Industry: Industrials & Digital

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Musings from Houston Energy & Climate Week: AI and the Texas grid

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 […]

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ADI Newsletter: Gastech reinforces LNG’s growth supercycle

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 […]

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Unlocking growth: The industrial aftermarket as a strategic engine

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. […]

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Gastech reinforces natural gas and LNG’s growth supercycle

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 […]

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AI in energy and chemicals: From hype to reality

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 […]

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ADI’s Global LNG capacity database

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 […]

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ADI’s U.S. LNG export terminals database

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 […]

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The real energy cost of AI: Lessons from Google

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 […]

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U.S. refined product exports to Latin America

Latin America fuel supply hasn’t been able to meet the region’s fuel demand for the past several years mainly due to its refineries’ low utilization rates and a lack of investments in refinery upgrades and expansions. In addition, refining capacity has been insufficient in key Latin American countries. As a result, the region has been […]

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ADI participated in the 2025 Digitalization in Oil and Gas conference

Uday Turaga, CEO, ADI Analytics, spoke at the Digitalization in Oil and Gas conference September 3-4, 2025 in Houston. Turaga participated in a dialogue on “Building the digital-ready workforce.” The core of this discussion was about building a digital-ready workforce in oil & gas. It examined strategies to upskill teams in digital tools. Additionally, it shared successful training […]

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Produced water management in the oilfield is back in rage

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 […]

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Produced water in the oilfield: From waste to a lithium goldmine?

On June 27, 2025, the Texas Supreme Court ruled in Cactus Water Services, LLC v. COG Operating, LLC. It declared that produced water is oil & gas waste and therefore belongs to the hydrocarbon lessee i.e. oil & gas operator typically. This landmark decision clarifies that the right to produce oil & gas inherently includes […]