ADI Analytics supported a scenario planning effort to help a client understand and prepare for evolving transportation energy trends and their long-term business implications.
The client
A leading chemical major serving the automotive and fuel markets and seeking to anticipate shifts in transportation energy.
The situation
The client wanted to explore how changes in transportation energy—driven by electrification, policy, and consumer behavior—might evolve over time and affect its core business units.
ADI’s contributions
Trend identification
Analyzed key transportation energy trends across the near-, mid-, and long-term horizon.
Scenario development
Built four plausible scenarios based on varying rates of adoption for major energy trends.
Impact quantification
Assessed potential impacts of each scenario across a range of business and market metrics.
Strategic implications
Identified implications across the client’s portfolio and formulated no-regret strategies for each scenario.
More insights
2026 May SAF Tracker highlights – #86
Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.
Newsletter: Data center power, ammonia, and biofuel mandates
In the June 2026 edition, AI-driven demand is surging, but constraints in grid capacity, permitting, and equipment supply are reshaping how and where data centers expand. Developers are increasingly embedding power considerations into site selection, shifting toward distributed infrastructure models and prioritizing regions with faster, more reliable access to electricity. As power availability becomes a […]
The growing challenge of industrial R&D
For much of the 20th century, R&D was viewed as a long-term investment in scientific discovery, often insulated from day-to-day operational pressures. Success was measured in patents, breakthrough technologies, and the promise of future growth. Today, that view no longer holds. Across energy, chemicals, and broader industrial sectors, R&D has been reshaped by a combination […]