Petroleum refiners globally are experiencing reduced margins in 2024 compared to the previous year, as illustrated in Exhibit 1. The 3:2:1 crack spread has fallen sharply in several regions. Amsterdam-Rotterdam-Antwerp (ARA) has seen its refinery margins fall from $24/bbl to $8/bbl, a drop of 66%. Los Angeles has also faced a sharp decline, with margins […]

Global Sustainable Aviation Fuel (SAF) progress in October 2024 was driven by airline partnerships, government initiatives, and technology innovation. Qatar Airways, Virgin Australia, and IAG Cargo strengthened supply commitments, while Southwest Airlines and Signature Aviation expanded offtake agreements in the U.S. to enhance SAF accessibility across airports. The month also saw stronger policy and technology […]

Why do data centers need better cooling? Data centers are the foundation of digitalization. These facilities are the physical locations that hold the servers used for AI processing and cloud computing. Skyrocketing demand for AI is resulting in a race to build new data center capacity. However, today’s data centers are an order of magnitude […]

ADI forecasts continued, yet moderated, growth and investment in shale, driven by gas demand, divestitures, and innovation.

The Sustainable Aviation Fuel (SAF) sector made steady progress in October 2024, supported by new supply agreements, feedstock developments, and international collaborations. The Minnesota SAF Hub, DB Schenker, and Kuwait’s Burgan Bank strengthened supply and logistics efforts, while the International Civil Aviation Organization and the International Renewable Energy Agency agreed to collaborate on accelerating SAF […]

Beginning with the 2016 Presidential election in the U.S., ADI has been publishing a summary of energy policy proposals by the leading candidates. Our summary has typically collected the positions of the two candidates on key energy issues, and we have tried to be objective by using their own words – made through statements reported […]

The demand for lithium is on the rise due to its role as a crucial component in electric vehicle (EV) batteries and energy storage systems.  Major oil and gas companies such as Equinor and ExxonMobil are seizing opportunities in this growing market. ExxonMobil is constructing a lithium production facility in Arkansas and has recently secured […]

The aviation industry stands at a critical crossroads in its journey toward sustainability. In recent years, interest in SAF has surged, with airlines making significant commitments to incorporate this fuel into their operations, while governments around the world are launching initiatives to enhance SAF production and adoption. The Biden Administration’s SAF Grand Challenge, for instance, […]

Selecting the site for a new hydrogen project, chemicals plant, or renewable energy facility can be a long and rigorous process. The Inflation Reduction Act (IRA) is driving investment into new energy transition projects, but location is often a critical factor in a project’s success. Whether it’s the company’s first, second, or hundredth facility, finding […]

California signed the Plastic Pollution Prevention and Packaging Producer Responsibility Act (SB 54) into law in June 2022 to reduce plastic waste generation and increase recycling in the state. The law sets plastic source reduction goals, imposing strict compliance, reporting, and fee requirements on manufacturers, distributors, and retailers of single-use packaging and other covered materials. […]

In the 2024 October edition of the ADI chemicals newsletter, the chemical industry is saw substantial developments, with significant investments in new plants for ammonia, polyethylene, and specialty chemicals, alongside a growing focus on sustainable practices like green ammonia production and advanced recycling. Legal challenges, such as California’s suit against ExxonMobil, highlighted increasing scrutiny of […]

In the 2024 October edition of the ADI newsletter, the U.S. energy sector faced significant shifts, with the presidential election poised to reshape policies and impact markets such as sustainable aviation fuel (SAF), which is experiencing both strong demand and project setbacks. The path to widespread sustainable aviation fuel (SAF) adoption faced challenges despite strong […]