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2025 Chemicals Outlook: Resiliency fuels optimism
Resilience through innovation and strategic restructuring is laying the groundwork for a recovery in the chemicals industry. As companies pivot...
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2025 Midstream Outlook : Growth tied to U.S. hydrocarbon exports
In 2025, the U.S. midstream oil and gas industry is expected to see growth opportunities, tied to rising hydrocarbon exports...
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Green Fuels: Overcoming Barriers to Decarbonization
The global transition towards sustainable energy has placed green fuels at the forefront of efforts to decarbonize aviation, maritime, and...
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Refineries in transition: Strategies for decarbonization
Refineries are responsible for the production of transportation fuels and other products, such as petrochemicals and lubricants, but they also...
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Can natural gas pipelines handle hydrogen?
Hydrogen is emerging as a promising option to decarbonize power generation, transportation, and other industries. One of the most significant...
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The future of SAF under Trump : Will biofuels thrive or stall?
The reelection of President Donald Trump has raised concerns regarding the future of biofuels in the United States, including SAF....
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The Middle East’s gas boom: A new era of energy
The Middle East, long recognized for its vast oil reserves, is now experiencing a significant shift towards natural gas. Driven...
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Technical service contracts vs. production sharing contracts: A tale of two models
The choice between technical service contracts (TSCs) and production sharing contracts (PSCs) can significantly impact the development of a country's...
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Methane emissions reduction: The game is on!
Decarbonization efforts in the oil and gas sector continue to gain momentum but face significant challenges. In our previous blog,...
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New gas pipelines alleviate bottlenecks
The U.S. natural gas sector is witnessing another transformation and ready for growth even if limited in pipeline infrastructure primarily...
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Batteries of the cars go round and round!
Electric vehicles (EVs) demand continues to grow, albeit at a slightly slower pace, as ADI has reported previously. Policy support, falling...
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Refining margins under pressure: The impact of economic slowdown
Petroleum refiners globally are experiencing reduced margins in 2024 compared to the previous year, as illustrated in Exhibit 1. The...
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Can new technologies improve data center efficiency and moderate explosive growth in power demand?
Why do data centers need better cooling? Data centers are the foundation of digitalization. These facilities are the physical locations...
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What will growth in shale look like?
Significant consolidation within the shale patch has continued, as ADI has previously discussed in its blogs. This trend has led...
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The 2024 U.S. Presidential Election – Part 2: How will Harris and Trump impact U.S. energy policies?
Beginning with the 2016 Presidential election in the U.S., ADI has been publishing a summary of energy policy proposals by...
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Direct lithium extraction technology: Breaking new ground in lithium production
The demand for lithium is on the rise due to its role as a crucial component in electric vehicle (EV)...
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The turbulent road to a SAF future
The aviation industry stands at a critical crossroads in its journey toward sustainability. In recent years, interest in SAF has...
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Finding the perfect spot to build your next project
Selecting the site for a new hydrogen project, chemicals plant, or renewable energy facility can be a long and rigorous...
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How U.S. states are reshaping plastic waste management
California signed the Plastic Pollution Prevention and Packaging Producer Responsibility Act (SB 54) into law in June 2022 to reduce...
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Natural gas goes to Six Flags
ADI has been reporting about struggling natural gas prices over the past year. U.S. natural gas prices have been on...
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Uncertainties with GHG emissions of plastics production
The greenhouse gas (GHG) footprint of plastics continues to find attention with a recent report published by researchers at Lawrence...
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Greener chemical operations – Part 2: Characteristics of renewable electricity options
Renewable electricity is becoming increasingly accessible for companies striving to meet their sustainability goals. They can either generate it themselves...
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How robots and AI are creating a safer and more efficient mining industry
Recent developments in AI and machine learning (ML) technologies are changing daily operations in the mining industry. With the ability...
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Greener chemical operations – Part 1: Renewable electricity options
The chemical industry, a hard-to-abate sector, is a major source of greenhouse gas (GHG) emissions due to its high energy...
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Is PHA the future of sustainable packaging?
Increasing recognition of environmental issues, like carbon emissions, has catalyzed investment in sustainable packaging. Sustainable packaging is designed to reduce...
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Voluntary Carbon Markets Part 3: Building the next-generation VCM
The Voluntary Carbon Market (VCM) is at a crossroads as we have written in our prior blogs (see part 1...
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Voluntary Carbon Markets Part 2: The U.S. VCM guidelines
The voluntary carbon market (VCM) has become a critical tool in the fight against climate change as have discussed in...
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Voluntary Carbon Markets Part 1: The growing pains of a young market
The Voluntary Carbon Market (VCM) is a dynamic space brimming with potential to combat climate change. It facilitates the trade of...
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Methane emissions: Global consensus struggles with data challenges
At roughly 20% of global greenhouse gas emissions, methane packs a disproportionate punch, being 80 times more potent than CO2...
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Alcohol-to-jet: Fueling the future of SAF
As the world moves towards a more sustainable energy future, ethanol and methanol could play a key role in powering...
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How oil and gas companies are decarbonizing exploration and production
In a previous blog post, we discussed the difficulties of reducing greenhouse gas (GHG) emissions in the chemical industry. Similar...
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The 2024 U.S. Presidential Election – Part 1: How will the Inflation Reduction Act (IRA) be impacted?
On November 5Th Americans will vote for their next president. This election can feel like déjà vu, as the two...
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Back to the pavilion: Steady growth of investments in offshore oil and gas and LNG
Recent decisions by governments and energy companies highlight a growing focus on energy security over energy transition. South Korea, a...
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The shale shakeout will drive a new operating paradigm
The flurry of consolidation amongst operators in the shale patch that began last year is continuing in 2024 as well. Mergers...
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Greening agriculture: Green ammonia and beyond
Ammonia plays a crucial role in fertilizer production, with 70% of the global demand for ammonia attributed to fertilizer production....
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AI and digital twins are reshaping industrial manufacturing
The industrial sector is capitalizing on AI’s ability to process large amounts of data. Digital twins, internet of things (IoT),...
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Creating a reliable and efficient grid with AI
Recent developments in AI are changing how the electric utilities sector approaches energy transition. The processing power of AI will...
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Clean energy bonanza: the struggle to connect to the grid
The clean energy revolution is upon us, and the U.S. grid is feeling the growing pains. A staggering 2,600 gigawatts...
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Green cement technology advances
In a previous blog post, ADI discussed the highly carbon-intensive cement production process and highlighted that the clinker production process...
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From exploration to refining: how AI is transforming oil and gas
As discussed in a previous blog, AI is expected to drive growth in the global economy and the oil and...
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One way or another – Part 2: EVs will drive chemicals
I recently spoke at the Adhesive and Sealant Council’s 2024 Annual Convention and EXPO in Louisville, Kentucky, where much attention...
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One way or another – Part 1: EVs will drive chemicals
Although electric vehicle (EV) sales are slowing, they have surpassed expectations in the past few years. While an average EV...
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Is GTL making a comeback?
Natural gas prices are hitting rock bottom, with Henry Hub averaging a mere $1.49 in March 2024, the lowest monthly average since...
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Growth drivers for smart grids
Electricity demand is rapidly growing across the globe. We see that global investment in electric utilities is increasing with almost...
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The next chapter for U.S. unconventional resources
Shale operators are in the midst of a remarkable transformation. Moving away from the era of rapid expansion at any...
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AI is accelerating R&D, capital projects, logistics, and operations in chemicals
Like many industries, the chemical industry is benefiting from advancements in artificial intelligence (AI), machine learning (ML), and cloud computing...
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Navigating the seas with green methanol: A low-carbon marine fuel
Methanol is a versatile chemical traditionally used to produce a wide range of other commodity chemicals like formaldehyde, acetic acid,...
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How large can the AI market grow?
