My rough notes:
Cemvita also doing lithium, United also investing in other things. Etihad already flew with SAFs. Their providers started on it in Feb? Flew in Oct. So seems likely. But lower because may not fly with this exact provider. By end of dec 2023 is >12mths since march
However it looks like SAFs are a broad category, and this is new tech that might be much harder. And they're a much smaller startup.
Passage of time