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The New York Times has published a piece commenting on the flood of recent oil field discoveries, far exceeding the pace in this decade. Much as this is cause for joy, new oil finds are deeper, costlier, and more difficult to process. Finally, we ought to have a few more data points before calling a curve.
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In September 2026 edition, chemical portfolio realignment continued to accelerate. Shell is exploring the sale of its U.S. chemicals business, while TotalEnergies acquired Shell’s European renewables unit and Lotte Chemical moves to divest its Southeast Asian petrochemical subsidiaries. Sika expanded its adhesives and sealants footprint in Turkey, and Mitsui increased its stake in Nutrinova to […]
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In the September 2026 edition, ADI examines the fallout from Middle East supply disruptions and structural gaps in the critical minerals race. LNG markets absorbed most of the Hormuz-related disruption, with prices largely returning to pre-conflict levels, suggesting more limited lasting impact than initially predicted. China continues to lead in critical minerals through state-backed financing […]
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ADI Analytics is pleased to share that our CEO, Uday Turaga, was featured in Enterprise AM discussing Kuwait’s Project Peregrine and the growing trend of infrastructure monetization across the global energy sector. Kuwait’s recent transaction is part of a broader wave of deals involving major regional players like ADNOC Group, Aramco, OQ, and Bapco Energies. […]
I think it’s a legit joy for BP! BP’s huge investment in the area of deepwater exploration is paying off very well, #1 operator in the deepwater basin producing 400,000 BOE/day and with the new Tiber Oil Field and others we are likely to see an increase in the number to at least 600,000 BOE/day. BP has been always ultra conservative in estimating its reserves as seen with Prudhoe Bay Oil Field, so I wouldn’t be surprised if we see more oil from BP’s deepwater projects. Better oil prices in the next decade and the absence of risk factors such as civil unrest, high-tax foreign countries, etc BP is well positioned to earn well. And so I think it is a well deserved pay off.