Industry: Energy Transition

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?

Decreased refinery utilization in Latin America over the last decade, falling by nearly 30% to just over 50% of capacity, has been a key factor driving refined product imports. Despite planned investments in new capacity, regional economic and political challenges have largely hindered their realization.

In the August 2020 edition of the ADI chemicals newsletter, we discussed how global chemical companies increasingly faced ESG pressures amidst a mixed 2020 economic outlook. This featured a forecasted GDP contraction but a late Q2 recovery in auto sales and PMI. Europe saw plastic recycling and green hydrogen collaborations, while the Americas had an […]

In the August 2020 edition of the ADI newsletter, we dove into the critical developments that shaped the energy landscape. We examined the significant role carbon credits were poised to play in driving energy transition projects, and posed the crucial question: How would oilfield service companies adapt to this evolving sector? We also explored the […]

Environmental, social, and governance (ESG) issues are all the rage in oil & gas and energy markets today. ADI has compiled the top 10 ESG trends in energy based on our research and consulting work.

Latin America fuel supply hasn’t been able to meet the region’s fuel demand for the past several years mainly due to its refineries’ low utilization rates and a lack of investments in refinery upgrades and expansions. In addition, refining capacity has been insufficient in key Latin American countries. As a result, the region has been […]

ADI looks at trends in car manufacturing in China and its implications on materials.

At the 2020 ADI Forum, Reinaldo Bermudez, Executive Director of Turbomachinery Sales at MAN Energy Solutions, and Richard Hyde, Executive Director at One Future, joined moderator Uday Turaga, CEO of ADI Analytics, for the energy transition panel. Key topics included the cost-effectiveness of new technologies and innovation incentives, along with emissions reduction, subsea compression, and […]

At the 2020 ADI Forum, Brian Weeks, Director of the Houston Office at Gas Technology Institute (GTI), shared how ADI Analytics helped GTI with market insights for technology development. GTI, a leading non‑profit research and development organization, specializes in technology but needed expert guidance on market trends, demand‑supply dynamics, and the potential success of their […]

At the 2020 ADI Forum, Roy Hartstein, Managing Director of Responsible Energy Solutions, shared insights during the Energy Transition panel, moderated by Uday Turaga, CEO, ADI Analytics. As the industry focuses on lower-emission natural gas, the discussion examined whether responsibly sourced gas can justify a price premium, as well as market dynamics, sustainability priorities, and […]

During the Energy Transition panel at the 2020 ADI Forum, moderated by Uday Turaga, CEO of ADI Analytics, industry experts Roy Hartstein, Managing Director, Responsible Energy Solutions; Reinaldo Bermudez, Executive Director, Turbomachinery Sales, MAN Energy Solutions; and Richard Hyde, Executive Director, One Future, discussed the challenges and solutions for oil and gas companies in lowering […]