Industry: Energy Transition

At the 2025 ADI Forum, Jeff Warmann, CEO and President of Monroe Energy, and Daniel Carson, VP of Strategy and Development at Montana Renewables, joined moderator Uday Turaga, CEO of ADI Analytics, for the Fuels & Refining Panel. The discussion focused on key themes such as the evolving demand for refined products, which is slowing […]

At the 2025 ADI Forum, Charles Cherington, Co-Founder & Managing Partner, Ara Partners, shares insights on industrial decarbonization. He discusses Ara Partners’ “builder firm” model with Uday Turaga, CEO, ADI Analytics, emphasizing in-house expertise for project execution. They explore scalable solutions, profitable returns, and the future of energy transition investments in carbon capture and critical […]

In the February 2025 edition of the ADI newsletter, we noted how the oil market faced potential oversupply due to strong non-OPEC production. In contrast, the U.S. midstream sector was poised for growth, driven by increasing hydrocarbon exports and the development of new infrastructure. Global LNG prices were expected to rise due to strong demand, […]

In the February 2025 edition of the ADI chemicals newsletter, we covered how the global chemical industry anticipated a recovery in 2025, fueled by specialty chemicals and sustainable investments. Recent industry activities include new air separation unit in Japan by Air Liquide, strategic mergers and acquisitions like Mitsubishi Chemical’s pharmaceutical business sale to Bain Capital, […]

Global activity in Sustainable Aviation Fuel (SAF) advanced in January 2025, supported by new government funding, industrial partnerships, and new technology initiatives. The U.K. Department for Transport extended its Advanced Fuels Fund, while companies such as MAIRE, Haffner Energy, and Topsoe expanded collaborations across Europe and Asia. The sector also saw growing production capacity and […]

Global activity in Sustainable Aviation Fuel (SAF) expanded in January 2025, marked by airline participation, production milestones, and growing certification efforts across Europe and Asia. Companies such as Envirotainer, Moove, and Heathrow Airport advanced SAF programs through new supply and incentive initiatives, while Pertamina achieved international certifications for its refinery. The sector also progressed in […]

Maria Lopes, Senior Analyst at ADI Analytics, discusses the 2025 energy transition outlook. Expect surging electricity demand fueled by AI and data centers. Solar growth will continue, while nuclear power sees renewed interest. EV adoption rises, with China dominating sales. Hydrogen projects face cost hurdles, shifting focus to blue and geologic hydrogen. Learn more at […]

In the January 2025 edition of the ADI chemicals newsletter, we covered activities in the energy and chemical sectors, which include Toray starting CO3 membrane production in Japan, Vitol acquiring a stake in Waste Plastic Recycling, and BASF selling its Styrodur business. There were also feedstock deals involving green methanol supply to Hapag-Lloyd and Avantium.

In the January 2025 edition of the ADI newsletter, we highlighted the top 10 insights of the year 2024. We explored the potential and challenges of repurposing natural gas pipelines for hydrogen transport, and the decarbonization efforts of major oil and gas companies in their upstream operations. It also discussed the possible resurgence of gas-to-liquids […]

Global Sustainable Aviation Fuel (SAF) activity expanded in December 2024 through new collaborations, financial support, and infrastructure development. Aramco, TotalEnergies, and Saudi Investment Recycling Company advanced feasibility studies for SAF production in Saudi Arabia, while Renewable Energy Systems and Prime Capital announced a major green hydrogen project in Sweden. The sector also saw progress in […]

The Sustainable Aviation Fuel (SAF) sector advanced in December 2024 through a wave of new airline collaborations, large-scale investments, and policy initiatives aimed at accelerating global adoption. Key players such as Formula 1, EasyJet, and Phillips 66 expanded SAF integration across the U.K., Europe, and the U.S., highlighting growing commercial uptake and industry engagement. The […]

The global transition towards sustainable energy has placed green fuels at the forefront of efforts to decarbonize aviation, maritime, and heavy industries. These green fuels — renewable diesel (RD), liquefied natural gas (LNG), hydrogen, ammonia, and methanol — promise a low-carbon alternative to fossil fuels. However, mainstream adoption requires overcoming significant barriers, including scalability, infrastructure […]