The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]

Carbon capture and storage (CCS) is critical for achieving global decarbonization goals and as evident from ADI’s global CCUS facilities database, the momentum continues to build across the world. However, its costs and economics vary widely depending on the industry, technology, and location. Exhibit 1 below illustrates the relationship between unit cost of carbon dioxide (CO2) […]

Jose Sanchez Mendez, Director of Plastics and Polymers at Mathiesen USA, shares valuable insights from the 2023 FlexPO+ (ADI Forum). Mendez brings over two decades of experience from leading chemical producers to his current role in distribution. He highlights Mathiesen’s 85+ year legacy, global presence across 17 countries, and diverse business model encompassing distribution, representation, […]

Carlos Villa, R&D Fellow at Dow Chemical, joins Uday Turaga, CEO of ADI Analytics, to discuss Dow’s strategies for decarbonizing its chemical crackers. They delve into the challenges and long-term vision for cracker electrification, highlighting Dow’s consortium with Shell. Concurrently, they explore the faster-paced blue hydrogen initiative, a “circular hydrogen” approach critical for reducing emissions […]

Panuswee Dwivedi, Project Manager at ADI Analytics, provides a comprehensive overview of the intricate challenges and opportunities within plastic recycling and sustainability, drawing on ADI’s deep industry expertise. She emphasizes that ambitious recycling targets still leave significant virgin plastic demand, requiring substantial infrastructure investments. Dwivedi explores global policy shifts, application-specific recycling impacts, and industry innovations, […]

Richard Shaw, Director of Circular Economy & Sustainability at Americas Styrenics (AmSty), shares insights into the company’s pioneering efforts in plastic recycling at the FlexPO+ 2023 event. Shaw details AmSty’s multi-faceted approach to polystyrene recycling, including dissolution and pyrolysis technologies, and new partnerships for recycled feedstocks. He emphasizes the critical need for rapid innovation, diverse […]

Carlos Badiola, SVP of Engineering at Encina, shares insights into the company’s pioneering efforts in advanced recycling, discussed at the 2023 FlexPO+ (now ADI Forum). Carlos Badiola discusses Encina’s holistic advanced recycling approach, converting diverse mixed plastic waste into basic chemicals like benzene. He highlights addressing global mismanaged waste, including ocean-bound plastics, by adapting technology […]

Europe became the linchpin of sustainable aviation fuel (SAF) adoption after the implementation of the EU’s RefuelEU Aviation regulation and the U.K.’s SAF mandate. According to these regulations, airlines are required to blend at least 2% of SAF in their fuel use starting January 1, 2025. These blending requirements will get stricter with higher targets […]

XCF Global partnered with Impact Jets to boost sustainable aviation fuel (SAF) use in private aviation, while FedEx expanded SAF adoption at key U.S. airports. Aether Fuels and Aster are developing a SAF facility in Singapore, and Eni, PETRONAS, and Euglena began building a biorefinery in Malaysia. Fluor secured a design contract for LanzaJet’s UK […]

In the November 2025 edition of the ADI Chemicals Newsletter, we begin by examining how chemical industry demand is no longer moving in step with GDP growth. Structural forces such as demographic decline, material efficiency, recycling, and substitution are reshaping the market. Additionally, we highlight reliability as a critical differentiator in refining and chemicals—beyond its […]

The dominant news in the chemical industry is the painful reality of excess capacity. Supply is so high that it’s crippling profitability, especially for European producers. But behind this supply crisis is an even more crucial question: What’s happening with chemical industry demand? There’s a growing sense that chemical demand growth is increasingly divorced from […]

The November 2025 edition of the ADI Newsletter spotlights major shifts shaping the energy landscape. AI-driven data center expansion is triggering a grid infrastructure “gold rush,” with valuations soaring to 20× EBITDA amid transformer shortages and interconnection delays. Our outlook also shows carbon capture, utilization, and storage (CCUS) gaining global traction, with nearly 50 mtpa […]