Industry: Energy Transition

ADI has released its 2026 ADI Global SAF Outlook, outlining the key regulatory, production, and market forces shaping the global sustainable aviation fuel landscape. The outlook highlights increasing fragmentation, constrained supply growth, and rising cost pressures as mandates expand worldwide. 1. Regulatory divergence fragments the global market. The U.S. undergoes a sharp policy reversal in […]

2026 is a pivotal year for the sustainable aviation fuel (SAF) industry, marked by significant infrastructure and policy milestones. Recent developments from ADI’s SAF Tracker include expanded fuel availability at Austin-Bergstrom International Airport and key environmental approvals for SkyNRG’s Project Wigeon in Washington. Growth continues globally with Essar’s newly announced plant in India and locally […]

The global energy transition in 2026 is defined by a “Great Fragmentation,” where universal deployment models have shifted into regionally distinct strategies shaped by local policy and power demand (see Exhibit 1). While regulatory frameworks set the rules, Artificial Intelligence (AI) data centers have emerged as the primary force pushing capital toward clean energy. Exhibit 1.  Energy […]

The global upstream oil and gas sector enters 2026 in a markedly different environment than the previous few years. Supply growth is set to outpace demand, capital discipline is reshaping portfolios, and regional divergence is more pronounced than at any point in the last decade. 1. Global oil supply outpaces demand in 2026. With a […]

December updates from ADI’s SAF Tracker highlight steady global progress in sustainable aviation fuel adoption. Brazil reached a milestone by offering SAF for regular flights, while India advanced domestic production with the launch of a HEFA SAF demonstration plant. Project development also moved forward in Europe and North America, with companies advancing woody biomass-to-SAF facilities […]

Global sustainable aviation fuel (SAF) activity progressed this month through key agreements, certifications, and policy moves across major regions. These developments reflect growing collaboration among airlines, energy firms, technology providers, and governments to scale SAF production and adoption worldwide. SWISS committed to sourcing synthetic SAF from Synhelion, while Shell secured a long-term offtake deal for […]

With new 2% sustainable aviation fuel (SAF) mandates kicking in across Europe, the UK, and China, global airlines are running into a severe supply shortage. In this brief update, Panuswee Dwivedi, Project Manager at ADI Analytics, highlights the widening gap between regulatory mandates and actual production, and how governments are scrambling to subsidize the market. […]

The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]

The December 2025 edition of the ADI Newsletter highlights key developments shaping the global energy transition. North American LNG capacity is on track to double over the next five years, raising risks around U.S. pricing models and potential infrastructure bottlenecks. At the same time, the export of U.S. shale expertise is accelerating, with Continental Resources’ […]

Global sustainable aviation fuel (SAF) activity continued to expand, driven by new partnerships, offtake agreements, logistics integrations, production milestones, and engineering contract awards across the Middle East, Europe, North America, and Asia. This month’s developments highlight growing collaboration between energy companies, airlines, logistics providers, and technology firms to strengthen SAF supply chains and adoption worldwide. […]

Carbon capture and storage (CCS) is critical for achieving global decarbonization goals and as evident from ADI’s global CCUS facilities database, the momentum continues to build across the world. However, its costs and economics vary widely depending on the industry, technology, and location. Exhibit 1 below illustrates the relationship between unit cost of carbon dioxide (CO2) […]

Europe became the linchpin of sustainable aviation fuel (SAF) adoption after the implementation of the EU’s RefuelEU Aviation regulation and the U.K.’s SAF mandate. According to these regulations, airlines are required to blend at least 2% of SAF in their fuel use starting January 1, 2025. These blending requirements will get stricter with higher targets […]