Industry: Energy Transition

We were pleased to participate in the North American Hydrogen Expo in Houston in June. ADI presented “Navigating the Hydrogen Highway,” focusing on hydrogen demand and refueling infrastructure for heavy-duty applications. New models from manufacturers like Hyzon and Daimler will significantly drive global hydrogen demand. This will lead to major growth in heavy-duty vehicles beyond […]

Global commitment to Sustainable Aviation Fuel (SAF) surged in June 2025, driven by national strategies and significant corporate action. China announced plans to rapidly scale SAF, while the EU moved to subsidize airline purchases. Major players like TotalEnergies set ambitious production targets by 2028. The sector saw diverse partnerships for feedstock supply, advanced technology development […]

Hydrogen is key to decarbonizing, and countries worldwide unequivocally recognize this, as seen from the widespread policies supporting hydrogen market development displayed in exhibit 1. Most European countries have developed hydrogen strategies and roadmaps, with targets for green H2 production capacity by 2030, including 5.0 GW in the UK, 10.0 GW in Germany, and 6.5 […]

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 […]