More evidence is emerging that the future role of the European majors in the sustainable aviation fuels (SAF) arena might be as traders and distributors rather than as producers. Shell said this week that it will not resume construction of its 820,000 ton per year biofuels plant in the Netherlands, delivering another blow to its once-ambitious biofuels strategy. Commercial realities, policy delays and investor pressure have altered the decarbonization strategies of Shell and other European majors — including their SAF plans.