Industry: Energy Transition

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2024 Refining and fuels outlook: A cautious outlook for 2024

The global refining industry had an unexpectedly strong year in 2023 with strong demand recovery especially in diesel and jet fuel and high crack spreads not seen in many years leaving many refiners with strong balance sheets and optimism about the future.  Against this context, we anticipate a far more mixed outlook for the refining […]

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2024 January SAF Tracker highlights – #29

Sustainable Aviation Fuel (SAF) adoption in January 2024 accelerated through strengthened partnerships across e-commerce, logistics, and technology sectors. Mytheresa signed a long-term SAF agreement with DHL Express, while Korean Air and Yusen Logistics expanded collaboration to promote SAF use in air cargo operations. Corporate and innovation initiatives continued to advance. Microsoft secured SAF credits through […]

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The future of green and low-carbon cement

ADI Analytics launched a multi-client study on the future of green and low-carbon cement, providing crucial insights for stakeholders in the cement industry. This study will help cement producers, technology providers, and investors understand market trends, policies, and emerging technologies to navigate the transition to a sustainable future. Below are the key topics covered in […]

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Cementing a greener future

Cement, a fundamental building block of modern construction, has long been integral to the development of infrastructure worldwide. Today, concrete made from cement is the most consumed material after water. However, its vital role comes at a significant environmental cost. The production of traditional cement, also known as Ordinary Portland Cement (OPC) is highly energy […]

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2024 LNG outlook: Growing yet uncertain stability in global LNG

The ripples in the global LNG markets induced by geopolitical conflict seemed to have died down and greater import and export capacity coupled with continued growth in the share of renewable energy will result in a relatively stable yet uncertain LNG market in 2024. Key trends to look out for include the following: Global LNG […]

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2023 December SAF Tracker highlights – #28

Sustainable Aviation Fuel (SAF) development in December 2023 advanced through airport initiatives, industry collaborations, and new production investments. Skellefteå City Airport joined Scandinavian Airlines’ sustainability program, while Long Beach Airport and London Biggin Hill Airport expanded SAF availability through new supply and demonstration programs. Project expansion and technology progress continued globally. Rolls-Royce and Shell launched […]

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2023 December SAF Tracker highlights – #27

Sustainable Aviation Fuel (SAF) initiatives in December 2023 expanded through airline partnerships, infrastructure development, and regional investment. LOT Polish Airlines and SkyNRG launched a book-and-claim deal to access SAF credits, while Raya Airways and Royal Air Monaco began incorporating SAF into regular operations. VINCI Airports and TotalEnergies also collaborated to increase SAF availability across France. […]

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2023 November SAF Tracker highlights – #26

Sustainable Aviation Fuel (SAF) adoption in November 2023 gained pace through major test flights, supply contracts, and regional refinery investments. Emirates led with a 100% SAF-powered A380 demonstration, while Rotterdam The Hague Airport and Shell signed a long-term supply deal to blend SAF for all aircraft operations starting the following year. Global expansion and investment […]

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2023 November SAF Tracker highlights – #25

Sustainable Aviation Fuel (SAF) transition in November 2023 accelerated through new airline commitments, partnerships, and technology readiness milestones. Singapore Airlines Group outlined plans to replace 5% of its conventional fuel use with SAF by 2030, while Rolls-Royce completed full compatibility testing of 100% SAF across its civil engine portfolio. Collaborations and production advancements expanded globally. […]

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Companies are looking to monetize GHG emissions

In line with the Paris Agreement’s targets of reducing greenhouse gas (GHG) emissions by 45% by 2030 and reaching net zero emissions by 2050, companies across the world are looking for ways to reduce their emissions. There are some seeing this trend as an emerging market and are working to monetize other companies’ carbon emissions. […]

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The future of SAF in Brazil

The aviation industry’s increasing adoption of Sustainable Aviation Fuel (SAF) seems promising. However, this transition also highlights challenges related to the availability of feedstock and presents obstacles to meeting production targets. The ongoing expansion of the SAF market, along with various policy initiatives, has garnered the interest of other nations, including Brazil. Given its substantial […]

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2023 October SAF Tracker highlights – #24

Sustainable Aviation Fuel (SAF) progress in October 2023 advanced through new partnerships, facility launches, and regulatory developments. DHL Express and World Energy signed a SAF supply agreement, while Velocys launched a technology facility to support catalyst manufacturing and process optimization. Testing and production efforts continued to expand globally. Emirates partnered with Neste for additional SAF […]