Industry: Midstream & NGLs

The oil & gas and chemical industries are at an inflection point. For years, growth was a given, but a new era, one characterized by a structural decline in capital and operational spending, is starting to take shape. Recent trends of slowing oil demand growth, oversupplied markets, and shrinking chemical margins as shown in exhibit […]

The United States has become a top player in global energy, especially in ethane exports. This position comes from its large domestic supply, good prices, and significant investments in export facilities, all supported by long-term contracts with international buyers. U.S. upstream and midstream players currently export about 0.5 million barrels per day (MMBPD) of ethane, which is […]

At the 2025 ADI Forum, Steve Brown, President, Chemstations, and Walter Breidenstein, CEO, GasTechno, joined moderator Uday Turaga, CEO, ADI Analytics during the Feedstocks challenges for chemicals panel. The US held a significant advantage in chemical feedstock due to abundant and affordable natural gas and natural gas liquids (NGLs), especially ethane. This abundance lowered production […]

At the 2024 ADI Forum, Uday Turaga of ADI Analytics analyzed the 2024 oil and gas outlook, noting stable oil prices, U.S. natural gas oversupply, moderating oil demand, and the impact of the Biden administration’s LNG export permit pause, alongside opportunities in midstream infrastructure and challenges in shale well productivity.

At the 2024 ADI Forum, Joseph Gentry, VP, Licensing, GTC Vorro; Kendall Puig, Manager, NGL, Antero Resources; and Richard Barber, Key Account Manager, INNIO Waukesha, joined the midstream & NGL panel. They discussed the current state of the natural gas and NGL market, focusing on the Permian Basin, Appalachia, and NGL exports. They noted current […]

ADI has launched monthly subscription service covering the North American downstream market. Our research service provides a monthly report comprising two parts. We provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets. This includes operations, assets, and the supply chain. The first part reviews historical data […]

ADI has launched monthly subscription service covering the North American downstream market. Our research service provides a monthly report comprising two parts. We provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets. This includes operations, assets, and the supply chain. The first part reviews historical data […]

At the 2025 ADI Forum, Uday Turaga, CEO, ADI Analytics, presented a mixed outlook for oil and gas over the next few years. Crude oil demand remained sluggish with excess supply pushing prices downward. This was likely to keep prices in the $60–$70 range. U.S. shale growth had moderated, showing more capital discipline. The Permian […]

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 […]

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 […]

In the April 2025 edition of the ADI newsletter, we discussed how the Russian refining industry has undergone substantial transformation. Simultaneously, the oil and gas midstream sector faces pressure to cut methane emissions. In the U.S., the new 45Z policy is reshaping SAF with shifting incentives. Lastly, data center energy demands are spurring investment in […]

In the February 2025 edition of the ADI newsletter, we noted how the oil market faced potential oversupply due to strong non-OPEC production. In contrast, the U.S. midstream sector was poised for growth, driven by increasing hydrocarbon exports and the development of new infrastructure. Global LNG prices were expected to rise due to strong demand, […]