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ADI Analytics has just updated and published its global gasoline demand forecast, offering a clear perspective on the intricate shifts occurring in the market. While overall oil demand continues to see growth, driven by factors like increased air travel, road mobility, and industrial expansion in non-OECD countries, the long-term outlook for gasoline is characterized by […]
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 […]
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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 […]
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Before the 2024 U.S. presidential election, ADI published an article analyzing the potential shifts in U.S. energy markets and policy under a second Trump administration. We noted that, in his second term, President Trump might ease some methane emissions regulations. Fast forward to today, President Trump signed a joint Congressional resolution repealing the Waste Emissions Charge (WEC) […]
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.
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, Uday Turaga of ADI Analytics highlighted that the chemicals and plastics industries faced improving yet challenged margins despite lower energy prices, with sustainability projects driving capital spending amidst a complex regulatory environment, while the U.S. remained cost-competitive due to stable natural gas.
At the 2023 ADI Forum, Uday Turaga presented a cautious outlook for the chemical industry.
Declining U.S. ethane rejection through 2025, driven by cracker capacity and petrochemical margins, coupled with the U.S. natural gas advantage boosting ethane and LPG exports, solidified its global market dominance and opened new opportunities in Europe.
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 […]
At the 2022 FlexPO+ conference, Uday Turaga, CEO of ADI Analytics, described a chemical industry facing headwinds from rising feedstock costs and slowing growth, yet finding opportunities in megatrends like mobility and 5G, with companies focusing on feedstock shifts, electrification, and digital transformation for sustainability.
In the September 2021 edition of the ADI newsletter, global natural gas prices were surging, triggering a widespread domino effect across markets—raising heating and electricity costs, disrupting industrial operations, and impacting everything from fertilizer production to holiday food supplies. In Latin America, Mexico remains a focal point for refined fuel imports, shaping regional trade dynamics. […]