Industry: Refining & fuels

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 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 […]

In the March 2025 edition of the ADI newsletter, we covered how refineries are under pressure to decarbonize. Despite a slowdown, shale consolidation was expected to attract investment, and the Middle East was experiencing a gas boom to meet rising demand. Additionally, the global chemical industry was projected to rebound in 2025, driven by specialty […]

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 […]

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 […]

Russia has historically been a major player in the global oil market, not only as a leading crude oil exporter but also as a significant supplier of refined oil products. For years, it has been a key source of diesel, fuel oil, and other refined oil products for Europe, Asia-Pacific (APAC) including China, and CIS […]

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, 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, Vivek Chandra, CEO, Gulfstream LNG; Shaun Davison, Chief Development Officer, Pilot LNG; Markus Digruber, EVP, Head of Innovation & Bus. Dev., Hoerbiger; and Blake Blackwell, CCO, Energos Infrastructure joined moderator Uday Turaga, CEO, ADI Analytics for the natural gas and LNG panel. Key topics include the evolving strategies for LNG […]

In 2025, several key trends are shaping the global oil and gas sector. Offshore deepwater investments are projected to rise by 3%, driven by activity in Suriname, the Gulf of Mexico, and Türkiye. While recent discoveries off Namibia’s coast have generated significant interest, high gas content presents infrastructure challenges that may delay development. Meanwhile, upstream […]

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, […]

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 […]