Industry: Chemicals & Plastics

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ROCE for Majors – Downstream vs upstream

Downstream oil and gas margins and returns, especially for refining, have shown some volatility this year. This has led to concerns among investors who are questioning whether the traditional stability seen in those segments has run its course. Such concerns are overblown, and the volatility seen in the past few months is primarily due to […]

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Tie the bond 2: Global tie layer resins market assessment

Increasingly specific property requirements in polymer design lead to multi-layered structures. Tie layer resins are frequently needed to ensure adhesion between the different polymers within these structures. The adhesion characteristics of the chosen polymers are critical for selecting the appropriate tie-layer resins.

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ADI newsletter: Portfolio growth and churn at Saudi Aramco

In the June 2019 edition of the ADI newsletter, we dove into Saudi Aramco’s latest financial statements and strategies for optimizing its asset portfolio. Additionally, we reviewed key issues impacting the U.S. West Coast refining market, based on ADI’s June Downstream Market Advisory.

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ADI chemicals newsletter: U.S., India on chemical investment

In the June 2019 edition of the ADI chemicals newsletter, we highlighted key trends in the global chemical industry. While the U.S. and India showed GDP growth, other regions faced challenges. In the Americas, ExxonMobil and Indorama expanded capacities, while INEOS entered the U.S. pigments market. Europe saw new plants from MOL and Irkutsk Oil, […]

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Tie the bond: Global tie layer resins market assessment

Polymers are increasingly being designed keeping very specific properties in mind. This often requires multi-layered polymers when multiple properties are needed in a single structure. Depending on the characteristics desired, the final structure can include anywhere from three to 11 layers. Multi-layered structures using different resins are difficult to manufacture especially when two dissimilar layers, […]

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ADI newsletter: Vaca Muerta looks promising

In the May 2019 edition of the ADI newsletter, we explored the promising shale development in Vaca Muerta, focusing on Argentina, China, and Saudi Arabia. We examined the growing shift toward sustainability in the plastics industry, with a look at recycling efforts. Additionally, we provided insights from ADI’s May 2019 Downstream Market Advisory on the […]

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Scaling up hydrogen: Capital investments in large-scale plants

At the 2019 ADI Forum, Austin Knight, COO, Large Industries, Air Liquide, USA joined Uday Turaga, CEO, ADI Analytics on the downstream panel. In terms of capital investments, the focus was on expanding industrial gas networks (oxygen, nitrogen, hydrogen) along the Gulf Coast, particularly in Texas and Louisiana. These networks connect various assets and customers, […]