Industry: Oil & Gas

The January 2026 Edition of the ADI Newsletter highlights how ADI drove impact in 2025, supporting clients across oil & gas, energy, and chemicals while helping them navigate complex market challenges. We served the full ecosystem—from operators and private equity investors to OEMs, EPCs, OFSE providers, and startups. Our work spanned the natural gas and […]

Geopolitical developments over the weekend have renewed interest in Venezuela’s oil industry and what they may mean for global oil markets. The long arc of the Venezuelan oil industry is visible in Exhibit 1, where production fell from ~3.5 MMb/d in the 1970s to ~1.1 MMb/d by 2025. Exhibit 1 also shows Venezuelan crude oil […]

ADI Analytics has released its 2026 natural gas and LNG markets outlook, recently featured in Compressor Tech 2. In this brief update, Uday Turaga, CEO of ADI Analytics, outlines the major growth opportunities ahead for the sector alongside the critical pipeline bottlenecks and shifting global pricing dynamics that could impact stakeholders. Key Highlights Watch the […]

In the December 2025 edition of the ADI Chemicals Newsletter, we explore how AI in energy and chemicals is moving from hype to reality. Successful adoption depends on practical, bottom-up implementation rather than top-down mandates. Companies like Aramco, Suncor, and Clariant are using AI to augment operations, not replace human expertise. This edition also highlights […]

The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]

While U.S. shale remains highly productive at home, leading pioneers are quietly exporting their technical expertise to international markets. In this brief update, Uday Turaga, CEO of ADI Analytics, explains why companies like Continental Resources and EOG are expanding overseas to leverage premium LNG-linked pricing and rising global gas demand. Key Highlights Watch the full […]

Europe became the linchpin of sustainable aviation fuel (SAF) adoption after the implementation of the EU’s RefuelEU Aviation regulation and the U.K.’s SAF mandate. According to these regulations, airlines are required to blend at least 2% of SAF in their fuel use starting January 1, 2025. These blending requirements will get stricter with higher targets […]

North American LNG export capacity is on track to double over the next few years. While ADI Analytics remains a strong believer in this natural gas supercycle, this massive expansion is not entirely risk-free. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down the core structural, pricing, and infrastructure bottlenecks that could […]

XCF Global partnered with Impact Jets to boost sustainable aviation fuel (SAF) use in private aviation, while FedEx expanded SAF adoption at key U.S. airports. Aether Fuels and Aster are developing a SAF facility in Singapore, and Eni, PETRONAS, and Euglena began building a biorefinery in Malaysia. Fluor secured a design contract for LanzaJet’s UK […]

With both the IEA and OPEC now forecasting a historic oil surplus for 2026, crude prices have already retreated to $60. In this brief update, Uday Turaga, CEO of ADI Analytics, explains why a combination of macroeconomic headwinds and shifting reserve strategies could pull oil prices down even further. Key Highlights Watch the full video […]

The US midstream oil and gas sector is entering a dynamic new phase, with over $50 billion in new capital projected for pipelines, processing, and export facilities. In this update, Udai Turaga, CEO of ADI Analytics, breaks down the core demand drivers and policy shifts accelerating this infrastructure boom. Key highlights Watch the full video […]

The November 2025 edition of the ADI Newsletter spotlights major shifts shaping the energy landscape. AI-driven data center expansion is triggering a grid infrastructure “gold rush,” with valuations soaring to 20× EBITDA amid transformer shortages and interconnection delays. Our outlook also shows carbon capture, utilization, and storage (CCUS) gaining global traction, with nearly 50 mtpa […]