Industry: Batteries & energy storage

The ADI team participated in multiple events across the city during the second annual Houston Energy and Climate Week in September 2025—which has now grown into a vibrant global event—hosting many of our clients who traveled from as far as Asia and Europe. Houston’s startup landscape feels vibrant and increasingly central to the energy transition; the ION and Greentown Labs have emerged […]

On June 27, 2025, the Texas Supreme Court ruled in Cactus Water Services, LLC v. COG Operating, LLC. It declared that produced water is oil & gas waste and therefore belongs to the hydrocarbon lessee i.e. oil & gas operator typically. This landmark decision clarifies that the right to produce oil & gas inherently includes […]

ADI Analytics has just updated and published its global gasoline demand forecast, offering a clear perspective on the intricate shifts occurring in the market. While overall oil demand continues to see growth, driven by factors like increased air travel, road mobility, and industrial expansion in non-OECD countries, the long-term outlook for gasoline is characterized by […]

Traditionally, hydrogen has been produced predominantly via steam methane reforming (SMR), a process in which methane in natural gas reacts with steam at high temperature, producing hydrogen, and carbon dioxide (CO2) as byproduct. Hydrogen produced via this method is commonly referred to as grey hydrogen. Although this method is cost-effective, it contributes significantly to greenhouse […]

The critical need for robust investment in power grid infrastructure has been underscored by recent electricity disruptions experienced in Spain and Portugal. In April 2025, a combination of extreme weather events and constraints on the existing transmission network led to widespread outages, impacting homes, businesses, and essential services across the Iberian Peninsula. Such incidents serve as […]

Resilience through innovation and strategic restructuring is laying the groundwork for a recovery in the chemicals industry. As companies pivot toward high-growth markets and adapt to global challenges, 2025 is expected to bring renewed optimism. Key trends to watch in 2025 include: The rest of this article is available to ADI Plus Essential subscribers. ADI […]

At the 2025 ADI Forum, Jeff Warmann, CEO and President of Monroe Energy, and Daniel Carson, VP of Strategy and Development at Montana Renewables, joined moderator Uday Turaga, CEO of ADI Analytics, for the Fuels & Refining Panel. The discussion focused on key themes such as the evolving demand for refined products, which is slowing […]

In the February 2025 edition of the ADI chemicals newsletter, we covered how the global chemical industry anticipated a recovery in 2025, fueled by specialty chemicals and sustainable investments. Recent industry activities include new air separation unit in Japan by Air Liquide, strategic mergers and acquisitions like Mitsubishi Chemical’s pharmaceutical business sale to Bain Capital, […]

In the 2024 November ADI chemicals newsletter, we discussed how the chemical industry is experiencing significant shifts, with battery recycling poised for exponential growth due to mineral scarcity and regulatory pressures. Concurrently, companies are strategically expanding production capacities and engaging in mergers and acquisitions to strengthen their market positions, while securing feedstock supply agreements to […]

In the November 2024 edition of the ADI newsletter, we discussed how the U.S. natural gas sector was expanding pipelines to meet rising demand. The 2024 U.S. elections raised questions about future energy policies, and the refining industry faced challenges from declining margins and alternative fuels. Furthermore, stricter methane emission regulations drove technological investments in […]

Electric vehicles (EVs) demand continues to grow, albeit at a slightly slower pace, as ADI has reported previously.  Policy support, falling battery pack and cell prices, rising consumer interest, and innovation by automotive OEMs are all driving this growth resulting in concerns on whether there is enough supply of various critical minerals including  lithium, nickel, and other critical minerals. […]

Beginning with the 2016 Presidential election in the U.S., ADI has been publishing a summary of energy policy proposals by the leading candidates. Our summary has typically collected the positions of the two candidates on key energy issues, and we have tried to be objective by using their own words – made through statements reported […]