Industry: Oil & Gas

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ROCE for Majors – Downstream vs upstream

Downstream oil and gas margins and returns, especially for refining, have shown some volatility this year. This has led to concerns among investors who are questioning whether the traditional stability seen in those segments has run its course. Such concerns are overblown, and the volatility seen in the past few months is primarily due to […]

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ADI newsletter: Portfolio growth and churn at Saudi Aramco

In the June 2019 edition of the ADI newsletter, we dove into Saudi Aramco’s latest financial statements and strategies for optimizing its asset portfolio. Additionally, we reviewed key issues impacting the U.S. West Coast refining market, based on ADI’s June Downstream Market Advisory.

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Downstream market advisory: Canadian oil production & outlook

ADI has launched a monthly subscription service focusing on the North American downstream market. This service includes a comprehensive two-part monthly report. Its core purpose is to equip subscribers with vital research, market intelligence, analytics, and insights. Ultimately, this helps subscribers develop a strategic and forward-looking perspective on downstream markets, operations, assets, and supply chains. […]

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ADI newsletter: Vaca Muerta looks promising

In the May 2019 edition of the ADI newsletter, we explored the promising shale development in Vaca Muerta, focusing on Argentina, China, and Saudi Arabia. We examined the growing shift toward sustainability in the plastics industry, with a look at recycling efforts. Additionally, we provided insights from ADI’s May 2019 Downstream Market Advisory on the […]

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Downstream market advisory: Biodiesel & renewable diesel outlook

ADI has launched a monthly subscription service covering the North American downstream market, including insights on crude oil to chemicals. Our research service provides a monthly report comprising two parts. Our goal is to provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets, operations, assets, and […]

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ADI newsletter: Shale, heavy oil, and refining economics

In the August 2019 edition of the ADI Analytics newsletter, celebrating its 10th anniversary, ADI presented a collection of insights covering key trends in the oil and gas sector. These included shale play developments in the Permian and Bakken, the challenges of heavy oil constraints for refiners, and the future outlook for refining margins, fuel […]