Industry: Power & Utilities

ADI Analytics is pleased to share that our CEO, Uday Turaga, was featured in Enterprise AM discussing Kuwait’s Project Peregrine and the growing trend of infrastructure monetization across the global energy sector. Kuwait’s recent transaction is part of a broader wave of deals involving major regional players like ADNOC Group, Aramco, OQ, and Bapco Energies. […]

In the August edition of the ADI newsletter, Artificial lift providers are advancing automation, analytics, and predictive maintenance to improve production performance and reduce operating costs. Meanwhile, energy infrastructure investors are expanding beyond pipelines into gas processing, LNG, power, utilities, and storage assets. At the same time, surging electricity demand is exposing grid constraints, driving […]

As energy markets evolve, unlocking capital requires strategic asset monetization. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down Kuwait Oil Company’s $8B pipeline deal and highlights where the next wave of energy infrastructure transactions is heading. Key highlights Watch the full video below to explore these trends and see how ADI […]

Geothermal is attracting more attention than at any point in recent decades. Fervo’s IPO brought public-market attention to enhanced geothermal systems, and Quaise’s recent $134 million Series B first close showed continued investor appetite for superhot geothermal and millimeter-wave drilling. Developers are improving drilling performance, stimulation design, reservoir modeling, subsurface monitoring, and project execution. Oil […]

U.S. power sector CO₂ emissions rose 4% in 2025 based on the latest findings from the U.S. Energy Information Administration (EIA). This increase was driven by a 3% increase in net electric power generation, including a substantial 13% increase in coal-fired generation. More importantly, this increase points to a growing challenge facing the U.S. power […]

Kuwait Oil Company’s $16 billion pipeline lease-and-leaseback with Blackstone, Brookfield, and KKR marks the latest step in a broader shift in energy infrastructure ownership. The deal covers 13 crude oil pipelines across roughly 320 kilometers, gives the investor consortium a 49% stake in a new joint venture, and generates $7.85 billion in upfront proceeds for […]

As the energy and data center landscapes evolve, identifying true growth opportunities requires moving past headline hype and into practical execution. In this brief update, Uday Turaga, CEO of ADI Analytics, shares critical insights from ADI’s project tracking database, breaks down power price dynamics in ERCOT, and previews an upcoming industry summit addressing the full […]

Utility capital projects are facing mounting delays and cost pressures in 2026, even as AI-driven demand fuels record capex. Meanwhile, the upstream oil and gas market is stabilizing around a normalizing shale cost curve, bulk liquid storage operators are shifting toward capability-driven growth, and the energy transition is exposing critical minerals bottlenecks that are pushing […]

U.S. utilities are entering the largest capital deployment cycle in their history, with total spending projected to reach roughly $1.4 trillion through 2030 and annual capex growing at double-digit rates. The single biggest driver behind this surge is the rapid growth in AI and data centers. Hyperscale facilities are significantly increasing load demand, often on […]

In the June 2026 edition, AI-driven demand is surging, but constraints in grid capacity, permitting, and equipment supply are reshaping how and where data centers expand. Developers are increasingly embedding power considerations into site selection, shifting toward distributed infrastructure models and prioritizing regions with faster, more reliable access to electricity. As power availability becomes a […]

North American midstream companies are entering a multi‑year transition as AI‑driven electricity demand reshapes how natural gas infrastructure is planned, financed, and contracted. Over the next five years, the sector is expected to evolve from linear pipeline expansion toward integrated power platforms that combine supply, transport, storage, and generation around large, fixed loads. Several large […]

In March 2026, Capital Power advanced plans for a large data center in Alberta using on‑site gas‑fired generation tied to AECO pricing. With AECO prices recently around US$1.00–1.20 per MMBtu, fuel costs are among the lowest available to data‑center developers in North America, reinforcing Alberta’s appeal as a destination for power‑intensive compute. This momentum is […]