Increasing fluorochemical and fluoropolymer regulations necessitate rigorous PFAS monitoring by companies.

As more countries continue to plan for a carbon-neutral world, many companies are beginning to invest in hydrogen.  Hydrogen can support many decarbonization efforts by emerging as an alternative fuel in transportation, becoming a cleaner heat source in industrial applications.  While we expect the demand for hydrogen to grow significantly in several large-scale applications, there […]

In the September 2021 edition of the ADI newsletter, global natural gas prices were surging, triggering a widespread domino effect across markets—raising heating and electricity costs, disrupting industrial operations, and impacting everything from fertilizer production to holiday food supplies. In Latin America, Mexico remains a focal point for refined fuel imports, shaping regional trade dynamics. […]

The initial euphoria of a quick post-COVID recovery to jet fuel markets has now died. In addition to near-term challenges, jet fuel markets are also beset with long-term constraints. What is the future of jet fuel?

ADI Analytics was asked to provide an outlook on natural gas markets for CompressorTech2 magazine. Our article was featured in the August-September 2021 edition and provided insights from our research on the outlook of natural gas demand, supply pricing, projects, and implications on international trade. The article also covered the impact COVID-19 had on natural […]

Lithium mining, particularly in Argentina and Chile’s salt flats, faces scrutiny due to its water-intensive nature and potential link to increased droughts, raising environmental sustainability concerns. 1 To mitigate “dirty” lithium mining, electric vehicle battery manufacturers need to explore “clean” alternative sourcing methods.  

Concerns over potential supply shortages and price volatility, stemming from China’s significant control over rare earth metal exports (80% in 2019) and historical instances of export restrictions, are prompting governments and private entities to pursue new projects and diversify sourcing to reduce reliance on China. 1  

Global GHG reduction efforts drive a shift towards sustainable, circular economies, emphasizing bio-based materials and biodegradable/compostable products.

Nickel is a critical mineral with ~70% of current demand being dominated by stainless steel followed by 25% for manufacture of alloys, special steels, and coatings, and 5% for electric batteries. While demand from stainless steel and alloys will likely remain robust in the medium-term, significant demand growth is expected to arise from nickel’s application […]

The projected surge in clean energy technologies (EVs, batteries, energy storage, and clean power) over the next decade will dramatically increase demand for critical minerals like copper, nickel, cobalt, lithium, manganese, graphite, and REEs, making their adequate supply crucial. The application and demand growth for these minerals will vary across technologies.

Manganese is mainly used in steel production, but its use in EV batteries, especially in cobalt-free designs like LMO (61% cathode) and NMC (20-30% cathode), presents a growth opportunity.

Lithium-ion batteries were the primary driver of cobalt demand in 2020 (57%), with cobalt comprising about one-fifth of a typical cathode due to its benefits in charge rates and corrosion resistance. Despite these advantages, battery manufacturers are seeking to decrease their reliance on cobalt.