Industry: Energy Transition

At the 2025 ADI Forum, Dave Marchese, CEO, Caliche Development Partners; Charles McConnell, Executive Director, CCME, University of Houston; and Victor Lara, Manager, Customer Success & Consulting, CMG joined moderator Maria Lopes, Senior Analyst, ADI Analytics for the CCUS & DAC panel. Key topics include accelerating CCUS growth driven by increased permits, state primacy, and […]

At the 2025 ADI Forum, James Seaba, Program Director, ARPA-E, and Matthew Seabaugh, Founder, HeatPath Solutions, joined moderator Uday Turaga, CEO, ADI Analytics for the energy transition infrastructure panel. Key topics include the fragmentation of energy value chains due to diverse clean energy investments. The future of refining infrastructure faces challenges from declining fuel demand, […]

At the 2025 ADI Forum, John Metcalf, SVP, Hoerbiger, and Nigel McMullen, COO, Utility Global, join moderator Panuswee Dwivedi, Project Manager, ADI Analytics for the hydrogen panel. Key topics include hydrogen’s expansion into new sectors like mobility, challenged by high costs, policy uncertainty, and inadequate infrastructure for green hydrogen. High-pressure compression and distribution for heavy-duty […]

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.