Industry: Oil & Gas

Over the past two years, EPC firms have begun talking about process technology licensing in a materially different way. In corporate filings, expert calls, and investor communications, licensing is no longer positioned as an adjunct to project execution. Instead, it is increasingly framed as a core strategic lever—one that delivers capital light margins, recurring revenue, […]

We shared some of ADI Analytics’ research on methane emissions at the 5th Energy Emissions Management Conference in Houston last week.  While the methane emissions measurement, reporting, and verification (MRV) landscape is clearly far more mixed today than a year ago, operators in 2026 continue to address material challenges around regulatory pressure, buyer requirements, and […]

In March 2026, Capital Power advanced plans for a large data center in Alberta using on‑site gas‑fired generation tied to AECO pricing. With AECO prices recently around US$1.00–1.20 per MMBtu, fuel costs are among the lowest available to data‑center developers in North America, reinforcing Alberta’s appeal as a destination for power‑intensive compute. This momentum is […]

In the March 2026 edition, ADI examines how the Iran conflict has tightened global oil and gas markets, shifting expectations from oversupply to heightened geopolitical risk. We also highlight why the impact is even more significant in LNG, where uncertainty is reshaping trade flows, pricing, and supply security. In U.S. power markets, Texas continues to […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalating conflict involving Iran is widely perceived as an oil‑market risk, yet its most profound and immediate consequences are emerging in global gas and LNG markets. We have summarized in the following […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The military escalation following the February 28, 2026 strikes on Iran has shifted global oil and gas markets from a projected oversupply to acute geopolitical scarcity. This transformation is driven by logistical and […]

In April 2024, Technip Energies’ Loading Systems business launched a new generation of fully electric and automated loading arms designed for LNG, ammonia, and liquid CO₂ service. Subsequent project activity—across LNG export terminals and emerging cryogenic applications—reinforces a broader shift observed in LNG infrastructure markets: as capacity expands, operators and equipment suppliers are placing greater […]

The Devon–Coterra merger is a pragmatic assessment of where U.S. shale stands today. Survival will require capital efficiency to offset declining resource quality as the shale system matures. Historically, consolidation among U.S. E&P independents has delivered tangible operating benefits. Scale has helped reduce drilling times materially—industry averages have fallen from roughly 28 days per well […]

In the February 2026 edition, we highlight ADI’s 2026 global outlooks, offering a cross‑market view of the trends shaping the oil and gas, energy, and chemicals industries. Key themes include a potential LNG and gas supercycle driven by new liquefaction capacity, rapidly rising electricity demand from data centers and electrification, and a more pragmatic, regionally […]

At the 2026 ADI Forum, Guy Braden, SVP, Commercial, Cameron LNG; Dave Conover, VP, Govt. Relations & Comms, Kinder Morgan; and Ben Kluding, Product Manager Americas, Hoerbiger joined Uday Turaga, CEO, ADI Analytics for the Natural Gas and LNG panel. Key themes included the global LNG supercycle and the pricing impacts of record capacity growth, […]

At the 2026 ADI Forum, Uday Turaga, CEO of ADI, provided a cross-segment outlook on the energy and chemical value chains. He highlighted the firm’s focus on the strategic interfaces between upstream production, global gas markets, and power generation, emphasizing how infrastructure and geopolitical shifts are reshaping global commodity flows. Key themes included a shift […]

ADI has released its 2026 ADI Global SAF Outlook, outlining the key regulatory, production, and market forces shaping the global sustainable aviation fuel landscape. The outlook highlights increasing fragmentation, constrained supply growth, and rising cost pressures as mandates expand worldwide. 1. Regulatory divergence fragments the global market. The U.S. undergoes a sharp policy reversal in […]