Industry: Energy Transition

China’s sustainable aviation fuel (SAF) exports are growing rapidly, with the European Union serving as its primary destination. Total SAF exports from China reached ~138 million gallons in the first half of 2026, with Belgium, the Netherlands, and Spain among the largest importers (see Exhibit 1). Exhibit 1. China’s SAF export volumes and destinations through […]

Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.

SAF investment scaled across offtake, production, and technology. EVA Air signed an MoU with AIT Worldwide Logistics to provide SAF environmental attributes supporting Microsoft’s Scope 3 emissions reductions, while Shanghai Electric Group broke ground on the next phase of its green fuel complex in China. Sumitomo Heavy Industries began trial operations at a biomass gasification […]

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, […]

ADI Analytics is pleased to share that our CEO, Uday Turaga, was featured in Enterprise AM discussing Kuwait’s Project Peregrine and the growing trend of infrastructure monetization across the global energy sector. Kuwait’s recent transaction is part of a broader wave of deals involving major regional players like ADNOC Group, Aramco, OQ, and Bapco Energies. […]

SAF investment scaled across production, feedstock, and technology. Montana Renewables advanced the next phase of its MaxSAF expansion, and ADM expanded North American oilseed crushing capacity to support renewable fuel feedstock demand. Infinium delivered the first batch of eSAF produced from waste CO2 and renewable electricity for use on an American Airlines flight, while Lydian […]

SAF investment is scaling across offtake and production. Delta Air Lines signed a multi-year agreement with Shell Aviation for SAF across U.S. hubs, and Axens launched France’s first industrial-scale SAF plant using its Jetanol technology. H4 Marseille Fos advanced its planned eSAF project by securing low-carbon power supply, while Acelen Renewables locked in certified soybean […]

Convened in collaboration with a Fortune 500 company exploring the future evolution of materials markets. Houston, Texas | August 31, 2026 What is the ADI Thinklab? Invitation-only series ADI ThinkLab is ADI Analytics’ invitation-only series of executive discussions that brings together industry leaders, researchers, technology developers, investors, and other experts to explore emerging trends shaping […]

Kuwait Oil Company’s $16 billion pipeline lease-and-leaseback with Blackstone, Brookfield, and KKR marks the latest step in a broader shift in energy infrastructure ownership. The deal covers 13 crude oil pipelines across roughly 320 kilometers, gives the investor consortium a 49% stake in a new joint venture, and generates $7.85 billion in upfront proceeds for […]

SAF investment is scaling across offtake and feedstock. Deutsche Bank agreed with Lufthansa Group to invest in SAF certificates to reduce business travel emissions, while Green Sky Capital partnered with Axens to develop a SAF production facility in Egypt targeting commercial operations by the end of 2027. VAROPreem acquired Sunpine, securing renewable feedstock for its […]

In a significant milestone for aviation decarbonization, the methanol-to-jet (MTJ) pathway for sustainable aviation fuel (SAF) production received approval last month under ASTM D7566 Annex A5. Exhibit 1 below shows all the approved SAF production pathways. The approval also includes e-methanol produced via power-to-liquid (PtL) processes using renewable electricity and captured CO₂ as an eligible […]

SAF investment continues across offtake, production, and policy. Kuehne+Nagel and Google Cloud agreed to procure SAF for air freight shipments, while British Airways extended its long-term supply agreement with EcoCeres. Petrobras advanced plans to expand SAF and renewable diesel production in Brazil, and Allied Biofuels moved forward with its integrated SAF and e-SAF project in […]