Industry: Industrials & Digital

Over the past two years, EPC firms have begun talking about process technology licensing in a materially different way. In corporate filings, expert calls, and investor communications, licensing is no longer positioned as an adjunct to project execution. Instead, it is increasingly framed as a core strategic lever—one that delivers capital light margins, recurring revenue, […]

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 […]

In March 2026, Capital Power advanced plans for a large data center in Alberta using on‑site gas‑fired generation tied to AECO pricing. With AECO prices recently around US$1.00–1.20 per MMBtu, fuel costs are among the lowest available to data‑center developers in North America, reinforcing Alberta’s appeal as a destination for power‑intensive compute. This momentum is […]

In April 2024, Technip Energies’ Loading Systems business launched a new generation of fully electric and automated loading arms designed for LNG, ammonia, and liquid CO₂ service. Subsequent project activity—across LNG export terminals and emerging cryogenic applications—reinforces a broader shift observed in LNG infrastructure markets: as capacity expands, operators and equipment suppliers are placing greater […]

Texas is shaping the future of U.S. power development. Many regions across the country remain bottlenecked in long interconnection queues filled with early‑stage proposals that may never move forward, yet Texas stands out for a very different reason. ERCOT has far more generation capacity in advanced stages of development than in speculative stages, a contrast […]

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 […]

At the 2026 ADI Forum, Ernest Peeples, VP, Business & Economic Development, Entergy; Jason Padilla, VP, Product Management & Marketing, INNIO Waukesha; and Ani Kulkarni, CEO, Cavendish Renewables Technology join Uday Turaga, CEO, ADI Analytics for the Energy Transition panel. The panel highlighted the AI-driven surge in electricity demand, forcing utilities to balance rapid capacity […]

ADI Analytics has released its 2026 energy Transition outlook, highlighting a massive shift toward “the great fragmentation”—where universal global energy policies are being replaced by distinct regional strategies. In this brief update, discover how regional frameworks, AI data centers, and a massive storage boom are reshaping the energy landscape. Key highlights Watch the full video […]

ADI has released its 2026 ADI Global SAF Outlook, outlining the key regulatory, production, and market forces shaping the global sustainable aviation fuel landscape. The outlook highlights increasing fragmentation, constrained supply growth, and rising cost pressures as mandates expand worldwide. 1. Regulatory divergence fragments the global market. The U.S. undergoes a sharp policy reversal in […]

The global upstream sector is entering a massive supply overhang that could depress crude prices for much of the year. In this brief update, Panuswee Dwivedi, Project Manager at ADI Analytics, breaks down how operators are stress-testing budgets and why capital is rapidly shifting from US shale to high-margin international offshore projects. Key Highlights Watch […]

Geopolitical developments over the weekend have renewed interest in Venezuela’s oil industry and what they may mean for global oil markets. The long arc of the Venezuelan oil industry is visible in Exhibit 1, where production fell from ~3.5 MMb/d in the 1970s to ~1.1 MMb/d by 2025. Exhibit 1 also shows Venezuelan crude oil […]

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 […]