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 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, Elim Yeoh, Head of Biofuels Growth, Americas at bp; John Goldsmith, SVP, Renewables, Par Pacific Holdings; and Ryan Eslicker, Head of New Energies Origination – North America at Uniper; joined Panuswee Dwivedi, Project Manager at ADI for the Sustainable Aviation Fuel (SAF) and low-carbon fuels panel. Key themes discussed were […]

At the 2026 ADI Forum, Tulio Scacciati, Head of Strategy and M&A at Expro; Benito Ciriza, VP, Business & Portfolio Integration at BW Energy; and Zach Kimball, VP, Finance & Strategic Planning at Citation Oil & Gas Corp joined Uday Turaga, CEO, ADI to discuss the evolving landscape of upstream operations and oilfield services. The […]

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 […]

The global upstream sector is entering a massive supply overhang that could depress crude prices for much of the year. In this brief update, Panuswee Dwivedi, Project Manager at ADI Analytics, breaks down how operators are stress-testing budgets and why capital is rapidly shifting from US shale to high-margin international offshore projects. Key Highlights Watch […]

In 2026, ADI expects demand growth to drive the midstream sector as opposed to supply growth. At the same time, disciplined capital allocation strategies will reshape how infrastructure is developed, optimized, and valued. Exhibit 1 summarizes our growth expectations in midstream oil and gas, and we share below 10 key insights on what to expect […]

ADI Analytics has released its 2026 LNG supply outlook, revealing a global gas market entering a new phase defined by rapid supply growth, infrastructure bottlenecks, shifting demand centers, and mounting pressure across pricing, shipping, and power systems. The following points summarize the key findings from our latest analysis: Supply outlook Global LNG supply is forecast […]