Newsletter: CBAM, data center coolants, and chemical insights

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In the May 2026 edition, we explore how carbon regulation, particularly the EU’s CBAM, is reshaping cost structures and accelerating the shift toward low‑carbon supply chains in the chemical industry. At the same time, rising demand from high‑growth sectors like AI infrastructure is creating new challenges and opportunities, while strategic investments, targeted acquisitions, and capacity rationalization continue to redefine global competitiveness. These developments highlight an industry balancing regulatory pressure, innovation, and ongoing structural adjustments.

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.


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