The oil & gas and chemical industries are at an inflection point. For years, growth was a given, but a new era, one characterized by a structural decline in capital and operational spending, is starting to take shape. Recent trends of slowing oil demand growth, oversupplied markets, and shrinking chemical margins as shown in exhibit […]

Hydrogen is key to decarbonizing, and countries worldwide unequivocally recognize this, as seen from the widespread policies supporting hydrogen market development displayed in exhibit 1. Most European countries have developed hydrogen strategies and roadmaps, with targets for green H2 production capacity by 2030, including 5.0 GW in the UK, 10.0 GW in Germany, and 6.5 […]

The U.S. biofuels industry has experienced rapid growth in renewable diesel (RD) production since 2021, while SAF production has also accelerated, with capacity nearly tripling between 2023 and 2024 as new facilities came online. The surge in RD and SAF capacity (see Exhibit 1) was driven primarily by policies such as the Blender’s Tax Credit […]

The United States has become a top player in global energy, especially in ethane exports. This position comes from its large domestic supply, good prices, and significant investments in export facilities, all supported by long-term contracts with international buyers. U.S. upstream and midstream players currently export about 0.5 million barrels per day (MMBPD) of ethane, which is […]

Before the 2024 U.S. presidential election, ADI published an article analyzing the potential shifts in U.S. energy markets and policy under a second Trump administration. We noted that, in his second term, President Trump might ease some methane emissions regulations. Fast forward to today, President Trump signed a joint Congressional resolution repealing the Waste Emissions Charge (WEC) […]

Global momentum for Sustainable Aviation Fuel (SAF) strengthened in May 2025, driven by new policy incentives, airline offtake agreements, and technology advancements. The State of Iowa introduced new SAF tax credits, while companies such as McLaren Racing, Cathay Pacific, and Cargolux Airlines expanded SAF procurement to reduce aviation-related emissions. The sector saw broad progress across […]

Every time you interact with a chatbot, train an AI model, or stream high-resolution video, a data center somewhere is hard at work processing your request. While the power demands of these facilities have attracted growing attention, a less visible but equally pressing issue is coming into focus: water consumption. As AI adoption accelerates and data centers […]

The oil and gas industry has come a long way since the first mechanically drilled wells, which were roughly 69 feet deep. From Edwin L Drake’s team striking oil at 69.5 feet in Titusville, Pennsylvania, in 1859, to today’s Permian Basin producers drilling wells over 3,000 feet in vertical depth and exceeding 25,000 feet in […]

Sustainable Aviation Fuel (SAF) development in January 2023 gained momentum through expanded 100% SAF testing and increased government support. Airlines and OEMs intensified trials for commercial flights, while the U.S. Department of Energy funded 17 projects to advance sustainable fuel technologies. Further progress included new partnerships across the U.S., U.K., and UAE to promote cleaner […]

Global development of Sustainable Aviation Fuel (SAF) advanced in May 2025 through new airline commitments, production milestones, and international investments. Qantas received its largest SAF shipment in Australia, while Bangkok Airways and Alaska Airlines expanded procurement through new regional partnerships. Singapore Airlines signed agreements with Neste and World Energy to secure future SAF supply and […]

ADI Analytics launched a multi-client study on Sustainable Aviation Fuel (SAF), updated monthly, offering forecasts through 2050, analysis of demand recovery, supply outlook, policy impacts, carbon footprint, emerging technologies, cost assessments, and strategic insights to guide stakeholders in navigating SAF market dynamics. Below are the key topics covered in the study: We welcome you to […]

Traditionally, hydrogen has been produced predominantly via steam methane reforming (SMR), a process in which methane in natural gas reacts with steam at high temperature, producing hydrogen, and carbon dioxide (CO2) as byproduct. Hydrogen produced via this method is commonly referred to as grey hydrogen. Although this method is cost-effective, it contributes significantly to greenhouse […]