Industry: Natural gas & LNG

EU policies and initiatives, such as TEN-T and the LNG Masterplan, are driving the development of LNG bunkering infrastructure in Europe, offering potential lessons for the United States to promote domestic LNG demand and infrastructure.

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.

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. […]

At the 2018 ADI Forum, a panel discussion featuring Oliver Tuckerman, VP of Corporate Development at Cheniere Energy; Allyn Risley, Chairman of GTT North America; and Blake Roberts, Advisor at ADI, examined the evolving LNG market. Key insights included the rapid surge in Chinese LNG demand and how innovations in Floating Storage and Regasification Units […]

Matt Adkins, with over twelve years of experience in the LNG market, specialized in global gas flows. He shared his perspective on how ADI Analytics’ research provided valuable, independent insights, offering a broader view of key industry statistics. With his hands-on, tactical experience, Matt appreciated the importance of having reliable data to guide decision-making. He […]

At the 2018 ADI Forum, ADI Analytics’ annual oil and gas conference, Oliver Tuckerman, VP, Corporate Development, Cheniere Energy, and Blake Roberts, Advisor at ADI, discussed key insights during the LNG markets panel. This video highlights their discussion on the evolving LNG landscape, including the surge in Chinese demand, the role of FSRU innovation in […]

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 […]