Industry: Oil & Gas

SLB announced its plan to acquire ChampionX in April last year. A key driver for this deal was ChampionX’s artificial lift technologies (along with its production chemicals business), which will help SLB better position itself to serve growing production optimization needs from declining oil and gas assets globally. This will be especially critical in the […]

ADI Analytics has just updated and published its global gasoline demand forecast, offering a clear perspective on the intricate shifts occurring in the market. While overall oil demand continues to see growth, driven by factors like increased air travel, road mobility, and industrial expansion in non-OECD countries, the long-term outlook for gasoline is characterized by […]

In June 2025, global SAF efforts advanced through new airline and airport partnerships, increased supply deals, financial investments, and strategic collaborations aimed at boosting production and accessibility, despite some policy delays and project cancellations.

Last week, I attended the 2025 Reuters Downstream USA conference, where a central theme resonated deeply across discussions: the critical importance of reliability in the refining and chemicals sectors. While chemical engineers often define reliability as a system’s probability of functioning without failure for a set time under given conditions, its broader, transformative impact on […]

The oil & gas and chemical industries are at an inflection point. For years, growth was a given, but a new era, one characterized by a structural decline in capital and operational spending, is starting to take shape. Recent trends of slowing oil demand growth, oversupplied markets, and shrinking chemical margins as shown in exhibit […]

The U.S. biofuels industry has experienced rapid growth in renewable diesel (RD) production since 2021, while SAF production has also accelerated, with capacity nearly tripling between 2023 and 2024 as new facilities came online. The surge in RD and SAF capacity (see Exhibit 1) was driven primarily by policies such as the Blender’s Tax Credit […]

The United States has become a top player in global energy, especially in ethane exports. This position comes from its large domestic supply, good prices, and significant investments in export facilities, all supported by long-term contracts with international buyers. U.S. upstream and midstream players currently export about 0.5 million barrels per day (MMBPD) of ethane, which is […]

Before the 2024 U.S. presidential election, ADI published an article analyzing the potential shifts in U.S. energy markets and policy under a second Trump administration. We noted that, in his second term, President Trump might ease some methane emissions regulations. Fast forward to today, President Trump signed a joint Congressional resolution repealing the Waste Emissions Charge (WEC) […]

The oil and gas industry has come a long way since the first mechanically drilled wells, which were roughly 69 feet deep. From Edwin L Drake’s team striking oil at 69.5 feet in Titusville, Pennsylvania, in 1859, to today’s Permian Basin producers drilling wells over 3,000 feet in vertical depth and exceeding 25,000 feet in […]

At the 2025 ADI Forum, Steve Brown, President, Chemstations, and Walter Breidenstein, CEO, GasTechno, joined moderator Uday Turaga, CEO, ADI Analytics during the Feedstocks challenges for chemicals panel. The US held a significant advantage in chemical feedstock due to abundant and affordable natural gas and natural gas liquids (NGLs), especially ethane. This abundance lowered production […]

At the 2025 ADI Forum, John Metcalf, SVP, Hoerbiger, and Nigel McMullen, COO, Utility Global, joined moderator Panuswee Dwivedi, Project Manager, ADI Analytics for the hydrogen panel. The low-carbon hydrogen industry struggled to grow beyond its traditional uses in refining and making ammonia. Expanding into new areas like transport and steelmaking was tough due to […]

At the 2025 ADI Forum, James Seaba, Program Director, ARPA-E, and  Matthew Seabaugh, Founder, HeatPath Solutions, joined moderator Uday Turaga, CEO, ADI Analytics for the energy transition infrastructure panel. The energy transition was causing a fragmentation of traditional energy value chains. Oil and gas companies were diversifying investments into renewables, carbon capture, and hydrogen. This […]