Industry: Hydrogen

In the November 2021 editionn of the ADI newsletter, explored key global energy and resources trends shaping industrial strategy. Topics included the rising potential of ammonia as an energy carrier in the transition to cleaner fuels, and whether oil majors’ investments in hydrogen projects mark a true strategic shift toward decarbonization. We also examined Mexico’s […]

Several countries have laid out hydrogen strategies in the journey to energy transition. For example, South Korea is aiming to quadruple current annual demand for hydrogen to 2 million tons per year (MMTPA) by 2030 and grow to 5 MMTPA by 2050. Similarly, Japan is aiming to consume 3 MMTPA by 2030, rising to 20 MMTPA by 2050. However, […]

How will hydrogen by transported if Energy Transition picks up the pace? Can existing pipelines help meet growing hydrogen demand?

As more countries continue to plan for a carbon-neutral world, many companies are beginning to invest in hydrogen.  Hydrogen can support many decarbonization efforts by emerging as an alternative fuel in transportation, becoming a cleaner heat source in industrial applications.  While we expect the demand for hydrogen to grow significantly in several large-scale applications, there […]

In the September 2021 edition of the ADI newsletter, global natural gas prices were surging, triggering a widespread domino effect across markets—raising heating and electricity costs, disrupting industrial operations, and impacting everything from fertilizer production to holiday food supplies. In Latin America, Mexico remains a focal point for refined fuel imports, shaping regional trade dynamics. […]

Lithium mining, particularly in Argentina and Chile’s salt flats, faces scrutiny due to its water-intensive nature and potential link to increased droughts, raising environmental sustainability concerns. 1 To mitigate “dirty” lithium mining, electric vehicle battery manufacturers need to explore “clean” alternative sourcing methods.  

December 9, 2019 – The ARPA-E Methane Pyrolysis Cohort Kickoff was held on December 9-10 in Houston, TX. Some of the goals for the kickoff included conversations on the potential space for methane pyrolysis and its products, moving towards commercialization, and benchmarking methane pyrolysis against emerging technologies.   CEO of ADI Analytics, Uday Turaga presented on “Hydrogen Markets” including anomalies […]

November 12, 2020 – The Energy Trading Risk Summit USA was held virtually over November 11-13. The conference, produced by Alpha Insight and the CCRO, invited guest speakers to discuss a variety of topics with the goal of navigating changing market conditions and understanding the latest tools and technologies to mitigate future risks.   ADI Analytics presented its research in […]

Identifying and evaluating new initiatives for energy transition is challenging, and an idea of “green premiums” can help better understand the costs associated with moving towards zero-carbon technologies.

We continue our blog series on decarbonizing steel exploring new production pathways and the role of hydrogen.

ExxonMobil is proposing a massive carbon capture, utilization, and storage (CCUS) project on the Gulf Coast.

In the April 2021 edition of the ADI newsletter, we explored how ESG pressures are reshaping the refining sector, as companies respond to growing investor and stakeholder demands. We also examined the complex challenge of decarbonizing the chemical industry and highlighted emerging strategies. Our primer on CCUS reviewed ExxonMobil’s major Gulf Coast project proposal. Finally, […]