ADI newsletter: Runaway natural gas, Mexican fuels, and hydrogen

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In the September 2021 edition of the ADI newsletter, global natural gas prices were surging, triggering a widespread domino effect across markets—raising heating and electricity costs, disrupting industrial operations, and impacting everything from fertilizer production to holiday food supplies. In Latin America, Mexico remains a focal point for refined fuel imports, shaping regional trade dynamics. Meanwhile, the accelerating energy transition has intensified the focus on hydrogen logistics, with questions arising about whether existing pipeline infrastructure can meet future demand. Additionally, manganese—a key component in wind turbines and lithium-ion batteries—was poised for significant growth. Rising demand projections were prompting end-users to fortify supply chains amid tightening global supply conditions.

About ADI Analytics

ADI is a prestigious, boutique consulting firm specializing in oil and gas, energy transition, and chemicals since 2009. We bring deep expertise in a broad range of markets where we support Fortune 500, mid-sized and early-stage companies, and investors with consulting services, research reports, and data and analytics, with the goal of delivering actionable outcomes to help our clients achieve tangible results.

We also host the ADI Forum that brings c-suite executives together for meaningful dialogue and strategic insights across the oil & gas, energy transition, and chemicals value chains. Learn more about the ADI Forum.


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