Industry: Energy Transition

The energy transition aims for a carbon-free system via full electrification, driven by advocacy groups. The U.S. energy mix has shifted from nuclear/hydro to coal/natural gas, with renewables poised to lead due to coal plant closures, cheaper renewables, and better storage.

Interest in hydrogen as a fuel and source of energy is surging again.

In the November 2019 edition of the ADI newsletter, this newsletter highlighted a renewed focus on hydrogen as an energy source and noted shale producers’ efforts to reduce costs through “monster well pads.”

ADI has launched a monthly subscription service covering the North American downstream market, including insights on crude oil to chemicals. Our research service provides a monthly report comprising two parts. Our goal is to provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets, operations, assets, and […]

In the March 2019 edition of the ADI newsletter, we highlighted key insights from ADI’s CEO, Uday Turaga, who recently shared 10 key themes for the oil and gas industry in 2019. This piece garnered significant attention and was republished by the Society of Petroleum Engineers. We also provided a snapshot of the downstream sector, […]

Hear firsthand why CISTAR, AlphaSense, and MAN Energy Solutions sponsor the ADI Analytics Forum. Fabio Ribeiro, Director at CISTAR, values ADI’s oil and gas insights. Terry Shidner, Enterprise Account Executive at AlphaSense, explains how attending the 2019 forum led to their sponsorship. Reinaldo Bermudez, Executive Director at MAN Energy Solutions, praises the forum’s setting and […]

At the 2019 ADI Forum, James Steffes, EVP at Direct Energy, discusses whether gas is still a bridge fuel given renewable energy’s rise. Steffes explains that $3 natural gas challenges gas-fired power generation in decarbonization. He highlights environmental groups’ changing views and infrastructure challenges. The conversation emphasizes the need to accelerate the renewable transition.

At the 2019 ADI Forum, Austin Knight, COO of Large Industries at Air Liquide, discussed the company’s energy transition strategy and its impact on clean energy. He highlighted Air Liquide’s renewable commitments, including wind energy investments in Texas, and its hydrogen investments to support fuel cell vehicles. Knight also explored global energy transition perspectives, underscoring […]

At the ADI Forum 2019, Cory Steffek, MD at Ara Partners, and Alyssa Karotkin, Manager at Equinor, explored emerging startup technologies in new energy. Moderated by Uday Turaga, CEO, ADI Analytics, the panel discussed vertical farming and offshore wind’s potential to supply 18% of global electricity by 2050, also addressing potential risks to this growth.

At the ADI Forum 2019, Cory Steffek, MD at Ara Partners, and Alyssa Karotkin, Manager at Equinor, discussed investment drivers in energy efficiency. They highlighted natural gas as a transition fuel, the growth of chemical recycling, and biodegradable materials. The panel also mentioned a refinery converting used motor oil into base oils and a $200 […]

At the 2019 ADI Forum, Cory Steffek, Managing Director at Ara Partners, shared insights on the new energy landscape. He discussed commercial models, technology development, and leveraging existing infrastructure. Steffek cautioned against a “feast or famine” mentality and highlighted the need for collaboration between mature technologies and startups to scale and advance within the energy […]

ADI has launched monthly subscription service covering the North American downstream market. Our research service provides a monthly report comprising two parts. We provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets. This includes operations, assets, and the supply chain. The first part reviews historical data […]