Industry: Energy Transition

Global sustainable aviation fuel (SAF) prices came under significant pressure in October 2026, with the European SAF premium reportedly falling to a 20-month low. The decline reflects three key factors: Exhibit 1. SAF project pipeline by region and development status since 2021 In the ninety-fifth edition of ADI’s biweekly SAF newsletter, SAF Tracker, ADI explores […]

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

ADI’s SAF Tracker highlights momentum across the SAF value chain, with Uniper signing a long-term eSAF offtake agreement with Arcadia eFuels and Phelan Green reaching FID on its planned eSAF project in South Africa. Bayer and Neste finalized an agreement to scale winter canola production as a dedicated SAF and RD feedstock, while Infinium launched […]

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 […]

ADI’s SAF Tracker highlights progress across the SAF value chain, with Eco2fly signing an MoU with Volotea to supply eSAF from its planned Spain project, and Synhelion advancing its planned eSAF plant in Germany by appointing Saipem as pre-FEED contractor. Expander Energy also selected Axens for Fischer-Tropsch liquid upgrading technology at its two planned Canadian […]

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 […]