We hosted an expert call with Dr Joachim  Buse, Managing Director at Adeptus Green Management, on how ESG factors are shaping the debate in the airline/aviation sector, amid the COVID-19 pandemic. The discussions centred mostly on the environmental concerns, given airline-related emissions are about 2% of global CO² emissions—a level that will continue to rise despite improving efficiency. The key takeaways for us were: 1) further ESG-related announcements are likely, but investments will lag; 2) the development and costs of sustainable aviation fuels (SAF); 3) regional fleet differences between the US, EU and  APAC; and 4) supportive regulations coming out of the US  and EU. Please see the  full transcript below (recording available here).