Industry: Renewable power

The energy transition in 1H 2026 has advanced from a sustainability-driven narrative to one centered on energy security, reliability, and grid resilience driven by geopolitical disruptions (e.g., Strait of Hormuz tensions) and surging AI-driven electricity demand. While early-stage climate tech is facing a funding pullback, large-scale, asset-backed infrastructure is entering a deployment upcycle across power, fuels, and industrial decarbonization. ADI reviewed first-half 2026 […]

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 […]

Texas is shaping the future of U.S. power development. Many regions across the country remain bottlenecked in long interconnection queues filled with early‑stage proposals that may never move forward, yet Texas stands out for a very different reason. ERCOT has far more generation capacity in advanced stages of development than in speculative stages, a contrast […]

At the 2026 ADI Forum, Uday Turaga, CEO of ADI, provided a cross-segment outlook on the energy and chemical value chains. He highlighted the firm’s focus on the strategic interfaces between upstream production, global gas markets, and power generation, emphasizing how infrastructure and geopolitical shifts are reshaping global commodity flows. Key themes included a shift […]

At the 2026 ADI Forum, Ernest Peeples, VP, Business & Economic Development, Entergy; Jason Padilla, VP, Product Management & Marketing, INNIO Waukesha; and Ani Kulkarni, CEO, Cavendish Renewables Technology join Uday Turaga, CEO, ADI Analytics for the Energy Transition panel. The panel highlighted the AI-driven surge in electricity demand, forcing utilities to balance rapid capacity […]

The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]

The November 2025 edition of the ADI Newsletter spotlights major shifts shaping the energy landscape. AI-driven data center expansion is triggering a grid infrastructure “gold rush,” with valuations soaring to 20× EBITDA amid transformer shortages and interconnection delays. Our outlook also shows carbon capture, utilization, and storage (CCUS) gaining global traction, with nearly 50 mtpa […]

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 […]

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 […]

In the September 2025 edition of the ADI Newsletter, we highlight new oil and gas exploration in Africa as a driving force behind reshaping the continent’s energy landscape. A long-term growth supercycle for natural gas and LNG has become central to global energy strategies, influenced by AI growth, energy security, and economic shifts. Additionally, the […]

Panuswee Dwivedi, Project Manager, represented ADI Analytics at the Gastech Exhibition and Conference from September 9-12, 2025, in Milan, Italy. Gastech is a premier event for natural gas, LNG, hydrogen, and low-carbon solutions. She joined the Texas delegation at the Texas Pavilion, where we had a booth, to discuss the latest trends and insights across […]

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 […]