Liquid bulk storage operators are entering a more selective growth cycle. Demand remains resilient across fuels, chemicals, liquefied petroleum gas (LPG), natural gas liquids (NGLs), biofuels, ammonia, and methanol. Increasingly, value is shifting toward terminals that can handle a broader range of products, connect to major trade routes, and generate higher returns from existing assets. […]

The energy transition in 1H 2026 has advanced from a sustainability-driven narrative to one centered on energy security, reliability, and grid resilience driven by geopolitical disruptions (e.g., Strait of Hormuz tensions) and surging AI-driven electricity demand. While early-stage climate tech is facing a funding pullback, large-scale, asset-backed infrastructure is entering a deployment upcycle across power, fuels, and industrial decarbonization. ADI reviewed first-half 2026 […]

The EPA’s recently finalized Renewable Volume Obligations (RVOs) for 2026–2027 raise Renewable Fuel Standard (RFS) mandates to record levels, marking a step-change in required blending volumes. This shift increases demand across the system and leaves less buffer between required volumes and available supply, tightening overall market conditions. Key dynamics shaping supply requirements: These dynamics suggest […]

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 […]

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 […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The UAE’s exit from OPEC (see our prior blog) in late April 2026 reflects a decisive shift toward a volume‑driven strategy focused on monetizing its hydrocarbon resource base ahead of the global energy […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. On April 28, 2026, the United Arab Emirates (UAE) announced it was quitting the Organization of the Petroleum Exporting Countries (OPEC), the producer group created in 1960 to coordinate and unify petroleum supply […]

The UAE’s decision to leave OPEC represents a massive shift in global energy dynamics. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down why Abu Dhabi is choosing to break away from production caps to monetize its low-cost reserves and fund its economic future. Key highlights Watch the full video below to […]

Developments include SABA selecting Infinium’s Project Atlas for SAF certificate supply, new strategic partnerships such as XCF Global and BGN to scale production and distribution, and technology advancements like Gevo’s ethanol-to-olefins catalysts. Project activity is also expanding globally, with Phelan eFuels advancing an eSAF facility in South Africa and Velocys partnering to develop biomass-to-SAF projects […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Jet fuel markets experienced a sharp and localized dislocation following recent geopolitical disruptions, with price movements far exceeding changes in crude benchmarks. The episode has highlighted how exposed aviation fuel economics remain to refining capacity, logistics, […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has had a disproportionate impact on downstream energy markets. While crude oil prices initially showed relative stability, refined product markets began pricing in stress almost immediately. As […]

We recently attended the 2026 American Bioeconomy Leadership Conference (ABLC) in Washington, D.C., just as U.S. policymakers signaled a renewed willingness to use biofuels as a tool for fuel market stability. The EPA’s announcement allowing a temporary nationwide waiver for E15 gasoline sales underscores how energy security, agricultural policy, and domestic fuel supply resilience are […]