Industry: Upstream and E&P

Water now sets operating limits in three industries ADI covers. Permian produced water volumes rose from 11.2 million bbl/d in 2017 to 24.9 million bbl/d in 2025, and regulators have restricted the disposal wells that take most of it. Refineries and chemical plants on the Texas Gulf Coast and the Rhine face allocation plans and […]

The European Union (EU) Methane Regulation is known for its strict methane emissions transparency requirements for foreign oil and gas imports, and has driven methane emissions monitoring and reporting efforts, especially among oil and gas players serving the EU market. Under Article 28 of the EU Methane Regulation, importers are required to demonstrate that fossil […]

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. […]

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 […]

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 […]

Artificial lift has been a core production technology for decades. The next phase of growth is increasingly being driven by software, automation, analytics, and production optimization rather than hardware alone. Operators are managing larger well inventories, more mature shale assets, and growing pressure to reduce lease operating expense (LOE), improve uptime, and extend run life. […]

The first half of 2026 marks a structural inflection point for the upstream oil and gas ecosystem. As Tier 1 acreage naturally depletes and consolidation reshapes operator leverage, the traditional “volume-driven” oilfield business model is giving way to an era of intense capital efficiency, advanced well architecture, and software-enabled optimization. For OEMs, OFS providers, and […]

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 […]

In the May 2026 edition of the ADI Newsletter, ADI examines why oil prices, lifted by Iran-related risks, are expected to ease back into the sixty-dollar range as fundamentals reassert, while helium markets tighten amid Middle East disruptions and Russian export limits. At the same time, SLB’s acquisition of S&P Global’s upstream software highlights accelerating […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Oil prices have surged again, driven by the Iran conflict and fears of disruption in the Middle East. These risks matter, and they explain today’s prices. But history and current fundamentals suggest they […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The global energy landscape has been fundamentally altered by the ongoing conflict in the Middle East. Following the onset of hostilities on February 28, 2026, the Strait of Hormuz remains functionally impaired, stranding […]