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Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.

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 […]