Industry: Refining & fuels

Global hydrotreated vegetable oil (HVO) and renewable diesel (RD) capacity has expanded rapidly since 2019, led primarily by North America. By 2024, North America accounted for more than 60% of global HVO/RD capacity, followed by Europe and Asia Pacific, with China emerging as a key renewable fuel exporter to the European market. Looking ahead to […]

Last week, South Korea announced its new SAF roadmap after postponing the start of its mandate from 2025 to 2027. Exhibit 1 highlights several key elements, including (1) SAF qualification criteria, (2) SAF blending targets and timelines, (3) compliance requirements and penalties, and (4) policy incentives and support measures. It is a comprehensive approach that […]

In recent months, Sustainable Aviation Fuels (SAF) initiatives have gained momentum across Asia Pacific as governments, airlines, and industry players step up efforts to promote SAF adoption. Exhibit 1 highlights the SAF mandates announced in different countries, along with recent announcements of airlines securing offtake agreements and SAF plants coming online. Exhibit 1. SAF targets […]

In the September 2025 edition of the ADI Newsletter, we highlight new oil and gas exploration in Africa as a driving force behind reshaping the continent’s energy landscape. A long-term growth supercycle for natural gas and LNG has become central to global energy strategies, influenced by AI growth, energy security, and economic shifts. Additionally, the […]

Plastic waste management in the U.S. is undergoing major regulatory transformation. At the center of this change is advanced recycling, a group of chemical and thermal processes designed to complement traditional mechanical recycling by breaking down used plastics into the raw materials needed to make new plastics. Federal infrastructure programs, state-level policy shifts, and private […]

Jet fuel demand is taking off, a key finding from ADI’s recent long-term forecast. Other fuels face a turbulent market today as gasoline demand is weak and diesel shows modest growth. On the contrary, jet fuel is a bright spot in the energy sector. The aviation sector’s recovery is the primary driver behind this surge. Demand for jet […]

ADI Analytics has just published our global diesel demand forecast. While the long-term outlook for gasoline is characterized by significant regional divergence, it is clear that diesel is here to stay. After a period of relative stagnation since 2015, global diesel demand is projected to grow well through 2045. This resilient growth trajectory, faster than the pace […]

ADI Analytics had a highly productive presence at the International Refining and Petrochemical Conference (IRPC) in Houston this October. Our CEO, Uday Turaga, attended this vital industry event, which focused on the latest advancements in technology, services, and operational strategies shaping the refining and petrochemical sectors. Turaga discussed the critical trends and strategic insights with […]

The U.S. refining industry has undergone rapid transformation in recent years, driven by shifting market conditions, evolving regulations, and increasing reliance on export markets. In response, American refineries have adapted with speed and flexibility to remain competitive in an evolving dynamic environment. To keep pace with a rapidly evolving refining landscape, industry stakeholders need data […]

ADI Analytics has just updated and published its global gasoline demand forecast, offering a clear perspective on the intricate shifts occurring in the market. While overall oil demand continues to see growth, driven by factors like increased air travel, road mobility, and industrial expansion in non-OECD countries, the long-term outlook for gasoline is characterized by […]

The European chemical industry is in the midst of a significant transformation, driven by a perfect storm of weak demand, persistently high energy costs, lingering overcapacity, and the disruptive impact of geopolitical factors like new tariffs. These challenging conditions are forcing major players to make tough decisions, resulting in a wave of strategic divestitures and painful plant closures across the […]

Global progress in Sustainable Aviation Fuel (SAF) continued in June 2025, supported by new airline agreements, refinery projects, and government initiatives across major markets. Airlines such as Lufthansa Group, ATR, and British Airways expanded SAF adoption through new partnerships, while Neste and Phillips 66 secured supply deals to strengthen distribution networks in the U.S. The […]