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The next wave of energy infrastructure deals will reach beyond pipelines

Kuwait Oil Company’s $16 billion pipeline lease-and-leaseback with Blackstone, Brookfield, and KKR marks the latest step in a broader shift in energy infrastructure ownership. The deal covers 13 crude oil pipelines across roughly 320 kilometers, gives the investor consortium a 49% stake in a new joint venture, and generates $7.85 billion in upfront proceeds for […]

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Energy transition: 2026 mid-year trends and supply chain impacts

The energy transition in 1H 2026 has advanced from a sustainability-driven narrative to one centered on energy security, reliability, and grid resilience driven by geopolitical disruptions (e.g., Strait of Hormuz tensions) and surging AI-driven electricity demand. While early-stage climate tech is facing a funding pullback, large-scale, asset-backed infrastructure is entering a deployment upcycle across power, fuels, and industrial decarbonization. ADI reviewed first-half 2026 […]

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Oil & gas midstream: 2026 mid-year trends and supply chain impacts

The midstream sector in the first half of 2026 is moving at a breakneck pace, driven by a strategic pivot toward “wellhead-to-water” natural gas liquid (NGL) integration, severe high-horsepower compression supply-chain constraints, and a massive power-generation super-cycle spurred by AI data center expansion. Rather than relying on speculative mega-projects, major pipeline operators are maximizing fee-based […]