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) […]

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 […]

North American LNG export capacity is on track to double over the next few years. While ADI Analytics remains a strong believer in this natural gas supercycle, this massive expansion is not entirely risk-free. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down the core structural, pricing, and infrastructure bottlenecks that could […]

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 […]

With both the IEA and OPEC now forecasting a historic oil surplus for 2026, crude prices have already retreated to $60. In this brief update, Uday Turaga, CEO of ADI Analytics, explains why a combination of macroeconomic headwinds and shifting reserve strategies could pull oil prices down even further. Key Highlights Watch the full video […]

A severe shortage of critical power equipment has pushed grid infrastructure assets to historic, tech-like valuations. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down how the AI power crunch is driving a massive structural premium across the electrification stack. Key Highlights Watch the full video below to see where grid bottlenecks […]

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 US midstream oil and gas sector is entering a dynamic new phase, with over $50 billion in new capital projected for pipelines, processing, and export facilities. In this update, Udai Turaga, CEO of ADI Analytics, breaks down the core demand drivers and policy shifts accelerating this infrastructure boom. Key highlights Watch the full video […]

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 […]

Global momentum for Sustainable Aviation Fuel (SAF) continued to strengthen in October 2025, driven by new book-and-claim programs, SAF-attributed flights, and facility expansions. Kenya Airways completed Africa’s inaugural SAF-attributed flight under a book-and-claim system, while Iberia launched “SAF Circle” to help corporate customers reduce Scope 3 emissions. Several SAF and e-fuel projects advanced globally, with […]

Gold prices have increased by nearly 50% in the past year, but that’s not the only gold rush in town these days. The other gold rush is for a piece of the supply chain action that enables access to the grid for power generation assets, powering the upcoming AI-driven data centers. The grid infrastructure gold […]