Industry: Batteries & energy storage

Article Icon Article

Musings from Houston Energy & Climate Week: AI and the Texas grid

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 […]

Article Icon Article

Produced water in the oilfield: From waste to a lithium goldmine?

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 […]

Premium content Icon Premium content

Gasoline in transition: ADI’s long-term global demand forecast

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 […]

Premium content Icon Premium content

SAF breakthroughs, refinery strategies, and future fuel dynamics

At the 2025 ADI Forum, Jeff Warmann, CEO & President, Monroe Energy, and Daniel Carson, VP, Strategy & Development, Montana Renewables, join moderator Uday Turaga, CEO, ADI Analytics during the fuels & refining panel. Key themes include evolving refined product demand (slowing, except jet fuel), and how global refining capacity is shifting towards biofuels. Also […]

Videos Icon Videos

The future of chemicals: Growth in 2025?

Piercen Hoekstra, Analyst, ADI Analytics, talks about ADI Analytics’ 2025 chemicals outlook. The forecast is for a sector recovery driven by increased demand for specialty chemicals in energy storage, semiconductors, and healthcare, particularly due to the growth of electric vehicles. The report also highlights a focus on efficiency and digital adoption in petrochemicals to counter […]

Videos Icon Videos

Key upstream oil and gas trends to watch in 2023

At the 2023 ADI Forum, Allie Thurmond, Asset Manager, US GoM, Exploration, Equinor; Sheldon Harbinson, VP, Americas, CMG; and Maryam Schellstede, SVP, Planning & Development, University Lands, joined moderator Uday Turaga, CEO, ADI Analytics. They participated in the Upstream oil & gas panel. The discussions on digital transformation in energy highlighted the shift from siloed […]

Premium content Icon Premium content

Headwinds facing the chemicals and polymers markets

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Uday Turaga, CEO, ADI Analytics, presented a cautious outlook for the chemical industry. Key topics included how the chemical industry faced immediate challenges from high costs, uncertain demand, and high interest rates, impacting operations and investment. However, long-term growth was driven by mega-trends like energy […]

Premium content Icon Premium content

Co-polymer market trends and outlook for 2022

At the 2022 FlexPO+ (now incorporated into the ADI Forum), Jose Mendez, Global Business Director, SK Geo Centric, joined the specialty and performance polymers panel. Key topics included the significant role of sustainability in driving polymer growth across various sectors. A key driver for this growth was recyclability, with specific chemistry technology being utilized for […]

Article Icon Article

Can turquoise hydrogen deliver?

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 […]

Premium content Icon Premium content

Bridging the gap: Integrating renewable energy with the grid

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 […]

Premium content Icon Premium content

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 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 […]

News Icon News

ADI chemicals newsletter: Air Liquide’s expansion into Japan

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, […]