In June 2025, global SAF efforts advanced through new airline and airport partnerships, increased supply deals, financial investments, and strategic collaborations aimed at boosting production and accessibility, despite some policy delays and project cancellations.
The oil & gas and chemical industries are at an inflection point. For years, growth was a given, but a new era, one characterized by a structural decline in capital and operational spending, is starting to take shape. Recent trends of slowing oil demand growth, oversupplied markets, and shrinking chemical margins as shown in exhibit […]
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The U.S. biofuels industry has experienced rapid growth in renewable diesel (RD) production since 2021, while SAF production has also accelerated, with capacity nearly tripling between 2023 and 2024 as new facilities came online. The surge in RD and SAF capacity (see Exhibit 1) was driven primarily by policies such as the Blender’s Tax Credit […]
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At the 2025 ADI Forum, John Metcalf, SVP, Hoerbiger, and Nigel McMullen, COO, Utility Global, joined moderator Panuswee Dwivedi, Project Manager, ADI Analytics for the hydrogen panel. The low-carbon hydrogen industry struggled to grow beyond its traditional uses in refining and making ammonia. Expanding into new areas like transport and steelmaking was tough due to […]
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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. The energy transition was causing a fragmentation of traditional energy value chains. Oil and gas companies were diversifying investments into renewables, carbon capture, and hydrogen. This […]
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At the 2025 ADI Forum, Jeff Warmann, CEO & President, Monroe Energy, and Daniel Carson, VP, Strategy & Development, Montana Renewables, joined moderator Uday Turaga, CEO, ADI Analytics during the Fuels & refining panel. They discussed refined product demand and biofuels. Additionally, they highlighted jet fuel resilience. Gasoline and diesel usage declined due to electrification, […]
At the 2024 ADI Forum, Uday Turaga of ADI Analytics analyzed the 2024 oil and gas outlook, noting stable oil prices, U.S. natural gas oversupply, moderating oil demand, and the impact of the Biden administration’s LNG export permit pause, alongside opportunities in midstream infrastructure and challenges in shale well productivity.
At the 2023 ADI Forum, Bob Maughon (SABIC) discussed how refinery integration offered a competitive edge in chemical plant sustainability and innovation, particularly for plastic waste feedstocks, and advocated for step-wise capital investments to overcome commercialization hurdles and avoid market disruption.
Declining U.S. ethane rejection through 2025, driven by cracker capacity and petrochemical margins, coupled with the U.S. natural gas advantage boosting ethane and LPG exports, solidified its global market dominance and opened new opportunities in Europe.
At the 2022 FlexPO+ conference, Uday Turaga, CEO of ADI Analytics, described a chemical industry facing headwinds from rising feedstock costs and slowing growth, yet finding opportunities in megatrends like mobility and 5G, with companies focusing on feedstock shifts, electrification, and digital transformation for sustainability.
At the 2022 FlexPO+ conference, Ron Smith of PureCycle Technologies highlighted how the company’s economically self-sustaining purification technology PP recycling drove rapid partnerships, as companies seek sustainable and environmentally friendly solutions without relying on subsidies.
Richard Thomas of TotalEnergies US discussed their sustainability initiatives for the polyethylene and polypropylene industry, emphasizing CCUS and solar power to offset electricity and reduce Scope 1 emissions.