Transportation energy scenario planning

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.

A leading chemical major serving the automotive and fuel markets and seeking to anticipate shifts in transportation energy.

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.

Contribution icon 1

Analyzed key transportation energy trends across the near-, mid-, and long-term horizon.

Contribution icon 2

Built four plausible scenarios based on varying rates of adoption for major energy trends.

Contribution icon 3

Assessed potential impacts of each scenario across a range of business and market metrics.

Contribution icon 4

Identified implications across the client’s portfolio and formulated no-regret strategies for each scenario.

Customer Results
The ADI team is very knowledgeable, very responsive to our requirements, and very patient as we’re introducing new technology in the market.
David Hatrick VP, Innovation, Huntsman Advanced Materials

Industry experience

A strategic roadmap for EV battery recycling

ADI partnered with a battery recycling innovator to build a strategic go-to-market roadmap. Our work helped them analyze their technology, define their value proposition, and prepare for successful market entry and fundraising. The client We partnered with a battery recycling start-up that was looking to communicate their story for potential investors. The situation The client […]

EVSE market and investment outlook

ADI Analytics conducted a three-week study of the electric vehicle supply equipment (EVSE) market to support a client’s investment planning. The client A firm exploring growth opportunities in the electric vehicle infrastructure space, with a focus on charging equipment, power systems, and associated services. The situation The client needed a forward-looking assessment of EV adoption […]

Go-to-market strategy for EV battery recycling

ADI provided a prominent battery recycling company with a strategic plan to enter the EV battery market, including an assessment of business models and detailed financial analysis. The client We partnered with a prominent lead-acid battery recycling company exploring new opportunities in the rapidly growing electric vehicle (EV) battery market. The situation With the EV […]

Circularity strategy for EV batteries

ADI helped a global automotive battery supplier transform their costly EV battery disposal process into a profitable, sustainable business by creating a new battery circularity strategy. The client We partnered with a global automotive battery supplier with their strategy for a rapid transition toward electrified vehicles. The situation The client’s current process for handling old […]

Opportunity assessment for an energy storage company

ADI developed a comprehensive market strategy for an early-stage energy storage company, helping them identify growth opportunities and strengthen their market position. The client An early-stage company specializing in energy storage solutions. The situation The client needed a comprehensive market strategy to navigate a competitive landscape, identify their most promising growth opportunities, and solidify their […]

EV traction motor and permanent magnet study

ADI analyzed the North American addressable market for permanent magnets, evaluating the technical dominance of permanent magnet synchronous motors (PSM) over induction and externally excited synchronous motors (EESM) alternatives. The work mapped the rare earth supply chain to identify metallization gaps and localized sourcing risks for major automotive OEMs. The client Private equity firm The […]

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 […]

More insights

Premium content Icon Premium content

Catching up to China on critical minerals

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: […]

Article Icon Article

Middle East conflict’s fallout more limited than expected

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 […]

Article Icon Article

Japan vs. South Korea: SAF projects diverge

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, […]