Industry: Investor

During the new energy panel at the 2019 ADI Forum, moderated by Uday Turaga, CEO, ADI Analytics, Cory Steffek, Managing Director, Ara Partners, offered insights into the evolving new energy landscape. He compared the commercial models and technology development in this sector to those in traditional industries, stressing the importance of utilizing existing infrastructure when […]

During the 2019 ADI Forum, ADI’s annual oil and gas conference, Roger George, Senior Vice President, Global Engineering and Product Lines, Exterran, provided insights on private equity versus traditional midstream during a midstream and gas processing panel moderated by Uday Turaga, CEO, ADI Analytics. This video explored the contrasting operational styles, highlighting the 2014 shift […]

The ADI ForumTuesday, February 13, 2018Houston, TX ADI Analytics’ second annual conference, the ADI Forum was held on Tuesday, February 13, 2018 in Houston, Texas at the Norris Conference Center in CityCentre. The ADI Forum brought together oil and gas majors, E&P and refining independents, chemical players, diversified industrials, licensors, and investors to discuss markets, […]

Oil demand growth, OPEC cuts, shale’s rising costs and capex discipline should support high oil prices but private equity worries us.

At the 2018 ADI Forum, ADI’s annual oil and gas conference, Johanna Schmidtke, Saudi Aramco Energy Ventures; Madhav Acharya, ARPA‑E; and Jason Arnoldy, Intervale Capital, discussed key insights on innovation in energy markets, highlighting the industry’s drive for efficiency and sustainability through advanced technologies. The panel explored the impact of digitalization, automation, and new material […]

Johanna Schmidtke, Investment Director, Saudi Aramco Energy Ventures, shared her positive experience collaborating with ADI Analytics on several crucial projects. She noted that ADI assisted Aramco in evaluating proprietary chemical technologies and unconventional technologies by delivering thorough insights into market landscapes and the alignment of these specialized technologies within the wider energy sector. Johanna emphasized […]

The world is buzzing about biofuels – from conventional options to groundbreaking advanced technologies. Why the growing interest? Nations everywhere are increasing their biofuel mandates to achieve crucial goals: boosting agriculture, strengthening energy security, and most critically, dramatically reducing greenhouse gas emissions. Our comprehensive report is your essential resource for navigating this dynamic landscape. We […]

The North American shale gas revolution is a real and sustainable game changer. Unconventional resources exist globally, but their development will challenge and proceed more slowly than in North America. Innovation birthed the technologies that enabled North American shale gas and unconventional oil, though it has mostly focused on operational improvements. Finally, we will need […]

Shin-Etsu’s PVC plant in Kashima starts operating at full capacity Shin-Etsu Chemical says that its polyvinyl chloride (PVC) plant at Kashima, Ibaraki Prefecture, Japan has started operating at full capacity since May 31. Operations at the PVC plant, where production was suspended since the earthquake and tsunami that struck Japan on March 11, were partially […]

Polymer-Chemie launches expansion of Russian plant German plastics compounder Polymer-Chemie has formally launched the first expansion phase of the compounding plant of Tula Polymer, its Russian production subsidiary in Russia’s Tula region. Stage one of the project was formally inaugurated in the presence of top company, regional and municipal officials on 8 April. The compounder […]

The Wall Street Journal today presented an interesting framework to think about investing in oil. The article takes a rather conservative perspective and suggests that investors should look at oil not for growth but for dividends.  So they consider the super majors a better bet than the independents. While several points in the article are […]

AMERICAS LyondellBasell Updates Access Industries terms US$12 billion offer by RIL too low for LyondellBasell Access Industries claimed that the US$12 billion which RIL has valued LyondellBasell was too low, and lacked merit. Access Industries claimed that since creditors like Apollo would make losses if the deal were to go through at RIL’s initial offer, […]