Industry: Methanol & ammonia

At the 2024 ADI Forum, Uday Turaga, CEO, ADI Analytics, presented the energy transition outlook. Key topics included the persistent role of oil and gas, the impact of policies like the IRA on clean energy, and challenges in commercializing new technologies beyond just capital. Themes highlighted evolving energy economics, underestimation of risks by incumbents, and […]

At the 2024 ADI Forum, David LaMont, SVP, Corporate Development, SunGas Renewables; Hahn Nguyen, VP, Sustainability, OCI Global; and Esben Sorensen, Sr. Director, Global Market Development, Plug Power, joined Uday Turaga, CEO, ADI Analytics for the methanol and ammonia panel. Key topics included the market for green methanol and ammonia, focusing on their roles in […]

The global chemical industry struggled in 2023. The year was marked by rising inflation rates and low demand from major markets. With China still in recovery, the growth the industry was hoping for never came to fruition. In 2024 we expect things to stay the course and see no drastic changes up or down in […]

One of the largest problems affecting the chemical industry in recent years has been the pressure to transition toward clean energy and reduce carbon emissions. More than 20 of the firms in the Chemical & Engineering News (C&EN) Global Top 50 have made investments recently in sustainability or currently have sustainability projects in development. At […]

The aviation industry has faced significant obstacles in reducing its environmental impact, particularly in terms of greenhouse gas emissions. However, stakeholders across the aviation value chain are now committed to pursuing sustainability objectives. In both, the United States and Europe, policymakers and industry leaders have implemented supportive policies and incentives to promote the widespread adoption […]

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 […]

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 […]

ADI Analytics launched a study on alternative marine fuels, examining key drivers such as regulations and low-cost natural gas. The report analyzes fuel options including LNG, CNG, methanol, and bio-based fuels, highlighting their strengths, weaknesses, market potential, and strategic implications for different value chain stakeholders. This study answers several overarching questions, including: We welcome you […]

Oil and gas companies are making decarbonization commitments that include mainly cutting Scope 1 and Scope 2 greenhouse gas (GHG) emissions although they are under growing pressure to also cut Scope 3 emissions.  To this end, there is growing interest in understanding and benchmarking GHG emissions across the value chain from exploration and production through […]

At the 2022 ADI Forum, Alex Robart, Energy Strategy Leader at Microsoft, shared insights on the changing dynamics of the energy transition, highlighting the increasing involvement of operational stakeholders in discussions that had traditionally been more policy-focused. Robarts emphasized that the industry had reached a critical moment, where collaboration and strategic partnerships were more essential […]

Leading operators such as Chevron, ExxonMobil, and Phillips 66 have announced CCS projects across the oil & gas value chain.

Given the IMO’s ambitious goals to halve the shipping industry’s 2050 GHG emissions from 2008 GHG emission levels, shipowners and ship engine manufacturers must carefully consider a broader range of marine fuels for the world’s future fleet, such as ammonia and methanol.