ADI assessed a global energy transition capital spend and outlook through 2050, identifying the addressable market for digital technologies. The study analyzed how the shift toward fragmented, low-carbon infrastructure will impact the need for digital integration across intermittent renewables and energy storage systems. Modeling surfaced critical factors that will dictate the pace of digital adoption.
The client
Global cloud and technology provider
The situation
Ambiguity in sizing the digital transformation opportunity across multiple energy transition futures and emerging technology segments.
ADI’s contributions
Global capex scenario modeling
ADI modeled three distinct energy futures—BAU, Rapid, and Net-Zero—to project capital shifts from fossil fuels to electrification.
Segment digital spend analysis
Digital spend was forecast across 15 energy segments, identifying power and utilities as the primary growth engine through 2050.
Green premium benchmarking
The research quantified the cost parity challenges for CCUS and hydrogen, correlating these to the required digital optimization spend.
Infrastructure criticality assessment
ADI ranked the infrastructure limitations of EVs, DAC, and grid resilience to identify where digital twins offer the highest value.
Key outcomes
- Quantified digital spend forecasts by sector, enabling the client to prioritize cloud service investments in high-growth ET segments.
More insights
Premium content
ADI’s global blue ammonia projects database
The global blue ammonia market is rapidly expanding, driven by increasingly stringent decarbonization policies and regulations that promote the production and adoption of low-carbon ammonia. Examples include the European Union’s (EU) Carbon Border Adjustment Mechanism (CBAM), which incentivizes low-carbon ammonia production by imposing a carbon cost on imports based on their embedded emissions. Besides, the […]
SAF Tracker
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.
News
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 […]