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ADI insights
What are the key data center infrastructure trends in 2026 (so far)?
A sharp debate is currently playing out across the energy and tech sectors. On one side, hyperscalers are deploying unprecedented capital to vertically integrate power generation and bypass multi-year interconnection queues—exemplified by Google’s recent multi-billion-dollar acquisition of energy developer Intersect Power. On the other side, experts like Jigar Shah warn that tech companies cannot simply […]
ADI’s U.S. data center projects database
The U.S. data center market is growing rapidly as rising computational demand from artificial intelligence (AI), cloud computing, and high-performance computing continues to drive an unprecedented wave of infrastructure development. In 2025, U.S. operational data center capacity is estimated to have reached ~40 gigawatts (GW) and is expected to grow at roughly 30% annually through […]
How is SAF faring in 2026 so far?
ADI has published nine editions of our semi-monthly newsletter, SAF Tracker, so far in 2026 covering trends across SAF demand, supply, pricing, technology, feedstocks, investments, and regulations. Stepping back from the cadence of biweekly reporting, we found ourselves asking a broader question: what are the high-level trends shaping the SAF landscape this year? Our analysis […]
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China ethylene and polyethylene
ADI Chemical Market Resources (ADI CMR) launched a multiclient study on China’s ethylene and polyethylene (PE) market. The study analyzed key trends that shaped this critical segment of the global chemical value chain, including China’s growing self-sufficiency, evolving trade flows, and capacity expansions. With PE demand historically driven by China, the report provided detailed insights […]
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Europe’s LNG evolution & marine fuel
At the 2025 ADI Forum, Vivek Chandra, CEO, Gulfstream LNG; Shaun Davison, Chief Development Officer, Pilot LNG; Markus Digruber, EVP, Head of Innovation & Bus. Dev., Hoerbiger; and Blake Blackwell, CCO, Energos Infrastructure joined moderator Uday Turaga, CEO, ADI Analytics for the natural gas and LNG panel. Key topics include the evolving strategies for LNG […]
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