Industry: Chemicals & Plastics

The global blue ammonia market is rapidly expanding, driven by increasingly stringent decarbonization policies and regulations that promote the production and adoption of low-carbon ammonia. Examples include the European Union’s (EU) Carbon Border Adjustment Mechanism (CBAM), which incentivizes low-carbon ammonia production by imposing a carbon cost on imports based on their embedded emissions. Besides, the […]

For much of the 20th century, R&D was viewed as a long-term investment in scientific discovery, often insulated from day-to-day operational pressures. Success was measured in patents, breakthrough technologies, and the promise of future growth. Today, that view no longer holds. Across energy, chemicals, and broader industrial sectors, R&D has been reshaped by a combination […]

Ammonia has increasingly emerged as a potential low-carbon marine fuel to support decarbonization in the maritime sector due to its carbon-free combustion profile. However, compared to methanol, ammonia has lagged behind in commercial adoption as a low-carbon marine fuel. This is primarily due to its toxicity, which requires more complex storage and handling systems, as […]

On April 7, 2026, the European Commission announced the first official Carbon Border Adjustment Mechanism (CBAM) certificate price for Q1 2026 at €75.36 per tonne of CO2 equivalent (~$88/t CO2e), marking the EU’s first explicit carbon price applied to imported goods. This rate will be applied to the embedded emissions in CBAM-covered imports and is […]

Immersion cooling fluids are taking on more importance as data‑center operators deploy higher‑power artificial intelligence (AI) and high-performance computing (HPC) systems. Rack densities are increasing faster than traditional air systems can accommodate, and liquid cooling is now part of the design discussion for many new builds and retrofits. In that context, fluid properties affect reliability, […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The UAE’s exit from OPEC (see our prior blog) in late April 2026 reflects a decisive shift toward a volume‑driven strategy focused on monetizing its hydrocarbon resource base ahead of the global energy […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. On April 28, 2026, the United Arab Emirates (UAE) announced it was quitting the Organization of the Petroleum Exporting Countries (OPEC), the producer group created in 1960 to coordinate and unify petroleum supply […]

Venture Global’s LNG projects have drawn attention for how quickly they have moved from construction to first production. A highly modular, repeatable design approach has allowed those projects to come online faster than many traditional, bespoke developments. Across energy and industrial markets, project conditions have become more challenging. Project costs are rising and timelines are […]

In the April 2026 edition, we assess how escalating geopolitical tensions, particularly the Iran conflict, are disrupting global chemical supply chains and driving cost volatility across petrochemicals and fertilizers. At the same time, consolidation and portfolio reshaping continue across the CASE and polyolefins sectors, alongside investments in recycling, bio-based solutions, and downstream integration. Recent developments […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The global helium market is undergoing a structural transformation as geopolitical instability in the Middle East and export restrictions in Russia take approximately 25% to 30% of world supply offline. Qatar, which accounts […]

ADI Analytics is pleased to announce its participation in the 2026 Annual Convention & Expo, which took place April 20–22, 2026, in Nashville, Tennessee. During the event, ADI Analytics presented “Adhesives and Sealants Outlook Remained Resilient Amidst a Structural Shift.” The presentation explored the evolving market landscape for adhesives and sealants, highlighting how long‑term demand […]

The ongoing Iran conflict is driving major structural shifts across global energy and chemical supply chains. In this brief update, ADI Analytics breaks down four critical market implications—from prolonged natural gas shortages to a surprising reality check on crude oil prices. Key Highlights Watch the video to explore these shifting market dynamics >>