Industry: Refining & fuels

We look at Saudi Aramco’s recently-released financial statements and strategy and initiatives to optimize its asset portfolio.

In the May 2019 edition of the ADI newsletter, we explored the promising shale development in Vaca Muerta, focusing on Argentina, China, and Saudi Arabia. We examined the growing shift toward sustainability in the plastics industry, with a look at recycling efforts. Additionally, we provided insights from ADI’s May 2019 Downstream Market Advisory on the […]

What are the options for refiners in a heavy oil-constrained world?

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 […]

In the August 2019 edition of the ADI Analytics newsletter, celebrating its 10th anniversary, ADI presented a collection of insights covering key trends in the oil and gas sector. These included shale play developments in the Permian and Bakken, the challenges of heavy oil constraints for refiners, and the future outlook for refining margins, fuel […]

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 […]

In the March 2019 edition of the ADI newsletter, we highlighted key insights from ADI’s CEO, Uday Turaga, who recently shared 10 key themes for the oil and gas industry in 2019. This piece garnered significant attention and was republished by the Society of Petroleum Engineers. We also provided a snapshot of the downstream sector, […]

At the 2019 ADI Forum, Austin Knight, COO, Large Industries, Air Liquide, USA joined Uday Turaga, CEO, ADI Analytics on the downstream panel. In terms of capital investments, the focus was on expanding industrial gas networks (oxygen, nitrogen, hydrogen) along the Gulf Coast, particularly in Texas and Louisiana. These networks connect various assets and customers, […]

During a discussion at the 2019 ADI Forum, moderated by Uday Turaga, CEO, ADI Analytics, Chris Knirk, Procurement Head, Shell, and Austin Knight, COO, Air Liquide USA, shared their perspectives on the future of the refining, chemicals, and petrochemicals markets, focusing on key industry trends and investment strategies. The experts explored how refining continued to […]

During the 2019 ADI Forum, Chris Knirk, Shell, and Swati Singh, ADI Analytics, discussed the need for U.S. refiners to maintain flexible feedstock strategies in response to shifting global crude availability and regulatory changes like IMO 2020. Their conversation addressed the impact of declining Venezuelan heavy crude imports, the increasing significance of Canadian and Permian […]

During the 2019 ADI Forum, Uday Turaga, CEO, ADI Analytics, analyzed the operational and investment challenges Gulf Coast refiners face as they adapt to increased light crude production from the Permian Basin. The discussion addressed whether Gulf Coast refiners have reached their maximum capacity for processing light crude, the necessary infrastructure and capital investments required […]

During the 2019 ADI Forum’s Downstream Panel, moderated by Uday Turaga, CEO of ADI Analytics, Chris Knirk, Procurement Head, C&T at Shell, shared insights into Shell’s capital investment strategy in the downstream sector. His discussion highlighted Shell’s refining portfolio optimization, including recent asset sales, as well as the company’s strategic focus on integrated refining and […]