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How will the 2026 mid-term elections impact energy markets?
Democrats won control of the House and the Senate on November 3 and flipped the governorships of Texas, Georgia, Ohio, Nevada, and Iowa. Energy was a central issue in many of these races, particularly the cost of electricity and the growth of data centers. Power prices have risen in many states in recent years. Data […]
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Permian’s next bottleneck is basin connectivity
As ADI discussed recently in Trends shaping the U.S. midstream outlook, rising LNG exports, growing power demand from AI data centers, and continued oil and gas production growth are driving a new wave of midstream investment. Much of the industry’s recent focus has been on relieving Permian gas takeaway constraints through projects such as Kinder Morgan’s […]
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What EQT–Range means for gas prices
On October 26, 2026, EQT Corporation agreed to buy Range Resources, both Appalachian gas producers, in an all-stock deal valued at $13.84 billion. The combined company produces over 9 billion cubic feet of gas equivalent per day (Bcfe/d), the most of any U.S. gas producer. ADI Analytics’ analysis of how this might impact the outlook […]
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The future of green and low-carbon cement
ADI Analytics launched a multi-client study on the future of green and low-carbon cement, providing crucial insights for stakeholders in the cement industry. This study will help cement producers, technology providers, and investors understand market trends, policies, and emerging technologies to navigate the transition to a sustainable future. Below are the key topics covered in […]
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The next wave of energy infrastructure deals will reach beyond pipelines
Kuwait Oil Company’s $16 billion pipeline lease-and-leaseback with Blackstone, Brookfield, and KKR marks the latest step in a broader shift in energy infrastructure ownership. The deal covers 13 crude oil pipelines across roughly 320 kilometers, gives the investor consortium a 49% stake in a new joint venture, and generates $7.85 billion in upfront proceeds for […]
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