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2025 May SAF Tracker highlights – #61

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 […]

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The future of jet and sustainable aviation fuel

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 […]

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Can turquoise hydrogen deliver?

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 […]

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Bridging the gap: Integrating renewable energy with the grid

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 […]

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Capitalizing on the global natural gas and LNG supercycle

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 […]

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Newsletter: Leveraging natural gas and LNG

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 […]

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ADI chemicals newsletter: LyondellBasell recycling

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. […]

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2025 April SAF Tracker highlights – #60

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 […]

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2025 April SAF Tracker highlights – #59

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 […]

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Big tech’s energy crisis is bringing nuclear back

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 […]

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The flight forward: How 45Z is reshaping the future of U.S. SAF

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 […]

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ADI chemicals newsletter: Greener chemical operations

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 […]