Industry: Investor

The Eastern U.S. is battling high coal prices which has suppressed gas to coal switching in recent months, even with the current natural gas market dealing with a decrease of supply and high trading prices. The constraints within the coal market have created an ever-increasing natural gas demand in the power sector. But how and […]

A techno-economic analysis (TEA) is a very useful tool to evaluate the economic performance of an industrial process or product. The TEA can be used to study the impacts of implementing a new technology into a current process, optimize existing processes, or to evaluate the economic feasibility of a process before an investment is made. […]

The global shipping industry is one of the hard-to-abate industries when it comes to decarbonization. While it constitutes a small share of global CO2 emissions today, it may see astronomical amount of growth if left unchecked. Global shipping industry demand is expected to see a 275% increase by 2050 compared to 2020 levels. To address […]

Amid the global shift away from coal-fired power, the coal industry is attempting to find its place in a new ESG-focused world.

With carbon capture becoming more prevalent in today’s world, CO2 conversion is becoming one of the popular utilization methods for the captured emissions.

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.