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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 EPR and EPDM market assessment
ADI Chemical Market Resources has completed an in-depth strategic analysis of the EPR (ethylene propylene rubber) and EPDM (ethylene propylene diene monomer) markets—versatile synthetic rubbers widely used in automotive, roofing, wire and cable, and industrial goods. The study examines the unique properties of EPR and EPDM, including weathering resistance, flexibility, and high filler tolerance, as […]
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Oil markets: Lower for longer?
At the 2026 ADI Forum, Tulio Scacciati, Head of Strategy and M&A at Expro; Benito Ciriza, VP, Business & Portfolio Integration at BW Energy; and Zach Kimball, VP, Finance & Strategic Planning at Citation Oil & Gas Corp joined Uday Turaga, CEO, ADI to discuss the evolving landscape of upstream operations and oilfield services. The […]
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