Industry: Refining & fuels

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Downstream market advisory: Hydrogen market outlook

ADI has launched a monthly subscription service covering the North American downstream market. Our research service provides a monthly report comprising two parts. Our goal is to provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets, operations, assets, and supply chain. The first part reviews historical […]

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ADI chemicals newsletter: Navigating auto sales decline

In the December 2019 edition of the ADI chemicals newsletter, we highlighted significant trends and developments in the global chemical industry. With global auto sales and the Purchasing Manager’s Index (PMI) having continued to decline, the industry faced economic challenges. However, construction spending was on the rise in most countries, except India and Canada. Key […]

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Downstream market advisory: Refining and petrochemicals capex

ADI has launched a monthly subscription service covering the North American downstream market, including insights on crude oil to chemicals. Our research service provides a monthly report comprising two parts. Our goal is to provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets, operations, assets, and […]

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ADI newsletter: Where is the OFS-operator partnership headed?

In the October 2019 edition of the ADI newsletter, highlighted key discussions at the 2020 ADI Forum, featuring speakers from Shell, ConocoPhillips, and others, regarding the evolving dynamics between oilfield service companies and operators, as well as the refining industry’s adaptation to Permian crude.

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Downstream market advisory: Octane value and aromatics markets

ADI has launched a monthly subscription service covering the North American downstream market, including insights on crude oil to chemicals. Our research service provides a monthly report comprising two parts. Our goal is to provide research, market intelligence, analytics, and insights to help subscribers build a strategic, forward-looking view of downstream markets, operations, assets, and […]

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Downstream market advisory: U.S. West Coast refining issues

ADI launched a monthly subscription service covering the North American downstream market. Our research service provides a monthly report comprising two parts. We provide research, market intelligence, analytics, and insights to help you build a strategic, forward-looking view of downstream markets. Our goal is to help you understand operations, assets, and supply chains. The first […]

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ROCE for Majors – Downstream vs upstream

Downstream oil and gas margins and returns, especially for refining, have shown some volatility this year. This has led to concerns among investors who are questioning whether the traditional stability seen in those segments has run its course. Such concerns are overblown, and the volatility seen in the past few months is primarily due to […]

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ADI newsletter: Portfolio growth and churn at Saudi Aramco

In the June 2019 edition of the ADI newsletter, we dove into Saudi Aramco’s latest financial statements and strategies for optimizing its asset portfolio. Additionally, we reviewed key issues impacting the U.S. West Coast refining market, based on ADI’s June Downstream Market Advisory.

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Downstream market advisory: Canadian oil production & outlook

ADI has launched a monthly subscription service focusing on the North American downstream market. This service includes a comprehensive two-part monthly report. Its core purpose is to equip subscribers with vital research, market intelligence, analytics, and insights. Ultimately, this helps subscribers develop a strategic and forward-looking perspective on downstream markets, operations, assets, and supply chains. […]