Industry: Energy Transition

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, […]

Sustainable Aviation Fuel (SAF) activity in March 2023 advanced through new flight operations, major investments, and technology collaborations. LATAM Group completed its first international flight using SAF, while Airbus Qantas launched a fund to boost local SAF production in Australia. Government and industry initiatives also expanded, with the Civil Aviation Authority of Singapore (CAAS) allocating […]

The transportation sector has the highest reliance on fossil fuels and accounted for 37% of CO2 emissions from end-use sectors in 2021. Various industries of the transportation sector have started researching hydrogen as an alternative fuel source, and in this blog, ADI will look at the technological progress that has been made and some of […]

One of the biggest challenges to renewable energy projects is the intermittency of these resources; the sun doesn’t always shine, and the wind doesn’t always blow. These challenges have been made apparent around the world from wind droughts in Europe to winter storms in Texas. One solution to this challenge is expanding grid-scale energy storage […]

Following the pandemic-induced recession and drop in investments in 2020, global investments in energy have increased. Investments in both fossil fuels and renewables have steadily increased, with renewable energy gaining the most. In fact, investments in renewable energy (solar and wind) are set to surpass oil and gas for the first time ever, with $494 […]

At the 2023 ADI Forum, Markus Digruber, EVP, Head of Innovation and Business Development, Hoerbiger, discussed hydrogen compression on the hydrogen panel. He explored how the hydrogen fueling industry was maturing. The hydrogen market was transitioning from pilot projects to large-scale commercial operations. This shift was driven by a need for operational success and attractive […]

At the 2023 ADI Forum, Panuswee Dwivedi, Project Manager at ADI Analytics, shared key insights on the future of hydrogen. Green hydrogen was poised to dominate by 2030, driven by PEM and alkaline technologies. Meanwhile, blue hydrogen remained vital for existing industrial users, often via CCS. However, the nascent green hydrogen value chain faced significant […]

At the 2023 ADI Forum, Uday Turaga, CEO, ADI Analytics, discussed the impact of the Inflation Reduction Act (IRA) on the energy landscape. Even with aggressive energy transition scenarios, oil and gas would remain a material part of the energy mix by 2050. This would range from 20% in a net-zero scenario to 33% in […]

At the 2023 ADI Forum, Uday Turaga, CEO, ADI Analytics, highlighted how niche markets are shaping the future of energy. From sustainable aviation fuel (SAF) to geothermal power, new technologies are gaining traction and attracting major investment. Airlines are scrambling for more SAF, while geothermal energy could become more viable by repurposing old oil and […]

Alex Robart, Energy Strategy Leader at Microsoft, shared his experience working with ADI Analytics on a rigorous market analysis to support Microsoft’s energy transition strategy. ADI had helped quantify market size and forecast trends, providing hard data for leadership decision-making. The project had evolved into a complex modeling exercise, but the ADI team had adapted […]