Japan and South Korea are moving from aspirational sustainable aviation fuel (SAF) targets toward blending mandates. In July 2026, Japan announced plans to mandate a 1% SAF blend in fiscal year (FY) 2030, rising to at least 3% in FY2031 and 5% or more from FY2032–34. South Korea announced its phased SAF mandate in 2025, […]

The catalyst industry is entering a new phase, with 2026 marking a period of significant portfolio realignment and expansion into adjacent catalyst technologies and services across refining, petrochemical, polymer, and emissions-control markets. The transactions shown in Exhibit 1 highlight a broader shift in how companies are positioning themselves across the catalyst value chain. For instance, […]

ADI Analytics is pleased to share that our CEO, Uday Turaga, was quoted in Enterprise AM discussing Kuwait’s Project Peregrine and the growing trend of infrastructure monetization across the global energy sector. Kuwait’s transaction is the latest in a series of deals involving companies such as ADNOC Group, Aramco, OQ, and Bapco Energies. These transactions […]

Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.

Semiconductor and specialty chemical investment is driving new industrial gas and materials capacity. Linde and Air Liquide are expanding air separation and industrial gas production in the U.S. and Taiwan to supply advanced semiconductor and memory chip manufacturing, while PetroChina and Epigral are advancing ethane cracker and epoxy resin projects in China and India. Sasol […]

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 […]

SAF investment is scaling across offtake and production. Delta Air Lines signed a multi-year agreement with Shell Aviation for SAF across U.S. hubs, and Axens launched France’s first industrial-scale SAF plant using its Jetanol technology. H4 Marseille Fos advanced its planned eSAF project by securing low-carbon power supply, while Acelen Renewables locked in certified soybean […]

We’re pleased to share that an op-ed by ADI Analytics CEO Uday Turaga and energy industry consultant Prashant Kumar has been published in The Hindu, one of India’s leading national newspapers. In the article, India Should Back Biomass Over Coal for Gasification, we examine India’s ambitious gasification plans and argue that agricultural biomass offers a […]

Artificial lift providers are advancing automation, analytics, and predictive maintenance to improve production performance and reduce operating costs. Meanwhile, energy infrastructure investors are expanding beyond pipelines into gas processing, LNG, power, utilities, and storage assets. At the same time, surging electricity demand is exposing grid constraints, driving power sector emissions higher as utilities struggle to […]

As energy markets evolve, unlocking capital requires strategic asset monetization. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down Kuwait Oil Company’s $8B pipeline deal and highlights where the next wave of energy infrastructure transactions is heading. Key highlights Watch the full video below to explore these trends and see how ADI […]

Geothermal is attracting more attention than at any point in recent decades. Fervo’s IPO brought public-market attention to enhanced geothermal systems, and Quaise’s recent $134 million Series B first close showed continued investor appetite for superhot geothermal and millimeter-wave drilling. Developers are improving drilling performance, stimulation design, reservoir modeling, subsurface monitoring, and project execution. Oil […]

Convened in collaboration with a Fortune 500 company exploring the future evolution of materials markets. Houston, Texas | August 31, 2026 What is the ADI Thinklab? Invitation-only series ADI ThinkLab is ADI Analytics’ invitation-only series of executive discussions that brings together industry leaders, researchers, technology developers, investors, and other experts to explore emerging trends shaping […]