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The ADI Forum is where top leaders in oil & gas, energy transition, and chemicals converge. Gain cutting-edge insights from 15+ C-suite executives, connect with over 100 professionals and industry experts, and access exclusive ADI research and insights. We’re already looking ahead to a major milestone: the 10th ADI Forum in January 2027, in Houston. […]

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What’s new at ADI

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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Fuel prices stay elevated despite easing risk premiums

Crude oil prices have retreated since the June ceasefire between the U.S. and Iran, but gasoline and diesel prices remain significantly above their levels at the start of 2026. While concerns over an immediate supply disruption have eased, renewed attacks in the Strait of Hormuz continue to create uncertainty around global energy flows. Implications for […]

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More alcohol for your flights: MTJ receives ASTM approval

In a significant milestone for aviation decarbonization, the methanol-to-jet (MTJ) pathway for sustainable aviation fuel (SAF) production received approval last month under ASTM D7566 Annex A5. Exhibit 1 below shows all the approved SAF production pathways. The approval also includes e-methanol produced via power-to-liquid (PtL) processes using renewable electricity and captured CO₂ as an eligible […]

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How the Iran conflict is reshaping global energy

The ongoing Iran conflict is driving major structural shifts across global energy and chemical supply chains. In this brief update, ADI Analytics breaks down four critical market implications—from prolonged natural gas shortages to a surprising reality check on crude oil prices. Key Highlights Watch the video to explore these shifting market dynamics >>

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What’s new at ADI

The Iran conflict and oil markets

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The military escalation following the February 28, 2026 strikes on Iran has shifted global oil and gas markets from a projected oversupply to acute geopolitical scarcity. This transformation is driven by logistical and […]

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Refining. downstream. diesel demand. performance.

What’s new at ADI

Balancing global LAO oversupply and supply chain resilience

Recent disruptions in the Middle East—including the closure of the Strait of Hormuz and the shutdown of Shell’s Pearl GTL facility in Qatar—have significantly tightened global supplies of Group III and Group III+ base oils, the primary feedstocks used in synthetic lubricants. At the same time, substantial capacity additions from LAO producers in Asia and […]

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ADI knows oil & gas, energy, and chemicals — inside out. Our boutique consulting firm hits the ground running to prioritize you with passion and humility.

Based in Houston, ADI’s team of responsive, reliable experts have led 1,000+ projects, empowering ~450 clients since 2009. Clients trust the proven capabilities, agile insights, and personal touch fueling ADI’s consulting, research, and analytics.

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Water limits are reshaping operations in oil and gas, power, and chemicals

Water now sets operating limits in three industries ADI covers. Permian produced water volumes rose from 11.2 million bbl/d in 2017 to 24.9 million bbl/d in 2025, and regulators have restricted the disposal wells that take most of it. Refineries and chemical plants on the Texas Gulf Coast and the Rhine face allocation plans and […]

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natural gas pipeline winding through a landscape

Premium content

Trends shaping the U.S. midstream outlook

I recently had the opportunity to share ADI’s latest research on the U.S. midstream oil and gas industry at the 10th Annual OCTG & Line Pipe Forecast Summit. My presentation explored how oil and gas production growth, LNG export expansion, and increasing power demand are driving a new wave of midstream investment. As illustrated in […]

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Article

EU SAF premium hits a 20 month-low

Global sustainable aviation fuel (SAF) prices came under significant pressure in October 2026, with the European SAF premium reportedly falling to a 20-month low. The decline reflects three key factors: Exhibit 1. SAF project pipeline by region and development status since 2021 In the ninety-fifth edition of ADI’s biweekly SAF newsletter, SAF Tracker, ADI explores […]

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Multi-Client Study

Global EPR and EPDM market assessment

ADI Chemical Market Resources has completed an in-depth strategic analysis of the EPR (ethylene propylene rubber) and EPDM (ethylene propylene diene monomer) markets—versatile synthetic rubbers widely used in automotive, roofing, wire and cable, and industrial goods. The study examines the unique properties of EPR and EPDM, including weathering resistance, flexibility, and high filler tolerance, as […]

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