Industry: Energy Transition

In the January 2025 edition of the ADI chemicals newsletter, we covered activities in the energy and chemical sectors, which include Toray starting CO3 membrane production in Japan, Vitol acquiring a stake in Waste Plastic Recycling, and BASF selling its Styrodur business. There were also feedstock deals involving green methanol supply to Hapag-Lloyd and Avantium.

In the January 2025 edition of the ADI newsletter, we highlighted the top 10 insights of the year 2024. We explored the potential and challenges of repurposing natural gas pipelines for hydrogen transport, and the decarbonization efforts of major oil and gas companies in their upstream operations. It also discussed the possible resurgence of gas-to-liquids […]

Global Sustainable Aviation Fuel (SAF) activity expanded in December 2024 through new collaborations, financial support, and infrastructure development. Aramco, TotalEnergies, and Saudi Investment Recycling Company advanced feasibility studies for SAF production in Saudi Arabia, while Renewable Energy Systems and Prime Capital announced a major green hydrogen project in Sweden. The sector also saw progress in […]

The Sustainable Aviation Fuel (SAF) sector advanced in December 2024 through a wave of new airline collaborations, large-scale investments, and policy initiatives aimed at accelerating global adoption. Key players such as Formula 1, EasyJet, and Phillips 66 expanded SAF integration across the U.K., Europe, and the U.S., highlighting growing commercial uptake and industry engagement. The […]

The global transition towards sustainable energy has placed green fuels at the forefront of efforts to decarbonize aviation, maritime, and heavy industries. These green fuels — renewable diesel (RD), liquefied natural gas (LNG), hydrogen, ammonia, and methanol — promise a low-carbon alternative to fossil fuels. However, mainstream adoption requires overcoming significant barriers, including scalability, infrastructure […]

Refineries are responsible for the production of transportation fuels and other products, such as petrochemicals and lubricants, but they also contribute significantly to global GHG emissions. According to the U.S. Environmental Protection Agency (EPA), refinery GHG emissions in 2023 amounted to 160 million metric tons CO2 equivalent (MMT CO2e), with over 70% resulting from fuel […]

Hydrogen is emerging as a promising option to decarbonize power generation, transportation, and other industries. One of the most significant barriers to scaling up hydrogen use is the lack of a transportation network. Currently, hydrogen is transported via high-pressure tube trailers and liquefied hydrogen tankers, but these methods are not economically feasible for large-scale and […]

Global progress in Sustainable Aviation Fuel (SAF) continued in November 2024, supported by advancing policy measures, corporate collaborations, and technology-driven developments. Government initiatives such as the U.S. House Ways and Means Committee’s 45Z tax credit review underscored growing policy alignment, while International Airline Group secured a SAF supply deal for the U.K. market. Industry partnerships […]

The reelection of President Donald Trump has raised concerns regarding the future of biofuels in the United States, including SAF. With the U.S. expected to produce 40% of global SAF supply through 2028, the already turbulent road to SAF adoption could face increased challenges during President Trump’s second term. SAF stakeholders have four primary concerns, […]

The choice between technical service contracts (TSCs) and production sharing contracts (PSCs) can significantly impact the development of a country’s oil and gas industry.   Technical service contracts (TSCs) are agreements where a company provides technical expertise and services to the state-owned oil company in exchange for a fee. This model can be particularly attractive when […]

The Sustainable Aviation Fuel (SAF) sector advanced in November 2024 through expanded partnerships, infrastructure projects, and new technology collaborations. Organizations such as the California Air Resources Board, Neste, and Air Canada advanced regional SAF availability, while Wizz Air and Airbus initiated a trial program to align with upcoming RefuelEU regulations. The sector also expanded its […]

In the 2024 November ADI chemicals newsletter, we discussed how the chemical industry is experiencing significant shifts, with battery recycling poised for exponential growth due to mineral scarcity and regulatory pressures. Concurrently, companies are strategically expanding production capacities and engaging in mergers and acquisitions to strengthen their market positions, while securing feedstock supply agreements to […]