Industry: Industrials & Digital

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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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The evolving landscape of plastics recycling policy in the U.S.

Plastic waste management in the U.S. is undergoing major regulatory transformation. At the center of this change is advanced recycling, a group of chemical and thermal processes designed to complement traditional mechanical recycling by breaking down used plastics into the raw materials needed to make new plastics. Federal infrastructure programs, state-level policy shifts, and private […]

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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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ADI’s U.S. refinery database

The U.S. refining industry has undergone rapid transformation in recent years, driven by shifting market conditions, evolving regulations, and increasing reliance on export markets. In response, American refineries have adapted with speed and flexibility to remain competitive in an evolving dynamic environment. To keep pace with a rapidly evolving refining landscape, industry stakeholders need data […]

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Africa’s new oil frontier: Exploration hotspots across the continent

As the global oil and gas industry adapts to slower demand growth and increasing pressure to decarbonize, Africa is quietly reasserting itself as a frontier for upstream exploration. As seen in Exhibit 1, oil reserves in Africa have been concentrated in a few producers, particularly Libya, Nigeria, and Algeria. Exhibit 1. Oil reserves by the […]

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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 […]

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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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Reimagining plastics processing for recycling and digitalization

The plastics processing industry is undergoing a profound transformation. As global markets demand more sustainable, efficient, and digitally integrated manufacturing, the machinery that powers this sector is evolving rapidly. From injection molding to 3D printing, each technology is being reshaped by innovation, regulation, and shifting customer expectations. Exhibit 1. Plastic machinery companies and strategic initiatives […]

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Artificial lift services: A pick-me-up for upstream oil & gas

SLB announced its plan to acquire ChampionX in April last year. A key driver for this deal was ChampionX’s artificial lift technologies (along with its production chemicals business), which will help SLB better position itself to serve growing production optimization needs from declining oil and gas assets globally. This will be especially critical in the […]

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Exploring clean hydrogen pathways beyond electrolysis

While water electrolysis has captured much of the attention for “green” hydrogen production, the landscape of clean, low-carbon hydrogen generation is actually much broader and more technologically varied. Many innovative companies are actively developing alternative methods. They’re using different raw materials and pioneering advanced processes to produce hydrogen with a significantly reduced carbon footprint. Based […]