Industry: Oil & Gas

ADI has launched a monthly subscription service for the North American downstream market. This service provides a monthly report with market intelligence, analytics, and insights. It helps subscribers build a strategic, forward-looking view of downstream operations, assets, and supply chains. The first part reviews historical data and forecasts on key downstream metrics. This includes oil […]

In the March 2020 edition of the ADI newsletter, we explored the past trajectory of private equity’s role in fueling oil and gas midstream growth, examining whether this trend continued. We provided an outlook on NGL fractionation and storage capacity, detailing recent developments within that sector. Additionally, we analyzed the success of small-scale LNG delivery […]

At the 2020 ADI Forum, Horace Hobbs, Chief Economist, Phillips 66, discussed the oil industry’s strategic shift toward chemicals as fuel demand decreases, leading to the transformation of refineries into petrochemical hubs. Companies like Reliance are planning to convert refineries to produce olefins and aromatics instead of conventional fuels, a trend particularly relevant in resource-rich […]

During the 2020 ADI Forum, Roy Hartstein, Managing Director, Responsible Energy Solutions, highlighted the critical need to reduce both methane and carbon dioxide emissions from natural gas production to combat climate change. 1. He emphasized that flaring was a major contributor to emissions in the oil and gas industry, making its reduction one of the […]

At the 2020 ADI Forum, Horace Hobbs, Chief Economist, Phillips 66, provided insights on the industry’s adaptation to #IMO2020, highlighting shifting demand, changing #crude values, and a significant tax regulation affecting bunker fuel production. The bunker fuel market is undergoing a transition as refiners and traders adapt to new regulations and supply dynamics, with some […]

During the 2020 ADI Forum, Uday Turaga, Chief Executive Officer, ADI Analytics, discussed the evolving role of private equity in the U.S. oil and gas sector. While private capital remained a key funding source for exploration and production, especially in the Permian Basin, challenges in exiting investments were prompting firms to adapt. This included building […]

At the 2020 ADI Forum, Paul Bieniawski, CEO of Enstor Gas, discussed the challenges facing natural gas storage during the Midstream and NGL panel, moderated by Carol Conomos (INNIO). He highlighted the increasing regulatory pressures, which had introduced complex compliance hurdles and new monitoring requirements that were not yet technically feasible. Companies had worked closely […]

During the 2020 ADI Forum, Uday Turaga, CEO of ADI Analytics, examined the evolving economics of U.S. light tight oil production, noting that while break-even costs saw significant declines between 2013 and 2016 due to operational improvements and service cost reductions, these gains have since leveled off. The discussion focused on the increasing difficulty of […]

At the 2020 ADI Forum, Reinaldo Bermudez, Executive Director of Turbomachinery Sales at MAN Energy Solutions, and Richard Hyde, Executive Director at One Future, joined moderator Uday Turaga, CEO of ADI Analytics, for the energy transition panel. Key topics included the cost-effectiveness of new technologies and innovation incentives, along with emissions reduction, subsea compression, and […]

During the 2020 ADI Forum, Uday Turaga, Chief Executive Officer, ADI Analytics, offered his perspective on the future trajectory of U.S. oil and gas production. While both natural gas and crude oil output were still on an upward trend, the rate of growth was decelerating. Natural gas production, at just over 90 billion cubic feet […]

At the 2020 ADI Forum, Scott Chrisman, Former CCO, Sempra LNG, and Lisa Leland, SVP, Gas Supply, Annova LNG, examined the key countries driving the LNG market and the impact of shifting prices on demand. China’s swift adoption of cleaner fuels, driven by government policies, is positioning it as the top global LNG buyer, while […]

During the 2020 ADI Forum’s energy transition panel, Richard Hyde, Executive Director of One Future highlighted the crucial role of #innovation in tackling #methane #emissions. Moderated by Uday Turaga, CEO, ADI Analytics, the discussion also touched upon aligning global efforts to reduce these emissions. Industry leaders are increasingly setting ambitious targets, focusing on accountability and […]