Industry: Hydrogen

In the May 2025 edition of the ADI newsletter, we explore the evolving energy landscape shaped by the natural gas and LNG supercycle. Stay ahead with expert analysis on global gas demand driven by data center growth, energy security, and emerging market expansion. This biweekly newsletter also covers sustainable aviation fuel markets, hydrogen developments, and […]

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 […]

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, 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 […]

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 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 […]

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 […]

Refineries are responsible for the production of transportation fuels and other products, such as petrochemicals and lubricants, but they also contribute significantly to global GHG emissions. According to the U.S. Environmental Protection Agency (EPA), refinery GHG emissions in 2023 amounted to 160 million metric tons CO2 equivalent (MMT CO2e), with over 70% resulting from fuel […]

Hydrogen is emerging as a promising option to decarbonize power generation, transportation, and other industries. One of the most significant barriers to scaling up hydrogen use is the lack of a transportation network. Currently, hydrogen is transported via high-pressure tube trailers and liquefied hydrogen tankers, but these methods are not economically feasible for large-scale and […]

Beginning with the 2016 Presidential election in the U.S., ADI has been publishing a summary of energy policy proposals by the leading candidates. Our summary has typically collected the positions of the two candidates on key energy issues, and we have tried to be objective by using their own words – made through statements reported […]

Selecting the site for a new hydrogen project, chemicals plant, or renewable energy facility can be a long and rigorous process. The Inflation Reduction Act (IRA) is driving investment into new energy transition projects, but location is often a critical factor in a project’s success. Whether it’s the company’s first, second, or hundredth facility, finding […]