Industry: Metals & Mining

At the 2024 ADI Forum, Austin Harbour (Piper Sandler) and Sean Ebert (Altira Group) highlighted that hydrogen demand is a key hurdle for green hydrogen projects, though private equity interest in OFS is growing due to strong free cash flow and a focus on production optimization.

In the August 2021 edition of the ADI newsletter, we examined the uncertain future of jet fuel markets amid both immediate setbacks and structural long-term shifts. We also spotlight the growing role of landfill-to-energy projects, particularly renewable natural gas, in the broader energy transition. Finally, we looked at the critical role of copper in supporting […]

At the 2024 ADI Forum, Austin Harbour, Managing Director, Piper Sandler, and Sean Ebert, Senior Partner, Altira Group joined moderator Uday Turaga, CEO, ADI Analytics, for the oilfield services and equipment panel. They discussed the evolving market, noting the ongoing challenge of integrating digital technologies for quantifiable value in upstream operations. Despite past hurdles, renewed […]

In the December 2021 edition of the ADI newsletter, we examined key developments in energy infrastructure, resource flows, and transition-critical materials. We took a closer look at the future of pipeline infrastructure in the Permian Basin as oil prices rebound and capital spending gradually returned. In the Bakken, midstream constraints were driving persistent flaring issues, […]

Electric vehicles (EVs) demand continues to grow, albeit at a slightly slower pace, as ADI has reported previously.  Policy support, falling battery pack and cell prices, rising consumer interest, and innovation by automotive OEMs are all driving this growth resulting in concerns on whether there is enough supply of various critical minerals including  lithium, nickel, and other critical minerals. […]

The demand for lithium is on the rise due to its role as a crucial component in electric vehicle (EV) batteries and energy storage systems.  Major oil and gas companies such as Equinor and ExxonMobil are seizing opportunities in this growing market. ExxonMobil is constructing a lithium production facility in Arkansas and has recently secured […]

Recent developments in AI and machine learning (ML) technologies are changing daily operations in the mining industry. With the ability to analyze large amounts of data and provide recommendations in real-time, AI is driving change in the mining industry by improving exploration, reducing waste and improving efficiency with automation, minimizing environmental impacts, and improving the […]

AI is expected to drive significant growth in many industries including oil and gas, chemicals, and utilities.

Despite a 2023 increase in clean energy investment, 2024 is expected to exhibit a tempered rate of advancement in this sector.

Cement, a fundamental building block of modern construction, has long been integral to the development of infrastructure worldwide. Today, concrete made from cement is the most consumed material after water. However, its vital role comes at a significant environmental cost. The production of traditional cement, also known as Ordinary Portland Cement (OPC) is highly energy […]

Transitioning to clean energy is among several reasons behind growing mergers and acquisitions in the fuel distribution and logistics industry.

ExxonMobil, Sabic choose new JV site Saudi Basic Industries Corp. (Sabic) and ExxonMobil Chemical Co. have selected Al-Jubail, Saudi Arabia, as the location of a new joint venture plant that will include plastic production. In a March 1 news release, officials with Riyadh, Saudi Arabia-based Sabic and ExxonMobil of Houston said they selected the site […]