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2026 May SAF Tracker highlights – #84
Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.
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CBAM puts a new price tag on emissions
On April 7, 2026, the European Commission announced the first official Carbon Border Adjustment Mechanism (CBAM) certificate price for Q1 2026 at €75.36 per tonne of CO2 equivalent (~$88/t CO2e), marking the EU’s first explicit carbon price applied to imported goods. This rate will be applied to the embedded emissions in CBAM-covered imports and is […]
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Cooling fluids are becoming a constraint in AI data centers
Immersion cooling fluids are taking on more importance as data‑center operators deploy higher‑power artificial intelligence (AI) and high-performance computing (HPC) systems. Rack densities are increasing faster than traditional air systems can accommodate, and liquid cooling is now part of the design discussion for many new builds and retrofits. In that context, fluid properties affect reliability, […]
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ADI offers a wide range of consulting services to help clients assess markets, develop strategy, address uncertainty, optimize operations, and strengthen corporate functions, leveraging proprietary data, models, analytics, and insightful research reports.
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Natural climate solutions
ADI Analytics launched a multi-client study on Natural Climate Solutions (NCS), covering market trends, policy developments, stakeholder analysis, key challenges, emerging solutions, and strategic implications for industry participants. Below are the key topics covered in the study: We welcome you to join this study. As a subscriber, you’ll have multiple options to customize your access […]
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2026 ADI global power and electricity outlook
ADI Analytics has released its power and electricity outlook for this year, and the global power industry sees 2026 as a genuine inflection point: demand accelerates, supply lags, and physical constraints—not capital—set the pace. The following ten points summarize the key findings from our latest analysis. 1. Electricity consumption grows 3.5–5.5%, led by data centers, […]
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