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

While diesel production in the Americas increased through the first half of 2026, output in Europe and Asia declined, increasing reliance on North American exports to help balance global supply. This comes at a time when middle distillate markets remain critical to freight, industrial, and commercial activity, making reliable diesel supply increasingly important for many […]

In September 2026 edition, chemical portfolio realignment continued to accelerate. Shell is exploring the sale of its U.S. chemicals business, while TotalEnergies acquired Shell’s European renewables unit and Lotte Chemical moves to divest its Southeast Asian petrochemical subsidiaries. Sika expanded its adhesives and sealants footprint in Turkey, and Mitsui increased its stake in Nutrinova to […]

SAF investment scaled across offtake, production, and technology. EVA Air signed an MoU with AIT Worldwide Logistics to provide SAF environmental attributes supporting Microsoft’s Scope 3 emissions reductions, while Shanghai Electric Group broke ground on the next phase of its green fuel complex in China. Sumitomo Heavy Industries began trial operations at a biomass gasification […]

In the September 2026 edition, ADI examines the fallout from Middle East supply disruptions and structural gaps in the critical minerals race. LNG markets absorbed most of the Hormuz-related disruption, with prices largely returning to pre-conflict levels, suggesting more limited lasting impact than initially predicted. China continues to lead in critical minerals through state-backed financing […]

The U.S. government is spending real money on critical minerals right now. On August 7, 2026, the Department of Energy launched a $100 million program to train more mining engineers. It’s one of several moves happening at the same time, alongside price guarantees, tariffs, and new sourcing rules. None of it changes the basic picture: […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Analysts have been quick to predict permanently altered LNG trade flows, structurally different chemical markets, and a new global energy order following the Iran conflict. Several months into the conflict, the evidence points […]

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 featured in Enterprise AM discussing Kuwait’s Project Peregrine and the growing trend of infrastructure monetization across the global energy sector. Kuwait’s recent transaction is part of a broader wave of deals involving major regional players like ADNOC Group, Aramco, OQ, and Bapco Energies. […]

SAF investment scaled across production, feedstock, and technology. Montana Renewables advanced the next phase of its MaxSAF expansion, and ADM expanded North American oilseed crushing capacity to support renewable fuel feedstock demand. Infinium delivered the first batch of eSAF produced from waste CO2 and renewable electricity for use on an American Airlines flight, while Lydian […]

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 […]