Blog Carbon Downstream Energy Transition Hydrogen LNG Midstream Mining and Metals Natural Gas Other Renewable Sustainability Upstream
Recent developments in artificial intelligence (AI), machine learning (ML), cloud computing, and other technologies are leading to rapid implementation in...
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Water, water everywhere: The challenges of water management in maturing U.S. shale plays
As U.S. shale plays mature, oil and gas operators face an intensification of a longstanding challenge: managing water efficiently. Given...
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LNG export permit pause: Market implications
The Biden Administration's recent pause on permits for LNG exports to non-FTA countries has sparked industry-wide debate. While motivated by...
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Key drivers for SCR systems for NOx removal
Traditional power plants produce a mix of toxic gases as they burn fuels such as coal and natural gas for...
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Refineries improving margins through better utilization of off-gas streams
Hydrocarbon-rich off-gas streams from distillation, conversion, cracking, and other processes are collected to heat various processes throughout refineries and petrochemical...
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2024 Midstream Outlook: Business as usual
The midstream industry had a favorable year in 2023, witnessing higher investment, M&A, and notable progress in infrastructure development. Looking...
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2024 Energy Transition and Climate Tech Outlook: Measured, Steady Growth
While the broader sentiment around energy transition turned more pessimistic in 2023, investments in clean energy and related technologies still increased...
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2024 Chemicals Outlook: Flat expectations
The global chemical industry struggled in 2023. The year was marked by rising inflation rates and low demand from major...
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2024 Upstream outlook: Opportunities, growth, and industry trends
In 2024, the upstream oil and gas industry is expected to experience notable changes influenced by developments in 2023. From...
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2024 Refining and fuels outlook: A cautious outlook for 2024
The global refining industry had an unexpectedly strong year in 2023 with strong demand recovery especially in diesel and jet...
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Cementing a greener future
Cement, a fundamental building block of modern construction, has long been integral to the development of infrastructure worldwide. Today, concrete...
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2024 LNG Outlook: Growing stability yet uncertainty in the global LNG market
The ripples in the global LNG markets induced by geopolitical conflict seemed to have died down and greater import and...
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Companies are looking to monetize GHG emissions
In line with the Paris Agreement’s targets of reducing greenhouse gas (GHG) emissions by 45% by 2030 and reaching net...
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Haynesville shale’s growing competitiveness
The Haynesville shale has emerged as a major natural gas play in recent years. Natural gas production from the Haynesville...
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The future of SAF in Brazil
The aviation industry’s increasing adoption of Sustainable Aviation Fuel (SAF) seems promising. However, this transition also highlights challenges related to...
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The rising tide of capital investments in U.S. utilities
The U.S. energy landscape is undergoing a significant transformation leading to an impressive increase in capital expenditure (capex) in the...
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Electric vehicles impact on the power grid: Challenges and solutions
As electric vehicles (EVs) gain momentum in reshaping the automotive landscape, it's imperative to confront the practical challenges. The anticipated...
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Top chemical companies transitioning toward sustainability
One of the largest problems affecting the chemical industry in recent years has been the pressure to transition toward clean...
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Reinventing nuclear energy: The promise of Stable Saltwater Reactors
Advancements in nuclear technology continue to shape the future of energy production, balancing the scales between safety, efficiency, and economic...
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Cost optimization in the shale patch
Leading shale operators from oil majors such as ExxonMobil and Chevron to the E&P independents including ConocoPhillips, Pioneer, Oxy, and...
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Renewable energy credits: Making green energy possible
As renewable energy capacity addition accelerates, the renewable energy credit (RECs) can play an important role. But what exactly is...
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Decarbonizing with RNG: A path to a cleaner future
Policy, regulatory, and sustainability pressures coupled with financial incentives such as the value of Low Carbon Fuel Standard credits in...
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Reinventing nuclear energy: The promise of Small Modular Reactors
Over the past few decades, the buzz surrounding nuclear energy has subsided significantly. One of the primary reasons for this...
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ISCC certification: Ensuring sustainability and traceability in feedstocks and supply chains
The Germany-based International Sustainability and Carbon Certification (ISCC) recently revoked the certification based on audit documents for two Chinese companies...
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Optimizing crude oil pipeline capacity with drag reducing agents
The U.S. built a little over 3,000 miles of crude oil pipeline capacity during 2018 to 2020 to reach 84,816...
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Transforming aviation: The rise of the SAF start-ups
The aviation industry has faced significant obstacles in reducing its environmental impact, particularly in terms of greenhouse gas emissions. However,...
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Fueling consolidation in the fuel logistics market
The global shift towards low-carbon energy to address greenhouse gas emissions and climate change has prompted major energy companies to...
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Sugar rush to candy crush: Struggling U.S. natural gas prices
Henry Hub gas prices averaged $6.45 per MMBtu in 2022 rising from $3.89 in 2021, driven by increased demand from...
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Driving the shift: Biden administration’s efforts to accelerate SAF adoption
With the continuous expansion of the aviation industry, the issue of greenhouse gas (GHG) emissions has become prominent. As per...
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EPA’s new rule on power plant emissions
Last year, in June 2022, the U.S. Supreme Court ruled that the Environmental Protection Agency (EPA) could not force carbon...
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A trashy situation: Landfills now have to fight PFAS
Per- and polyfluoroalkyl substances (PFAS) have gained significant attention due to their widespread use, persistence in the environment, and potential...
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New growth opportunities in compressor markets
Compressors are used in a wide range of applications in the oil and gas, energy, and petrochemical industries. The growing...
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Transforming the flow of Canadian crude oils
U.S. crude oil imports landscape is about to undergo a significant shift with the upcoming completion of the Trans Mountain...
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Brown to green: Refinery conversions continue in the U.S.
The transportation sector is a major contributor to global greenhouse gas (GHG) emissions but is also at the forefront of...
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Building a sustainable future: Decarbonizing construction
The global human population reached 8.0 billion in November 2022. According to the U.N., it is expected to further expand...
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From Russia with love: Tracking Russia’s fossil fuel market
Ever since Russia invaded Ukraine on February 24, 2022, western countries have spent a lot of time cutting ties with...
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Where’s the lithium: Supplying the U.S.’s growing gigafactory industry
Demand for lithium from the EV industry is growing rapidly as the energy transition moves forward. One of the interesting...
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Wax on, wax off: Growth of waxy crude in the Uinta basin
The Uinta basin, located in northeast Utah, is starting to gain some attention from oil and gas players. The basin’s...
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Snakes aren’t the only thing rattling in Texas
Over the last several years, earthquakes in the Permian basin have increased in both number and intensity. In 2022 there...
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ICE car bans: What? Where? When?
Internal combustion engine (ICE) vehicles have been commercially available since the late 1800s when Carl Benz patented the now historic...
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Energy security over energy transition
From the start of the Russia-Ukraine war, we have seen global interest fragment across both energy transition and energy security....
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NGL frac: Is it worth the worry?
For roughly two years, NGL fractionation capacity utilization rates have been over 90%. Roughly 820,000 barrels per day (bpd) of...
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The European IRA
President Joe Biden kicked off the decarbonization race by signing two monumental pieces of legislation: the Infrastructure Investment and Jobs...
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Potential unleashed: More gas pipeline takeaway capacity in Haynesville
The Haynesville Basin is set to see three new pipeline projects in 2023. Two of them will be to enhance...
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What’s new with hydrogen in transportation?
The transportation sector has the highest reliance on fossil fuels and accounted for 37% of CO2 emissions from end-use sectors...
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Hot spots in oil and gas exploration
Oil and gas prices were relatively high in 2022, although they have come down significantly from their highs reached last...
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Water and batteries supporting the grid
One of the biggest challenges to renewable energy projects is the intermittency of these resources; the sun doesn’t always shine,...
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Renewables versus fossil fuels: Who is winning the funding battle?
Following the pandemic-induced recession and drop in investments in 2020, global investments in energy have increased. Investments in both fossil...
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2023 Hydrogen Outlook: Will the rubber meet the road?
