Industry: Natural gas & LNG

Access our team’s summary of the proposed energy policies of the two U.S. Presidential Election candidates, Donald Trump and Hillary Clinton.

Abundant, low-cost natural gas has driven companies to pursue monetization strategies, primarily large-scale LNG liquefaction. However, smaller markets are also experiencing innovation and growth due to this gas surplus.

Chemical industry summary Global prices and trade for the major polyolefins reflect a reasonable balance of supply and demand that has been supported by a number of global outages, planned and unplanned, particularly in North America. Improved global growth will be required to maintain strong demand growth and chemical operating rates as new capacity in […]

Chemical industry summary Consolidation of the global agricultural chemicals sector is continuing as a brisk pace. On September 14, Monsanto accepted Bayer’s takeover bid, valued at US$66 billion. This included a stock price of $128 per share and the assumption of US$10 billion in debt. The final bid follows two previous bids, and reported talks […]

Chemical industry summary The anticipated secular recovery of the global crude oil market appears to be faltering under the pressure of strong production output and sustained high inventory levels. In July, Saudi oil output rose 123,000 barrels per day to hit a level of 10.67 million bpd. Russian crude exports are up nearly 5% to […]

The Panama Canal expansion now accommodates post-Panamax vessels, potentially impacting crude oil, LPG, and LNG trade markets.

Bolivia’s YPFB employs an LNG virtual pipeline system, transporting LNG via tanker trucks from the Rio Grande liquefaction plant to supply natural gas to the remote towns of San Julian, San Jose de Chiquitos, and Tupiza, bypassing existing pipeline networks.

Chemical industry summary  With the Q2 earnings season in sight, financial analysts are forecasting flat year-on-year earnings results from any chemical companies, with a relative balance of puts and takes from last year’s performance. However, it is likely that industry leaders will note some encouraging signs on the horizon, with several industries seeing modest improvement […]

In 2014, China’s LNG demand reached a peak of 2.7 bcfd, ranking it third globally behind Japan and South Korea. Subsequently, economic deceleration led to the first decline in Chinese LNG imports since their inception in 2006.

Historically tolerated cost overruns are now untenable due to depressed oil prices, necessitating cost reduction strategies for offshore operators to achieve breakeven and project profitability.

Chemical industry summary Recent news for global chemicals has been dominated by M&A. This week, Westlake Chemical announced that the board of its acquisition target Axiall has agreed to sell the company for the significantly improved offer of US$33 per share representing an enterprise value of US$3.8 billion. This valuation is a 31% increase from […]

In April of 2016, ADI Analytics presented at the GPA convention in San Antonio, Texas. The convention featured forums over LNG, safety, midstream operations, midstream technology, project economics, and navigating regulatory environments. Uday Turaga, CEO of ADI Analytics, presented “New Technologies to Reduce Natural Gas Flaring”. The presentation can be found below. Please fill form […]