Industry: Investor

Hydrogen is key to decarbonizing, and countries worldwide unequivocally recognize this, as seen from the widespread policies supporting hydrogen market development displayed in exhibit 1. Most European countries have developed hydrogen strategies and roadmaps, with targets for green H2 production capacity by 2030, including 5.0 GW in the UK, 10.0 GW in Germany, and 6.5 […]

The U.S. biofuels industry has experienced rapid growth in renewable diesel (RD) production since 2021, while SAF production has also accelerated, with capacity nearly tripling between 2023 and 2024 as new facilities came online. The surge in RD and SAF capacity (see Exhibit 1) was driven primarily by policies such as the Blender’s Tax Credit […]

Before the 2024 U.S. presidential election, ADI published an article analyzing the potential shifts in U.S. energy markets and policy under a second Trump administration. We noted that, in his second term, President Trump might ease some methane emissions regulations. Fast forward to today, President Trump signed a joint Congressional resolution repealing the Waste Emissions Charge (WEC) […]

Every time you interact with a chatbot, train an AI model, or stream high-resolution video, a data center somewhere is hard at work processing your request. While the power demands of these facilities have attracted growing attention, a less visible but equally pressing issue is coming into focus: water consumption. As AI adoption accelerates and data centers […]

The critical need for robust investment in power grid infrastructure has been underscored by recent electricity disruptions experienced in Spain and Portugal. In April 2025, a combination of extreme weather events and constraints on the existing transmission network led to widespread outages, impacting homes, businesses, and essential services across the Iberian Peninsula. Such incidents serve as […]

Natural gas and liquefied natural gas (LNG), once touted as a bridge fuel to a low-carbon renewable energy-powered future, are now increasingly seen as a permanently central part of the evolving global energy landscape. Factors such as explosive growth in AI and data centers in the U.S. and elsewhere, energy security concerns in Europe and […]

Resilience through innovation and strategic restructuring is laying the groundwork for a recovery in the chemicals industry. As companies pivot toward high-growth markets and adapt to global challenges, 2025 is expected to bring renewed optimism. Key trends to watch in 2025 include: The rest of this article is available to ADI Plus Essential subscribers. ADI […]

In 2025, the U.S. midstream oil and gas industry is expected to see growth opportunities, tied to rising hydrocarbon exports with new pipelines and export capacity planned to alleviate bottlenecks. Key trends to look out for include the following: The rest of this article is available to ADI Plus Essential subscribers. ADI Plus Enhanced and […]

Across the oil and gas industry, there is a growing trend toward sustainability and the reduction of methane emissions, driven by both regulatory requirements and a heightened sense of environmental responsibility. At the federal level, as a part of the Methane Emission Reduction Program, the U.S. EPA has imposed a fee, Waste Emission Charges (WEC), […]

Methane, the primary component of natural gas, is a potent greenhouse gas, significantly more impactful than carbon dioxide over a 20-year period. The midstream sector, responsible for gathering, processing, and transporting natural gas, is a key focus in efforts to reduce methane emissions in the oil and gas industry. Gathering and boosting operations, which collect […]

At the 2025 ADI Forum, Tom Ambrose, Co-Founder & Partner, Black Bay Partners, and Chris Hogan, MD, KeyBanc Capital Markets join Uday Turaga, CEO, ADI Analytics for the investor panel on chemicals day. Key topics include private equity’s robust capital but choppy deal activity due to high interest rates, leading to bifurcated valuations favoring top-tier […]

At the 2025 ADI Forum, Charles Cherington, Co-Founder & Managing Partner, Ara Partners, presented the keynote on energy transition day. He also joined Uday Turaga, CEO, ADI Analytics for a fireside chat. Key topics include Ara Partners’ “builder firm” model. This model emphasizes in-house technical expertise for rigorous project execution in industrial decarbonization. They prioritize […]