Industry: Refining & fuels

The catalyst industry is entering a new phase, with 2026 marking a period of significant portfolio realignment and expansion into adjacent catalyst technologies and services across refining, petrochemical, polymer, and emissions-control markets. The transactions shown in Exhibit 1 highlight a broader shift in how companies are positioning themselves across the catalyst value chain. For instance, […]

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 […]

Crude oil prices have retreated since the June ceasefire between the U.S. and Iran, but gasoline and diesel prices remain significantly above their levels at the start of 2026. While concerns over an immediate supply disruption have eased, renewed attacks in the Strait of Hormuz continue to create uncertainty around global energy flows. Implications for […]

In a significant milestone for aviation decarbonization, the methanol-to-jet (MTJ) pathway for sustainable aviation fuel (SAF) production received approval last month under ASTM D7566 Annex A5. Exhibit 1 below shows all the approved SAF production pathways. The approval also includes e-methanol produced via power-to-liquid (PtL) processes using renewable electricity and captured CO₂ as an eligible […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The UAE’s exit from OPEC (see our prior blog) in late April 2026 reflects a decisive shift toward a volume‑driven strategy focused on monetizing its hydrocarbon resource base ahead of the global energy […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. On April 28, 2026, the United Arab Emirates (UAE) announced it was quitting the Organization of the Petroleum Exporting Countries (OPEC), the producer group created in 1960 to coordinate and unify petroleum supply […]

The UAE’s decision to leave OPEC represents a massive shift in global energy dynamics. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down why Abu Dhabi is choosing to break away from production caps to monetize its low-cost reserves and fund its economic future. Key highlights Watch the full video below to […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Jet fuel markets experienced a sharp and localized dislocation following recent geopolitical disruptions, with price movements far exceeding changes in crude benchmarks. The episode has highlighted how exposed aviation fuel economics remain to refining capacity, logistics, […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has had a disproportionate impact on downstream energy markets. While crude oil prices initially showed relative stability, refined product markets began pricing in stress almost immediately. As […]

In the March 2026 edition, ADI examines how the Iran conflict has tightened global oil and gas markets, shifting expectations from oversupply to heightened geopolitical risk. We also highlight why the impact is even more significant in LNG, where uncertainty is reshaping trade flows, pricing, and supply security. In U.S. power markets, Texas continues to […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The military escalation following the February 28, 2026 strikes on Iran has shifted global oil and gas markets from a projected oversupply to acute geopolitical scarcity. This transformation is driven by logistical and […]

In April 2024, Technip Energies’ Loading Systems business launched a new generation of fully electric and automated loading arms designed for LNG, ammonia, and liquid CO₂ service. Subsequent project activity—across LNG export terminals and emerging cryogenic applications—reinforces a broader shift observed in LNG infrastructure markets: as capacity expands, operators and equipment suppliers are placing greater […]