Industry: Energy Transition

Gold prices have increased by nearly 50% in the past year, but that’s not the only gold rush in town these days. The other gold rush is for a piece of the supply chain action that enables access to the grid for power generation assets, powering the upcoming AI-driven data centers. The grid infrastructure gold […]

The end of federal EV subsidies and a relaxation of CAFE (Corporate Average Fuel Economy) standards are expected to push North American gasoline demand higher than previously anticipated. While fewer EV sales would typically increase gasoline use, the slowdown in CAFE standards appears to be the larger factor. The CAFE standard drives demand upward Our analysis indicates […]

ADI’s 2025 Energy Transition Outlook highlighted 500 CCUS projects that were being actively tracked by our team. CCUS momentum continues to build globally notwithstanding dampening sentiment around the energy transition. ADI Analytics was at ONS 2024, Norway’s flagship oil & gas conference, where excitement was palpable at Equinor’s exhibit fueled by the then upcoming commissioning of the Northern Lights Project in […]

The global shift toward a hydrogen economy is one of the defining infrastructure challenges of our time. While interest in hydrogen has waned significantly in the past year, it continues to hold immense potential as a clean energy carrier, its widespread adoption hinges on the ability to transport it efficiently and safely. Based on ADI’s […]

Global progress on Sustainable Aviation Fuel (SAF) continued to accelerate in October 2025, marked by new offtake agreements, book-and-claim programs, and production starts across multiple regions. Smartenery signed an e-SAF offtake with Q8 Aviation, Lootah Biofuels began producing SAF in the UAE, and Bangkok Airways introduced a 1% SAF blend requirement on commercial flights. Several […]

The ADI team participated in multiple events across the city during the second annual Houston Energy and Climate Week in September 2025—which has now grown into a vibrant global event—hosting many of our clients who traveled from as far as Asia and Europe. Houston’s startup landscape feels vibrant and increasingly central to the energy transition; the ION and Greentown Labs have emerged […]

The October 2025 edition of the ADI Newsletter highlighted major trends shaping energy and industrials. At Gastech Milan, discussions with key leaders such as U.S. Energy Secretary Chris Wright and U.S. Interior Secretary Doug Burgum underscored how natural gas and LNG are entering a new phase of sustained growth driven by energy security and rising […]

Global progress on Sustainable Aviation Fuel (SAF) advanced in September 2025, marked by new national initiatives, infrastructure projects, and funding commitments. Korean Air expanded SAF use across key routes, while Australia launched a major Cleaner Fuels Program and Hong Kong unveiled plans for a SAF blending facility. Momentum also grew around technology development and financing. […]

Global hydrotreated vegetable oil (HVO) and renewable diesel (RD) capacity has expanded rapidly since 2019, led primarily by North America. By 2024, North America accounted for more than 60% of global HVO/RD capacity, followed by Europe and Asia Pacific, with China emerging as a key renewable fuel exporter to the European market. Looking ahead to […]

Last week, South Korea announced its new SAF roadmap after postponing the start of its mandate from 2025 to 2027. Exhibit 1 highlights several key elements, including (1) SAF qualification criteria, (2) SAF blending targets and timelines, (3) compliance requirements and penalties, and (4) policy incentives and support measures. It is a comprehensive approach that […]

In recent months, Sustainable Aviation Fuels (SAF) initiatives have gained momentum across Asia Pacific as governments, airlines, and industry players step up efforts to promote SAF adoption. Exhibit 1 highlights the SAF mandates announced in different countries, along with recent announcements of airlines securing offtake agreements and SAF plants coming online. Exhibit 1. SAF targets […]

Sustainable Aviation Fuel (SAF) development accelerated globally through September 2025, supported by new offtake agreements and partnerships. Airlines such as Delta Air Lines and Alaska Airlines expanded SAF use, while logistics players such as Belimo Automation and Swiss WorldCargo integrated SAF use to reduce Scope 3 emissions. The sector saw broader advancement in refinery conversions […]