Industry: Industrials & Digital

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 […]

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 […]

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 October 2025 edition of the ADI Newsletter highlighted major trends shaping energy and industrials. At Gastech Milan, discussions with key leaders such as U.S. Energy Secretary Chris Wright and U.S. Interior Secretary Doug Burgum underscored how natural gas and LNG are entering a new phase of sustained growth driven by energy security and rising […]

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 […]

Global LNG capacity grew by more than 20 million tons per annum (mtpa) from 2023 through mid-2025. North America, including the U.S., Canada, and Mexico, accounted for about 65% of this new capacity. Additionally, 2 mtpa of this capacity came from floating terminals and ~11 mtpa from terminals with small-scale, modular LNG trains (each less […]

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 […]

Google recently published new data showing how much energy it takes to run its Gemini AI assistant. What makes this release important is not just the numbers, but how Google measured them. How we measure AI’s energy use Most existing estimates of AI energy use, such as AIEnergyScore, focus only on the power used by […]