Following the launch of our joint CORSIA Supply Forecast report with Artio, we brought together a senior panel of market participants to dig into what CORSIA supply actually looks like heading into Phase 1 and what it will take to scale it credibly.
Fundi Maphanga, Policy Lead at AlliedOffsets, joined Artio's CEO and Co-Founder Bilal Hussain, Rory McDougall (CFO, DelAgua Group), and Darren Gurner (Head of Voluntary Carbon, Gunvor Group) for a wide-ranging discussion drawing on perspectives from across the value chain.
What was discussed
The session centered on a question the data keeps raising: the gap between headline supply projections and what can actually be delivered. Key themes explored included:
- What supply really looks like in practice - where the disconnect lies between theoretical volumes and real, deliverable credits, and the role of Letters of Authorization (LOAs) in determining genuine supply readiness
- Policy constraints on supply formation - how central authorization mechanisms shape what supply can actually move, and what needs to change to improve predictability
- The role of insurance in unlocking supply - making CORSIA-eligible credits credible, financeable, and transactable
- Trader and buyer perspectives - how the market is pricing supply today versus future projections, and what demand signals mean for a functioning supply chain
Fundi's contribution focused specifically on what the data is showing, cutting through the noise to examine realistic versus theoretical supply scenarios, where the biggest forecast gaps sit, and how different market trajectories, from undersupply to scale-up, are likely to play out.
Watch the recording
If you weren't able to join live, you can watch the full session, including the audience Q&A here.