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2025 February SAF Tracker highlights – #55

Global progress in Sustainable Aviation Fuel (SAF) continued in February 2025, driven by new partnerships, infrastructure growth, and policy alignment. Companies such as ENEOS, DHL, and Singapore Airlines expanded SAF supply and collaboration efforts across key markets. The sector continued to evolve through project expansion, financing, and standardization. Boeing, Gevo, and Valero Energy advanced SAF […]

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AI, decarbonization, and the future of specialty chemicals

At the 2025 ADI Forum, Rob Helwick, CEO & President, Meridian Chemicals, and Anahita Khanlari, Solution Marketing Director, AspenTech, joined moderator Panuswee Dwivedi, Project Manager, ADI Analytics. The group participated in the specialty chemicals panel. Key topics include the chemical industry’s focus on digitalization, efficiency, and sustainability, driven by market shifts and feedstock challenges. This […]

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Why PE is betting big on chemicals

At the 2025 ADI Forum, Tom Ambrose, Co-Founder & Partner, Black Bay Partners, and Chris Hogan, MD, KeyBanc Capital Markets join Uday Turaga, CEO, ADI Analytics for the investor panel on chemicals day. Key topics include private equity’s robust capital but choppy deal activity due to high interest rates, leading to bifurcated valuations favoring top-tier […]

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The future of polyolefins: Sustainability and recycling

At the 2025 ADI Forum, Ricardo Estrada, VP, Plastilene Group and Jan Kalfus, Director, Braskem joined moderator Panuswee Dwivedi, Project Manager, for polyolefins panel. They explore polyolefins market challenges like low operating rates and overcapacity amidst rising demand for sustainable solutions. The discussion highlights the economic viability of bio-based and recycled polyolefins and the role […]

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Plastics & performance: Key trends in engineered materials for mobility

At the 2025 ADI Forum, Sachin Sakhalkar, SVP, Teknor Apex, and Kristian Gubsch, Co-Founder, Mars Materials joined the engineered materials panel, moderated by Uday Turaga, CEO, ADI Analytics. Key themes during the panel included how the chemical industry is driving high-performance polymer innovation for autos, especially EVs, leading to polyamide adoption and a manufacturing shift […]

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What to expect in the chemical industry in 2025

At the 2025 ADI Forum, Uday Turaga, CEO of ADI Analytics, shares his 2025 chemical industry outlook. Key challenges include low margins, overcapacity from China, and U.S. feedstock dynamics. He emphasizes the urgent need for restructuring, innovation, and new business models. U.S. innovation faces challenges, and virgin plastics remain cheaper. These and other issues are […]

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AI, circularity, & scalable innovation in chemicals

At the 2025 ADI Forum, Rajeev Agnihotri, Advisor, Technical Scouting, Innovation, ExxonMobil, and Carol Conomos, Advisor, Mainspring Energy, joined Panuswee Dwivedi, Project Manager, ADI Analytics for the innovation panel on chemicals day. Key themes during the panel included how the chemical industry is rapidly transforming, driven by AI and generative AI for accelerated material design […]

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Decarbonizing with SAF, RNG, & E-fuels

At the 2025 ADI Forum Shahid Malik, CEO of Renewable Energy at WM; Anthony McMaken, VP Finance at HIF Global; and Pratik Chandhoke, Sr. Technical Manager at Neste discussed scaling SAF, RNG, and e-fuels, emphasizing policy support, feedstock challenges, technological innovation, and cost reduction strategies for a sustainable future.

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How U.S. feedstock is reshaping chemical manufacturing

At the 2025 ADI Forum, experts discussed how U.S. feedstocks are transforming chemical manufacturing. Steve Brown, President of Chemstations, and Walter Breidenstein, CEO of GasTechno, joined Uday Turaga, CEO of ADI Analytics, to explore the U.S. chemical industry’s competitive edge from natural gas liquids. Discussions covered operational optimization, innovative modular technologies, market strategies, and AI’s […]

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Exploring the carbon capture landscape

At the 2025 ADI Forum, Dave Marchese, CEO, Caliche Development Partners; Charles McConnell, Executive Director, CCME, University of Houston; and Victor Lara, Manager, Customer Success & Consulting, CMG joined moderator Maria Lopes, Senior Analyst, ADI Analytics for the CCUS & DAC panel. Key topics include accelerating CCUS growth driven by increased permits, state primacy, and […]

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Electrification’s rise and the future of CCS

At the 2025 ADI Forum, Uday Turaga, CEO, ADI Analytics, presents the energy transition outlook. Key topics include energy transition challenges and bright spots in solar and storage. Low-carbon molecules like SAF and hydrogen face hurdles, while electrification gains traction. Policy, economics, and supply chain overcapacity are critical factors impacting the grid’s declining carbon intensity.

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Midstream and natural gas liquids in 2025

At the 2025 ADI Forum, Martina Sittler, VP, Engineering & Construction, Targa Resources, and Cody Johnson, CEO, SCS Technologies, joined moderator Uday Turaga, CEO, ADI Analytics for the midstream & NGLs panel. Key themes during the panel include how North America’s midstream sector faces natural gas infrastructure deficits, negative pricing, and power/permitting hurdles for electrification […]