The critical need for robust investment in power grid infrastructure has been underscored by recent electricity disruptions experienced in Spain and Portugal. In April 2025, a combination of extreme weather events and constraints on the existing transmission network led to widespread outages, impacting homes, businesses, and essential services across the Iberian Peninsula. Such incidents serve as […]

Natural gas and liquefied natural gas (LNG), once touted as a bridge fuel to a low-carbon renewable energy-powered future, are now increasingly seen as a permanently central part of the evolving global energy landscape. Factors such as explosive growth in AI and data centers in the U.S. and elsewhere, energy security concerns in Europe and […]

In the May 2025 edition of the ADI newsletter, we explore the evolving energy landscape shaped by the natural gas and LNG supercycle. Stay ahead with expert analysis on global gas demand driven by data center growth, energy security, and emerging market expansion. This biweekly newsletter also covers sustainable aviation fuel markets, hydrogen developments, and […]

In the May 2025 edition of the ADI chemicals newsletter, we spotlight LyondellBasell’s dual-track investments in mechanical and chemical recycling, as shared at the 2025 ADI Forum. This issue also features key project assessments—ranging from catalyst markets to oilfield chemicals—alongside major plant announcements, closures, M&A moves, and feedstock supply contracts shaping the global chemicals landscape. […]

Global adoption of Sustainable Aviation Fuel (SAF) continued to expand in April 2025, driven by new airline agreements, refinery initiatives, and collaborations. Airlines such as EVA Air, Starlux Airlines, and EasyJet signed new offtake and supply agreements, while CPC Corporation began supplying domestically produced SAF in Taiwan for the first time. Wizz Air also announced […]

The Sustainable Aviation Fuel (SAF) industry saw strong activity in April 2025, marked by new investments, partnerships, and production developments across multiple regions. Gevo, Qantas, and Airbus advanced new supply and innovation partnerships, while Neste began operations at its expanded Rotterdam refinery. In Europe, aviation stakeholders signed the Bodø e-SAF Declaration, reaffirming collaboration toward large-scale […]

As the global push for low-carbon energy intensifies, demand for nuclear power is gaining momentum in the United States. At the heart of this resurgence is the rapidly expanding energy appetite of data centers, particularly those supporting artificial intelligence (AI) and cloud computing. The immense power needs of these facilities are prompting a shift toward […]

The U.S. SAF industry has faced significant uncertainty recently, with questions surrounding how government support, feedstock eligibility, and financial incentives might evolve during President Trump’s second administration. Our recent blog, “The Future of SAF Under Trump: Will Biofuels Thrive or Stall?” highlighted these concerns and emphasized the potential impacts on SAF investments and production strategies. The recent […]

In the April 2025 edition of the ADI chemicals newsletter, we discussed how the chemical industry is prioritizing sustainability, exploring seven renewable electricity options. Globally, there was a mix of plant expansions and closures from ExxonMobil, Dow, and Mitsubishi Chemicals. M&A activity included KPS Capital acquiring INEOS resins, Shell selling its Singapore park, and Hexpol […]

In the April 2025 edition of the ADI newsletter, we discussed how the Russian refining industry has undergone substantial transformation. Simultaneously, the oil and gas midstream sector faces pressure to cut methane emissions. In the U.S., the new 45Z policy is reshaping SAF with shifting incentives. Lastly, data center energy demands are spurring investment in […]

Global adoption of Sustainable Aviation Fuel (SAF) expanded in March 2025, supported by new airline agreements, book-and-claim systems, and improved emissions tracking. Airbus, Virgin Australia, and Farnborough Airport introduced new SAF procurement and certification frameworks, while Microsoft partnered with Future Energy Global to acquire SAF certificates and offset business travel emissions. The sector advanced across […]

Global Sustainable Aviation Fuel (SAF) adoption gained further momentum in March 2025, driven by new airline procurements, production projects, and policy developments. United Airlines, Mercedes-Benz, and eBay advanced SAF use through major procurement agreements and logistics partnerships, while Taiyo Oil and SK Energy announced new refinery and supply plans in Japan and South Korea. The […]