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Strategic consolidation is redefining the CASE sector
The coatings, adhesives, sealants, and elastomers (CASE) sector is in the middle of a structural reset. What was once a market defined by steady, incremental growth is now being reshaped by multi‑billion‑dollar mergers, aggressive portfolio pruning, and a widening gap between scale leaders and specialized innovators. As diversified chemical companies separate high‑value specialty businesses from […]
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Impact of the Iran war on the global chemicals industry
Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has translated into a direct disruption of global chemical supply chains through reduced reliability of exports and transit via the Strait of Hormuz. Feedstocks and intermediates that […]
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The downstream fallout of the Iran conflict
Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has had a disproportionate impact on downstream energy markets. While crude oil prices initially showed relative stability, refined product markets began pricing in stress almost immediately. As […]
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ADI offers a wide range of consulting services to help clients assess markets, develop strategy, address uncertainty, optimize operations, and strengthen corporate functions, leveraging proprietary data, models, analytics, and insightful research reports.
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The New Frontier: Critical Minerals & the Energy Transition
ADI Analytics has launched a multi-client study on Critical Minerals and the Energy Transition, offering insights on supply-demand trends, country-level risks, investment needs, recycling potential, mining innovations, and policy impacts to help stakeholders navigate the growing role of critical minerals in clean energy technologies. Critical minerals are metals and non-metals that are considered vital for […]
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Natural gas and LNG: Seizing the supercycle
At the 2026 ADI Forum, Guy Braden, SVP, Commercial, Cameron LNG; Dave Conover, VP, Govt. Relations & Comms, Kinder Morgan; and Ben Kluding, Product Manager Americas, Hoerbiger joined Uday Turaga, CEO, ADI Analytics for the Natural Gas and LNG panel. Key themes included the global LNG supercycle and the pricing impacts of record capacity growth, […]
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