Industry: Oil & Gas

On June 27, 2025, the Texas Supreme Court ruled in Cactus Water Services, LLC v. COG Operating, LLC. It declared that produced water is oil & gas waste and therefore belongs to the hydrocarbon lessee i.e. oil & gas operator typically. This landmark decision clarifies that the right to produce oil & gas inherently includes […]

In the mid-2010s, clients worldwide sought ADI’s help to replicate shale’s success. I spoke at conferences in the UAE, Australia, India, Thailand, and Europe on developing unconventional resources domestically. Sadly, many efforts failed, and unconventional resource development has only recently picked up outside the U.S. most notably in Argentina, China, and Australia. International players and some […]

Uday Turaga, CEO, ADI Analytics, spoke at the Digitalization in Oil and Gas conference September 3-4, 2025 in Houston. Turaga participated in a dialogue on “Building the digital-ready workforce.” The core of this discussion was about building a digital-ready workforce in oil & gas. It examined strategies to upskill teams in digital tools. Additionally, it shared successful training […]

SLB announced its plan to acquire ChampionX in April last year. A key driver for this deal was ChampionX’s artificial lift technologies (along with its production chemicals business), which will help SLB better position itself to serve growing production optimization needs from declining oil and gas assets globally. This will be especially critical in the […]

ADI Analytics has just updated and published its global gasoline demand forecast, offering a clear perspective on the intricate shifts occurring in the market. While overall oil demand continues to see growth, driven by factors like increased air travel, road mobility, and industrial expansion in non-OECD countries, the long-term outlook for gasoline is characterized by […]

The European chemical industry is in the midst of a significant transformation, driven by a perfect storm of weak demand, persistently high energy costs, lingering overcapacity, and the disruptive impact of geopolitical factors like new tariffs. These challenging conditions are forcing major players to make tough decisions, resulting in a wave of strategic divestitures and painful plant closures across the […]

Global progress in Sustainable Aviation Fuel (SAF) continued in June 2025, supported by new airline agreements, refinery projects, and government initiatives across major markets. Airlines such as Lufthansa Group, ATR, and British Airways expanded SAF adoption through new partnerships, while Neste and Phillips 66 secured supply deals to strengthen distribution networks in the U.S. The […]

Last week, I attended the 2025 Reuters Downstream USA conference, where a central theme resonated deeply across discussions: the critical importance of reliability in the refining and chemicals sectors. While chemical engineers often define reliability as a system’s probability of functioning without failure for a set time under given conditions, its broader, transformative impact on […]

The oil & gas and chemical industries are at an inflection point. For years, growth was a given, but a new era, one characterized by a structural decline in capital and operational spending, is starting to take shape. Recent trends of slowing oil demand growth, oversupplied markets, and shrinking chemical margins as shown in exhibit […]

The U.S. biofuels industry has experienced rapid growth in renewable diesel (RD) production since 2021, while SAF production has also accelerated, with capacity nearly tripling between 2023 and 2024 as new facilities came online. The surge in RD and SAF capacity (see Exhibit 1) was driven primarily by policies such as the Blender’s Tax Credit […]

The United States has become a top player in global energy, especially in ethane exports. This position comes from its large domestic supply, good prices, and significant investments in export facilities, all supported by long-term contracts with international buyers. U.S. upstream and midstream players currently export about 0.5 million barrels per day (MMBPD) of ethane, which is […]

Before the 2024 U.S. presidential election, ADI published an article analyzing the potential shifts in U.S. energy markets and policy under a second Trump administration. We noted that, in his second term, President Trump might ease some methane emissions regulations. Fast forward to today, President Trump signed a joint Congressional resolution repealing the Waste Emissions Charge (WEC) […]