Industry: Investor

The global shift towards low-carbon energy to address greenhouse gas emissions and climate change has prompted major energy companies to transform their operations. This is driving growth in demand for cleaner fuels and their delivery logistics. As a result, we are seeing significant interest in M&A activity in the fuel distribution and logistics segment. Superior, […]

After a few good years, outperforming broader markets in the past decade, the chemicals industry currently faces significant challenges moving forward. Feedstock cost competitiveness and new markets, two of the more significant market drivers, have a positive outlook. However, other drivers are negative, such as the current direction of interest rates, or neutral, such as […]

ADI Analytics launched a multi-client study on geothermal energy, offering a comprehensive outlook on market trends, policy drivers, funding activity, emerging technologies, and project developments. The study also reviews key stakeholders, industry challenges, and strategic implications for market participants. Below are the key topics covered in the study: We welcome you to join this study. […]

Henry Hub gas prices averaged $6.45 per MMBtu in 2022 rising from $3.89 in 2021, driven by increased demand from Europe and the gradual re-opening of China. Prices have since fallen 62% to average $2.46 in 2023. The global LNG sugar rush resulted in LNG prices to rise to over $32 per MMBtu in 2022 […]

With the continuous expansion of the aviation industry, the issue of greenhouse gas (GHG) emissions has become prominent. As per the Department of Energy (DOE), U.S. commercial aviation currently consumes 10% of all transportation energy and contributes 2% of the nation’s CO2 emissions. In response to this concern, the Biden administration has taken steps to […]

Per- and polyfluoroalkyl substances (PFAS) have gained significant attention due to their widespread use, persistence in the environment, and potential adverse health effects. A recent study on landfill leachate conducted by the U.S. Environmental Protection Agency (EPA) found PFAS in 95% of landfills. Based on these findings, in January 2023 the EPA announced that they […]

U.S. crude oil imports landscape is about to undergo a significant shift with the upcoming completion of the Trans Mountain Expansion Project (TMX) in early 2024. The expansion aims to facilitate the transportation of heavier varieties of crude from Alberta’s oil sands to British Columbia (BC). As we move closer to the project’s operational date, […]

The global human population reached 8.0 billion in November 2022. According to the U.N., it is expected to further expand 0.7% annually to 9.7 billion in 2050. Keeping pace with the population growth is the global GDP growth expected to grow 2.2% annually through 2050. These key drivers will result in significant growth in construction […]

The Uinta basin, located in northeast Utah, is starting to gain some attention from oil and gas players. The basin’s ~120 thousand bpd of production pales in comparison to the Permian’s ~5.6 million bpd produced today. However, production of the basin’s waxy crude has rapidly been increasing (Exhibit 1), and refiners continue to desire this […]

President Joe Biden kicked off the decarbonization race by signing two monumental pieces of legislation: the Infrastructure Investment and Jobs Act (IIJA) and the Inflation Reduction Act (IRA), which designated $370 billion in new funding for green infrastructure. In response, the European Commission recently announced the Green Deal Industrial Plan (GDIP). The plan will divert […]

The transportation sector has the highest reliance on fossil fuels and accounted for 37% of CO2 emissions from end-use sectors in 2021. Various industries of the transportation sector have started researching hydrogen as an alternative fuel source, and in this blog, ADI will look at the technological progress that has been made and some of […]

Following the pandemic-induced recession and drop in investments in 2020, global investments in energy have increased. Investments in both fossil fuels and renewables have steadily increased, with renewable energy gaining the most. In fact, investments in renewable energy (solar and wind) are set to surpass oil and gas for the first time ever, with $494 […]