Industry: Biofuels

In June 2025, global SAF gained traction through national strategies, diverse partnerships, production scaling, and financial incentives worldwide.

Hydrogen is key to decarbonizing, and countries worldwide unequivocally recognize this, as seen from the widespread policies supporting hydrogen market development displayed in exhibit 1. Most European countries have developed hydrogen strategies and roadmaps, with targets for green H2 production capacity by 2030, including 5.0 GW in the UK, 10.0 GW in Germany, and 6.5 […]

The U.S. biofuels industry has experienced rapid growth in renewable diesel (RD) production since 2021, while SAF production has also accelerated, with capacity nearly tripling between 2023 and 2024 as new facilities came online. The surge in RD and SAF capacity (see Exhibit 1) was driven primarily by policies such as the Blender’s Tax Credit […]

In May 2025, global SAF adoption accelerated through policy support, diverse procurement, production growth, feedstock expansion, and strategic partnerships worldwide.

At the 2025 ADI Forum, Shaid Malik, CEO, Renewable Energy, WM; Anthony McMaken, VP, Finance, HIF Global; and Pratik Chandhoke, Sr. Technical Manager, Aviation, Neste joined moderator Maria Lopes, Senior Analyst, ADI Analytics for the panel on biofuels, SAF, RNG, and e-fuels. The renewable energy sector was expanding rapidly thanks to decarbonization targets and government […]

At the 2025 ADI Forum, Jeff Warmann, CEO & President, Monroe Energy, and Daniel Carson, VP, Strategy & Development, Montana Renewables, joined moderator Uday Turaga, CEO, ADI Analytics during the Fuels & refining panel. They discussed refined product demand and biofuels. Additionally, they highlighted jet fuel resilience. Gasoline and diesel usage declined due to electrification, […]

At the 2023 ADI Forum, Uday Turaga, CEO of ADI Analytics, described the chemical industry’s challenging but active decarbonization efforts, noting significant investment in CO2 utilization and bio-based feedstocks, alongside a trend toward deeper, collaborative partnerships for sustainable solutions.

ADI has launched monthly subscription service covering the North American downstream market. Our research service provides a monthly report comprising two parts. We provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets. This includes operations, assets, and the supply chain. The first part reviews historical data […]

In the May 2025 edition of the ADI newsletter, we explore the evolving energy landscape shaped by the natural gas and LNG supercycle. Stay ahead with expert analysis on global gas demand driven by data center growth, energy security, and emerging market expansion. This biweekly newsletter also covers sustainable aviation fuel markets, hydrogen developments, and […]

At the 2025 ADI Forum, Uday Turaga, CEO, ADI Analytics, highlighted how the energy transition remained complex and fragmented. This was unlike the established oil and gas markets. While 2024 posed challenges, solar and energy storage stood out. Electrification proved more effective than alternatives like hydrogen or sustainable fuels. Carbon capture and storage (CCS) remained […]

The U.S. SAF industry has faced significant uncertainty recently, with questions surrounding how government support, feedstock eligibility, and financial incentives might evolve during President Trump’s second administration. Our recent blog, “The Future of SAF Under Trump: Will Biofuels Thrive or Stall?” highlighted these concerns and emphasized the potential impacts on SAF investments and production strategies. The recent […]

In April 2025, the SAF industry saw recent activity in supply deals, collaborative commitments, financial investments, production advancements, a strategic merger, a project pause, and technology partnerships.