The December 2025 edition of the ADI Newsletter highlights key developments shaping the global energy transition. North American LNG capacity is on track to double over the next five years, raising risks around U.S. pricing models and potential infrastructure bottlenecks. At the same time, the export of U.S. shale expertise is accelerating, with Continental Resources’ […]

Global sustainable aviation fuel (SAF) activity continued to expand, driven by new partnerships, offtake agreements, logistics integrations, production milestones, and engineering contract awards across the Middle East, Europe, North America, and Asia. This month’s developments highlight growing collaboration between energy companies, airlines, logistics providers, and technology firms to strengthen SAF supply chains and adoption worldwide. […]

Carbon capture and storage (CCS) is critical for achieving global decarbonization goals and as evident from ADI’s global CCUS facilities database, the momentum continues to build across the world. However, its costs and economics vary widely depending on the industry, technology, and location. Exhibit 1 below illustrates the relationship between unit cost of carbon dioxide (CO2) […]

Europe became the linchpin of sustainable aviation fuel (SAF) adoption after the implementation of the EU’s RefuelEU Aviation regulation and the U.K.’s SAF mandate. According to these regulations, airlines are required to blend at least 2% of SAF in their fuel use starting January 1, 2025. These blending requirements will get stricter with higher targets […]

XCF Global partnered with Impact Jets to boost sustainable aviation fuel (SAF) use in private aviation, while FedEx expanded SAF adoption at key U.S. airports. Aether Fuels and Aster are developing a SAF facility in Singapore, and Eni, PETRONAS, and Euglena began building a biorefinery in Malaysia. Fluor secured a design contract for LanzaJet’s UK […]

In the November 2025 edition of the ADI Chemicals Newsletter, we begin by examining how chemical industry demand is no longer moving in step with GDP growth. Structural forces such as demographic decline, material efficiency, recycling, and substitution are reshaping the market. Additionally, we highlight reliability as a critical differentiator in refining and chemicals—beyond its […]

The dominant news in the chemical industry is the painful reality of excess capacity. Supply is so high that it’s crippling profitability, especially for European producers. But behind this supply crisis is an even more crucial question: What’s happening with chemical industry demand? There’s a growing sense that chemical demand growth is increasingly divorced from […]

The November 2025 edition of the ADI Newsletter spotlights major shifts shaping the energy landscape. AI-driven data center expansion is triggering a grid infrastructure “gold rush,” with valuations soaring to 20× EBITDA amid transformer shortages and interconnection delays. Our outlook also shows carbon capture, utilization, and storage (CCUS) gaining global traction, with nearly 50 mtpa […]

Global momentum for Sustainable Aviation Fuel (SAF) continued to strengthen in October 2025, driven by new book-and-claim programs, SAF-attributed flights, and facility expansions. Kenya Airways completed Africa’s inaugural SAF-attributed flight under a book-and-claim system, while Iberia launched “SAF Circle” to help corporate customers reduce Scope 3 emissions. Several SAF and e-fuel projects advanced globally, with […]

Gold prices have increased by nearly 50% in the past year, but that’s not the only gold rush in town these days. The other gold rush is for a piece of the supply chain action that enables access to the grid for power generation assets, powering the upcoming AI-driven data centers. The grid infrastructure gold […]

The end of federal EV subsidies and a relaxation of CAFE (Corporate Average Fuel Economy) standards are expected to push North American gasoline demand higher than previously anticipated. While fewer EV sales would typically increase gasoline use, the slowdown in CAFE standards appears to be the larger factor. The CAFE standard drives demand upward Our analysis indicates […]

ADI’s 2025 Energy Transition Outlook highlighted 500 CCUS projects that were being actively tracked by our team. CCUS momentum continues to build globally notwithstanding dampening sentiment around the energy transition. ADI Analytics was at ONS 2024, Norway’s flagship oil & gas conference, where excitement was palpable at Equinor’s exhibit fueled by the then upcoming commissioning of the Northern Lights Project in […]