The US midstream oil and gas sector is entering a dynamic new phase, with over $50 billion in new capital projected for pipelines, processing, and export facilities. In this update, Udai Turaga, CEO of ADI Analytics, breaks down the core demand drivers and policy shifts accelerating this infrastructure boom.
Key highlights
- The $50 billion boom: Capital is flooding into new natural gas pipelines, storage, and processing assets across the US.
- Massive new demand drivers: Surging LNG exports and power-hungry AI data centers are fueling a historic natural gas supercycle.
- Overcoming tariff and regulatory hurdles: While 50% steel tariffs present a cost risk, streamlined federal permitting is giving projects a major green light.
Watch the full video below to see where midstream capital is flowing and how companies are bypassing supply chain bottlenecks.
About ADI Analytics
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.
Subscribe to our newsletter or contact us to learn more.
