Industry: Distribution

At the 2026 ADI Forum, Uday Turaga, CEO of ADI, provided a cross-segment outlook on the energy and chemical value chains. He highlighted the firm’s focus on the strategic interfaces between upstream production, global gas markets, and power generation, emphasizing how infrastructure and geopolitical shifts are reshaping global commodity flows. Key themes included a shift […]

In 2026, ADI expects demand growth to drive the midstream sector as opposed to supply growth. At the same time, disciplined capital allocation strategies will reshape how infrastructure is developed, optimized, and valued. Exhibit 1 summarizes our growth expectations in midstream oil and gas, and we share below 10 key insights on what to expect […]

ADI Analytics has released its power and electricity outlook for this year, and the global power industry sees 2026 as a genuine inflection point: demand accelerates, supply lags, and physical constraints—not capital—set the pace. The following ten points summarize the key findings from our latest analysis. 1. Electricity consumption grows 3.5–5.5%, led by data centers, […]

The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]

Gold prices have increased by nearly 50% in the past year, but that’s not the only gold rush in town these days. The other gold rush is for a piece of the supply chain action that enables access to the grid for power generation assets, powering the upcoming AI-driven data centers. The grid infrastructure gold […]

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 […]

Hydrogen is key to decarbonizing, and countries worldwide unequivocally recognize this, as seen from the widespread policies supporting hydrogen market development displayed in exhibit 1. Most European countries have developed hydrogen strategies and roadmaps, with targets for green H2 production capacity by 2030, including 5.0 GW in the UK, 10.0 GW in Germany, and 6.5 […]

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 […]

In a previous blog post, we discussed the difficulties of reducing greenhouse gas (GHG) emissions in the chemical industry. Similar challenges also exist in the oil and gas industry, particularly in the upstream sector, which is known for being one of the most difficult sectors to reduce GHG emissions. According to the International Energy Agency […]

On November 5th Americans will vote for their next president. This election can feel like déjà vu, as the two main candidates are the same as in 2020. According to current polls and reports, the race is expected to be tight. The first debate is scheduled for June 27th and might help inform voters – […]

AI is transforming electric utilities’ energy transition by optimizing grid management, renewable integration, asset maintenance, grid integrity, and smart building efficiency.

The clean energy revolution is upon us, and the U.S. grid is feeling the growing pains. A staggering 2,600 gigawatts (GW) of renewable energy projects, primarily solar and wind, are lined up waiting to connect to the grid . This clean energy tsunami is more than double the existing generating capacity in the U.S., signifying […]