Industry: Energy Transition

SAF investment is scaling across offtake and feedstock. Deutsche Bank agreed with Lufthansa Group to invest in SAF certificates to reduce business travel emissions, while Green Sky Capital partnered with Axens to develop a SAF production facility in Egypt targeting commercial operations by the end of 2027. VAROPreem acquired Sunpine, securing renewable feedstock for its […]

In a significant milestone for aviation decarbonization, the methanol-to-jet (MTJ) pathway for sustainable aviation fuel (SAF) production received approval last month under ASTM D7566 Annex A5. Exhibit 1 below shows all the approved SAF production pathways. The approval also includes e-methanol produced via power-to-liquid (PtL) processes using renewable electricity and captured CO₂ as an eligible […]

SAF investment continues across offtake, production, and policy. Kuehne+Nagel and Google Cloud agreed to procure SAF for air freight shipments, while British Airways extended its long-term supply agreement with EcoCeres. Petrobras advanced plans to expand SAF and renewable diesel production in Brazil, and Allied Biofuels moved forward with its integrated SAF and e-SAF project in […]

Liquid bulk storage operators are entering a more selective growth cycle. Demand remains resilient across fuels, chemicals, liquefied petroleum gas (LPG), natural gas liquids (NGLs), biofuels, ammonia, and methanol. Increasingly, value is shifting toward terminals that can handle a broader range of products, connect to major trade routes, and generate higher returns from existing assets. […]

The energy transition in 1H 2026 has advanced from a sustainability-driven narrative to one centered on energy security, reliability, and grid resilience driven by geopolitical disruptions (e.g., Strait of Hormuz tensions) and surging AI-driven electricity demand. While early-stage climate tech is facing a funding pullback, large-scale, asset-backed infrastructure is entering a deployment upcycle across power, fuels, and industrial decarbonization. ADI reviewed first-half 2026 […]

The EPA’s recently finalized Renewable Volume Obligations (RVOs) for 2026–2027 raise Renewable Fuel Standard (RFS) mandates to record levels, marking a step-change in required blending volumes. This shift increases demand across the system and leaves less buffer between required volumes and available supply, tightening overall market conditions. Key dynamics shaping supply requirements: These dynamics suggest […]

SAF investment is scaling across offtake and production. Google signed a SAFc agreement with American Airlines for Valero-supplied SAF at Chicago O’Hare, while Syzygy Plasmonics reserved capacity with World Fuel Services for its planned NovaSAF facilities in Latin America. JetBio advanced plans for an AtJ SAF facility in Brazil, and Twelve began commercial eSAF production […]

The global blue ammonia market is rapidly expanding, driven by increasingly stringent decarbonization policies and regulations that promote the production and adoption of low-carbon ammonia. Examples include the European Union’s (EU) Carbon Border Adjustment Mechanism (CBAM), which incentivizes low-carbon ammonia production by imposing a carbon cost on imports based on their embedded emissions. Besides, the […]

The global SAF market is accelerating as capital, technology, and policy move in sync. ENOC is advancing long-term offtake in the Middle East, NorSAF is scaling Latvian capacity with KBR’s PureSAF, and Brazil is surging with a $1 billion Petrobras-led project nearing FID alongside Acelen’s $1.5 billion refinery financing. Technology rollout is consolidating as Axens […]

In the June 2026 edition of the ADI Newsletter, AI-driven demand is surging, but constraints in grid capacity, permitting, and equipment supply are reshaping how and where data centers expand. Developers are increasingly embedding power considerations into site selection, shifting toward distributed infrastructure models and prioritizing regions with faster, more reliable access to electricity. As […]

Ammonia has increasingly emerged as a potential low-carbon marine fuel to support decarbonization in the maritime sector due to its carbon-free combustion profile. However, compared to methanol, ammonia has lagged behind in commercial adoption as a low-carbon marine fuel. This is primarily due to its toxicity, which requires more complex storage and handling systems, as […]

The U.S. Environmental Protection Agency (EPA) recently finalized the Renewable Volume Obligations (RVO) for 2026 and 2027, establishing the highest blending mandates in the history of the Renewable Fuel Standard (RFS) program (see Exhibit 1). The RFS requires oil refiners (“obligated parties”) to blend specific volumes of renewable fuels into the U.S. transportation fuel supply […]