Industry: Hydrogen

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Oil & gas, energy transition, and chemicals in 2026

At the 2026 ADI Forum, Uday Turaga, CEO of ADI, provided a cross-segment outlook on the energy and chemical value chains. He highlighted the firm’s focus on the strategic interfaces between upstream production, global gas markets, and power generation, emphasizing how infrastructure and geopolitical shifts are reshaping global commodity flows. Key themes included a shift […]

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Energy transition: Chasing the electron

At the 2026 ADI Forum, Ernest Peeples, VP, Business & Economic Development, Entergy; Jason Padilla, VP, Product Management & Marketing, INNIO Waukesha; and Ani Kulkarni, CEO, Cavendish Renewables Technology join Uday Turaga, CEO, ADI Analytics for the Energy Transition panel. The panel highlighted the AI-driven surge in electricity demand, forcing utilities to balance rapid capacity […]

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Beyond green hydrogen: Electrolyzers as grid stabilizers

The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]

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Newsletter: Risks to the LNG Supercycle

The December 2025 edition of the ADI Newsletter highlights key developments shaping the global energy transition. North American LNG capacity is on track to double over the next five years, raising risks around U.S. pricing models and potential infrastructure bottlenecks. At the same time, the export of U.S. shale expertise is accelerating, with Continental Resources’ […]

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Newsletter: The grid infrastructure gold rush

The November 2025 edition of the ADI Newsletter spotlights major shifts shaping the energy landscape. AI-driven data center expansion is triggering a grid infrastructure “gold rush,” with valuations soaring to 20× EBITDA amid transformer shortages and interconnection delays. Our outlook also shows carbon capture, utilization, and storage (CCUS) gaining global traction, with nearly 50 mtpa […]

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Repurposing pipelines for hydrogen

The global shift toward a hydrogen economy is one of the defining infrastructure challenges of our time. While interest in hydrogen has waned significantly in the past year, it continues to hold immense potential as a clean energy carrier, its widespread adoption hinges on the ability to transport it efficiently and safely. Based on ADI’s […]

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Gastech reinforces natural gas and LNG’s growth supercycle

This was an exciting week as ADI Analytics was honored to host U.S. Energy Secretary Chris Wright and Interior Secretary Doug Burgum at our exhibit at Gastech 2025 in Milan. Secretary Wright showed keen interest when our conversation shifted from gas and LNG to produced water management—a topic likely close to his past life leading […]

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ADI Analytics joined Texas delegation at Gastech in Milan

Panuswee Dwivedi, Project Manager, represented ADI Analytics at the Gastech Exhibition and Conference from September 9-12, 2025, in Milan, Italy. Gastech is a premier event for natural gas, LNG, hydrogen, and low-carbon solutions. She joined the Texas delegation at the Texas Pavilion, where we had a booth, to discuss the latest trends and insights across […]

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Exploring clean hydrogen pathways beyond electrolysis

While water electrolysis has captured much of the attention for “green” hydrogen production, the landscape of clean, low-carbon hydrogen generation is actually much broader and more technologically varied. Many innovative companies are actively developing alternative methods. They’re using different raw materials and pioneering advanced processes to produce hydrogen with a significantly reduced carbon footprint. Based […]

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ADI presented at the NA Hydrogen Expo

We were pleased to participate in the North American Hydrogen Expo in Houston in June. ADI presented “Navigating the Hydrogen Highway,” focusing on hydrogen demand and refueling infrastructure for heavy-duty applications. New models from manufacturers like Hyzon and Daimler will significantly drive global hydrogen demand. This will lead to major growth in heavy-duty vehicles beyond […]

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Hold ’em or fold ’em: Navigating the hydrogen downturn

Hydrogen is key to decarbonizing, and countries worldwide unequivocally recognize this, as seen from the widespread policies supporting hydrogen market development displayed in exhibit 1. Most European countries have developed hydrogen strategies and roadmaps, with targets for green H2 production capacity by 2030, including 5.0 GW in the UK, 10.0 GW in Germany, and 6.5 […]

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Can turquoise hydrogen deliver?

Traditionally, hydrogen has been produced predominantly via steam methane reforming (SMR), a process in which methane in natural gas reacts with steam at high temperature, producing hydrogen, and carbon dioxide (CO2) as byproduct. Hydrogen produced via this method is commonly referred to as grey hydrogen. Although this method is cost-effective, it contributes significantly to greenhouse […]