The U.S. biofuels industry has experienced rapid growth in renewable diesel (RD) production since 2021, while SAF production has also accelerated, with capacity nearly tripling between 2023 and 2024 as new facilities came online. The surge in RD and SAF capacity (see Exhibit 1) was driven primarily by policies such as the Blender’s Tax Credit […]
WEC is gone, but methane reduction efforts are here to stay
Before the 2024 U.S. presidential election, ADI published an article analyzing the potential shifts in U.S. energy markets and policy under a second Trump administration. We noted that, in his second term, President Trump might ease some methane emissions regulations. Fast forward to today, President Trump signed a joint Congressional resolution repealing the Waste Emissions […]
Big tech’s energy crisis is bringing nuclear back
As the global push for low-carbon energy intensifies, demand for nuclear power is gaining momentum in the United States. At the heart of this resurgence is the rapidly expanding energy appetite of data centers, particularly those supporting artificial intelligence (AI) and cloud computing. The immense power needs of these facilities are prompting a shift toward […]
2025 Chemicals Outlook: Resiliency fuels optimism
Resilience through innovation and strategic restructuring is laying the groundwork for a recovery in the chemicals industry. As companies pivot toward high-growth markets and adapt to global challenges, 2025 is expected to bring renewed optimism. Key trends to watch in 2025 include: Download ADI’s 2025 Chemicals Outlook ADI Analytics is a prestigious, boutique consulting firm […]
Refineries in transition: Strategies for decarbonization
Refineries are responsible for the production of transportation fuels and other products, such as petrochemicals and lubricants, but they also contribute significantly to global GHG emissions. According to the U.S. Environmental Protection Agency (EPA), refinery GHG emissions in 2023 amounted to 160 million metric tons CO2 equivalent (MMT CO2e), with over 70% resulting from fuel […]
Technical service contracts vs. production sharing contracts: A tale of two models
The choice between technical service contracts (TSCs) and production sharing contracts (PSCs) can significantly impact the development of a country’s oil and gas industry. Technical service contracts (TSCs) are agreements where a company provides technical expertise and services to the state-owned oil company in exchange for a fee. This model can be particularly attractive when […]
Methane emissions reduction: The game is on!
Decarbonization efforts in the oil and gas sector continue to gain momentum but face significant challenges. In our previous blog, we discussed the challenges oil and gas companies face in reducing upstream greenhouse gas (GHG) emissions and highlighted several initiatives major operators such as ExxonMobil, Chevron, and Shell have made in GHG emissions reduction. However, […]
Batteries of the cars go round and round!
Electric vehicles (EVs) demand continues to grow, albeit at a slightly slower pace, as ADI has reported previously. Policy support, falling battery pack and cell prices, rising consumer interest, and innovation by automotive OEMs are all driving this growth resulting in concerns on whether there is enough supply of various critical minerals including lithium, nickel, and other critical minerals. […]
The 2024 U.S. Presidential Election – Part 2: How will Harris and Trump impact U.S. energy policies?
Beginning with the 2016 Presidential election in the U.S., ADI has been publishing a summary of energy policy proposals by the leading candidates. Our summary has typically collected the positions of the two candidates on key energy issues, and we have tried to be objective by using their own words — made through statements reported […]
Direct lithium extraction technology: Breaking new ground in lithium production
The demand for lithium is on the rise due to its role as a crucial component in electric vehicle (EV) batteries and energy storage systems. Major oil and gas companies such as Equinor and ExxonMobil are seizing opportunities in this growing market. ExxonMobil is constructing a lithium production facility in Arkansas and has recently secured […]
