Developments include SABA selecting Infinium’s Project Atlas for SAF certificate supply, new strategic partnerships such as XCF Global and BGN to scale production and distribution, and technology advancements like Gevo’s ethanol-to-olefins catalysts. Project activity is also expanding globally, with Phelan eFuels advancing an eSAF facility in South Africa and Velocys partnering to develop biomass-to-SAF projects […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The global helium market is undergoing a structural transformation as geopolitical instability in the Middle East and export restrictions in Russia take approximately 25% to 30% of world supply offline. Qatar, which accounts […]

North American midstream companies are entering a multi‑year transition as AI‑driven electricity demand reshapes how natural gas infrastructure is planned, financed, and contracted. Over the next five years, the sector is expected to evolve from linear pipeline expansion toward integrated power platforms that combine supply, transport, storage, and generation around large, fixed loads. Several large […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Jet fuel markets experienced a sharp and localized dislocation following recent geopolitical disruptions, with price movements far exceeding changes in crude benchmarks. The episode has highlighted how exposed aviation fuel economics remain to refining capacity, logistics, […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Oil prices have surged again, driven by the Iran conflict and fears of disruption in the Middle East. These risks matter, and they explain today’s prices. But history and current fundamentals suggest they […]

ADI Analytics is pleased to announce its participation in the 2026 Annual Convention & Expo, which took place April 20–22, 2026, in Nashville, Tennessee. During the event, ADI Analytics presented “Adhesives and Sealants Outlook Remained Resilient Amidst a Structural Shift.” The presentation explored the evolving market landscape for adhesives and sealants, highlighting how long‑term demand […]

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 >>

The coatings, adhesives, sealants, and elastomers (CASE) sector is in the middle of a structural reset. What was once a market defined by steady, incremental growth is now being reshaped by multi‑billion‑dollar mergers, aggressive portfolio pruning, and a widening gap between scale leaders and specialized innovators. As diversified chemical companies separate high‑value specialty businesses from […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has translated into a direct disruption of global chemical supply chains through reduced reliability of exports and transit via the Strait of Hormuz. Feedstocks and intermediates that […]

In March, ADI’s SAF Tracker highlighted continued progress in SAF contracting and project development. Amex and Shell Aviation extended their SAF environmental attributes agreement with Google through the Avelia registry, while SHEIN partnered with DHL Express to incorporate SAF into international express air freight. Project development advanced with INERATEC and TERTU forming a joint venture […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has had a disproportionate impact on downstream energy markets. While crude oil prices initially showed relative stability, refined product markets began pricing in stress almost immediately. As […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The global energy landscape has been fundamentally altered by the ongoing conflict in the Middle East. Following the onset of hostilities on February 28, 2026, the Strait of Hormuz remains functionally impaired, stranding […]