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Newsletter: EU CBAM, MDI growth, and other chemical insights
In the July 2026 edition, we examine how carbon regulation, portfolio optimization, and emerging technologies are reshaping the chemical industry. The EU’s Carbon Border Adjustment Mechanism (CBAM) is increasing cost pressure on emissions-intensive imports and accelerating the shift toward lower-carbon supply chains, while evolving chemical regulations continue to influence compliance and sustainability strategies. Meanwhile, investments, […]
2026 June SAF Tracker highlights – #88
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 & 2026 energy trends
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 […]