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2026 August SAF Tracker highlights – #91
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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Engineered pumps are riding four industrial megatrends
The engineered pump industry is seeing growing demand from AI infrastructure, LNG expansion, critical minerals development, and industrial modernization. At the same time, aftermarket services and digital monitoring are becoming larger contributors to industry profit pools. These trends are changing industry growth drivers and profit pools (see Exhibit 1). Exhibit 1. Growth drivers in the […]
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Grid realities: Power emissions are up
U.S. power sector CO₂ emissions rose 4% in 2025 based on the latest findings from the U.S. Energy Information Administration (EIA). This increase was driven by a 3% increase in net electric power generation, including a substantial 13% increase in coal-fired generation. More importantly, this increase points to a growing challenge facing the U.S. power […]
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Global high melt strength polypropylene
ADI Chemical Market Resources has completed a detailed analysis of high melt-strength polypropylene (HMS PP) technologies, designed to enhance PP’s processability in applications like extrusion foaming, thermoforming, and blow molding. HMS PP is produced through techniques such as long-chain branching and molecular modification, making it competitive with polystyrene and polyethylene in performance-demanding uses. Key applications […]
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2026 ADI global energy transition outlook
The global energy transition in 2026 is defined by a “Great Fragmentation,” where universal deployment models have shifted into regionally distinct strategies shaped by local policy and power demand (see Exhibit 1). While regulatory frameworks set the rules, Artificial Intelligence (AI) data centers have emerged as the primary force pushing capital toward clean energy. Exhibit 1. Energy […]
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