Circa 2005, I was part of a fuels strategy team at an oil company when hydrogen was riding the second...
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2023 Chemicals Outlook: Challenges galore
After a tumultuous recovery in 2021, the global chemical industry was expecting a strong rebound in 2022. Feedstock supply constraints,...
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2023 Midstream Outlook: Reaching new limits
The oil & gas midstream industry faced multiple challenges in 2022: an increase in demand for American LNG from Europe,...
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2023 Refining Industry Outlook: A year of recalibration
Going into this past year, 2022 was meant to be the beginning of the end for petroleum refiners, but another...
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2023 Mining and Metals Outlook: Fueling an energy transition
The global mining sector had a wild ride in 2022, plagued by supply-chain and labor shortages and geopolitical and economic...
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2023 Energy Transition Outlook: A transformative year
The energy transition continued to move full steam ahead in 2022 with passage of the Inflation Reduction Act (IRA) in...
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2023 LNG Outlook: Will the sugar rush subside?
The global LNG market was influenced by some unprecedented factors in 2022. Europe significantly grew their LNG imports driving LNG...
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2023 Upstream Oil & Gas Outlook: Tight supply and little growth
Upstream oil and gas fared well in 2022. Despite oil prices falling over 30% from their summer highs, oil and...
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Reduce, reuse, recycle: The bioplastics market keeps growing
The global bioplastic market size was about $5.5 billion in 2021 with strong growth projected in the future. In fact,...
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Geothermal: Poised for growth or more of the same?
After nearly a decade of stagnant growth, geothermal energy may be poised for a period of growth again. New technologies,...
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Strength in numbers: Increasing the Permian’s gas takeaway capacity
The Permian Basin is set to see five new pipeline projects in the coming next year. Three projects will expand...
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New materials and chemistries for lithium-ion batteries
The surging prices and demand for lithium-ion batteries (LiBs) are a matter of concern for their end-use markets such as...
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LNG market opportunities in the Philippines
A key growth driver behind liquefied natural gas (LNG) demand has been environmental policy and regulatory pressure driven by decarbonization...
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Going Blue: Advancing direct air capture
One of the biggest challenges to direct air capture (DAC) has been the costs, as discussed in our previous blog...
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Natural gas crisis building in New England
While the energy crisis in Europe is well known, with much of the continent facing gas shortages due to the...
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Going Blue: A review of direct air capture
As the world moves to a more sustainable future and is advancing ways to reduce greenhouse gases and limit the...
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The forgotten renewable: A review of geothermal energy
In the discussions of renewable energy, much of the conversation usually revolves around wind and solar. Often overlooked is the...
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Mother nature will provide: Natural climate solutions for energy markets
Numerous companies are making net-zero pledges, with over 30% of the world’s largest companies committing to become net-zero in the...
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Modeling oil & gas, chemical, and petrochemical industry greenhouse gas emissions
Oil and gas companies are making decarbonization commitments that include mainly cutting Scope 1 and Scope 2 greenhouse gas (GHG)...
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A cleaner natural gas value chain: IRA’s Methane Emissions Reduction Program
The Inflation Reduction Act (IRA) offers tax credits to advance clean-energy initiatives and reduce greenhouse gas (GHG) emissions. While there...
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Greener skies: Part II: A jet fuel and sustainable aviation fuel market outlook
We discussed the COVID-impact on aviation, regulatory drivers of decarbonization in aviation, and several commitments and investments made by airlines...
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German energy markets: Between a rock and a hard place
Energy prices have soared throughout Europe since the beginning of the year. The crisis is particularly acute in the EU’s...
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Permitting reform for energy infrastructure
On September 21st, 2022, U.S. Senator Joseph Manchin (D-WV) released the text of his permitting reform legislation, the Energy Independence...
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Going Blue: Growing progress across the CCUS value chain
Carbon, capture, utilization, and storage (CCUS) is a complex value chain that requires progress in each segment to enable a...
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Artificial lift accelerates in the shale patch
As the shale patch enjoys the current upswing in commodity prices and prepares to supply the marginal barrel of demand...
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Inflation Reduction Act: Accelerating clean energy in the U.S.
On August 16 the Inflation Reduction Act (IRA) was signed into law by President Joe Biden, and is touted as...
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Natural gas production growth in America
The recent sanctions on Russia have caused Western Europe to rely on other countries for natural gas imports. The U.S....
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Steam turbine trends in power generation
Note: This blog was originally written in 2017 As natural gas supply continues to grow and operators become more aware...
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Gas turbine trends in power generation
Note: This blog was originally written in 2017 Global natural gas supply has grown 1.6% annually from 2011 to 2016,...
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Striving for excellence: How equipment selection can help with efficient natural gas use
Since the start of the pandemic, global natural gas supply recovered slightly in 2021 with a 4.1% growth rate, but...
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A cleaner tomorrow: A look into pipeline emissions reduction initiatives
Fugitive emissions are a growing concern in the natural gas industry due to their environmental impact on global warming. Methane,...
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Much ado about nothing: Expanding ethanol blending in the summer
The Biden Administration temporarily removed restrictions on summer gasoline sales with higher ethanol blends to lower gas prices. Since ethanol...
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Going Blue: No amines? Consider these alternative CCS technologies
Post-combustion, pre-combustion, and oxy-fuel combustion are the three main methods of capturing CO2 from large-scale industrial facilities. Most of the...
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Greener skies: Part I: A jet fuel and sustainable aviation fuel market outlook
Aviation is one of the hard-to-abate industries when it comes to decarbonization. COVID-induced lockdowns and the recession that closely followed...
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High natural gas prices: Potential opportunity for coal-fired power
The Eastern US is battling high coal prices which has suppressed gas to coal switching in recent months, even with...
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Going Blue: How CCS is growing across the oil and gas value chain
As one of the earliest adopters of carbon capture and sequestration (CCS), the oil and gas industry has contributed significantly...
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What goes into making a Techno-Economic Analysis
A techno-economic analysis (TEA) is a very useful tool to evaluate the economic performance of an industrial process or product....
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In memoriam: Dr. T. S. R. Prasada Rao
Dr. T. S. R. Prasada Rao, a passionate champion for ADI Analytics right from its inception in 2009, was officially...
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Hydrothermal liquefaction for renewable fuels
Rapid growth in the adoption of alternatives to fossil fuels is driven by the lower lifecycle greenhouse gas (GHG) emissions...
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Floating light: The potential of hydrogen as a marine fuel
The global shipping industry is one of the hard-to-abate industries when it comes to decarbonization. While it constitutes a small...
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Using Direct Lithium Extraction to secure battery materials in the U.S.
Last February, the U.S. Department of Energy announced plans to provide $2.91 billion toward advancing domestic battery production and securing...
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Can U.S. Coal Survive in the ESG Era?
Coal is one of the oldest sources of energy. Originally, coal was used as a source of heat dating back...
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Gas production takeoff: an outlook for the Eagle Ford shale
The effects of the pandemic were evident with a decline in natural gas production during 2020, just when it was...
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The emergence of new CO2 conversion methods
As energy transition is still a prevalent topic in today’s world, many are looking for alternative energy fuels and sources...
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Decarbonizing the shipping industry: Methanol and ammonia as marine fuels
On January 1, 2020, a new rule by the International Maritime Organization (IMO), known as “IMO 2020”, came into force...
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Why midstream CAPEX is falling?
Since 2019, midstream companies have been lowering their capital spending annually. For example, Kinder Morgan expects to spend roughly $390...
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Carbon offsets: Salvation or a swindle?
After the Paris Agreement entered into force and became a legally binding international treaty on climate change in 2016, 193...
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Addressing natural gas flaring: A step towards energy transition
Flaring possesses considerable challenges due to the recent growth in associated gas production primarily from oil-producing plays such as the...
