Industry: Natural gas & LNG

Leading shale operators from oil majors such as ExxonMobil and Chevron to the E&P independents including ConocoPhillips, Pioneer, Oxy, and Diamondback have committed to growing production without compromising returns and sustainability. Achieving this aspiration will require significant cost optimization where recent ADI research and consulting is showing significant progress by E&P companies.  These cost optimization efforts […]

Policy, regulatory, and sustainability pressures coupled with financial incentives such as the value of Low Carbon Fuel Standard credits in California have led to significant interest and activity in renewable natural gas (RNG) over the past few years.  Maturing business and technology models and the ease of integrating RNG into existing natural gas infrastructure have […]

After a few good years, outperforming broader markets in the past decade, the chemicals industry currently faces significant challenges moving forward. Feedstock cost competitiveness and new markets, two of the more significant market drivers, have a positive outlook. However, other drivers are negative, such as the current direction of interest rates, or neutral, such as […]

Henry Hub gas prices averaged $6.45 per MMBtu in 2022 rising from $3.89 in 2021, driven by increased demand from Europe and the gradual re-opening of China. Prices have since fallen 62% to average $2.46 in 2023. The global LNG sugar rush resulted in LNG prices to rise to over $32 per MMBtu in 2022 […]

Compressors are used in a wide range of applications in the oil and gas, energy, and petrochemical industries. The growing hydrogen, carbon capture, biofuels, and other energy transition markets present new opportunities for compressor companies. Many of these industries are being built from the ground up, offering years of growth for compressors and related equipment […]

Ever since Russia invaded Ukraine on February 24, 2022, western countries have spent a lot of time cutting ties with Russia and enacting sanctions to financially pressure them, with a particular emphasis on their fossil fuel industry. With more than a year passing since the start of this war, in this blog, we take look […]

From the start of the Russia-Ukraine war, we have seen global interest fragment across both energy transition and energy security. With several countries being overly reliant on Russian oil and gas, we saw a return to energy sources that the world had been weaning off. For example, Exhibit 1 shows how coal, oil, and nuclear […]

AMERICAS Shintech seeks permit for ethylene plant Shintech has applied for a permit from the Louisiana Department of Environment Quality for the construction of a 500 KT ethylene plant. A site for the plant has not been chosen yet. Comments: Shintech, the U.S. subsidiary of Shin-Etsu Chemical has recently focused on a strategy of backward […]

The Haynesville Basin is set to see three new pipeline projects in 2023. Two of them will be to enhance the capacity of preexisting pipelines, while the other one will be an entirely new pipeline. If everything goes as anticipated, these three projects will cumulatively increase the play’s gas takeaway capacity by 2.35 billion cubic […]

Following the pandemic-induced recession and drop in investments in 2020, global investments in energy have increased. Investments in both fossil fuels and renewables have steadily increased, with renewable energy gaining the most. In fact, investments in renewable energy (solar and wind) are set to surpass oil and gas for the first time ever, with $494 […]

At the 2023 ADI Forum, Blake Littauer, President of Puget LNG, shared insights on the future of LNG bunkering. As the shipping industry pushed to cut greenhouse gas emissions by 40% by 2030, LNG had become the leading solution. It offered an established infrastructure, a strong safety record, and immediate scalability. Littauer discussed LNG’s competitive […]

At the 2023 ADI Forum, Blake Littauer, President, Puget LNG, joined moderator Uday Turaga, CEO, ADI Analytics, to discuss the limited growth potential for an existing LNG project on the U.S. West Coast. While the facility had the capacity to add a second production unit, the speaker indicated that this expansion faced significant challenges. The […]