Strategic assessment of IRA incentives for refiners

ADI analyzed the stackable tax credits provided by the Inflation Reduction Act to prioritize decarbonization projects at existing refining assets. The study mapped technical pathways for sustainable aviation fuel (SAF), blue hydrogen, and carbon capture against regional infrastructure and environmental justice criteria. This effort identified how loan guarantees and transferability provisions can de-risk capital projects at brownfield industrial sites.

U.S. independent refining company

Evaluating how the Inflation Reduction Act shifts the investment case for low-carbon fuels and refinery emissions reduction.

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ADI modeled the combined value of base credits and “adders” for prevailing wages and energy communities to improve ROI.

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Primary research using EJ tools quantified the potential for site-specific bonus credits based on demographic and pollution indices.

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Assessment of idled catalytic units identified technical opportunities for low-cost conversions to SAF and renewable fuel production.

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The work outlined strategies for competitive DOE grants, emphasizing the role of external stakeholders like labor unions.

  • Prioritized a set of clean energy opportunities including SAF and hydrogen hubs that maximize available federal grants and credits.
Client Results
We hired ADI to help us understand the IRA bill and our strategic options, and they did a great job bringing our executive team on board with the deliverables.,
Tim Adams VP, Hunt Refining Company

Industry experience

Sustainable aviation fuel technology and supply outlook

ADI explored the recovery of global jet fuel demand post-COVID-19. The study analyzed seven ASTM-approved SAF pathways to identify the pathway that will dominate supply and/or offer the greatest decarbonization potential over the long term. Cost analysis was conducted to assess drivers of SAF costs compared to conventional jet fuel. The client Venture capital firm […]

U.S. refined product export market outlook

ADI forecasted the growth of U.S. fuel exports to Latin America by analyzing regional macroeconomics, vehicle fleet dynamics, and biofuel blending mandates. The study identified structural supply gaps in Latin America and the analysis focused on evaluating the cost-competitiveness of U.S. refiners in meeting stringent new low-sulfur fuel regulations across the region. The client Multi-client […]

Global hydrogen demand assessment

ADI leveraged proprietary demand models to project hydrogen consumption across heavy-duty trucking and bus segments in North America, East Asia, and Europe. The study evaluated pump-price parity across regions and the impact of the Inflation Reduction Act (IRA) on green hydrogen adoption over a 10-year period. The client Clean technology provider The situation Ambiguity regarding […]

Novel bio-oil upgrading and olefin monetization technology scouting

ADI conducted a technical scan of non-hydroprocessing routes for upgrading biomass-derived pyrolysis oil, focusing on solvent extraction and membrane-based fractionation. The assessment identified high-value chemical pathways for light olefin streams, benchmarking potential products like acrylic acid and lube additives against minimum economic scale (MES) requirements. The client Biomass conversion technology developer The situation Uncertainty regarding […]

Biofuel cost and economic models

ADI Analytics partnered with a national oil company to develop a robust suite of biofuel cost and economic models. This collaborative project empowered the client to make strategic biofuel investment decisions with greater confidence.  The client National oil company The situation Biofuel strategy assessment to evaluate investment feasibility and optimize portfolio. ADI’s contributions Scenario definition Our […]

SAF strategy for a Middle Eastern NOC

ADI developed the SAF strategy for an integrated, national oil company in the Middle East beginning with funding a few start-ups. The client Middle Eastern national oil company integrated across the oil & gas value chain The situation Interested in developing strategy for SAF, renewable diesel, and RNG ADI’s contributions Landscape assessment Analyzed policy and […]

Biogas/RNG adsorbents market

ADI analyzed market drivers, segmentation, and growth opportunities for adsorbents used in biogas and RNG treatment for a global specialty chemicals company. The client A global specialty chemicals company The situation The client sought to understand key applications for adsorbents in biogas and RNG treatment, assess market size and segmentation, and identify growth opportunities globally. […]

Biofuels strategy for carbon reduction

ADI helped an integrated oil refiner enhance its biofuels strategy to meet carbon reduction goals. The client An integrated oil refiner The situation The client needed to evaluate and optimize its biofuels strategy as part of a broader program to meet carbon reduction obligations. ADI’s contributions Renewable fuel purchase and blending Evaluated processes for purchasing […]

Biofuels market entry study for a European refiner

ADI conducted an in-depth biofuels study to support a European refining independent considering entry into the North American market. The client A European refining independent The situation The client was evaluating opportunities to enter the North American market and needed a comprehensive understanding of supply, demand, and pricing dynamics for refined products and biofuels. ADI’s […]

SAF investment feasibility study

An Indian oil company engaged ADI to conduct a feasibility study for its first SAF investment in a new greenfield project. The client Indian refining company The situation Feasibility study to assess investment in a greenfield SAF project ADI’s contributions Comprehensive policy analysis Evaluated existing and emerging policies on SAF including incentives and mandates in […]

European biomass sourcing strategy

An integrated oil & gas player in Europe leveraged ADI’s research and analytics to develop its biomass feedstock sourcing strategy. The client European integrated oil & gas and petrochemical company The situation Support for biomass feedstock sourcing strategy for captive use and trading ADI’s contributions HVO and SAF market research Analyzed the North American and […]

More insights

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Water limits are reshaping operations in oil and gas, power, and chemicals

Water now sets operating limits in three industries ADI covers. Permian produced water volumes rose from 11.2 million bbl/d in 2017 to 24.9 million bbl/d in 2025, and regulators have restricted the disposal wells that take most of it. Refineries and chemical plants on the Texas Gulf Coast and the Rhine face allocation plans and […]

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Trends shaping the U.S. midstream outlook

I recently had the opportunity to share ADI’s latest research on the U.S. midstream oil and gas industry at the 10th Annual OCTG & Line Pipe Forecast Summit. My presentation explored how oil and gas production growth, LNG export expansion, and increasing power demand are driving a new wave of midstream investment. As illustrated in […]

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EU SAF premium hits a 20 month-low

Global sustainable aviation fuel (SAF) prices came under significant pressure in October 2026, with the European SAF premium reportedly falling to a 20-month low. The decline reflects three key factors: Exhibit 1. SAF project pipeline by region and development status since 2021 In the ninety-fifth edition of ADI’s biweekly SAF newsletter, SAF Tracker, ADI explores […]