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Across the Atlantic: Increasing share of U.S. LNG in the European energy mix
ADI Analytics along with the U.S. Energy Association and Gas Technology Institute explored the opportunities for U.S.-based small-scale liquefied natural...
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2022 Built Revolution Energy Podcast
Energy is evolving daily. From commercial construction to infrastructure and industrial applications, every sector is putting in place Environmental, Social,...
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2022 Energy Transition Outlook: Messiness as a Measure of Progress?
Energy transition advanced rapidly through the collective public consciousness in the past two years although starting this past summer, it...
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2022 Upstream Outlook: Balancing growth and discipline
After the COVID-19 pandemic-related lockdown in 2020 that shook the global economy and shattered oil prices to record bottoms, the...
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2022 Hydrogen Outlook: Continued momentum towards a grand vision
Powered by rising support for decarbonization, hydrogen is being positioned as a key pillar to the energy transition. Through 2021,...
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2022 Refining Outlook: Cautious optimism in the wake of a challenging transition
Looking back, 2021 was likely more frustrating for petroleum refiners globally than 2020. Refiners had reconciled to the black swan...
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2022 Midstream Outlook: Challenging times ahead
Join conversations on midstream and NGLs with executives from Enstor Gas, LyondellBasell, GTC Vorro, and Trillium Flow Technologies at 2022...
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2022 Metals and Mining Outlook: Digging deeper into recovery after ‘rocky’ conditions
During these unprecedented times, mining operators are learning to navigate through many challenges because of the COVID-19 pandemic. Last year,...
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2022 LNG Outlook: Streaming into the roaring twenties
The global LNG market showed strong even if tumultuous growth during 2021. Demand rebounded post-COVID driven by easing restrictions, a...
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Chemical Shorts Podcast Episode 1 – Mining Chemicals
ADI Chemical Market Resources, an ADI Analytics business, is introducing Chemical Shorts, a new podcast hosted by our analyst, Jacqueline...
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Flaring and midstream challenges in the Bakken
Flaring is one of the most daunting issues that the current petroleum industry faces. Not only is it a sore...
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Outlook for pipeline infrastructure in the Permian
In 2018-19, midstream players in the Permian Basin rushed to satisfy the demand for pipeline capacity driven by booming oil...
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Latin America’s growing reliance on U.S. fuel exports: Part V − Focus on Peru
In a series of blogs, ADI has provided a snapshot of the refining industry landscape in major Latin American that...
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Ammonia’s growing role in the energy transition
Ammonia is a compound that is primarily used in fertilizers to increase crop yield and other agricultural purposes. In addition,...
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Latin America’s growing reliance on U.S. fuel exports: Part IV − Focus on Ecuador
ADI has so far, provided a snapshot of the refining industry landscape in Latin American countries in a series of...
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Latin America’s growing reliance on U.S. fuel exports: Part III − Focus on Chile
As a part of ADI’s on-going series of blogs covering refining and fuel demand across major Latin American countries, so...
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Will silver be driven by the energy transition, too?
Silver is known most for its use in lush jewelry and silverware. However, these applications account for less that 50%...
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Shipping pathways for hydrogen transportation
Several countries have laid out hydrogen strategies in the journey to energy transition. For example, South Korea is aiming to quadruple current annual demand...
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What’s up with natural gas anyway?
Natural gas markets and prices are boiling these days with European and Asian buyers falling over themselves to secure supplies. ...
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How natural gas infrastructure may be the future of hydrogen transportation
As the world seeks to shift toward cleaner energy, the hydrogen market is likely to grow. Today, hydrogen is used...
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How are geopolitics and climate change impacting alumina markets?
While 90% of alumina is used for aluminum production, alumina can be used in industrial abrasives, refractories, glass, and engineered...
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Latin America’s growing reliance on U.S. fuel exports: Part II − Focus on Mexico
ADI is continuing its on-going series of blogs covering the refining industry across major Latin American countries that account for...
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Digitalization in mining
The mining industry has traditionally been slow to adopt new technologies due to the scale and complexity of its operations,...
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Growing regulations restrict toxic PFAS chemicals globally
In July this year, the U.S. House of Representatives approved a bill designating per- and poly- fluoroalkyl substances (PFAS) as...
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Are hydrogen projects from major O&G players a sign of change?
As more countries continue to plan for a carbon-neutral world, many companies are beginning to invest in hydrogen. Hydrogen can...
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The future of jet fuel markets
In early July, my flight back home to Houston after my first trip following the COVID-19 pandemic was canceled because...
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Global Natural Gas Outlook: Steep Recovery, Moderate Growth
ADI Analytics was asked to provide an outlook on natural gas markets for CompressorTech2 magazine. Our article was featured in...
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The incongruity between “dirty” lithium mining and “clean” electric vehicles
Around the world, lithium mining practices are under scrutiny, especially in the salt flats of Argentina and Chile where more...
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How does the world plan to lower its dependence on China’s rare earths supply?
What do electric cars, wind turbines, air conditioners, LED lighting, smartphones, and jet engines have in common? They all require...
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Will Class I nickel supply suffice for EV batteries demand?
Nickel is a critical mineral with ~70% of current demand being dominated by stainless steel followed by 25% for manufacture...
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Can critical minerals sustain the Energy Transition?
Clean energy technologies such as electric vehicles (EVs), batteries, and energy storage as well as clean power generation will grow...
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Can lithium-ion batteries supercharge manganese growth?
Approximately 85% to 90% of manganese ore is used in the production of additives for mostly the iron and steel...
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How will the cobalt market be impacted by cobalt-free batteries?
Lithium-ion batteries are used everywhere, but what does that have to do with cobalt? A lot. In fact, lithium-ion batteries...
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Will copper supply be able to meet future demand?
Copper is an important metal that we heavily rely on for power, lighting, heating, communications, and more. It conducts both...
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Using landfill gas for energy
Today, one of the largest infrastructure companies in North America Kinder Morgan has reached an agreement to acquire Kinetrex Energy,...
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Managing critical mineral supply for the energy transition
Critical minerals are metals and non-metals that are considered vital for the economy and whose supply may be disrupted due...
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Where are oil prices headed in 2021?
The price of crude oil has been on an upward trend over the last few months and rose sharply last...
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Scope 3 emissions will challenge decarbonization goals of the chemical industry
We wrote in an earlier blog that the Paris Agreement’s goal to limit global warming to well below 2 °C...
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“Green premiums”: A new approach to energy transition investments
Nearly two-thirds of global greenhouse gas emissions can be attributed to CO2 from fossil fuel combustion and industrial processes. A...
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Latin America growing reliance on U.S. fuel exports: Part I Brazil
Latin America fuel supply hasn’t been able to meet the region’s fuel demand for the past several years mainly due...
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ExxonMobil & Engine No. 1: Peering into a new climate for Oil & Gas
The week began with chatter on IEA’s Net Zero to 2050 Roadmap – it calls for a complete stop on...
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Regional spotlight: Oil & Gas in Central Asia
Central Asia comprises of Kazakhstan, Turkmenistan, Uzbekistan, Afghanistan, Tajikistan, and Kyrgyzstan. Kazakhstan is the main oil producer in the region,...
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Prospects for asphalt in emerging markets
Asphalt (also known as asphalt binder) is a sticky, black, and highly viscous liquid or semi-solid form of petroleum that...
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ESG trends in refining
Environmental, Social, and Governance (ESG) issues have been all the rage in the oil and gas industry. These have impacted...
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Decarbonizing the steel industry Part II: Production and technology pathways
In the previous blog, we discussed the global CO2 emissions in the steel industry, primary and secondary production methods to...
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Decarbonization initiatives in the chemical industry
The Paris Agreement’s goal to limit global warming to well below 2 °C compared to pre-industrial levels will be challenged...
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Carbon Capture Part 1: The key to decarbonization
After creating a new business unit, ExxonMobil Low Carbon Solutions in February, ExxonMobil announced plans to create a $100 billion...
