Industry: Natural gas & LNG

ADI Analytics recently spoke at the Energy Construction Forum, marking their second appearance at the event. Tyler Wilson presented “Strategies to Address Cost and Schedule Risks with LNG Projects.” This presentation highlighted how a growing supply of affordable shale gas has increased interest in gas monetization, with LNG being a top choice. However, many proposed […]

Chemical industry summary The first quarter of the 2016 financial reporting season has been concluded with results generally consistent with forecasts. US-based paint and home supply companies generally reported improved results on a year-on-year basis, with high gross margins due to a benign raw material cost environment. Commodity chemical producers report softer year-on-year revenues but […]

In April 2016, ADI’s CEO, Uday Turaga, spoke at the Oil & Gas Supply Chain Forum in Houston. He discussed evolving supply chains for operator pain points. The two-day event featured 20 experts. They covered supply chain issues, technology gaps, and operator needs. The oil and gas production facilities market dropped 20-30% in 2015. Further […]

Chemical industry summary Mergers and acquisitions and cost savings activities dominate the chemical industry as companies continue to grapple with shrinking demand and softening chemical margins. The proposed merger of US chemical giants DuPont and Dow Chemical appears to be proceeding well with minimal significant anti-trust issues. There are reports that BASF will make a […]

Chemical industry summary Chemical companies are currently releasing quarterly and full-year 2015 earnings results. Thus far, earnings reports have been a mixed bag as viewed with last year’s results. All companies are reporting year-on-year decreases in revenue as a consequence of the global energy price deflation. However, different sectors of the industry are reporting earnings […]

Chemical industry summary Lack of confidence in global chemical demand and weakness in the energy sector have spurred a generally gloomy outlook for global chemicals in 2016. The continuing weakness in the Chinese demand, especially for commodities, has resulted in weakness in global stock markets and especially on the Shanghai Exchange. Very high global inventories […]

Chemical industry summary  As witnessed by record inventory, the global oversupply of crude oil continues to weigh on expectations for a price recovery in the near term. This is both a supply and a demand-driven problem with consensus expectations indicating that 2016 is highly unlikely to show significant improvement in energy pricing. Companies in the […]

Chemical industry summary Publicly traded US commodity chemical producers reported surprisingly good financial results for the recently completed third quarter. Margins in Q3 for the US polyolefin chain decreased sequentially with polymer prices falling more than feedstock costs. However, for Europe, the story was reversed with declining oil and naphtha prices falling faster than olefins […]

ADI Analytics launched a multi-client study on Benchmarking Shale Gas Monetization Options, assessing how new demand drivers—such as gas-fired power, LNG exports, gas-to-liquids, chemicals, and transportation—can offset growing shale gas supply and impact investor returns. Specific objectives include the following: We welcome you to join this study. As a subscriber, you’ll have multiple options to […]

Uday Turaga, Founder & CEO of ADI Analytics, shared results from ADI’s work on monetizing shale gas via small-scale methanol technologies at the U.S. Energy Association on October 22, 2015. Turaga explored the potential of small-scale methanol plants in North America, citing an in-depth study done by ADI’s diligent team of analysts. The study in […]

Chemical industry summary The deflation of global chemical prices continues following declining feedstock and oil/gas prices. Key olefins in the US are now hitting levels not seen since 2009 in some cases, not seen since 2003. Ethylene margins are starting to ease for US shale gas-based chemical producers as lower international prices have resulted from […]

Chemical industry summary Reflecting a lower cost basis, global commodity chemical prices continue to wilt as the global chemical industry adjusts to lower crude oil prices. Spot ethylene in Asia has recently traded near US$800 per MT, down from US$1,400 in July. Margins have eased for producers in all regions. The Asian ethylene/naphtha spread has […]