Industry: Industrials & Digital

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 […]

The race to power AI is forcing the tech and energy sectors to get radically creative—from wave-powered floating data centers to decentralized inference clusters. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down the defining data center energy trends of 2026 so far and shares the critical infrastructure bottlenecks ADI is currently […]

A sharp debate is currently playing out across the energy and tech sectors. On one side, hyperscalers are deploying unprecedented capital to vertically integrate power generation and bypass multi-year interconnection queues—exemplified by Google’s recent multi-billion-dollar acquisition of energy developer Intersect Power. On the other side, experts like Jigar Shah warn that tech companies cannot simply […]

The U.S. data center market is growing rapidly as rising computational demand from artificial intelligence (AI), cloud computing, and high-performance computing continues to drive an unprecedented wave of infrastructure development. In 2025, U.S. operational data center capacity is estimated to have reached ~40 gigawatts (GW) and is expected to grow at roughly 30% annually through […]

Immersion cooling fluids are taking on more importance as data‑center operators deploy higher‑power artificial intelligence (AI) and high-performance computing (HPC) systems. Rack densities are increasing faster than traditional air systems can accommodate, and liquid cooling is now part of the design discussion for many new builds and retrofits. In that context, fluid properties affect reliability, […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The UAE’s exit from OPEC (see our prior blog) in late April 2026 reflects a decisive shift toward a volume‑driven strategy focused on monetizing its hydrocarbon resource base ahead of the global energy […]

Venture Global’s LNG projects have drawn attention for how quickly they have moved from construction to first production. A highly modular, repeatable design approach has allowed those projects to come online faster than many traditional, bespoke developments. Across energy and industrial markets, project conditions have become more challenging. Project costs are rising and timelines are […]

SLB’s recent acquisition of S&P Global’s upstream software portfolio (including Kingdom and Petra) signals a major strategic shift across the sector. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down how oilfield service majors are aggressively chasing recurring digital revenue and why a global exploration rebound is making these tools more valuable […]

SLB this week agreed to acquire S&P Global Energy’s upstream software portfolio, aiming to bring software-like economics to OFSE companies. The acquisition includes the widely used Kingdom, Petra, and Harmony geoscience and petroleum engineering tools, mainly used for U.S. onshore workflows. SLB sees this as an expansion of its digital platform with essential tools to […]

North American midstream companies are entering a multi‑year transition as AI‑driven electricity demand reshapes how natural gas infrastructure is planned, financed, and contracted. Over the next five years, the sector is expected to evolve from linear pipeline expansion toward integrated power platforms that combine supply, transport, storage, and generation around large, fixed loads. Several large […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Qatar’s LNG shutdown is being assessed as if it were a temporary shock. It is not. Based on ADI’s primary research, including interviews with LNG operators in the Middle East, EPC contractors, technology […]