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 and favorable pricing relative to Western competitors.
On industrial and utility trends, catalyst industry consolidation is accelerating, highlighted by Honeywell’s acquisition of Johnson Matthey’s Catalyst Technologies business, while engineered pump demand is rising on AI data center cooling, LNG infrastructure, critical minerals mining, and chemicals modernization. Utility capital project execution faces mounting delays and cost pressure even as AI-driven demand pushes capex higher.
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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.
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