The Non-CO₂ Transition:
A Practical Briefing for Airlines and Investors
The industry is entering a new phase where non-CO₂ emissions (contrails, nvPM soot, and sulfur-driven effects) move from “hidden externalities” to monitored and reportable performance metrics. This site compiles five (5) documents into a single navigable experience: the science behind non-CO₂ warming, the regulatory transition toward MRV and automated tracking, the engineering logic for low-aromatics/ultra-low-sulfur fuel chemistry (including tLCAF) as an immediate mitigation lever, and an investment narrative that links verified performance to valuation. Start with any module, or use the Home cards to follow the storyline end-to-end.
Beyond Carbon
Science • ImpactsNon-CO₂ emissions, contrail forcing, and why fuel chemistry matters immediately.
Strategic Framework
Regulation • TransitionNavigating the non-CO₂ regulatory phase shift, MRV readiness, and NEATS alignment.
Future of Flight Chemistry
tLCAF • AtmosphereTechnical primer on tLCAF, contrail mitigation, and data packs that override punitive defaults.
Investment Memorandum
Thesis • ValuationWhy non-CO₂ compliance becomes balance-sheet liability, and how tLCAF becomes compliance infrastructure.
TERC Evidence Pack
Test • EvidenceThird‑party ground test evidence intended to support MRV-aware discussions on non‑CO₂ aviation effects. We present inputs (fuel properties + measured emissions), not guaranteed regulatory outcomes.