Industry: Investor

Since 2019, midstream companies have been lowering their capital spending annually. For example, Kinder Morgan expects to spend roughly $390 million less in capex in 2022 than they did in 2019, as seen in Exhibit 1. This trend for companies in the industry is due to a multitude of factors which were covered in depth […]

ADI Analytics along with the U.S. Energy Association and Gas Technology Institute explored the opportunities for U.S.-based small-scale liquefied natural gas (LNG) in Central and Eastern Europe for the U.S. Department of Energy in 2020. While decarbonization, energy security, and supply diversification were identified as the key drivers of U.S.-based small-scale LNG adoption in the […]

At FlexPO+ 2022 (now incorporated into the ADI Forum), Chris Mudd, Managing Director, Chiron Financial, joined the investor panel. Key topics included the current investment landscape, highlighting a strong preference among investment groups for ESG, green strategy, and energy transition investments, where capital is readily available. Conversely, the speaker noted the difficulty in raising capital […]

Energy transition advanced rapidly through the collective public consciousness in the past two years although starting this past summer, it has run into significant challenges.  To a large extent though, both energy transition’s progress in 2020 and the challenges of 2021 were more conceptual than rooted in concrete form.  Investor-led demand for a greater focus […]

Powered by rising support for decarbonization, hydrogen is being positioned as a key pillar to the energy transition. Through 2021, more than 200 hydrogen projects were announced, 30 countries had released their hydrogen roadmaps, and governments worldwide announced billions of dollars in capital spending towards hydrogen infrastructure. This momentum is expected to continue in 2022 […]

The global chemical industry experienced a rapid, albeit unstable, recovery in 2021, with stabilization anticipated in 2022.

Faced with COVID-19 challenges, mining operators in the preceding year focused on resilience, investor confidence, ESG, and capital/operational discipline. These priorities, alongside complexities identified in 2021, remain pertinent for the industry in 2022.

A key growth driver behind liquefied natural gas (LNG) demand has been environmental policy and regulatory pressure driven by decarbonization and air quality improvement goals. The Paris Agreement signed in 2016 aims to restrict greenhouse gas (GHG) emissions and slow the global temperature rise to 2 °C above pre-industrial levels. The Philippines committed to the […]

In the December 2020 edition of the ADI chemicals newsletter, we covered private equity’s chemical industry outlook post-COVID-19, alongside signs of global economic recovery despite a projected 2020 GDP drop. The industry saw actions on plastic pollution, a LyondellBasell acquisition, a Formosa project pause, biofuel and recycling developments, and various international projects and business activities.

Will private equity continue to fuel oil and gas midstream growth?

In the March 2020 edition of the ADI newsletter, we explored the past trajectory of private equity’s role in fueling oil and gas midstream growth, examining whether this trend continued. We provided an outlook on NGL fractionation and storage capacity, detailing recent developments within that sector. Additionally, we analyzed the success of small-scale LNG delivery […]

During the 2020 ADI Forum, industry leaders John Powell, SVP & COO, NGLs, Crestwood Equity Partners, and Eric Hazeldine, EVP & Midstream SME, Quorum Software, discussed how private equity is transforming the midstream sector. The current low borrowing costs and appealing cash-on-cash returns are prompting investors to move away from short-term strategies towards a long-term […]