Industry: Power Generation

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20x valuations: The grid infrastructure gold rush

Gold prices have increased by nearly 50% in the past year, but that’s not the only gold rush in town these days. The other gold rush is for a piece of the supply chain action that enables access to the grid for power generation assets, powering the upcoming AI-driven data centers. The grid infrastructure gold […]

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Musings from Houston Energy & Climate Week: AI and the Texas grid

The ADI team participated in multiple events across the city during the second annual Houston Energy and Climate Week in September 2025—which has now grown into a vibrant global event—hosting many of our clients who traveled from as far as Asia and Europe. Houston’s startup landscape feels vibrant and increasingly central to the energy transition; the ION and Greentown Labs have emerged […]

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Gastech reinforces natural gas and LNG’s growth supercycle

This was an exciting week as ADI Analytics was honored to host U.S. Energy Secretary Chris Wright and Interior Secretary Doug Burgum at our exhibit at Gastech 2025 in Milan. Secretary Wright showed keen interest when our conversation shifted from gas and LNG to produced water management—a topic likely close to his past life leading […]

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ADI’s Global LNG capacity database

Global LNG capacity grew by more than 20 million tons per annum (mtpa) from 2023 through mid-2025. North America, including the U.S., Canada, and Mexico, accounted for about 65% of this new capacity. Additionally, 2 mtpa of this capacity came from floating terminals and ~11 mtpa from terminals with small-scale, modular LNG trains (each less […]

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ADI’s U.S. LNG export terminals database

The U.S. LNG export capacity growth stagnated over the past couple years due to delays caused by market volatility, labor shortages, and regulatory uncertainty. Now, the supportive stance of the Trump Administration and growing global gas demand are expected to bolster the U.S. LNG sector through 2030. U.S. LNG export capacity reached a little over […]

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Hold ’em or fold ’em: Navigating the hydrogen downturn

Hydrogen is key to decarbonizing, and countries worldwide unequivocally recognize this, as seen from the widespread policies supporting hydrogen market development displayed in exhibit 1. Most European countries have developed hydrogen strategies and roadmaps, with targets for green H2 production capacity by 2030, including 5.0 GW in the UK, 10.0 GW in Germany, and 6.5 […]

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Thirsty data centers, parched communities

Every time you interact with a chatbot, train an AI model, or stream high-resolution video, a data center somewhere is hard at work processing your request. While the power demands of these facilities have attracted growing attention, a less visible but equally pressing issue is coming into focus: water consumption. As AI adoption accelerates and data centers […]

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Bridging the gap: Integrating renewable energy with the grid

The critical need for robust investment in power grid infrastructure has been underscored by recent electricity disruptions experienced in Spain and Portugal. In April 2025, a combination of extreme weather events and constraints on the existing transmission network led to widespread outages, impacting homes, businesses, and essential services across the Iberian Peninsula. Such incidents serve as […]

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Capitalizing on the global natural gas and LNG supercycle

Natural gas and liquefied natural gas (LNG), once touted as a bridge fuel to a low-carbon renewable energy-powered future, are now increasingly seen as a permanently central part of the evolving global energy landscape. Factors such as explosive growth in AI and data centers in the U.S. and elsewhere, energy security concerns in Europe and […]

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Big tech’s energy crisis is bringing nuclear back

As the global push for low-carbon energy intensifies, demand for nuclear power is gaining momentum in the United States. At the heart of this resurgence is the rapidly expanding energy appetite of data centers, particularly those supporting artificial intelligence (AI) and cloud computing. The immense power needs of these facilities are prompting a shift toward […]

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The evolving methanol and ammonia markets

At the 2024 ADI Forum, David LaMont, SVP, Corporate Development, SunGas Renewables; Hahn Nguyen, VP, Sustainability, OCI Global; and Esben Sorensen, Sr. Director, Global Market Development, Plug Power, joined Uday Turaga, CEO, ADI Analytics for the methanol and ammonia panel. Key topics included the market for green methanol and ammonia, focusing on their roles in […]

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Panelist spotlight: Leaders in CCS and energy transition

At the 2023 ADI Forum, KC Littlefield, GM, Tech. Commercialization for CCUS, Chevron New Energies; Chris Fraughton, Director, CCS & Heat Pumps, Americas, MAN ES; and Brandon Schwertner, President, Priority Power Management, joined moderator Uday Turaga, CEO, ADI Analytics. The Decarbonizing O&G/CCUS panel explored the evolving energy landscape, diving into carbon capture technologies, large-scale energy […]