Industry: Oil & Gas

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The global helium market is undergoing a structural transformation as geopolitical instability in the Middle East and export restrictions in Russia take approximately 25% to 30% of world supply offline. Qatar, which accounts […]

North American midstream companies are entering a multi‑year transition as AI‑driven electricity demand reshapes how natural gas infrastructure is planned, financed, and contracted. Over the next five years, the sector is expected to evolve from linear pipeline expansion toward integrated power platforms that combine supply, transport, storage, and generation around large, fixed loads. Several large […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Jet fuel markets experienced a sharp and localized dislocation following recent geopolitical disruptions, with price movements far exceeding changes in crude benchmarks. The episode has highlighted how exposed aviation fuel economics remain to refining capacity, logistics, […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Oil prices have surged again, driven by the Iran conflict and fears of disruption in the Middle East. These risks matter, and they explain today’s prices. But history and current fundamentals suggest they […]

The ongoing Iran conflict is driving major structural shifts across global energy and chemical supply chains. In this brief update, ADI Analytics breaks down four critical market implications—from prolonged natural gas shortages to a surprising reality check on crude oil prices. Key Highlights Watch the video to explore these shifting market dynamics >>

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has had a disproportionate impact on downstream energy markets. While crude oil prices initially showed relative stability, refined product markets began pricing in stress almost immediately. As […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The global energy landscape has been fundamentally altered by the ongoing conflict in the Middle East. Following the onset of hostilities on February 28, 2026, the Strait of Hormuz remains functionally impaired, stranding […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Qatar’s LNG shutdown is being assessed as if it were a temporary shock. It is not. Based on ADI’s primary research, including interviews with LNG operators in the Middle East, EPC contractors, technology […]

We recently attended the 2026 American Bioeconomy Leadership Conference (ABLC) in Washington, D.C., just as U.S. policymakers signaled a renewed willingness to use biofuels as a tool for fuel market stability. The EPA’s announcement allowing a temporary nationwide waiver for E15 gasoline sales underscores how energy security, agricultural policy, and domestic fuel supply resilience are […]

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 […]