Industry: Renewable power

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 […]

In the April 2025 edition of the ADI chemicals newsletter, we discussed how the chemical industry is prioritizing sustainability, exploring seven renewable electricity options. Globally, there was a mix of plant expansions and closures from ExxonMobil, Dow, and Mitsubishi Chemicals. M&A activity included KPS Capital acquiring INEOS resins, Shell selling its Singapore park, and Hexpol […]

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 […]

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 […]

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.

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 […]

In the 2024 November ADI chemicals newsletter, we discussed how the chemical industry is experiencing significant shifts, with battery recycling poised for exponential growth due to mineral scarcity and regulatory pressures. Concurrently, companies are strategically expanding production capacities and engaging in mergers and acquisitions to strengthen their market positions, while securing feedstock supply agreements to […]

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 […]

In the 2024 October edition of the ADI newsletter, the U.S. energy sector faced significant shifts, with the presidential election poised to reshape policies and impact markets such as sustainable aviation fuel (SAF), which is experiencing both strong demand and project setbacks. The path to widespread sustainable aviation fuel (SAF) adoption faced challenges despite strong […]