Industry: Energy Transition

In the April 2021 edition of the ADI newsletter, we explored how ESG pressures are reshaping the refining sector, as companies respond to growing investor and stakeholder demands. We also examined the complex challenge of decarbonizing the chemical industry and highlighted emerging strategies. Our primer on CCUS reviewed ExxonMobil’s major Gulf Coast project proposal. Finally, […]

LNG exports have grown rapidly due to the surplus of cheap natural gas, coal-to-gas switching, and decarbonization incentives. While the potential of LNG is promising, its outlook is uncertain as its value proposition of low emissions is increasingly being challenged.

Decarbonizing the steel industry is challenging but hydrogen can help.

Electrification of the transportation sector is one of the frontrunners of the energy transition and is supported and enabled by EV charging infrastructure.

In the March 2021 edition of the ADI newsletter, we explored critical developments in the global energy transition. Carbon-neutral LNG continued to grow, fueled by natural gas surpluses and decarbonization incentives, though its emissions claims face growing scrutiny. EV infrastructure emerged as a cornerstone of transport electrification, enabling rapid sectoral shifts. We also highlighted ADI’s […]

In 2020, the energy transition thrived amid a difficult energy landscape due to heightened demand, policy support, technological progress, and diversification by incumbents.

The great midstream buildout seems to be over, at least for now. In 2020, midstream operators delayed and canceled projects in efforts to slash capital spending due to the uncertainty of Covid-19. Operators also worried about E&Ps, many of whom were facing the prospects of bankruptcy, and renegotiated existing agreements to ensure their survival as […]

The COVID-19 pandemic in 2020 forced the oil and gas upstream sector into a survival mode characterized by drastic CAPEX reductions, postponed deals, and widespread renegotiations due to plummeting crude oil prices and demand.

The COVID-19 pandemic severely impacted the global refining sector, causing dramatic fuel demand cuts, especially in transportation, which led to oversupply and plummeting margins. In response, refiners worldwide reduced utilization and altered product yields. They also slashed capital spending, deferred projects, and even shut down or converted facilities. While global fuel demand remains subdued with […]

In the December 2020 edition of the ADI chemicals newsletter, we covered private equity’s chemical industry outlook post-COVID-19, alongside signs of global economic recovery despite a projected 2020 GDP drop. The industry saw actions on plastic pollution, a LyondellBasell acquisition, a Formosa project pause, biofuel and recycling developments, and various international projects and business activities.

Competitive renewable power can drive power-to-gas in some regions.

President-elect Joe Biden has committed to build 500,000 electric vehicle (EV) chargers by 2030. However, United States is expected to have nearly 15 million electric vehicles (EVs) by 2030. EV adoption is expected to be fueled by decarbonization goals, decreasing battery costs, growing efficiency, and EV model growth. Another important driver that will drive EV […]