Industry: Upstream and E&P

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 […]

ADI is tracking shale development outside North America with emphasis on Argentina, China, and Saudi Arabia.

Read our series of short posts summarizing key trends in shale plays. See what is happening in Permian and Bakken and stay tuned for more play reports.

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 […]

Read our series of short posts summarizing key trends in shale plays. See what is happening in Permian and stay tuned for more play reports.

At the 2019 ADI Forum, Uday Turaga, CEO of ADI Analytics, highlighted the remarkable impact of shale gas production on market dynamics. The sheer success of shale producers, particularly in the Marcellus, has kept natural gas prices in check despite growing demand. Marcellus remains the dominant force in U.S. natural gas, with producers like EQT […]

At the 2019 ADI Forum, ADI Analytics’ annual oil and gas conference, Natalya Brooks, Sr. Strategy Advisor at Equinor, explained the evolving role of exploration in the future of the oil and gas industry. This video discusses how exploration budgets, significantly reduced during price downturns, are cautiously returning, while companies often avoid disclosing exploration activities […]

At the 2019 ADI Forum, ADI Analytics’ annual oil and gas conference, Natalya Brooks, Sr. Strategy Advisor at Equinor, shared her insights on how companies make investment decisions on big capital projects in the oil and gas industry. This video delves into the challenges of undertaking such projects, especially in resource-limited regions like the Caribbean, […]

At the 2019 ADI Forum, Jorge Milanese, ADI Advisor, asked Jim Sledzik, MD at Saudi Aramco Energy Ventures, and Natalya Brooks, Sr. Strategy Advisor at Equinor, for their views on the upstream outlook for the year, leading to a discussion on Aramco’s drive toward digitization and innovation. This video highlights Aramco’s focus on digitization, evidenced […]

At the 2019 ADI Forum, Uday Turaga, CEO of ADI Analytics, examined the evolving relationship between global economic trends and oil demand. While expectations of slower GDP growth have raised concerns, oil demand has remained surprisingly resilient, helping to offset the lingering effects of the 2014 price collapse. Despite a slight economic slowdown in emerging […]

At the 2019 ADI Forum, Uday Turaga, CEO of ADI Analytics, highlighted a major shift in the energy market. The rise of associated gas—especially from shale plays like the Permian and Bakken—is reshaping natural gas production and breaking its traditional link to gas prices. Unlike conventional gas production, associated gas is a byproduct of oil […]

The drilled-but-uncompleted wells inventory is soaring in the Permian basin.