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 group of U.S. refiners and energy traders
The situation
Identifying high-growth export destinations and infrastructure constraints for gasoline, diesel, and LPG in Latin America.
ADI’s contributions
Macro-economic demand drivers
ADI correlated GDP growth and urbanization with fuel consumption, adjusting for the rising penetration of flex-fuel vehicles.
Refining utilization modeling
Proprietary tracking of refinery maintenance and underinvestment quantified the persistent shortfall in domestic fuel production.
Logistics infrastructure mapping
Analysis of marine terminal and storage projects identified regional import capacity bottlenecks for private companies.
Competitive strategy development
The work recommended investing in local retail and supply chain assets to secure market share against international competitors.
Key outcomes
Informed regional export strategies by identifying a supply-demand gap expected to double over a 10-year period, favoring U.S. low-sulfur fuels.
Client Results
ADI has done a great job of pulling together specific information on the SAF market, including who is making SAF, potential projects, and plant capacities from both a US and international standpoint. Their data and updates help significantly with both financial projections and practical, operational aspects.
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 […]
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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 […]
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 […]
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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. […]
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 […]
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 […]
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 […]
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 […]
Utility capital projects are facing mounting delays and cost pressures in 2026, even as AI-driven demand fuels record capex. Meanwhile, the upstream oil and gas market is stabilizing around a normalizing shale cost curve, bulk liquid storage operators are shifting toward capability-driven growth, and the energy transition is exposing critical minerals bottlenecks that are pushing […]
U.S. refining capacity shows limited overall growth, but the structure of the system is shifting. Expansions at large, complex refineries are driving changes on the supply side, while smaller plants face cost and operational constraints that are forcing exits. This is steadily concentrating capacity in fewer, more sophisticated facilities. Key drivers capacity consolidation: Geographic concentration […]
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