market intelligence:

Hong Kong: economic resilience

14 Jun 24

3 min read

UAE Skyline at night
Market intelligence:

United Arab Emirates: remaining resilient

7 May 24

2 min read

Commuters at Liverpool train station
Market intelligence:

United Kingdom: preparing to pivot

7 Dec 23

5 min read

EXPLORE MORE
A group of employees having a casual chat in the break room with a table with apples.
Services
Battersea Power Station lit up at night, view from the Thames with buildings in the backgroundImage courtesy: Placeholder
Sectors
Google Bay View in the USA.Image courtesy: Iwan Baan
Projects