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Utilities Power Transmission Generation Distribution

Insights

Record utility spending meets project reality

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 […]

Data centers

Insights

ADI’s U.S. data center projects database

The U.S. data center market is growing rapidly as rising computational demand from artificial intelligence (AI), cloud computing, and high-performance computing continues to drive an unprecedented wave of infrastructure development. In 2025, U.S. operational data center capacity is estimated to have reached ~40 gigawatts (GW) and is expected to grow at roughly 30% annually through […]

Ammonia-fueled vessel or ship sailing

Insights

IMO’s safety guidelines pave the way for ammonia-fueled ships

Ammonia has increasingly emerged as a potential low-carbon marine fuel to support decarbonization in the maritime sector due to its carbon-free combustion profile. However, compared to methanol, ammonia has lagged behind in commercial adoption as a low-carbon marine fuel. This is primarily due to its toxicity, which requires more complex storage and handling systems, as […]

implications on upstream midstream refining chemicals and petrochemicals because of UAE exit from OPEC

Insights

Implications of UAE’s exit from OPEC

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The UAE’s exit from OPEC (see our prior blog) in late April 2026 reflects a decisive shift toward a volume‑driven strategy focused on monetizing its hydrocarbon resource base ahead of the global energy […]

Insights

How the Iran conflict is reshaping global energy

The ongoing Iran conflict is driving major structural shifts across global energy and chemical supply chains. In this brief update, ADI Analytics breaks down four critical market implications—from prolonged natural gas shortages to a surprising reality check on crude oil prices. Key Highlights Watch the video to explore these shifting market dynamics >>

Downstream industry. Refining plant.

Insights

Diesel’s enduring drive: ADI’s long-term global demand forecast

ADI Analytics has just published our global diesel demand forecast. While the long-term outlook for gasoline is characterized by significant regional divergence, it is clear that diesel is here to stay. After a period of relative stagnation since 2015, global diesel demand is projected to grow well through 2045. This resilient growth trajectory, faster than the pace […]

Insights

Energy transition: Courting the molecule

At the 2026 ADI Forum, Elim Yeoh, Head of Biofuels Growth, Americas at bp; John Goldsmith, SVP, Renewables, Par Pacific Holdings; and Ryan Eslicker, Head of New Energies Origination – North America at Uniper; joined Panuswee Dwivedi, Project Manager at ADI for the Sustainable Aviation Fuel (SAF) and low-carbon fuels panel. Key themes discussed were […]

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Article

How equipment selection can help with efficient natural gas use

Global natural gas supply saw a slight recovery in 2021, but the Russia-Ukraine War caused a further drop, especially in Europe, leading to record-high prices. North America and the Middle East are anticipated to significantly increase production and exports to compensate for restricted Russian supply.

Article

A look into pipeline emissions reduction initiatives

What are pipeline operators doing to reduce methane emissions and comply with increasingly stringent regulations?

octane. aromatics. fuel. refining. downstream. fuel station. fuel pump

Article

Much ado about nothing: Expanding ethanol blending in the summer

New regulations allow the sale of higher ethanol blending gasoline this summer, but will this actually increase ethanol demand?

Article

No amines? Consider these alternative CCS technologies

Amine-based solvents are the main technology for industrial CO2 capture, but alternatives exist. ADI is studying the development of these non-amine technologies as CCS grows, implying potential benefits over current methods.

sustainable aviation fuel. jet fuel.

Article

Greener skies: Part I – A jet fuel & SAF market outlook

Consumers weary from the pandemic are back traveling driving up jet fuel demand. Even so, sustainability is high on their minds leading aviation, a hard-to-abate segment of the global economy, to embrace sustainable fuels.

Article

High natural gas prices: Potential opportunity for coal-fired power

The Eastern U.S. is battling high coal prices which has suppressed gas to coal switching in recent months, even with the current natural gas market dealing with a decrease of supply and high trading prices. The constraints within the coal market have created an ever-increasing natural gas demand in the power sector. But how and […]

Article

Going blue: How CCS is growing across the oil and gas value chain

Leading operators such as Chevron, ExxonMobil, and Phillips 66 have announced CCS projects across the oil & gas value chain.

Article

What goes into making a Techno-Economic Analysis

A techno-economic analysis (TEA) is a very useful tool to evaluate the economic performance of an industrial process or product. The TEA can be used to study the impacts of implementing a new technology into a current process, optimize existing processes, or to evaluate the economic feasibility of a process before an investment is made. […]

Article

Hydrothermal liquefaction for renewable fuels

Energy transition is driving new interest in biofuels. Hydrothermal liquefaction is an interesting pathway although it needs further development.

Article

Floating light: The potential of hydrogen as a marine fuel

The global shipping industry is one of the hard-to-abate industries when it comes to decarbonization. While it constitutes a small share of global CO2 emissions today, it may see astronomical amount of growth if left unchecked. Global shipping industry demand is expected to see a 275% increase by 2050 compared to 2020 levels. To address […]

Article

Using direct lithium extraction for battery materials in the U.S.

Direct extraction is a newer, more sustainable method of extracting lithium.

Article

Can U.S. coal survive in the ESG era?

Amid the global shift away from coal-fired power, the coal industry is attempting to find its place in a new ESG-focused world.

Stay ahead with more from ADI

Multi-Client Study

The future of green and low-carbon cement

ADI Analytics launched a multi-client study on the future of green and low-carbon cement, providing crucial insights for stakeholders in the cement industry. This study will help cement producers, technology providers, and investors understand market trends, policies, and emerging technologies to navigate the transition to a sustainable future. Below are the key topics covered in […]

green and low carbon cement

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Premium Content

2026 ADI global energy transition outlook

The global energy transition in 2026 is defined by a “Great Fragmentation,” where universal deployment models have shifted into regionally distinct strategies shaped by local policy and power demand (see Exhibit 1). While regulatory frameworks set the rules, Artificial Intelligence (AI) data centers have emerged as the primary force pushing capital toward clean energy. Exhibit 1. Energy […]

Energy transition