Industry: Natural gas & LNG

In the February 2026 edition, we highlight ADI’s 2026 global outlooks, offering a cross‑market view of the trends shaping the oil and gas, energy, and chemicals industries. Key themes include a potential LNG and gas supercycle driven by new liquefaction capacity, rapidly rising electricity demand from data centers and electrification, and a more pragmatic, regionally […]

At the 2026 ADI Forum, Guy Braden, SVP, Commercial, Cameron LNG; Dave Conover, VP, Govt. Relations & Comms, Kinder Morgan; and Ben Kluding, Product Manager Americas, Hoerbiger joined Uday Turaga, CEO, ADI Analytics for the Natural Gas and LNG panel. Key themes included the global LNG supercycle and the pricing impacts of record capacity growth, […]

At the 2026 ADI Forum, Uday Turaga, CEO of ADI, provided a cross-segment outlook on the energy and chemical value chains. He highlighted the firm’s focus on the strategic interfaces between upstream production, global gas markets, and power generation, emphasizing how infrastructure and geopolitical shifts are reshaping global commodity flows. Key themes included a shift […]

In 2026, ADI expects demand growth to drive the midstream sector as opposed to supply growth. At the same time, disciplined capital allocation strategies will reshape how infrastructure is developed, optimized, and valued. Exhibit 1 summarizes our growth expectations in midstream oil and gas, and we share below 10 key insights on what to expect […]

ADI Analytics has released its 2026 LNG supply outlook, revealing a global gas market entering a new phase defined by rapid supply growth, infrastructure bottlenecks, shifting demand centers, and mounting pressure across pricing, shipping, and power systems. The following points summarize the key findings from our latest analysis: Supply outlook Global LNG supply is forecast […]

The global upstream oil and gas sector enters 2026 in a markedly different environment than the previous few years. Supply growth is set to outpace demand, capital discipline is reshaping portfolios, and regional divergence is more pronounced than at any point in the last decade. 1. Global oil supply outpaces demand in 2026. With a […]

The January 2026 Edition of the ADI Newsletter highlights how ADI drove impact in 2025, supporting clients across oil & gas, energy, and chemicals while helping them navigate complex market challenges. We served the full ecosystem—from operators and private equity investors to OEMs, EPCs, OFSE providers, and startups. Our work spanned the natural gas and […]

ADI Analytics has released its 2026 natural gas and LNG markets outlook, recently featured in Compressor Tech 2. In this brief update, Uday Turaga, CEO of ADI Analytics, outlines the major growth opportunities ahead for the sector alongside the critical pipeline bottlenecks and shifting global pricing dynamics that could impact stakeholders. Key Highlights Watch the […]

North American LNG export capacity is on track to double over the next few years. While ADI Analytics remains a strong believer in this natural gas supercycle, this massive expansion is not entirely risk-free. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down the core structural, pricing, and infrastructure bottlenecks that could […]

The US midstream oil and gas sector is entering a dynamic new phase, with over $50 billion in new capital projected for pipelines, processing, and export facilities. In this update, Udai Turaga, CEO of ADI Analytics, breaks down the core demand drivers and policy shifts accelerating this infrastructure boom. Key highlights Watch the full video […]

The November 2025 edition of the ADI Newsletter spotlights major shifts shaping the energy landscape. AI-driven data center expansion is triggering a grid infrastructure “gold rush,” with valuations soaring to 20× EBITDA amid transformer shortages and interconnection delays. Our outlook also shows carbon capture, utilization, and storage (CCUS) gaining global traction, with nearly 50 mtpa […]

The ADI team participated in multiple events across the city during the second annual Houston Energy and Climate Week in September 2025—which has now grown into a vibrant global event—hosting many of our clients who traveled from as far as Asia and Europe. Houston’s startup landscape feels vibrant and increasingly central to the energy transition; the ION and Greentown Labs have emerged […]