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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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Hold ’em or fold ’em: Navigating the hydrogen downturn
Hydrogen is key to decarbonizing, and countries worldwide unequivocally recognize this, as seen from the widespread policies supporting hydrogen market development displayed in exhibit 1. Most European countries have developed hydrogen strategies and roadmaps, with targets for green H2 production capacity by 2030, including 5.0 GW in the UK, 10.0 GW in Germany, and 6.5 […]
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ADI’s U.S. refinery database
The U.S. refining industry has undergone rapid transformation in recent years, driven by shifting market conditions, evolving regulations, and increasing reliance on export markets. In response, American refineries have adapted with speed and flexibility to remain competitive in an evolving dynamic environment. To keep pace with a rapidly evolving refining landscape, industry stakeholders need data […]
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