Global hydrotreated vegetable oil (HVO) and renewable diesel (RD) capacity has expanded rapidly since 2019, led primarily by North America. By 2024, North America accounted for more than 60% of global HVO/RD capacity, followed by Europe and Asia Pacific, with China emerging as a key renewable fuel exporter to the European market. Looking ahead to […]

Last week, South Korea announced its new SAF roadmap after postponing the start of its mandate from 2025 to 2027. Exhibit 1 highlights several key elements, including (1) SAF qualification criteria, (2) SAF blending targets and timelines, (3) compliance requirements and penalties, and (4) policy incentives and support measures. It is a comprehensive approach that […]

In recent months, Sustainable Aviation Fuels (SAF) initiatives have gained momentum across Asia Pacific as governments, airlines, and industry players step up efforts to promote SAF adoption. Exhibit 1 highlights the SAF mandates announced in different countries, along with recent announcements of airlines securing offtake agreements and SAF plants coming online. Exhibit 1. SAF targets […]

Sustainable Aviation Fuel (SAF) development accelerated globally through September 2025, supported by new offtake agreements and partnerships. Airlines such as Delta Air Lines and Alaska Airlines expanded SAF use, while logistics players such as Belimo Automation and Swiss WorldCargo integrated SAF use to reduce Scope 3 emissions. The sector saw broader advancement in refinery conversions […]

This was an exciting week as ADI Analytics was honored to host U.S. Energy Secretary Chris Wright and Interior Secretary Doug Burgum at our exhibit at Gastech 2025 in Milan. Secretary Wright showed keen interest when our conversation shifted from gas and LNG to produced water management—a topic likely close to his past life leading […]

In the September 2025 edition of the ADI chemicals newsletter, we covered the major regulatory changes impacting plastics recycling in the U.S., which are creating both opportunities and challenges. This issue also highlighted several recent plant startups, including an ammonia plant by Cronus Chemicals in Illinois and an alkoxides facility by Evonik Industries in Singapore. […]

Last week, the annual Digitalization in Oil & Gas conference rolled into Houston, and I was grateful for the opportunity to speak at this always-excellent event hosted by our friends at the Energy Conference Network. The panel was charged to talk about building a digital-ready workforce, and I prepared by summarizing ADI Analytics’ consulting and research […]

Global LNG capacity grew by more than 20 million tons per annum (mtpa) from 2023 through mid-2025. North America, including the U.S., Canada, and Mexico, accounted for about 65% of this new capacity. Additionally, 2 mtpa of this capacity came from floating terminals and ~11 mtpa from terminals with small-scale, modular LNG trains (each less […]

In the September 2025 edition of the ADI Newsletter, we highlight new oil and gas exploration in Africa as a driving force behind reshaping the continent’s energy landscape. A long-term growth supercycle for natural gas and LNG has become central to global energy strategies, influenced by AI growth, energy security, and economic shifts. Additionally, the […]

Global adoption of Sustainable Aviation Fuel (SAF) gained traction in August 2025, supported by new offtake agreements and government initiatives. Airlines such as Air India signed long-term purchase agreements, while Japan and Australia progressed through new freight partnerships and pre-FEED project milestones. Rising investments and technology innovations continued across the sector. China National Aviation Fuel […]

The U.S. LNG export capacity growth stagnated over the past couple years due to delays caused by market volatility, labor shortages, and regulatory uncertainty. Now, the supportive stance of the Trump Administration and growing global gas demand are expected to bolster the U.S. LNG sector through 2030. U.S. LNG export capacity reached a little over […]

The One Big Beautiful Bill Act preserved key tax incentives for geothermal power while scaling back support for other renewables like wind and solar. These incentives, specifically the 48E Investment Tax Credit and 45Y Production Tax Credit, are critical for developers, helping them raise capital and attract major customers. The bill also sets a clear phaseout schedule, giving geothermal projects […]