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Growth of Carbon Neutral LNG
LNG exports have grown rapidly due to the surplus of cheap natural gas, coal-to-gas switching, and decarbonization incentives. While the...
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Decarbonizing the steel industry with hydrogen
The steel industry followed by transportation and power generation is one of the three biggest producers of carbon dioxide (CO2)....
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Understanding the EV charger infrastructure ecosystem
Electrification of the transportation sector is one of the frontrunners of the energy transition. Electric vehicles (EV) adoption is driven...
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Energy transition: Faster and faster in 2021
Energy transition stood out for growth and opportunity in an otherwise difficult energy industry landscape in 2020. Consumer and investor...
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LNG: A decade of uncertainty
The previous decade was a banner year for LNG as the abundance of cheap natural gas and LNG’s environmental benefits...
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Midstream operators brace for a tough road ahead
The great midstream buildout seems to be over, at least for now. In 2020, midstream operators delayed and canceled projects...
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Upstream outlook: A shift to responsible drilling
In 2020, the oil and gas upstream sector dramatically shifted to a self-preservation and survival mode. The impact of COVID-19...
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Future of refining –Rationalize, reduce, and repurpose
The global refining sector has been severely hit by the outbreak of COVID-19 pandemic with dramatic cuts to fuel demand....
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Gasifying Central and Eastern Europe with small-scale LNG
LNG has in recent years transformed into an exciting fuel market. Decarbonization efforts and policies, low costs, and regulatory pressure...
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Sulfur removal options for natural gas operators
Natural gas production in the U.S. is growing at ~6% annually with dry natural gas production levels expected to reach...
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Is Power-to-Gas a Viable Option?
Renewable energy capacity has grown significantly in recent years as it has become more cost competitive with natural gas and...
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United States EV charging infrastructure: Rising role of utilities?
President-elect Joe Biden has committed to build 500,000 electric vehicle (EV) chargers by 2030. However, United States is expected to...
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Pandemic continues to push U.S. refinery closures and shift to renewable fuels
U.S. refiners and integrated oil majors have announced several permanent closures of refineries with some planning to convert them into...
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A long road ahead for Oilfield Services
The oilfield service (OFS) industry took a major financial hit with the crash of crude oil prices earlier this year....
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Energy policy proposals of the U.S. presidential candidates
With the 2020 presidential election right around the corner, ADI Analytics has summarized the proposed energy policies of Donald Trump...
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Quad Oa: Implications for Midstream Oil & Gas
The European Commission presented its first strategy to reduce methane emissions since 1996. This strategy detailed measures to reduce methane...
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ESG Offerings: The Next Competitive Advantage
Energy and chemical operators are facing increased scrutiny around environment, social, and governance (ESG) practices. While pressure is mounting for...
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How’s digital doing across oil and gas?
By Alex Robart and Uday Turaga Over the past few years, oil and gas majors have announced a number of...
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Key takeaways from BP Week 2020
I gatecrashed an oil and gas conference in India as a grad student in the mid-1990s where India’s then Petroleum...
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Digital in chemicals: Progress but far from a transformation
In a recent investor call, Nutrien reported that its Ag Solutions Digital Hub exceeded its annual target of $500 million...
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New innovations to accelerate the energy transition
Energy transition – the shift from a fossil-based energy mix including crude oil, natural gas, and coal to a mix...
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Global Natural Gas Outlook: Lower Pricing, Greater Adoption
ADI Analytics was asked to provide an outlook on natural gas markets for CompressorTech2 magazine. Our article was featured in...
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W(h)ither oilfield services in the energy transition?
Halliburton recently launched its own technology incubator joining the ever-growing list of companies that are utilizing the start-up accelerator model...
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Small-scale LNG: A catalyst for the energy transition
Liquefied natural gas (LNG) is increasingly seen as one of several catalysts to the energy transition. As countries seek to...
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How will carbon credits drive energy transition?
Interest in the energy transition is growing rapidly and investments are following that interest closely as well. In the past...
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Renewable diesel: The wave that keeps rising
Phillips 66 is planning to convert its San Francisco refinery in Rodeo, California into a plant that by starting 2024...
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Will reshaping Latin American fuel markets threaten U.S. refined product exports?
Lower domestic fuel production coupled with rising fuel demand outlook has led Latin America to increasingly rely on U.S. fuel...
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Will Latin America sustain the U.S. refined products growth story?
Marathon Petroleum is permanently closing its two U.S. refineries in Martinez, California and Gallup, New Mexico due to weaker fuels...
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Top 10 ESG Trends in Chemicals
Chemical companies, similar to a broad range of corporate sectors, are under pressure from investors and consumers to improve Environment,...
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India’s giant leap: First gas trading hub launched
Indian Gas Exchange (IGX) has recently launched its first online delivery-based gas trading platform for its customers. The new platform...
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Top 10 ESG Trends in Energy
Investors and consumers are pressuring companies to seriously incorporate Environment, Social, and Governance (ESG) practices into their culture and operations....
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LNG Contracts: A Growing Need for Flexibility
The market and contract structures for liquefied natural gas (LNG) are constantly evolving as the LNG market matures and deepens....
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Are Chinese Cars Getting Lighter?
The automotive industry in China has been the largest in the world measured by automobile unit production since 2008. After more than 30 years...
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Petrochemicals and plastics: Thinking through the COVID-19 challenges
ADI Chemical Market Resources sees the ongoing pandemic and the commodity price crash impacting the petrochemical industry in several ways...
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What happens to margins at electric utilities’ post-COVID?
Sweeping impacts across the energy value chain from the COVID-19 pandemic are turning a spotlight now on the corporate and...
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Silica markets: Growing off the back of oil & gas industry
Silica is composed of the two most abundant elements in the earth’s crust, silicon and oxygen. Silica exists in various crystalline...
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April 2020 Report – ADI Downstream Market Advisory
Please fill this form to download the August 2019 Downstream Market Advisory Report.
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Riches to Rags: Refining in the Oil & Gas “Perfect Storm”
The refining panel session at the 2020 ADI Forum – our consulting firm’s annual oil & gas conference – in...
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Locking Both the World and Oil Down
A third of the world’s population is today living in countries that have enforced moderate to severe lockdowns on virtually...
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Oil & Gas in the Perfect Storm
We could have borrowed from Gabriel Garcia Marquez’s “Love in the time of cholera” to title this piece, “Oil and...
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Navigating COVID-19 and the Price Crash
ADI has a new study on navigating oil & gas through this “perfect storm”. The report includes granular forecasts for...
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Webinar recording: Industrials and OEMs
Watch a recording of our weekly webinar series on oil & gas in the "perfect storm" .
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Webinar recording: Power and Utilities
Watch a recording of our weekly webinar series on oil & gas in the "perfect storm", and download the presentation...
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Webinar recording: Petrochemicals
Watch a recording of our weekly webinar series on oil & gas in the "perfect storm", and download the presentation...
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Webinar recording: Downstream
Watch a recording of our weekly webinar series on oil & gas in the "perfect storm", and download the presentation...
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Webinar recording: Natural Gas and LNG
Watch a recording of our weekly webinar series on oil & gas in the "perfect storm", and download the presentation...
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Webinar recording: Midstream
Watch a recording of our weekly webinar series on oil & gas in the "perfect storm", and download the presentation...
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Webinar recording: Upstream
Watch a recording of our weekly webinar series on oil & gas in the "perfect storm", and download the presentation...
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Guyana: The new kid on the offshore block
As production began on the Guyana coast, ExxonMobil increased its estimate of proven oil reserves in the Stabroek block to...
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Private equity and Midstream Markets
In 2019 we saw significant interest in midstream markets from private equity firms. Investments by private equity have been wide...
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Regulations to drive U.S renewable diesel capacity growth through 2025
In 2019, U.S. renewable diesel capacity was around 26,000 barrels per day (Exhibit 1) but U.S. refiners are growing this...
