Industry: Energy Transition

At the 2025 ADI Forum, Marcos Gomez, Director, Renewable Energy, BASF, and Justin Courtney, VP & CIO, Priority Power, joined moderator Uday Turaga, CEO, ADI Analytics in participating on the panel on renewable power and utilities. Key topics include the surging electricity demand from data centers, the evolving economics and expanding role of renewable power […]

At the 2025 ADI Forum, Uday Turaga, CEO, ADI Analytics, presents the energy transition outlook. Key topics include energy transition challenges and bright spots in solar and storage. Low-carbon molecules like SAF and hydrogen face hurdles, while electrification gains traction. Policy, economics, and supply chain overcapacity are critical factors impacting the grid’s declining carbon intensity.

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, presented the keynote on energy transition day. He also joined Uday Turaga, CEO, ADI Analytics for a fireside chat. Key topics include Ara Partners’ “builder firm” model. This model emphasizes in-house technical expertise for rigorous project execution in industrial decarbonization. They prioritize […]

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, spoke about ADI’s 2025 energy transition outlook. Key trends included surging electricity demand, solar’s continued prominence, a resurgence in nuclear power, and growing EV adoption. Hydrogen projects faced cost challenges, with the focus shifting to blue and geologic hydrogen and overall cost reduction for scalability.

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 […]