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.

Venture capital firm

Decision risk associated with the timing of jet fuel demand recovery and the economic viability of SAF production pathways.

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Evaluated the GHG intensity of SAF pathways (HEFA, ATJ, PtL) against conventional jet fuel to determine carbon value.

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Quantified the available waste and advanced feedstocks to assess supply constraints for SAF scaling.

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Detailed the four-tier D4054 approval process and blend limits for seven commercial and pilot-stage SAF technologies.

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Modeled the financial impact of LCFS, RINs, and EU mandates on the breakeven economics of various SAF production routes.

  • Prioritization of feedstock-diverse processes and refiner co-processing to meet emerging regulatory mandates.
Client Results
ADI utilizes a data-driven process. They use primary and secondary research to verify data, which made our decision-making much easier.
David Austgen CEO, Earth Energy Renewables

Industry experience

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 […]

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 […]

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 […]

Strategic insights on biofuels practices

ADI Analytics conducted voice-of-customer research through a two-phase primary research approach. The client A leading manufacturer of analytical instruments and test equipment. The situation Understand the operational practices of biofuels storage, blending, testing, and certification within refining companies. ADI’s contributions Content needed. Interviewing operators Interviewed 15-20 operators, including majors, National Oil Companies (NOCs), and independent […]

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 […]

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