The November 2025 edition of the ADI Newsletter spotlights major shifts shaping the energy landscape. AI-driven data center expansion is triggering a grid infrastructure “gold rush,” with valuations soaring to 20× EBITDA amid transformer shortages and interconnection delays. Our outlook also shows carbon capture, utilization, and storage (CCUS) gaining global traction, with nearly 50 mtpa capacity and over 500 projects planned or under construction. Meanwhile, our Multi-Client Study reveals small-scale LNG is making a comeback as a flexible, cost-effective solution for transportation, industrial, and power sectors.
Policy changes are also influencing market dynamics. EV credit phase-outs and looser CAFE standards are expected to impact North American gasoline demand, while Future Energy Global has launched a SAF pilot program in collaboration with 10 companies to help airlines access sustainable aviation fuel through a book-and-claim system. These developments underscore the accelerating pace of innovation and transition across the energy value chain.
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ADI is a prestigious, boutique consulting firm specializing in oil and gas, energy, 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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