The EU’s CBAM is increasing cost pressure on emissions-intensive imports and accelerating the shift toward lower-carbon supply chains, as evolving chemical regulations continue to shape compliance and sustainability strategies. Capacity expansions by Covestro and Diamines & Chemicals signal confidence in long-term specialty chemicals demand, even as recent transactions and plant closures reflect ongoing portfolio optimization […]

SAF investment continues across offtake, production, and policy. Kuehne+Nagel and Google Cloud agreed to procure SAF for air freight shipments, while British Airways extended its long-term supply agreement with EcoCeres. Petrobras advanced plans to expand SAF and renewable diesel production in Brazil, and Allied Biofuels moved forward with its integrated SAF and e-SAF project in […]

Utility capital projects are facing mounting delays and cost pressures in 2026, even as AI-driven demand fuels record capex. Meanwhile, the upstream oil and gas market is stabilizing around a normalizing shale cost curve, bulk liquid storage operators are shifting toward capability-driven growth, and the energy transition is exposing critical minerals bottlenecks that are pushing […]

U.S. refining capacity shows limited overall growth, but the structure of the system is shifting. Expansions at large, complex refineries are driving changes on the supply side, while smaller plants face cost and operational constraints that are forcing exits. This is steadily concentrating capacity in fewer, more sophisticated facilities. Key drivers capacity consolidation: Geographic concentration […]

U.S. utilities are entering the largest capital deployment cycle in their history, with total spending projected to reach roughly $1.4 trillion through 2030 and annual capex growing at double-digit rates. The single biggest driver behind this surge is the rapid growth in AI and data centers. Hyperscale facilities are significantly increasing load demand, often on […]

Liquid bulk storage operators are entering a more selective growth cycle. Demand remains resilient across fuels, chemicals, liquefied petroleum gas (LPG), natural gas liquids (NGLs), biofuels, ammonia, and methanol. Increasingly, value is shifting toward terminals that can handle a broader range of products, connect to major trade routes, and generate higher returns from existing assets. […]

The energy transition in 1H 2026 has advanced from a sustainability-driven narrative to one centered on energy security, reliability, and grid resilience driven by geopolitical disruptions (e.g., Strait of Hormuz tensions) and surging AI-driven electricity demand. While early-stage climate tech is facing a funding pullback, large-scale, asset-backed infrastructure is entering a deployment upcycle across power, fuels, and industrial decarbonization. ADI reviewed first-half 2026 […]

Uday Turaga, CEO of ADI Analytics, recently joined a panel at the Canadian Fuels Association (CFA) 5th Annual Awards Luncheon in Ottawa to discuss forces reshaping the global energy landscape. Alongside Steve Verheul and Robert Johnston and moderated by Bob Larocque, the discussion focused on structural shifts across energy markets. Turaga shared ADI’s latest research, […]

The EPA’s recently finalized Renewable Volume Obligations (RVOs) for 2026–2027 raise Renewable Fuel Standard (RFS) mandates to record levels, marking a step-change in required blending volumes. This shift increases demand across the system and leaves less buffer between required volumes and available supply, tightening overall market conditions. Key dynamics shaping supply requirements: These dynamics suggest […]

The midstream sector in the first half of 2026 is moving at a breakneck pace, driven by a strategic pivot toward “wellhead-to-water” natural gas liquid (NGL) integration, severe high-horsepower compression supply-chain constraints, and a massive power-generation super-cycle spurred by AI data center expansion. Rather than relying on speculative mega-projects, major pipeline operators are maximizing fee-based […]

SAF investment is scaling across offtake and production. Google signed a SAFc agreement with American Airlines for Valero-supplied SAF at Chicago O’Hare, while Syzygy Plasmonics reserved capacity with World Fuel Services for its planned NovaSAF facilities in Latin America. JetBio advanced plans for an AtJ SAF facility in Brazil, and Twelve began commercial eSAF production […]

The first half of 2026 marks a structural inflection point for the upstream oil and gas ecosystem. As Tier 1 acreage naturally depletes and consolidation reshapes operator leverage, the traditional “volume-driven” oilfield business model is giving way to an era of intense capital efficiency, advanced well architecture, and software-enabled optimization. For OEMs, OFS providers, and […]