Industry: Energy Transition

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2025 March SAF Tracker highlights – #57

Global Sustainable Aviation Fuel (SAF) adoption gained further momentum in March 2025, driven by new airline procurements, production projects, and policy developments. United Airlines, Mercedes-Benz, and eBay advanced SAF use through major procurement agreements and logistics partnerships, while Taiyo Oil and SK Energy announced new refinery and supply plans in Japan and South Korea. The […]

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2025 Refining and fuels outlook: Another challenging year ahead

The refining industry faced another challenging year in 2024, with crack spreads plummeting due to weak demand for petroleum products and rising global refining capacity. As we look ahead to 2025, refiners will likely encounter another difficult year with sluggish demand, tight margins, and potential supply disruptions amid ongoing geopolitical tensions. Key trends to watch […]

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2025 February SAF Tracker highlights – #56

Global efforts toward Sustainable Aviation Fuel (SAF) continued in February 2025, marked by new partnerships, production milestones, and government support despite some market adjustments. Southwest Airlines reduced its SAF commitment, while Air Products and World Energy advanced refinery expansion plans in the U.S. Haffner Energy and Alexion signed long-term offtake agreements, expanding SAF integration across […]

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2025 Chemicals outlook: Resiliency fuels optimism

Resilience through innovation and strategic restructuring is laying the groundwork for a recovery in the chemicals industry. As companies pivot toward high-growth markets and adapt to global challenges, 2025 is expected to bring renewed optimism. Key trends to watch in 2025 include: The rest of this article is available to ADI Plus Essential subscribers. ADI […]

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2025 February SAF Tracker highlights – #55

Global progress in Sustainable Aviation Fuel (SAF) continued in February 2025, driven by new partnerships, infrastructure growth, and policy alignment. Companies such as ENEOS, DHL, and Singapore Airlines expanded SAF supply and collaboration efforts across key markets. The sector continued to evolve through project expansion, financing, and standardization. Boeing, Gevo, and Valero Energy advanced SAF […]

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SAF, RNG, and e-fuels: Policy, challenges, and opportunities

At the 2025 ADI Forum Shahid Malik, CEO of Renewable Energy at WM; Anthony McMaken, VP Finance at HIF Global; and Pratik Chandhoke, Sr. Technical Manager at Neste discussed scaling SAF, RNG, and e-fuels, emphasizing policy support, feedstock challenges, technological innovation, and cost reduction strategies for a sustainable future.

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Policy, permits, and project development strategies for CCUS and DAC

At the 2025 ADI Forum, panelists Dave Marchese, CEO, Caliche Development Partners; Charles McConnell, Executive Director, CCME, University of Houston; and Victor Lara, Manager, CMG, discuss carbon capture, utilization, and storage (CCUS) and direct air capture (DAC). Maria Lopes, Senior Analyst, ADI Analytics, moderates the conversation, covering policy gaps, permitting challenges, project strategies, and the […]

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ARPA-E and HeatPath Solutions on cleaner combustion

At the ADI Forum 2025, James Seaba, Program Director at ARPA-E, and Matthew Seabaugh, Founder of HeatPath Solutions, discuss e-fuels and Greenwells. Moderated by Uday Turaga, CEO of ADI Analytics, the conversation covers distributed decarbonization solutions, the role of microreactor and electrochemical technologies, and the changing refining landscape. The panel also explores essential strategic partnerships […]

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Low-carbon hydrogen: Overcoming cost, infrastructure, and policy challenges

At the 2025 ADI Forum, John Metcalf, SVP, Hoerbiger, and Nigel McMullen, COO, Utility Global, discuss low-carbon hydrogen’s expansion, hindered by high costs and infrastructure gaps. They explore solutions like distributed hydrogen, a blue/green hydrogen balance, incentives, and localized production for commercial viability, particularly in heavy-duty mobility and steel sectors. Panuswee Dwivedi, Project Manager, ADI […]

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Data centers and decarbonization: A renewable energy discussion with BASF and priority power

Marcos Gomez, Director, Renewable Energy at BASF, and Justin Courtney, VP & CIO at Priority Power, join Uday Turaga, CEO of ADI Analytics, to discuss powering data centers with clean energy. Key topics include rising electricity demand, renewable power economics, energy storage integration, and industrial decarbonization. They balance ambitious goals with economic realities and customer […]

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Energy transition outlook: Electrification’s gains and the future of CCS

Uday Turaga, CEO of ADI Analytics, presents the energy transition outlook from the 2025 ADI Forum. He highlights bright spots in solar and storage, hurdles for SAF and hydrogen, and the rise of electrification. He also covers critical factors impacting the grid’s carbon intensity, including policy, economics, and supply chain overcapacity. Carbon capture projects are […]