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The energy transition in 1H 2026 has advanced from a sustainability-driven narrative to one centered on energy security, reliability, and grid resilience driven by geopolitical disruptions (e.g., Strait of Hormuz tensions) and surging AI-driven electricity demand. While early-stage climate tech is facing a funding pullback, large-scale, asset-backed infrastructure is entering a deployment upcycle across power, fuels, and industrial decarbonization. ADI reviewed first-half 2026 […]

Uday Turaga, CEO of ADI Analytics, recently joined a panel at the Canadian Fuels Association (CFA) 5th Annual Awards Luncheon in Ottawa to discuss forces reshaping the global energy landscape. Alongside Steve Verheul and Robert Johnston and moderated by Bob Larocque, the discussion focused on structural shifts across energy markets. Turaga shared ADI’s latest research, […]

The EPA’s recently finalized Renewable Volume Obligations (RVOs) for 2026–2027 raise Renewable Fuel Standard (RFS) mandates to record levels, marking a step-change in required blending volumes. This shift increases demand across the system and leaves less buffer between required volumes and available supply, tightening overall market conditions. Key dynamics shaping supply requirements: These dynamics suggest […]