Industry: Midstream & NGLs

LNG is now being exported from both U.S. Gulf and East costs. How will exports from the west coast fare? We take a quick look at the cost competitiveness of U.S. LNG from all coasts.

LNG marine adoption is slow due to high costs, price uncertainty, and limited bunkering, despite emissions and fuel benefits.

With LNG bunkering infrastructure established, identifying early vessel adopters requires evaluating LNG’s fuel advantages and disadvantages, and a simplified vessel classification.

A panel discussion from the 2018 ADI Forum, ADI Analytics’ annual oil and gas conference, featured industry experts Steven Woodward, Antero Resources; Doug Coleman, Price Midstream; David Dickinson, Honeywell; and Brandon Johnson, ADI Analytics. Together, they analyzed the 2018 natural gas liquids (NGLs) outlook. The panel explored the key factors driving the NGL market, including […]

At the 2018 ADI Forum, Shelley Corman‑Frisby, David McKellips, and Justin Rencurel from ADI provided key insights into the gas processing and midstream markets, highlighting the growing supply from the Permian and Northeast fueling Gulf Coast gas demand, and the resulting competition between shale plays. They also addressed the uncertain impact of new tax reform […]

At the 2018 ADI Forum, Uday Turaga, CEO of ADI Analytics, presented a 2018 oil and gas outlook, forecasting abundant and cheap natural gas, with new oil supply coming from U.S. onshore and OPEC. He highlighted rising oil demand from emerging markets and increasing gas demand driven by LNG and pipeline exports, positioning the U.S. […]

ADI has published a white paper to assess benefits, risks, costs, and economics of using methanol for power generation. Download the white paper.

Chemical industry summary The recently completed first quarter financial results reported for US chemical companies indicated year-over-year revenue growth and solid, if not record-setting margins for many commodity chemicals. Earnings were generally flat from last year’s Q1 levels, except for those companies leveraged to the commodities titanium dioxide and methanol, and to a lesser extent […]

Chemical industry summary The 6-month anniversary of OPEC’s decision to limit crude oil production will occur at the end of May, and the decision to re-authorize production cut targets is pending. The current news flow prompts many analysts to anticipate that the production cut targets will remain in place in 2017, perhaps extended to 9 […]

Chemical Industry Summary  The financial community’s consensus estimates for US chemical companies indicates that they are expected to reportQ1earnings most reports will be flat with last year. Companies leveraged to the olefins/polyolefins chain are seeing a relatively strong, but lower margins. Improvement is expected from US companies that are leveraged to the chlor-vinyl’s chain (including […]

Increased regulatory scrutiny impacts the natural gas and NGL value chain, focusing on flaring, emissions, seismicity, and wastewater management.

The forum analyzed natural gas/NGL markets and innovations, including demand, supply, pricing, investment, regulation, LNG, gas-to-liquids, and IoT.