Industry: CCUS

The U.S. LNG export capacity growth stagnated over the past couple years due to delays caused by market volatility, labor shortages, and regulatory uncertainty. Now, the supportive stance of the Trump Administration and growing global gas demand are expected to bolster the U.S. LNG sector through 2030. U.S. LNG export capacity reached a little over […]

While water electrolysis has captured much of the attention for “green” hydrogen production, the landscape of clean, low-carbon hydrogen generation is actually much broader and more technologically varied. Many innovative companies are actively developing alternative methods. They’re using different raw materials and pioneering advanced processes to produce hydrogen with a significantly reduced carbon footprint. Based […]

At the 2025 ADI Forum, Dave Marchese, CEO, Caliche Development Partners; Charles McConnell, Executive Director, CCME, University of Houston; and Victor Lara, Manager, Customer Success & Consulting, CMG joined moderator Maria Lopes, Senior Analyst, ADI Analytics for the CCUS & DAC panel. Key topics include accelerating CCUS growth driven by increased permits, state primacy, and […]

At the 2025 ADI Forum, Uday Turaga, CEO, ADI Analytics, presents the energy transition outlook. Key topics include energy transition challenges and bright spots in solar and storage. Low-carbon molecules like SAF and hydrogen face hurdles, while electrification gains traction. Policy, economics, and supply chain overcapacity are critical factors impacting the grid’s declining carbon intensity.

In the February 2025 edition of the ADI newsletter, we noted how the oil market faced potential oversupply due to strong non-OPEC production. In contrast, the U.S. midstream sector was poised for growth, driven by increasing hydrocarbon exports and the development of new infrastructure. Global LNG prices were expected to rise due to strong demand, […]

Refineries are responsible for the production of transportation fuels and other products, such as petrochemicals and lubricants, but they also contribute significantly to global GHG emissions. According to the U.S. Environmental Protection Agency (EPA), refinery GHG emissions in 2023 amounted to 160 million metric tons CO2 equivalent (MMT CO2e), with over 70% resulting from fuel […]

Hydrogen is emerging as a promising option to decarbonize power generation, transportation, and other industries. One of the most significant barriers to scaling up hydrogen use is the lack of a transportation network. Currently, hydrogen is transported via high-pressure tube trailers and liquefied hydrogen tankers, but these methods are not economically feasible for large-scale and […]

The choice between technical service contracts (TSCs) and production sharing contracts (PSCs) can significantly impact the development of a country’s oil and gas industry.   Technical service contracts (TSCs) are agreements where a company provides technical expertise and services to the state-owned oil company in exchange for a fee. This model can be particularly attractive when […]

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 […]

Selecting the site for a new hydrogen project, chemicals plant, or renewable energy facility can be a long and rigorous process. The Inflation Reduction Act (IRA) is driving investment into new energy transition projects, but location is often a critical factor in a project’s success. Whether it’s the company’s first, second, or hundredth facility, finding […]

The greenhouse gas (GHG) footprint of plastics continues to find attention with a recent report published by researchers at Lawrence Berkeley National Lab (LBNL) in April 2024. In the past, this issue was looked at by McKinsey in July 2022 when they estimated life cycle GHG emissions of plastics. According to the LBNL report, in […]

In the September 2024 edition of the ADI newsletter, we analyzed the trends in U.S. natural gas prices and spotlighted emerging green electricity solutions for decarbonization. We shared highlights from the 2024 ADI Forum, featuring expert insights on LNG, CCUS, and private equity in chemicals. We explored how AI is transforming mining operations and why […]