Industry: Natural gas & LNG

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Natural gas & LNG: Navigating the perfect storm

At a 2020 webinar, Uday Turaga, CEO of ADI Analytics—a specialized consulting firm in oil, gas, and energy markets—led an insightful discussion exploring the state of natural gas and LNG amid market uncertainty. The session delved into supply and demand dynamics, the influence of associated gas production, and the challenges confronting LNG exports. It provided […]

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Oil & gas in the perfect storm

ADI Analytics has launched a multi-client study titled Oil and Gas in the Perfect Storm, evaluating the compounded impacts of COVID-19, the Russia-Saudi price war, and other macro uncertainties on the oil and gas industry. The study analyzes global supply-demand shifts, production cuts, capex trends, and develops three forward-looking price scenarios—Recession, Reconciliation, and Rebound. It […]

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ADI newsletter: Private equity in midstream

In the March 2020 edition of the ADI newsletter, we explored the past trajectory of private equity’s role in fueling oil and gas midstream growth, examining whether this trend continued. We provided an outlook on NGL fractionation and storage capacity, detailing recent developments within that sector. Additionally, we analyzed the success of small-scale LNG delivery […]

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Evolving LNG contracts: Shifting trends and market dynamics

At the 2020 ADI Forum, Scott Chrisman, Former CCO, Sempra LNG, and Lisa Leland, SVP, Gas Supply, Annova LNG, shared their expertise on the evolving commercial landscape of the LNG market. Their insights offer valuable guidance for businesses looking to enter or expand in this dynamic sector. As the LNG industry shifts, traditional 20-year contracts […]

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The value of clean gas: Can it earn a premium?

At the 2020 ADI Forum, Roy Hartstein, Managing Director of Responsible Energy Solutions, shared insights during the Energy Transition panel, moderated by Uday Turaga, CEO, ADI Analytics. As the industry focuses on lower-emission natural gas, the discussion examined whether responsibly sourced gas can justify a price premium, as well as market dynamics, sustainability priorities, and […]

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How can LNG projects overcome construction delays?

During the LNG Markets panel at the 2020 ADI Forum, Lisa Leland, Senior Vice President, Gas Supply, Annova LNG, and Scott Chrisman, Former Chief Commercial Officer, Sempra LNG, shared insights, moderated by Uday Turaga, CEO, ADI Analytics, on construction challenges in LNG projects and effective preparation strategies. They highlighted that construction delays significantly impacted costs […]

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The future of bunker fuel: Navigating the shift to cleaner marine energy

During the 2020 ADI Forum, Horace Hobbs, Chief Economist, Phillips 66, shared insights on the future of bunker fuel as the marine industry transitions to lower-carbon options. While bunker fuel remains the primary choice, the longevity of ships indicates that this shift will be a long-term process, with demand persisting even if traditional fuel production […]

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Navigating the challenges of gas storage

At the 2020 ADI Forum, Paul Bieniawski, CEO of Enstor Gas, discussed the challenges facing natural gas storage during the Midstream and NGL panel, moderated by Carol Conomos (INNIO). He highlighted the increasing regulatory pressures, which had introduced complex compliance hurdles and new monitoring requirements that were not yet technically feasible. Companies had worked closely […]

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Shifting tides: Key trends in regional LNG demand

At the 2020 ADI Forum, Scott Chrisman, Former CCO, Sempra LNG, and Lisa Leland, SVP, Gas Supply, Annova LNG, examined the key countries driving the LNG market and the impact of shifting prices on demand. China’s swift adoption of cleaner fuels, driven by government policies, is positioning it as the top global LNG buyer, while […]