Industry: Hydrogen

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 […]

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’ […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

At the 2025 ADI Forum, Jeff Warmann, CEO and President of Monroe Energy, and Daniel Carson, VP of Strategy and Development at Montana Renewables, joined moderator Uday Turaga, CEO of ADI Analytics, for the Fuels & Refining Panel. The discussion focused on key themes such as the evolving demand for refined products, which is slowing […]

At the 2024 ADI Forum, Uday Turaga, CEO, ADI Analytics, presented the energy transition outlook. Key topics included the persistent role of oil and gas, the impact of policies like the IRA on clean energy, and challenges in commercializing new technologies beyond just capital. Themes highlighted evolving energy economics, underestimation of risks by incumbents, and […]

At the 2022 ADI Forum, Heath DePriest, VP of Emerging Energy at Phillips 66, outlined the company’s green energy vision during the Energy Transition panel, moderated by Uday Turaga, CEO of ADI Analytics. DePriest discussed Phillips 66’s strategic investments in both the molecule and electron sides of energy transition, including electrification, EV charging, battery technology, […]