r/100xpennystock

Earnings Report 4:30pm ET !!💥💥💥

0.8%. Seriously?

$32 billion. 140,000 jobs. And that's the potential economic prize from building enough sustainable aviation fuel in Canada to meet just 40% of our own aviation fuel demand by 2040. Those are the findings of a recent macroeconomic study conducted by Airbus and ICF. 

Now for the absurd part.

In 2026, global SAF production is expected to reach approximately 2.4 million tonnes, representing just 0.8% of global aviation fuel consumption. IATA sees SAF playing a major role in aviation's pathway toward net zero, yet production remains a fraction of what could ultimately be required. 

So why aren't we building more of it?

SAF doesn't appear to have an ambition problem. It has an industrialization problem. Producing fuel at meaningful scale requires far more than technology. It requires feedstock, infrastructure, enormous amounts of capital, supportive policy, competitive economics and organizations capable of bringing all of those pieces together.

IATA's own diagnosis is remarkably direct. It is calling for greater renewable energy and feedstock supply, open access to fuel infrastructure, better-sequenced production incentives and investment frameworks, and sufficient production at commercially viable prices. In other words, the challenge is increasingly about building the ecosystem required for scale. 

Meanwhile, SAF is increasingly becoming part of industrial strategy. Europe has created mandatory demand through ReFuelEU Aviation, while the broader conversation increasingly connects SAF with energy security, industrial competitiveness and domestic production capacity.

Which brings the conversation back to Canada.

Canada has many of the pieces required to build at scale: abundant forestry and agricultural resources, industrial expertise, supportive policy, carbon policy and economics, and an established aerospace sector. The opportunity lies in turning those advantages into industrial capacity.

There is another reason this matters. Canada already relies on foreign suppliers for approximately 35% of its conventional aviation fuel, and Airbus warns that without increased domestic capacity, reliance on biofuel imports could exceed 65% by 2030. Building SAF in Canada therefore isn't simply about emissions. It is increasingly about energy security, economic resilience and industrial capacity. 

This is an industrial opportunity hiding inside a supply shortage.

The global SAF race may ultimately be decided not by who talks most aggressively about decarbonization, nor by who owns the most interesting technology. It may be decided by which countries and organizations can assemble the feedstock, technology, capital, policy, infrastructure, carbon advantages and leadership required to build production at scale.

**Canada has the resources, the policy, the carbon opportunity and the industrial capability. Now it needs execution.

**The world is at 0.8%. Canada has been shown a $32 billion opportunity.

The opportunity now belongs to those capable of building it.

References:

• Airbus and ICF, Canadian SAF economic study
• IATA, Sustainable Aviation Fuel
• IATA, 2026 SAF production outlook
• Moeve, SAF and the future of aviation decarbonization

Weekly .07 To $7 Post:

Ticker: CMC.V TSXV
Ticker: CWSFF.QB OTC

In my opinion, this shows just how much things have changed over the last 12 months regarding insider ownership. This is extremely bullish when it comes to the insiders belief in Cielo.
Cielo Insider Ownership Breakdown:

The latest SEDI activity. Cielo’s latest public disclosures, the 2025 management circular, and the July 2026 executive filings, the best-supported estimate is that current insiders and insider-controlled entities account for roughly 43.9 million of Cielo’s 210.78 million outstanding shares, or approximately 20.84% of the company.

Common shares currently attributable to insiders
Insider or controlled entity
Common shares
Approx. ownership
Kaush Rakhit — direct
8,333,333
3.95%
CDL Biofuels — controlled indirectly by Kaush
17,333,333
8.22%
Ryan Jackson
8,154,578
3.87%
Rob Pockar
6,666,667
3.16%
Matt Scorah
1,666,667
0.79%
Sheila Leggett
745,467
0.35%
Larry Schafran
3,333
negligible
Peter MacKay
Nil
0%
Jasdeep Dhaliwal — estimated latest reported balance
approximately 1,030,000
approximately 0.49%

Estimated total
approximately 43,933,378
approximately 20.84%

Important Disclaimer:

My posts are not financial or investment advice. Please conduct your own due diligence before making any investment decisions. I am simply an individual on Reddit and X sharing my personal opinions, and they should be interpreted as such.

I do, however, want to emphasize that you are welcome to share this content across any form of media, including Reddit, X/Twitter, stock chat rooms, etc.