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Jack of few, Master of one: Strategic consolidation of oilfield service companies
Oilfield services demand is strongly correlated to upstream exploration and production spending and activity patterns. However, we see significant play-wise...
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Energy Transition and Coal-Fired Power
The energy transition is the journey from a fossil-based to a carbon-free energy system. In order to achieve the energy...
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Enter monster well-pads
Pad drilling, sometimes called multi-well pad drilling, is a drilling practice that allows multiple wellbores to be drilled from a...
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Hydrogen is back in vogue
Interest in hydrogen for transportation, power, and industrial markets is growing rapidly due to climate change concerns. Conceptually, a hydrogen-based...
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October 2019 Report – ADI Downstream Market Advisory
Please fill this form to download the August 2019 Downstream Market Advisory Report.
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September 2019 Report – ADI Downstream Market Advisory
Please fill this form to download the August 2019 Downstream Market Advisory Report.
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Supply Shortages to Endure in Silicone Markets
Silicone is a vital polymer as it is used as a raw material to manufacture lubricants, adhesives, sealants, and electrical...
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August 2019 Report – ADI Downstream Market Advisory
Please fill this form to download the August 2019 Downstream Market Advisory Report.
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Future of Digital Transformation and IIoT in Midstream
Stagnant oil prices have increased pressure on the oil and gas industry to improve operational efficiencies. Digital innovation provides a...
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July 2019 Report – ADI Downstream Market Advisory
Please fill this form to download the July 2019 Downstream Market Advisory Report.
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June 2019 Report – ADI Downstream Market Advisory
Please fill this form to download the June 2019 Downstream Market Advisory Report.
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Tear down of a modern detergent
There are two forms of detergents that dominate the global laundry market – liquid and powder detergents. Liquid detergents are...
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ROCE for Majors – Downstream vs Upstream
Downstream oil and gas margins and returns, especially for refining, have shown some volatility this year. This has led to...
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Tie the Bond 2: Global tie layer resins market assessment
As discussed last month, polymers are increasingly designed keeping very specific properties in mind. Thus, multi-layered polymers are often required...
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May 2019 Report – ADI Downstream Market Advisory
Please fill this form to download the May 2019 Downstream Market Advisory Report.
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Portfolio growth and churn at Saudi Aramco
Saudi Aramco, the Saudi Arabian state oil company is the world’s largest integrated oil and gas company. It recently disclosed...
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A promising future beckons for Vaca Muerta
The Vaca Muerta shale play in Argentina has one of the greatest oil reserves in the world. The field has...
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Tie the Bond: Global tie layer resins market assessment
Polymers are increasingly being designed keeping very specific properties in mind. This often requires multi-layered polymers when multiple properties are...
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April 2019 Report – ADI Downstream Market Advisory
Please fill this form to download the April 2019 Downstream Market Advisory Report.
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Current trends in U.S. shale plays: Part 2- Bakken shale
In the previous blog, we discussed about the key drivers and upcoming trends in Permian basin which includes increase in...
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March 2019 Report – ADI Downstream Market Advisory
Please fill this form to download the March 2019 Downstream Market Advisory Report.
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Current technologies for recycling plastic waste
Plastic recycling is the process of recovering scrap or waste plastic and reprocessing the material into useful products. According to U.S. Environmental Protection...
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U.S. Crude Slate: Options in heavy oil constrained world
U.S. refiners’ crude slate has lightened due to rising tight oil supply from shale plays but not at the expense...
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Thank you for 10 great years!
Ten years ago today, sitting on the couch in my apartment, I incorporated ADI Analytics LLC. Speaking volumes of the...
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Current trends in U.S. shale plays: Part 1 – Permian Basin
U.S. oil output grew from 5.7 million barrels per day in 2011 to a record 12 million barrels per day...
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February 2019 Report – ADI Downstream Market Advisory
Please fill this form to download the February 2019 Downstream Market Advisory Report.
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Soaring DUC inventory in Permian
A drilled but uncompleted well (DUC) is a new well that has been drilled but not completed. Completion costs are...
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LNG shipping rates: What fuels the spike?
The U.S. is rapidly emerging as a major exporter of LNG, and especially of cargoes sold on a spot basis...
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Much ado about gas: Qatar’s exit from OPEC
Qatar recently announced plans to leave OPEC starting January 2019, ending its nearly six-decade long membership. The decision comes amid...
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U.S. refiners double down on capital spending
The recent profitability of U.S. oil refineries has been buoyed by the high demand of petroleum products, distillates in particular,...
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Bakken Flaring: Opportunity or Obstacle?
Flaring is the controlled burning of natural gas that cannot be processed or sold. When natural gas is vented, the...
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Iran sanctions: Will oil prices reach $100?
The U.S. has imposed sanctions on OPEC’s third-largest oil producer, Iran, which are expected to come into effect November 4,...
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CAFE Standards: Is big beautiful?
In 2012 the Obama Administration updated the Corporate Average Fuel Economy (CAFE) Standards which regulate the miles-per-gallon of light-duty vehicles...
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Impact of Trade Tariffs on the U.S. Ethanol Industry
The U.S. has imposed trade tariffs on imports from China, Mexico, Canada, and the EU which is having a huge...
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Assessing the shift of ethane from rejection to net exports in the U.S. market
Ethane is a unique market — it’s the only commodity that can either be sold as a fuel with natural...
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Is the pipeline shortage in Permian short-lived?
Crude oil production in the U.S. has been increasing steadily with a major contribution from the Permian. This is expected...
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Water transportation: the new midstream opportunity
As the number of unconventional oil and gas wells in the U.S. continues to rise, water management is increasingly becoming...
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Regulatory framework for domestic small-scale LNG projects
The U.S. Department of Energy (DOE) recently announced a rule to expedite the approval of small-scale exports of natural gas...
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How energy efficient are we really today?
Our team at ADI spends a lot of time supporting clients assess both North American and global natural gas markets...
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Capital spending in the North American refining sector
North American refiners have announced their quarterly results and they seem to be performing very well. Leading refiners have recorded...
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Assessing the Shift to Natural Gas-Fired Power Generation
ADI presented at two sessions some of its research and insights based on its consulting work at the 2018 World...
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Fueling the Oilfield with Natural Gas
ADI presented at two sessions some of its research and insights based on its consulting work at the 2018 World...
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Coal, carbon capture, and EOR: A triple crown of synergies
NRG has recently started a demonstration plant for carbon capture and storage at its coal-fired power plant southwest of Houston,...
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How can OEM, EPC, and OFS companies compete in the downturn?
Over the past decade, the North American oil and gas industry has seen many dramatic changes. The most dramatic change...
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Learning from the European LNG infrastructure build-out
We recently wrote about LNG cruise ships and how one of the largest barriers to adopting LNG as a marine...
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Delivered LNG costs from North America
The United States has started exporting LNG, thanks to the cheap and abundant supply of natural gas from shale plays....
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LNG bunkering in North America
With tightening emissions on the horizon and reduced fuel costs, LNG for marine applications has garnered lot of attention. However,...
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Which ships will adopt LNG first?
Recently, we discussed LNG bunkering infrastructure across the globe and showed two different ways of building that infrastructure; through onshore...
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Saltwater disposal regulatory outlook
Wastewater management is becoming a critical issue in the growth of unconventional resource plays. Interest in wastewater treatment is driven...
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Key Issues for U.S. Ethylene Exports
The United States has emerged as a major export hub for various hydrocarbons including crude oil, refined products, natural gas...
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Will private equity cap oil prices?
The general consensus is that oil prices are headed towards some stability in the $60s for the near-term barring major...
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Shale 2.0: A shift to gas lift
Ever since oil prices plunged in late 2014, operators have had to refocus portfolios and reconsider operational approaches. The portfolio...
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Electric Vehicles are Impacting the Mining Industry
The International Energy Agency (IEA) predicts there will be 157 million electric vehicles on the road by 2030, up from...
