In the July 2026 edition of the ADI Newsletter, utility capital projects face mounting delays and cost pressures as AI-driven demand fuels record capex. Meanwhile, the upstream oil and gas market is stabilizing around a normalizing shale cost curve, bulk liquid storage operators are shifting toward capability-driven growth, and the energy transition is exposing critical mineral bottlenecks that are accelerating efforts to localize supply chains. Together, these trends underscore a market focused less on scale and more on execution.
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