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Natural gas and LNG: Seizing the supercycle

At the 2026 ADI Forum, Guy Braden, SVP, Commercial, Cameron LNG; Dave Conover, VP, Govt. Relations & Comms, Kinder Morgan; and Ben Kluding, Product Manager Americas, Hoerbiger joined Uday Turaga, CEO, ADI Analytics for the Natural Gas and LNG panel. Key themes included the global LNG supercycle and the pricing impacts of record capacity growth, […]

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Oil & gas, energy transition, and chemicals in 2026

At the 2026 ADI Forum, Uday Turaga, CEO of ADI, provided a cross-segment outlook on the energy and chemical value chains. He highlighted the firm’s focus on the strategic interfaces between upstream production, global gas markets, and power generation, emphasizing how infrastructure and geopolitical shifts are reshaping global commodity flows. Key themes included a shift […]

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Chemicals and plastics: Recovery and circularity

At the 2026 ADI Forum, Jonatas Melo, President, Baystar; Badrish Krishnan, Director of Specialty Polymers, SK Geo Centric; and John Uhran, CEO, Locus Fermentation Solutions joined Uday Turaga, CEO, ADI Analytics for the Chemicals and Plastics panel. Key themes discussed were the industry’s ongoing struggle with global overcapacity and margin compression, the wave of asset rationalizations […]

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Energy transition: Chasing the electron

At the 2026 ADI Forum, Ernest Peeples, VP, Business & Economic Development, Entergy; Jason Padilla, VP, Product Management & Marketing, INNIO Waukesha; and Ani Kulkarni, CEO, Cavendish Renewables Technology join Uday Turaga, CEO, ADI Analytics for the Energy Transition panel. The panel highlighted the AI-driven surge in electricity demand, forcing utilities to balance rapid capacity […]

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2026 ADI Forum

The 2026 ADI Forum highlighted a rapidly shifting energy landscape, where global models are giving way to region‑specific strategies shaped by local policy, infrastructure, and power demand. Featuring about 15 speakers across five strategic panel sessions, the forum provided a comprehensive outlook on oil & gas, LNG, power markets, chemicals, and the energy transition. Event […]

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Future of methane regulations: trump administration impact

Uday Turaga, Founder and CEO of ADI Analytics, shared expert insights with clients, including operators, OEMs, and oil field service companies, on the future of methane regulations. This discussion explored how methane emission pressure on US oil and gas would persist, driven by European LNG buyers, state-level rules, the Inflation Reduction Act, and voluntary industry […]

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Impact of tariffs on the U.S. chemicals industry

Piercen Hoekstra, Analyst, ADI Analytics, discussed the potential impact of President Trump’s proposed tariffs on the chemicals industry, including a 10% tariff on Chinese goods and a 25% tariff on imports from Canada and Mexico. These tariffs, while less severe than initially proposed, could significantly increase costs for US chemical companies due to their reliance […]

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AI, decarbonization, and the future of specialty chemicals

At the 2025 ADI Forum, Rob Helwick, CEO & President, Meridian Chemicals, and Anahita Khanlari, Solution Marketing Director, AspenTech, joined moderator Panuswee Dwivedi, Project Manager, ADI Analytics. The group participated in the specialty chemicals panel. Key topics include the chemical industry’s focus on digitalization, efficiency, and sustainability, driven by market shifts and feedstock challenges. This […]

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Why PE is betting big on chemicals

At the 2025 ADI Forum, Tom Ambrose, Co-Founder & Partner, Black Bay Partners, and Chris Hogan, MD, KeyBanc Capital Markets join Uday Turaga, CEO, ADI Analytics for the investor panel on chemicals day. Key topics include private equity’s robust capital but choppy deal activity due to high interest rates, leading to bifurcated valuations favoring top-tier […]

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Decarbonizing with SAF, RNG, & E-fuels

At the 2025 ADI Forum Shahid Malik, CEO of Renewable Energy at WM; Anthony McMaken, VP Finance at HIF Global; and Pratik Chandhoke, Sr. Technical Manager at Neste discussed scaling SAF, RNG, and e-fuels, emphasizing policy support, feedstock challenges, technological innovation, and cost reduction strategies for a sustainable future.

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Plastics & performance: Key trends in engineered materials for mobility

At the 2025 ADI Forum, Sachin Sakhalkar, SVP, Teknor Apex, and Kristian Gubsch, Co-Founder, Mars Materials joined the engineered materials panel, moderated by Uday Turaga, CEO, ADI Analytics. Key themes during the panel included how the chemical industry is driving high-performance polymer innovation for autos, especially EVs, leading to polyamide adoption and a manufacturing shift […]

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The future of polyolefins: Sustainability and recycling

At the 2025 ADI Forum, Ricardo Estrada, VP, Plastilene Group and Jan Kalfus, Director, Braskem joined moderator Panuswee Dwivedi, Project Manager, for polyolefins panel. They explore polyolefins market challenges like low operating rates and overcapacity amidst rising demand for sustainable solutions. The discussion highlights the economic viability of bio-based and recycled polyolefins and the role […]