In the June 2026 edition, AI-driven demand is surging, but constraints in grid capacity, permitting, and equipment supply are reshaping how and where data centers expand. Developers are increasingly embedding power considerations into site selection, shifting toward distributed infrastructure models and prioritizing regions with faster, more reliable access to electricity. As power availability becomes a […]

For much of the 20th century, R&D was viewed as a long-term investment in scientific discovery, often insulated from day-to-day operational pressures. Success was measured in patents, breakthrough technologies, and the promise of future growth. Today, that view no longer holds. Across energy, chemicals, and broader industrial sectors, R&D has been reshaped by a combination […]

Ammonia has increasingly emerged as a potential low-carbon marine fuel to support decarbonization in the maritime sector due to its carbon-free combustion profile. However, compared to methanol, ammonia has lagged behind in commercial adoption as a low-carbon marine fuel. This is primarily due to its toxicity, which requires more complex storage and handling systems, as […]

Demand for critical minerals has been accelerating rapidly over the past few years, driven by escalating growth in electric vehicles, renewable energy, defense, and advanced technologies. However, while demand continues to expand, the supply chain remains heavily concentrated in China, which dominates up to 90% of mining, refining, and processing. This imbalance has amplified geopolitical […]

The race to power AI is forcing the tech and energy sectors to get radically creative—from wave-powered floating data centers to decentralized inference clusters. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down the defining data center energy trends of 2026 so far and shares the critical infrastructure bottlenecks ADI is currently […]

The U.S. Environmental Protection Agency (EPA) recently finalized the Renewable Volume Obligations (RVO) for 2026 and 2027, establishing the highest blending mandates in the history of the Renewable Fuel Standard (RFS) program (see Exhibit 1). The RFS requires oil refiners (“obligated parties”) to blend specific volumes of renewable fuels into the U.S. transportation fuel supply […]

A sharp debate is currently playing out across the energy and tech sectors. On one side, hyperscalers are deploying unprecedented capital to vertically integrate power generation and bypass multi-year interconnection queues—exemplified by Google’s recent multi-billion-dollar acquisition of energy developer Intersect Power. On the other side, experts like Jigar Shah warn that tech companies cannot simply […]

The U.S. data center market is growing rapidly as rising computational demand from artificial intelligence (AI), cloud computing, and high-performance computing continues to drive an unprecedented wave of infrastructure development. In 2025, U.S. operational data center capacity is estimated to have reached ~40 gigawatts (GW) and is expected to grow at roughly 30% annually through […]

ADI has published nine editions of our semi-monthly newsletter, SAF Tracker, so far in 2026 covering trends across SAF demand, supply, pricing, technology, feedstocks, investments, and regulations. Stepping back from the cadence of biweekly reporting, we found ourselves asking a broader question: what are the high-level trends shaping the SAF landscape this year? Our analysis […]

Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.

In the May 2026 edition, we explore how carbon regulation, particularly the EU’s CBAM, is reshaping cost structures and accelerating the shift toward low‑carbon supply chains in the chemical industry. At the same time, rising demand from high‑growth sectors like AI infrastructure is creating new challenges and opportunities, while strategic investments, targeted acquisitions, and capacity […]

On April 7, 2026, the European Commission announced the first official Carbon Border Adjustment Mechanism (CBAM) certificate price for Q1 2026 at €75.36 per tonne of CO2 equivalent (~$88/t CO2e), marking the EU’s first explicit carbon price applied to imported goods. This rate will be applied to the embedded emissions in CBAM-covered imports and is […]