Industry: Energy Transition

U.S. refiners and majors have announced several closures of refineries.

In the November 2020 edition of the ADI newsletter, we explored the evolving role of utilities in expanding EV charging infrastructure and how this supports broader electrification goals. We reviewed recent U.S. refinery closures announced by major players, analyzed the growing importance of sulfur removal in natural gas production, and highlighted new ADI insights on […]

With the 2020 presidential election right around the corner, ADI Analytics has summarized the proposed energy policies of Donald Trump and Joe Biden. Our summary is based on the candidates’ energy policies from their websites and comments on energy issues from interviews and speeches.

Operators’ pursuit of better ESG outcomes provides a great opportunity for industrials.

Where is digital in the oil & gas industry today? How has it benefited from COVID-19?

BP is pivoting away from a predominantly oil and gas business to a future ready for the energy transition with net-zero greenhouse gas emissions by 2050. The company’s management presented their strategy last week over three afternoons.

What are challenges facing energy transition and how is innovation addressing them?

In the September 2020 edition of the ADI newsletter, we highlighted BP’s major strategic shift toward becoming a net-zero energy company by 2050, as outlined during BP Week. We also examined the current state of digital transformation in the chemical industry and explored how cleantech innovation is tackling key challenges in the energy transition. This […]

What future do oilfield service companies have in the energy transition?

Interest in the energy transition is growing rapidly and investments are following that interest closely as well. Carbon credits and their pricing will, however, play a critical role in paving the pathways for these projects.

The U.S. renewable diesel demand is currently fulfilled by limited domestic production (~26,000 bpd) and increasing imports from Singapore. To address this supply gap, U.S. refiners plan to increase their renewable diesel production capacity by approximately 300% (228,000 bpd) over the next five years, primarily driven by California’s Low Carbon Fuel Standard (LCFS).

Will reshaping Latin American fuel markets threaten U.S. refined product exports?