Industry: Industrial equipment

The engineered pump industry is seeing growing demand from AI infrastructure, LNG expansion, critical minerals development, and industrial modernization. At the same time, aftermarket services and digital monitoring are becoming larger contributors to industry profit pools. These trends are changing industry growth drivers and profit pools (see Exhibit 1). Exhibit 1.  Growth drivers in the […]

For much of the 20th century, R&D was viewed as a long-term investment in scientific discovery, often insulated from day-to-day operational pressures. Success was measured in patents, breakthrough technologies, and the promise of future growth. Today, that view no longer holds. Across energy, chemicals, and broader industrial sectors, R&D has been reshaped by a combination […]

Ammonia has increasingly emerged as a potential low-carbon marine fuel to support decarbonization in the maritime sector due to its carbon-free combustion profile. However, compared to methanol, ammonia has lagged behind in commercial adoption as a low-carbon marine fuel. This is primarily due to its toxicity, which requires more complex storage and handling systems, as […]

We shared some of ADI Analytics’ research on methane emissions at the 5th Energy Emissions Management Conference in Houston last week.  While the methane emissions measurement, reporting, and verification (MRV) landscape is clearly far more mixed today than a year ago, operators in 2026 continue to address material challenges around regulatory pressure, buyer requirements, and […]

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 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 ADI team participated in multiple events across the city during the second annual Houston Energy and Climate Week in September 2025—which has now grown into a vibrant global event—hosting many of our clients who traveled from as far as Asia and Europe. Houston’s startup landscape feels vibrant and increasingly central to the energy transition; the ION and Greentown Labs have emerged […]

The industrial aftermarket, once considered a secondary business of spare parts and repairs, has evolved into a strategic growth engine for energy-focused industrial and manufacturing companies. This shift isn’t just an incremental change, but a critical business and strategic imperative driven by declining and increasingly volatile capital spending by oil & gas, energy, and chemical companies. […]

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 […]

Last week, the annual Digitalization in Oil & Gas conference rolled into Houston, and I was grateful for the opportunity to speak at this always-excellent event hosted by our friends at the Energy Conference Network. The panel was charged to talk about building a digital-ready workforce, and I prepared by summarizing ADI Analytics’ consulting and research […]

The U.S. LNG export capacity growth stagnated over the past couple years due to delays caused by market volatility, labor shortages, and regulatory uncertainty. Now, the supportive stance of the Trump Administration and growing global gas demand are expected to bolster the U.S. LNG sector through 2030. U.S. LNG export capacity reached a little over […]

We recently wrote about litigation around produced water and its critical mineral content. That is not the only lawsuit surrounding water management. Shale independent Stateline Operating is seeking $180 million in damages from operator Devon Energy and water treatment services provider Aris Water Solutions. It alleges that the large volume of wastewater injection led to contamination […]