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Can Permian Position the U.S. as the New Swing Producer?
Flying into Midland isn’t quite the same as flying into Bay Area so drawing a parallel between Silicon Valley and...
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Methanol for Power Generation
The discovery and rapid development of shale gas and unconventional oil plays has dramatically increased the supply of natural gas...
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2017 ADI Forum Highlights: New OEM Strategies
ADI Analytics hosted its first North America Natural Gas and NGL forum in Houston late February. The forum was well-attended...
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2017 ADI Forum Highlights: Regulatory Environment
ADI Analytics hosted its first North America Natural Gas and NGL forum in Houston late February. The forum was well-attended...
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2017 ADI Forum Highlights: Natural Gas Exports
2017 North America Natural Gas and NGL Forum Highlights: Natural Gas Exports ADI Analytics hosted its first North America Natural...
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2017 ADI Forum Highlights: Power and Industrial Demand for Natural Gas
ADI Analytics hosted its first North America Natural Gas and NGL forum in Houston late February. The forum was well-attended...
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Natural Gas Liquids: Returning to Good Times?
ADI Analytics hosted its first North America Natural Gas and NGL forum in Houston late February. The forum was well-attended...
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2017 Outlook for Oil & Gas, Energy, and Chemicals
As we embark on 2017, the oil and gas, energy, and chemical industries must grapple with uncertainty that stems from...
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Chinese Self-Imposed Marine Fuel Sulfur Limits
We have written extensively about Emission Control Areas (ECAs) and their impact on LNG as a marine fuel. The International...
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Aviation Biofuels: Gaining the Attention of Major Oil Companies
BP has recently announced a $30 million investment in Fulcrum BioEnergy, a producer of aviation biofuels. As part of the investment,...
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LNG: Poised to Fuel the Next Generation of Cruise Ships
The world’s largest cruise company, Carnival Corporation, recently signed a memorandum of agreement with German and Finnish shipbuilders for three...
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A Tipping Point for Bitumen Markets
Bitumen markets around the world are struggling. Declining infrastructure spending has significant slashed bitumen demand. Supply has struggled and continues...
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Lighting Well Pads with Advances in Power Generation
Unconventional oil and gas production has taken operators into areas that lack accessibility to electricity from the grid. While most...
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Growing Consolidation and New Markets Drive Change in the Artificial Lift Market
Artificial lift is a method of increasing pressure within an oil and gas reservoir to maximize hydrocarbon recovery. Historically, artificial...
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How can turbomachinery OEMs compete in the downturn?
Since late 2014, oil prices have fallen dramatically, and capital budgets across the oil and gas value chain are being...
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Energy Policy Proposals of the U.S. Presidential Candidates
With the 2016 presidential election right around the corner, ADI Analytics has summarized the proposed energy policies of Donald Trump...
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New Applications for Reciprocating Compressors in LNG
Large supplies of cheap natural gas have caused many companies to search for gas monetization options. Most focus has been...
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Oil Majors Pursue Energy Storage
In May 2016, Total announced a $1.1 billion purchase of battery maker, Saft. This is the largest investment into energy...
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The Panama Canal’s Expansion Impacts Crude Oil, LPG, and LNG
Today the Shell-chartered Maran Gas Apollonia became the first large LNG tanker to transit the newly expanded Panama Canal carrying...
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Applying Latin American LNG Strategies in the U.S.
The Bolivian state energy company Yacimientos Petroliferos Fiscales Bolivianos (YPFB) is using an LNG virtual pipeline, which is a system...
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A Slowing Dragon: China’s LNG Demand Declines for the First Time
In 2014, China’s LNG demand peaked at 2.7 billion cubic feet per day (bcfd) making it the third-largest LNG importer...
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Exploring Alternatives to Silicon Photovoltaic Cells
In today’s solar power industry, about 90% of solar panels are made from silicon materials. The price of silicon photovoltaics...
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Addressing Pipeline Corrosion Using New Practices and Technologies
In May 2015, a corroding California pipeline leaked over 3,400 barrels of oil into the Pacific coastline. This was one...
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Understanding Octane Value in North America
The value of an octane barrel has risen significantly in recent years going from $2.10 in 2010 to $3.99 in...
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Cost-Cutting Measures to Improve Offshore Projects
The cost of extracting a barrel of crude oil quadrupled from 1996 to 2014. There are many reasons for this...
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Benchmarking costs in unconventional oil and gas
ADI Analytics is currently working on a study focused on identifying opportunities to further reduce unconventional costs. Specifically, we are focused...
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Petronas Starts-Up While Other FLNG Projects Struggle
Earlier this year, Petronas launched the world’s first floating liquefied natural gas (FLNG) vessel, PFLNG 1. The vessel is capable...
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What Does the Failure of the HAL BHI Merger Mean for M&A in Oilfield Services?
Last week, it was announced that Halliburton would not be following through with its acquisition of Baker Hughes. Meanwhile, in early...
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Improving Capital Projects with Modularization
Capital projects drive growth in the oil and gas industry and, yet, are plagued by cost and schedule overruns. In...
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ADI Analytics Quoted by Bloomberg on Cheniere
ADI Analytics was quoted Bloomberg's story on Jim Chanos’s bearish view of Cheniere Energy Inc. ADI Analytics has been closely monitoring...
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Natural Gas Utilization via Small-Scale Methanol Technologies
Low natural gas prices have helped in driving new attention and interest to natural gas monetization options, which will play...
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Drivers for LNG Fueled Marine Vessels Vary by Region
Recently, we wrote about how Emission Control Areas (ECA) are one of two major drivers in adopting LNG as a...
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Will Expanded Emission Control Areas Lead to Faster Adoption of LNG by Marine Vessels?
Large volumes of cheap North American natural gas from unconventional plays are driving companies to monetize the new supply in...
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North American Natural Gas Monetization Spend to Top $80 Billion Through 2017
HOUSTON, Texas--Unconventional oil and gas in North America has ushered in a flurry of capital projects aimed at taking advantage...
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A New Role for Small-scale and Peak Shaving LNG Infrastructure
Monetization of the abundant supply of natural gas from unconventional shale plays has been primarily focused on large-scale LNG export...
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Two Paths Forward for Natural Gas in Marine Applications
With tighter emissions regulations looming over the heads of marine vessel fleet owners, there is new interest in alternative fuels...
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Advancing Natural Gas Use in Transportation
Nearly all heavy duty trucks in the Unites States run on diesel. However, with an abundant and cheap supply of...
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Natural Gas Sourcing Strategies for LNG Export Projects
Thanks to the increase in shale gas production many LNG export projects have been announced, and a few have started...
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Fertilizing Gas Monetization Options with Ammonia
The production of ammonia from natural gas is another option to monetize natural gas. Ammonia has been produced from natural...
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Shell Creates a Stronger LNG Portfolio with BG
We spent this morning chatting with a couple news reporters about Shell’s decision to buy BG and figured a blog...
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MTG: Too Much Risk to be Commercially Viable?
Earlier, we wrote about how methanol produced from natural gas can be used in many different processes. One of the...
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Monetizing North American Shale with Methanol
As shale-led natural gas production increases in North America, companies around the world are exploring different monetization options. Producing methanol...
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Driving Capital Projects to Best-in-Class Execution
Large capital projects are critical drivers of growth in the oil and gas industry. Over the next two decades there...
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Options to Reduce Flaring
In 2014, almost one-third of natural gas extracted in North Dakota was lost to flaring. Flaring is when the gas...
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Bloomberg Quotes ADI Analytics on Small-Scale LNG Projects
Uday Turaga of ADI Analytics was quoted in Bloomberg’s story on small-scale LNG projects in North America and an advantage that...
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Summary of the LNG Export Regulatory Process
Liquefied natural gas export projects in the United States have many hurdles to jump over before they can commence operations....
