Industry: Energy Transition

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2026 March SAF Tracker highlights – #82

In March, ADI’s SAF Tracker highlighted continued progress in SAF contracting and project development. Amex and Shell Aviation extended their SAF environmental attributes agreement with Google through the Avelia registry, while SHEIN partnered with DHL Express to incorporate SAF into international express air freight. Project development advanced with INERATEC and TERTU forming a joint venture […]

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Defining the bioeconomy’s next decade

We recently attended the 2026 American Bioeconomy Leadership Conference (ABLC) in Washington, D.C., just as U.S. policymakers signaled a renewed willingness to use biofuels as a tool for fuel market stability. The EPA’s announcement allowing a temporary nationwide waiver for E15 gasoline sales underscores how energy security, agricultural policy, and domestic fuel supply resilience are […]

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2026 March SAF Tracker highlights – #81

Axens and Airbus have signed a memorandum of understanding to jointly advance the global development and deployment of sustainable aviation fuel, focusing on advocacy efforts, engagement with key stakeholders, and scaling production. Airbus has also entered into a strategic collaboration with the ISCC system and OMV to support the development of a global SAF ecosystem. […]

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Stranded gas in Alberta and the Permian move data centers off the grid

In March 2026, Capital Power advanced plans for a large data center in Alberta using on‑site gas‑fired generation tied to AECO pricing. With AECO prices recently around US$1.00–1.20 per MMBtu, fuel costs are among the lowest available to data‑center developers in North America, reinforcing Alberta’s appeal as a destination for power‑intensive compute. This momentum is […]

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2026 February SAF Tracker highlights – #80

Montana Renewables and World Energy signed a multi‑year deal to supply SAF to airports across North America. Swedavia expanded its joint SAF purchase program in Sweden with new partners including Luleå Municipality and Aviator Airport Alliance. Petrobras chose Topsoe for a SAF and renewable diesel project in Rio de Janeiro, while Kent partnered with Equilibrium […]

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Texas turns proposals into power

Texas is shaping the future of U.S. power development. Many regions across the country remain bottlenecked in long interconnection queues filled with early‑stage proposals that may never move forward, yet Texas stands out for a very different reason. ERCOT has far more generation capacity in advanced stages of development than in speculative stages, a contrast […]

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2026 February SAF Tracker highlights – #79

ADI’s latest SAF Tracker shows accelerating global momentum in sustainable aviation fuels. Air bp secured a multi‑year supply deal with Airbus in Europe, and Singapore launched its first voluntary SAF procurement platform. HIF Global reported major cost reductions for its eFuels and eSAF project in Brazil, while new partnerships in Chile are advancing eSAF production. […]

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2026 January SAF Tracker highlights – #78

In January, updates from ADI’s SAF Tracker show continued momentum in global SAF development. Trafigura signed a long‑term offtake agreement with SP Developments Uruguay to purchase SAF, while Keppel and Aster moved forward with plans to evaluate an ethanol‑to‑jet project on Jurong Island. TruAlt Bioenergy selected Honeywell’s ETJ technology for a new SAF facility in […]

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Energy transition: Courting the molecule

At the 2026 ADI Forum, Elim Yeoh, Head of Biofuels Growth, Americas at bp; John Goldsmith, SVP, Renewables, Par Pacific Holdings; and Ryan Eslicker, Head of New Energies Origination – North America at Uniper; joined Panuswee Dwivedi, Project Manager at ADI for the Sustainable Aviation Fuel (SAF) and low-carbon fuels panel. Key themes discussed were […]

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Oil & gas, energy transition, and chemicals in 2026

At the 2026 ADI Forum, Uday Turaga, CEO of ADI, provided a cross-segment outlook on the energy and chemical value chains. He highlighted the firm’s focus on the strategic interfaces between upstream production, global gas markets, and power generation, emphasizing how infrastructure and geopolitical shifts are reshaping global commodity flows. Key themes included a shift […]

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Energy transition: Chasing the electron

At the 2026 ADI Forum, Ernest Peeples, VP, Business & Economic Development, Entergy; Jason Padilla, VP, Product Management & Marketing, INNIO Waukesha; and Ani Kulkarni, CEO, Cavendish Renewables Technology join Uday Turaga, CEO, ADI Analytics for the Energy Transition panel. The panel highlighted the AI-driven surge in electricity demand, forcing utilities to balance rapid capacity […]

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The great fragmentation in global energy

ADI Analytics has released its 2026 energy Transition outlook, highlighting a massive shift toward “the great fragmentation”—where universal global energy policies are being replaced by distinct regional strategies. In this brief update, discover how regional frameworks, AI data centers, and a massive storage boom are reshaping the energy landscape. Key highlights Watch the full video […]