Industry: Investor

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 […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Uday Turaga, CEO, ADI Analytics, provided critical insights on the current state of private equity. This included investments in plastics and polymers. He explained that the private equity landscape in chemicals experienced a downturn in 2022 after a surge in 2021. This was primarily due […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Vikram Gopal, SVP & CTO, Ascend Performance Materials, joined the innovation panel and discussed innovation strategies in private equity‑funded chemical companies, emphasizing market needs, customer collaboration in R&D, and structured short-, medium-, and long‑term approaches. He highlighted key drivers of innovation in the chemical industry, […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Katy Boettcher, Principal, Ara Partners, and John Griffin, Director, The Sterling Group, joined the investors panel. The panel was moderated by Uday Turaga, CEO, ADI Analytics. Discussions included topics such as chemical risks in investments, as Ara Partners and The Sterling Group, both private equity […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Katy Boettcher, Principal, Ara Partners, and John Griffin, Director, The Sterling Group, joined an insightful investor panel moderated by Uday Turaga, CEO, ADI Analytics. They discussed key investment criteria, innovative recycling strategies, and the growing competition for investors in the plastics sector. Firms investing in […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Katy Boettcher, Principal, Ara Partners, and John Griffin, Director, The Sterling Group, joined the investor panel, moderated by Uday Turaga, CEO, ADI Analytics. The investors discussed plastics recycling investment challenges, such as feedstock, pricing, and market fragmentation, key factors when considering investing in plastics. They […]

After a tumultuous recovery in 2021, the global chemical industry was expecting a strong rebound in 2022. Feedstock supply constraints, high energy prices, and slowing economic conditions, however, dampened the industry’s performance in 2022.  A number of these challenges will persist and likely intensify in 2023 and continue to challenge the industry.  Key trends with […]

The global mining sector had a wild ride in 2022, plagued by supply-chain and labor shortages and geopolitical and economic uncertainty. Russia’s invasion of Ukraine upended markets, sending many commodities to record highs, only then to fall quickly. Several nations issued wide-ranging sanctions against Russia and further sanctions are still being debated as the conflict […]