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New LNG Export Project Planned in Louisiana
Live Oak LNG is the latest North American LNG export project to be announced. It joins 40 some other projects...
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What Role Can CNG Fill as a Transportation Fuel?
Recently, we wrote about the role of natural gas as a transportation fuel and the focus was on LNG. CNG...
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Will GTL Survive Low Oil Prices?
Sasol recently announced that its $11 billion gas to liquids (GTL) and ethane cracker project in Lake Charles, Louisiana has...
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New Technology to Address Flare Emissions
Natural gas flaring has increased dramatically in the United States with the growing development of new shale plays. Today, roughly...
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Fueling Transportation with Natural Gas
Thanks to shale gas, natural gas production is outpacing demand and available cheaply. As a result people are looking for...
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How will Oil and Gas Producers Comply with New Methane Regulations?
The White House announced recently a new goal to reduce methane emissions from oil and gas producers by 40%-45% by...
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Can Canadian LNG Truly Compete with U.S. LNG?
The shale gas boom in North America has drawn a lot of attention to LNG exporting projects in the United...
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A Brief History of Natural Gas Demand
United States natural gas production has grown at a rate of 3.8% per year since 2008 from 55 Bcf/d to...
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LNG Shipping: Responding to the New Boom in LNG Supply
The global fleet of LNG carriers surpassed 400 ships in 2014. This number is anticipated to increase to over 500...
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How Are Low Oil Prices Impacting the LNG Industry?
In the past several months, oil prices have fallen considerably. Brent crude oil is down 32% from $113 to $76...
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New Approaches to FLNG
Floating liquid natural gas (FLNG) is a new technology pioneered by Shell, but companies are already trying different approaches to...
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Exploiting Floating LNG for Small Markets
Last week, we explored a small company, Carib Energy Solutions, aiming to supply the Caribbean with LNG. We also briefly...
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North American Natural Gas Boom Spreads to the Caribbean
Carib Energy Solutions is not the name that comes to mind when people think of LNG. Most people will think...
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The global fight for resources
Nothing is more telling of the global fight for resources than a few trips to Asia and long conversations with...
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A portfolio of renewables can supply India’s demand for electricity
The big energy challenge of the future will be supplying enough low-carbon power to meet the emerging economies' growing demands....
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Progress, albeit small, on carbon markets
In the U.S., climate change and regulations on carbon emissions have been relegated to oped pieces thanks to the recession...
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Advancing gas hydrate technology
In the age of prolific and immediately-recoverable onshore gas resources, gas or methane hydrates -- a resource for the future...
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E15 anyone?
The ethanol industry is struggling again thanks to lower gasoline demand and higher corn prices. Plant shutdowns that started with...
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Stimulus’ impact on energy
Nearly $100 billion was invested in a large variety of programs in the energy sector as part of the U.S....
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Spurring natural gas demand with technology
Just within a few years of its founding, the ARPA-E has done an incredible job of identifying critical innovation gaps...
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No fracking way?
I've always loved a good debate especially when it is conducted in the classical sense with two podiums, open microphones,...
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Renewable energy is growing and spreading but still challenging
Popular and media interest in renewable energy has waned in recent months but two reports issued this month show that...
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Simple and innovative cleantech
Time magazine recently profiled BigBelly Solar and their simple but innovative solar-powered trash bins that collect and compact trash simultaneously....
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The return of the refiner?
Refiners have seen cause for growing optimism in the past few months, especially those in the U.S. Gulf Coast, Rockies,...
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Advancing the next generation of geothermal energy technologies
Geothermal energy doesn't quite have the glamor of wind, solar, or biomass and thus receives little media or popular interest....
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A SURGE of energy entrepreneurship
My colleague asked excitedly, "Are you here yet?", but I was still looking for parking. She declared "This is a...
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Replicating the shale gas story globally
The North American success story has motivated a number of foreign countries and companies to initiate efforts toward developing their...
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Corporate social responsibility in the oil and gas industry
Two interesting articles that appeared last week highlighted for me a project that ADI Analytics recently completed on benchmarking corporate...
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The “make vs. buy” lesson for Delta and Chesapeake
Ford Motor Company apparently owned the land that fed the sheep whose wool was used to make its car seats....
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Coal’s future
A client meeting yesterday on shale gas monetization began interestingly with questions on coal's future. Cheap natural gas and sluggish...
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The shale gas weekend
Shale gas seems to be the flavor of this weekend wherever one looks. If the Wall Steet Journal did an...
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U.S. as a Natural Gas Exporter?
It's a far cry from the situation five years ago when oil and gas majors were scrambling to build LNG...
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No energy is more expensive than no energy
Homi Bhabha, the architect of India's nuclear industry, reportedly once declared that no form of energy was more expensive than...
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Cars for the masses
Today the Wall Street Journal published a great piece on efforts by leading automakers such as Honda, Nissan, and General...
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Geothermal energy in India
Thermax, a leading energy and environmental service firm in India, is partnering with Reykjavik Geothermal to develop power plants in...
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Geothermal’s resurgence
The Wall Street Journal published today a good review of geothermal energy, which, "spurred by new technology and government funds,...
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China is the New Energy Dragon
It's official. China is the world's largest consumer of energy. This happened a lot sooner -- at least five years...
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If China is the “green giant,” how far behind can India be?
If China is the "green giant," how far behind can India be? A recent story documents how companies are trying...
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Growth or dividends: Investing in oil
The Wall Street Journal today presented an interesting framework to think about investing in oil. The article takes a rather...
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Shell’s growing bet on biofuels
Shell's $1.6 billion investment http:in Brazil's Cosan to create a $12 billion joint venture indicates the company's growing comfort with...
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India’s policy on oil and gas exploration and production
I have just published an op-ed article on India's oil and gas exploration and production policy. It appeared in Business...
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ConocoPhillips: An unfair rap?
So ConocoPhillips has not done well on the stock market in recent times. It also did not help when Warren...
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Us vs. them: Information and climate change
It is unlikely that the debate will ever be settled but this is a cool graphic depicting key issues among...
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Shell may sell its refineries to Essar
Shell is discussing the sale of its three European refineries to Essar, as discussed in a previous post, at $4,000...
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Renewables M&A gets down to earth
KPMG has published an interesting survey of mergers and acquisitions in the renewable energy industry. Major conclusions include: Deal volume...
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Gorgon’s new model for liabilities of carbon capture and sequestration
The WSJ has an interesting blog uncovering an under-reported aspect of the $37-billion Gorgon natural gas project in Australia being...
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Irrational exuberance or legit joy?
The New York Times has published a piece commenting on the flood of recent oil field discoveries, far exceeding the...
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Will renewable energy benefit from R&D investments?
In a presentation, Rice University's Baker Institute scholars have looked at patenting activity over the past few decades, government funding...
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Wanted: Higher carbon prices
If we want higher carbon prices to incentivize projects that reduce carbon emissions, the latest auction in the United States'...
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Friedman on solar energy: Invented in U.S., sold abroad
Tom Friedman visited Applied Materials recently and has written a piece in the New York Times hypothesizing why all of...
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Suzlon’s technology woes
Forbes has just launched a business magazine focusing on India and has done a great -- if wordy -- story...
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Continued growth for U.S. onshore wind energy projects
Executing on a strategic decision to focus on the U.S. onshore wind energy market, BP has exiting from other countries....
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European refineries on sale
Several refineries are being sold in Europe -- see table below based on Reuters data -- because of moderating demand for...
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Solar energy’s growth pangs
First Solar, the Arizona-based world's largest maker of solar cells, breaks into the difficult Chinese market with a $5-6-billion deal...
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BP’s Tiber underscores difficulty of finding oil
Last week, BP announced a major oil discovery -- Tiber -- in the Gulf of Mexico. This discovery strengthens BP's...
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Natural gas in India
Dr. Vijay Kelkar, Chairman of India's 13th Finance Commission, is an eminent economist and public policy intellectual widely recognized within...
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