Industry: Energy Transition

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 […]

In the April 2025 edition of the ADI newsletter, we discussed how the Russian refining industry has undergone substantial transformation. Simultaneously, the oil and gas midstream sector faces pressure to cut methane emissions. In the U.S., the new 45Z policy is reshaping SAF with shifting incentives. Lastly, data center energy demands are spurring investment in […]

Global adoption of Sustainable Aviation Fuel (SAF) expanded in March 2025, supported by new airline agreements, book-and-claim systems, and improved emissions tracking. Airbus, Virgin Australia, and Farnborough Airport introduced new SAF procurement and certification frameworks, while Microsoft partnered with Future Energy Global to acquire SAF certificates and offset business travel emissions. The sector advanced across […]

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 […]

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 […]

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 […]

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 […]

Across the oil and gas industry, there is a growing trend toward sustainability and the reduction of methane emissions, driven by both regulatory requirements and a heightened sense of environmental responsibility. At the federal level, as a part of the Methane Emission Reduction Program, the U.S. EPA has imposed a fee, Waste Emission Charges (WEC), […]

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 […]

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.