In the October 2026 edition, ADI examines whether the U.S. could stop exporting diesel as President Trump considers a ban amid Russia and Middle East disruptions that have cut refining capacity and pushed diesel prices higher. Public opinion on data centers is also shifting as AI-driven electricity demand raises concerns about utility bills, with regulators working to balance economic growth and consumer concerns.
On LNG and energy trends, emerging economies are investing heavily in LNG import infrastructure, with recent projects offering lessons on utilization and execution risk, while the EU methane rule delay could offer near-term relief to LNG and fuel exporters. Fervo’s IPO has also renewed interest in geothermal energy, though resource quality, drilling economics, and supply chains remain challenges.
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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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