Industry: Energy Transition

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2022 Hydrogen outlook: Continued momentum towards a grand vision

Powered by rising support for decarbonization, hydrogen is being positioned as a key pillar to the energy transition. Through 2021, more than 200 hydrogen projects were announced, 30 countries had released their hydrogen roadmaps, and governments worldwide announced billions of dollars in capital spending towards hydrogen infrastructure. This momentum is expected to continue in 2022 […]

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2022 Midstream outlook: Challenging times ahead

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.

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Ammonia’s growing role in the energy transition

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 […]

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ADI newsletter: Ammonia, hydrogen projects, and rare earth supply

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 […]

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Will silver be driven by the energy transition, too?

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.

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Shipping pathways for hydrogen transportation

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, […]