Industry: Energy Transition

The U.S. biofuels industry has experienced rapid growth in renewable diesel (RD) production since 2021, while SAF production has also accelerated, with capacity nearly tripling between 2023 and 2024 as new facilities came online. The surge in RD and SAF capacity (see Exhibit 1) was driven primarily by policies such as the Blender’s Tax Credit […]

Global momentum for Sustainable Aviation Fuel (SAF) strengthened in May 2025, driven by new policy incentives, airline offtake agreements, and technology advancements. The State of Iowa introduced new SAF tax credits, while companies such as McLaren Racing, Cathay Pacific, and Cargolux Airlines expanded SAF procurement to reduce aviation-related emissions. The sector saw broad progress across […]

Sustainable Aviation Fuel (SAF) development in January 2023 gained momentum through expanded 100% SAF testing and increased government support. Airlines and OEMs intensified trials for commercial flights, while the U.S. Department of Energy funded 17 projects to advance sustainable fuel technologies. Further progress included new partnerships across the U.S., U.K., and UAE to promote cleaner […]

Global development of Sustainable Aviation Fuel (SAF) advanced in May 2025 through new airline commitments, production milestones, and international investments. Qantas received its largest SAF shipment in Australia, while Bangkok Airways and Alaska Airlines expanded procurement through new regional partnerships. Singapore Airlines signed agreements with Neste and World Energy to secure future SAF supply and […]

ADI Analytics launched a multi-client study on Sustainable Aviation Fuel (SAF), updated monthly, offering forecasts through 2050, analysis of demand recovery, supply outlook, policy impacts, carbon footprint, emerging technologies, cost assessments, and strategic insights to guide stakeholders in navigating SAF market dynamics. Below are the key topics covered in the study: We welcome you to […]

Traditionally, hydrogen has been produced predominantly via steam methane reforming (SMR), a process in which methane in natural gas reacts with steam at high temperature, producing hydrogen, and carbon dioxide (CO2) as byproduct. Hydrogen produced via this method is commonly referred to as grey hydrogen. Although this method is cost-effective, it contributes significantly to greenhouse […]

The critical need for robust investment in power grid infrastructure has been underscored by recent electricity disruptions experienced in Spain and Portugal. In April 2025, a combination of extreme weather events and constraints on the existing transmission network led to widespread outages, impacting homes, businesses, and essential services across the Iberian Peninsula. Such incidents serve as […]

In the May 2025 edition of the ADI newsletter, we explore the evolving energy landscape shaped by the natural gas and LNG supercycle. Stay ahead with expert analysis on global gas demand driven by data center growth, energy security, and emerging market expansion. This biweekly newsletter also covers sustainable aviation fuel markets, hydrogen developments, and […]

Global adoption of Sustainable Aviation Fuel (SAF) continued to expand in April 2025, driven by new airline agreements, refinery initiatives, and collaborations. Airlines such as EVA Air, Starlux Airlines, and EasyJet signed new offtake and supply agreements, while CPC Corporation began supplying domestically produced SAF in Taiwan for the first time. Wizz Air also announced […]

The Sustainable Aviation Fuel (SAF) industry saw strong activity in April 2025, marked by new investments, partnerships, and production developments across multiple regions. Gevo, Qantas, and Airbus advanced new supply and innovation partnerships, while Neste began operations at its expanded Rotterdam refinery. In Europe, aviation stakeholders signed the Bodø e-SAF Declaration, reaffirming collaboration toward large-scale […]

The U.S. SAF industry has faced significant uncertainty recently, with questions surrounding how government support, feedstock eligibility, and financial incentives might evolve during President Trump’s second administration. Our recent blog, “The Future of SAF Under Trump: Will Biofuels Thrive or Stall?” highlighted these concerns and emphasized the potential impacts on SAF investments and production strategies. The recent […]

In the April 2025 edition of the ADI chemicals newsletter, we discussed how the chemical industry is prioritizing sustainability, exploring seven renewable electricity options. Globally, there was a mix of plant expansions and closures from ExxonMobil, Dow, and Mitsubishi Chemicals. M&A activity included KPS Capital acquiring INEOS resins, Shell selling its Singapore park, and Hexpol […]