Industry: Energy Transition

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2023 Refining industry outlook: A year of recalibration

Going into this past year, 2022 was meant to be the beginning of the end for petroleum refiners, but another spanner was thrown in the works. With most countries coming out of lockdown and entering post-COVID life, the expectations were that a lot of the trial and tribulations of the past two years would leave […]

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2023 Mining and metals outlook: Fueling an energy transition

The global mining sector had a wild ride in 2022, plagued by supply-chain and labor shortages and geopolitical and economic uncertainty. Russia’s invasion of Ukraine upended markets, sending many commodities to record highs, only then to fall quickly. Several nations issued wide-ranging sanctions against Russia and further sanctions are still being debated as the conflict […]

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2023 Energy transition outlook: A transformative year

The energy transition continued to move full steam ahead in 2022 with passage of the Inflation Reduction Act (IRA) in August 2022 kicking it into full gear. This monumental legislation supplemented the previous Infrastructure, Investments and Jobs Act (IIJA), passed in 2021 and provided unprecedented funding to clean energy and climate initiatives. These incentives include […]

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2023 LNG outlook: Will the sugar rush subside?

The global LNG market was influenced by some unprecedented factors in 2022. Europe significantly grew their LNG imports driving LNG prices to astounding highs. U.S. emerged as the top exporter in spite of an emergency shutdown at Freeport LNG. High shipping rates also plagued LNG markets along with limited supply and growing sustainability pressures. All […]

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2022 December SAF Tracker highlights – #04

Sustainable Aviation Fuel (SAF) adoption in December 2022 advanced through infrastructure expansion, production capacity growth, and technology innovation. Airlines continued increasing SAF use, supported by new logistics developments such as NATO CEPS initiating SAF transport operations. Production and R&D progress remained strong, with LanzaTech and Velocys launching projects in the U.K. utilizing gases from steelmaking […]

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2022 December SAF Tracker highlights – #03

Sustainable Aviation Fuel (SAF) momentum in December 2022 accelerated through supply deals, production expansion, and regulatory support. Airlines secured supply agreements with producers such as TotalEnergies, Shell, and Fidelis New Energy, while China’s Sinopec and U.S. operators advanced national SAF deployment. Government and industry initiatives across the U.K., Germany, Mexico, and Brazil focused on expanding […]

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2022 November SAF Tracker highlights – #02

Global Sustainable Aviation Fuel (SAF) developments in November 2022 were defined by revised airline emissions targets, long-term SAF agreements, and growing regional initiatives. Airlines such as Airbus and Wizz Air expanded partnerships with producers like Shell and Gevo, while Asia Pacific advanced new SAF supply infrastructure in Japan and Thailand. Technological and policy progress continued […]

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2022 November SAF Tracker highlights – #01

Sustainable Aviation Fuel (SAF) progress in November 2022 was marked by stronger decarbonization targets, new plant announcements, and expanded policy support. ICAO member states reaffirmed their net-zero by 2050 commitment, with airlines like Qatar Airways and Southwest Airlines advancing interim carbon-reduction goals. Technological and production momentum continued as alcohol-to-jet (ATJ) emerged as the leading pathway, […]

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Geothermal: Poised for growth or more of the same?

After nearly a decade of stagnant growth, geothermal energy may be poised for a period of growth again. New technologies, new investors, and technological innovations for geothermal systems including enhanced geothermal systems (EGS), supercritical geothermal, and advanced geothermal systems (AGS). A discussion of these systems can be found here. Changing Landscape One of the biggest […]

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Refueling North America with LNG

ADI Analytics launched a multi-client study evaluating LNG penetration in trucking, rail, marine, and E&P markets, with analysis of supply costs, vehicle conversion economics, and value chain returns validated by stakeholder insights. In addition, the study provides a comprehensive view of the competitive landscape, including efforts to develop LNG supply at the both the merchant […]

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Natural climate solutions

ADI Analytics launched a multi-client study on Natural Climate Solutions (NCS), covering market trends, policy developments, stakeholder analysis, key challenges, emerging solutions, and strategic implications for industry participants. Below are the key topics covered in the study: We welcome you to join this study. As a subscriber, you’ll have multiple options to customize your access […]

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The future of direct air capture

ADI Analytics launched a multi-client study on Future of Direct Air Capture (DAC), offering key insights for technology providers, operators, and investors. The study covers market outlook through 2030, policies, funding, technologies, project activity, and strategic considerations in this emerging carbon removal sector. Below are the key topics covered in the study: We welcome you […]