Industry: AI and digital

The engineered pump industry is seeing growing demand from AI infrastructure, LNG expansion, critical minerals development, and industrial modernization. At the same time, aftermarket services and digital monitoring are becoming larger contributors to industry profit pools. These trends are changing industry growth drivers and profit pools (see Exhibit 1). Exhibit 1.  Growth drivers in the […]

In the August edition of the ADI newsletter, Artificial lift providers are advancing automation, analytics, and predictive maintenance to improve production performance and reduce operating costs. Meanwhile, energy infrastructure investors are expanding beyond pipelines into gas processing, LNG, power, utilities, and storage assets. At the same time, surging electricity demand is exposing grid constraints, driving […]

The race to power AI is forcing the tech and energy sectors to get radically creative—from wave-powered floating data centers to decentralized inference clusters. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down the defining data center energy trends of 2026 so far and shares the critical infrastructure bottlenecks ADI is currently […]

SLB’s recent acquisition of S&P Global’s upstream software portfolio (including Kingdom and Petra) signals a major strategic shift across the sector. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down how oilfield service majors are aggressively chasing recurring digital revenue and why a global exploration rebound is making these tools more valuable […]

SLB this week agreed to acquire S&P Global Energy’s upstream software portfolio, aiming to bring software-like economics to OFSE companies. The acquisition includes the widely used Kingdom, Petra, and Harmony geoscience and petroleum engineering tools, mainly used for U.S. onshore workflows. SLB sees this as an expansion of its digital platform with essential tools to […]

The global upstream sector is entering a massive supply overhang that could depress crude prices for much of the year. In this brief update, Panuswee Dwivedi, Project Manager at ADI Analytics, breaks down how operators are stress-testing budgets and why capital is rapidly shifting from US shale to high-margin international offshore projects. Key Highlights Watch […]

The November 2025 edition of the ADI Newsletter spotlights major shifts shaping the energy landscape. AI-driven data center expansion is triggering a grid infrastructure “gold rush,” with valuations soaring to 20× EBITDA amid transformer shortages and interconnection delays. Our outlook also shows carbon capture, utilization, and storage (CCUS) gaining global traction, with nearly 50 mtpa […]

The October 2025 edition of the ADI Newsletter highlighted major trends shaping energy and industrials. At Gastech Milan, discussions with key leaders such as U.S. Energy Secretary Chris Wright and U.S. Interior Secretary Doug Burgum underscored how natural gas and LNG are entering a new phase of sustained growth driven by energy security and rising […]

The industrial aftermarket, once considered a secondary business of spare parts and repairs, has evolved into a strategic growth engine for energy-focused industrial and manufacturing companies. This shift isn’t just an incremental change, but a critical business and strategic imperative driven by declining and increasingly volatile capital spending by oil & gas, energy, and chemical companies. […]

This was an exciting week as ADI Analytics was honored to host U.S. Energy Secretary Chris Wright and Interior Secretary Doug Burgum at our exhibit at Gastech 2025 in Milan. Secretary Wright showed keen interest when our conversation shifted from gas and LNG to produced water management—a topic likely close to his past life leading […]

Last week, the annual Digitalization in Oil & Gas conference rolled into Houston, and I was grateful for the opportunity to speak at this always-excellent event hosted by our friends at the Energy Conference Network. The panel was charged to talk about building a digital-ready workforce, and I prepared by summarizing ADI Analytics’ consulting and research […]

Google recently published new data showing how much energy it takes to run its Gemini AI assistant. What makes this release important is not just the numbers, but how Google measured them. How we measure AI’s energy use Most existing estimates of AI energy use, such as AIEnergyScore, focus only on the power used by […]