Industry: Energy Transition

In May 2023, airlines strengthened collaboration with fuel producers to expand Sustainable Aviation Fuel (SAF) use across domestic and international routes. LATAM Airlines partnered with Bio-D on SAF projects in Colombia, while Vistara completed India’s first domestic wide-body SAF flight. United Airlines strengthened its supply partnership with Neste, and Ryanair signed a major offtake agreement […]

ADI Analytics’ Panuswee Dwivedi and Uday Turaga, both gave presentations at this year’s INFORMED’s Oilfield Minerals and Markets Forum 2023 on May 9, 2023. Dwivedi, a Project Manager at ADI, gave the assembled crowd an overview of the Oil & gas supply demand outlook for the year. She provided a thorough and interesting outlook for […]

Compressors are used in a wide range of applications in the oil and gas, energy, and petrochemical industries. The growing hydrogen, carbon capture, biofuels, and other energy transition markets present new opportunities for compressor companies. Many of these industries are being built from the ground up, offering years of growth for compressors and related equipment […]

The transportation sector is a major contributor to global greenhouse gas (GHG) emissions but is also at the forefront of energy transition. ADI has previously written about electrification of transportation and the supporting infrastructure needs and alternative fuels such as hydrogen and bio-based ethanol. U.S. diesel demand in 2019 was 122 million barrels and despite […]

The global human population reached 8.0 billion in November 2022. According to the U.N., it is expected to further expand 0.7% annually to 9.7 billion in 2050. Keeping pace with the population growth is the global GDP growth expected to grow 2.2% annually through 2050. These key drivers will result in significant growth in construction […]

In April 2023, global Sustainable Aviation Fuel (SAF) progress was marked by new collaborations, production expansions, and supportive government policies. Airbus Canada, Pratt & Whitney, and SAF+ Consortium launched a major Canadian SAF initiative, while Mubadala Capital and Braya Renewable Fuels announced large-scale investments to increase SAF production in Brazil and Canada. The sector also […]

In April 2023, airlines, corporations, and governments expanded investments and collaborations to accelerate Sustainable Aviation Fuel (SAF) production and adoption. All Nippon Airways advanced SAF use for both domestic and international flights in Japan, while Airbus and CNAF deepened Sino-European cooperation in SAF production. Financial and industrial alliances also grew, with the Sustainable Aviation Buyers […]

Demand for lithium from the EV industry is growing rapidly as the energy transition moves forward. One of the interesting things for the U.S., is that the production of EV batteries for this industry is being onshored, partly due to the growing market and partly due to provisions of the recently enacted IRA place sourcing […]

Internal combustion engine (ICE) vehicles have been commercially available since the late 1800s when Carl Benz patented the now historic Benz Patent Motor Car, model no. 1, and for over 100 years they have been integral to transportation around the world. But now with the world advancing with energy transition, we are seeing steps towards […]

From the start of the Russia-Ukraine war, we have seen global interest fragment across both energy transition and energy security. With several countries being overly reliant on Russian oil and gas, we saw a return to energy sources that the world had been weaning off. For example, Exhibit 1 shows how coal, oil, and nuclear […]

President Joe Biden kicked off the decarbonization race by signing two monumental pieces of legislation: the Infrastructure Investment and Jobs Act (IIJA) and the Inflation Reduction Act (IRA), which designated $370 billion in new funding for green infrastructure. In response, the European Commission recently announced the Green Deal Industrial Plan (GDIP). The plan will divert […]

Global Sustainable aviation fuel (SAF) adoption gained momentum in March 2023 through airline investments, production conversions, and feasibility studies, supported by ongoing technological and research initiatives. Finnair expanded its portfolio with a major SAF purchase from Neste, while Nacero began converting its Texas facility to produce SAF using methanol-to-jet technology. Collaborations also advanced across regions, […]