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Latest insights
New takeaway capacity remains critical for Permian gas markets
Because most Permian natural gas is associated gas produced alongside oil, operators can often end up with more gas than local markets can absorb. With limited pipeline capacity to move those volumes out of the basin, producers may be forced to sell gas at steep discounts or even pay others to take it, resulting in […]
China’s SAF exports could face mounting barriers
China’s sustainable aviation fuel (SAF) exports are growing rapidly, with the European Union serving as its primary destination. Total SAF exports from China reached ~138 million gallons in the first half of 2026, with Belgium, the Netherlands, and Spain among the largest importers (see Exhibit 1). Exhibit 1. China’s SAF export volumes and destinations through […]
2026 September SAF Tracker highlights – #93
Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.