The December 2025 edition of the ADI Newsletter highlights key developments shaping the global energy transition. North American LNG capacity is on track to double over the next five years, raising risks around U.S. pricing models and potential infrastructure bottlenecks. At the same time, the export of U.S. shale expertise is accelerating, with Continental Resources’ expansion into Argentina’s Vaca Muerta and a landmark joint venture in Türkiye showcasing growing demand for American technical know-how. Carbon capture, utilization, and storage (CCUS) continues to gain momentum globally, while Europe’s sustainable aviation fuel (SAF) ambitions face certification gaps that may limit claimed emissions reductions under EU ETS and CORSIA.
Technological innovation remains central to energy evolution. Hydrogen developments—from green to blue—are shaping cost competitiveness and scalability, while logistics and aviation companies are integrating SAF through new blending hubs and book-and-claim solutions. ADI insights provide clarity on CCS costs, SAF compliance challenges, and hydrogen technology trends, underscoring the accelerating pace of innovation and collaboration across the energy value chain.
About ADI Analytics
ADI is a prestigious, boutique consulting firm specializing in oil and gas, energy, and chemicals since 2009. We bring deep expertise in a broad range of markets where we support Fortune 500, mid-sized and early-stage companies, and investors with consulting services, research reports, and data and analytics, with the goal of delivering actionable outcomes to help our clients achieve tangible results.
We also host the ADI Forum that brings c-suite executives together for meaningful dialogue and strategic insights across the oil & gas, energy transition, and chemicals value chains. Learn more about the ADI Forum.
Subscribe to our newsletter or contact us to learn more.
