Industry: Energy Transition

The global chemical industry experienced a rapid, albeit unstable, recovery in 2021, with stabilization anticipated in 2022.

Despite anticipated slower growth and reduced capital spending in the U.S. midstream sector in 2022, driven by factors including policy changes and shifting capacity needs, international markets and energy transition initiatives like carbon capture and hydrogen offer growth opportunities, while Europe’s gas shortage may spur storage capacity increases.

Faced with COVID-19 challenges, mining operators in the preceding year focused on resilience, investor confidence, ESG, and capital/operational discipline. These priorities, alongside complexities identified in 2021, remain pertinent for the industry in 2022.

ADI Chemical Market Resources launches “Chemical Shorts” podcast hosted by Jacqueline Unzueta. The first episode features analysts discussing mining chemicals, demand drivers, and alternatives.

ADI’s blog series examines the refining industry in Latin American import-reliant nations, including Brazil, Mexico, Chile, and Ecuador. The latest installment focuses on Peru, drawing from their study, “Market Outlook for U.S. Refined Products Exports to Latin America.”

Ammonia is a compound that is primarily used in fertilizers to increase crop yield and other agricultural purposes. In addition, it is also used in the chemical industries as a refrigerant and to manufacture synthetic fibers, resins, and other products. Because of its various applications, there is an existing commercial distribution network for ammonia globally […]

ADI’s blog series analyzes Latin American refining, focusing on import-reliant nations. Previous blogs covered Brazil, Mexico, and Chile; today’s discusses Ecuador, based on their study, “Market Outlook for U.S. Refined Products Exports to Latin America.”

In the November 2021 editionn of the ADI newsletter, explored key global energy and resources trends shaping industrial strategy. Topics included the rising potential of ammonia as an energy carrier in the transition to cleaner fuels, and whether oil majors’ investments in hydrogen projects mark a true strategic shift toward decarbonization. We also examined Mexico’s […]

Silver’s main domestic use in 2020 was electrical and electronics (28%), surpassing jewelry and silverware (26%). Its industrial applications, including pharmaceuticals and solar cells, are driven by its superior conductivity and resistance properties.

Several countries have laid out hydrogen strategies in the journey to energy transition. For example, South Korea is aiming to quadruple current annual demand for hydrogen to 2 million tons per year (MMTPA) by 2030 and grow to 5 MMTPA by 2050. Similarly, Japan is aiming to consume 3 MMTPA by 2030, rising to 20 MMTPA by 2050. However, […]

In the October 2021 edition of the ADI newsletter, we examined evolving dynamics in energy and materials markets with a focus on sustainability and future demand. This issue featured an outlook on asphalt market growth in emerging economies as refiners seek alternative revenue streams. We also assessed the environmental challenges facing lithium mining for electric […]

How will hydrogen by transported if Energy Transition picks up the pace? Can existing pipelines help meet growing hydrogen demand?