Industry: Natural gas & LNG

Kuwait Oil Company’s $16 billion pipeline lease-and-leaseback with Blackstone, Brookfield, and KKR marks the latest step in a broader shift in energy infrastructure ownership. The deal covers 13 crude oil pipelines across roughly 320 kilometers, gives the investor consortium a 49% stake in a new joint venture, and generates $7.85 billion in upfront proceeds for […]

As the energy and data center landscapes evolve, identifying true growth opportunities requires moving past headline hype and into practical execution. In this brief update, Uday Turaga, CEO of ADI Analytics, shares critical insights from ADI’s project tracking database, breaks down power price dynamics in ERCOT, and previews an upcoming industry summit addressing the full […]

Liquid bulk storage operators are entering a more selective growth cycle. Demand remains resilient across fuels, chemicals, liquefied petroleum gas (LPG), natural gas liquids (NGLs), biofuels, ammonia, and methanol. Increasingly, value is shifting toward terminals that can handle a broader range of products, connect to major trade routes, and generate higher returns from existing assets. […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The UAE’s exit from OPEC (see our prior blog) in late April 2026 reflects a decisive shift toward a volume‑driven strategy focused on monetizing its hydrocarbon resource base ahead of the global energy […]

In the May 2026 edition, ADI examines why oil prices, lifted by Iran-related risks, are expected to ease back into the sixty-dollar range as fundamentals reassert, while helium markets tighten amid Middle East disruptions and Russian export limits. At the same time, SLB’s acquisition of S&P Global’s upstream software highlights accelerating digital momentum, as rising […]

Venture Global’s LNG projects have drawn attention for how quickly they have moved from construction to first production. A highly modular, repeatable design approach has allowed those projects to come online faster than many traditional, bespoke developments. Across energy and industrial markets, project conditions have become more challenging. Project costs are rising and timelines are […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The global helium market is undergoing a structural transformation as geopolitical instability in the Middle East and export restrictions in Russia take approximately 25% to 30% of world supply offline. Qatar, which accounts […]

North American midstream companies are entering a multi‑year transition as AI‑driven electricity demand reshapes how natural gas infrastructure is planned, financed, and contracted. Over the next five years, the sector is expected to evolve from linear pipeline expansion toward integrated power platforms that combine supply, transport, storage, and generation around large, fixed loads. Several large […]

The ongoing Iran conflict is driving major structural shifts across global energy and chemical supply chains. In this brief update, ADI Analytics breaks down four critical market implications—from prolonged natural gas shortages to a surprising reality check on crude oil prices. Key Highlights Watch the video to explore these shifting market dynamics >>

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Qatar’s LNG shutdown is being assessed as if it were a temporary shock. It is not. Based on ADI’s primary research, including interviews with LNG operators in the Middle East, EPC contractors, technology […]

We shared some of ADI Analytics’ research on methane emissions at the 5th Energy Emissions Management Conference in Houston last week.  While the methane emissions measurement, reporting, and verification (MRV) landscape is clearly far more mixed today than a year ago, operators in 2026 continue to address material challenges around regulatory pressure, buyer requirements, and […]

In March 2026, Capital Power advanced plans for a large data center in Alberta using on‑site gas‑fired generation tied to AECO pricing. With AECO prices recently around US$1.00–1.20 per MMBtu, fuel costs are among the lowest available to data‑center developers in North America, reinforcing Alberta’s appeal as a destination for power‑intensive compute. This momentum is […]