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ADI at the ASC 2026 annual convention & expo

ADI Analytics is pleased to announce its participation in the 2026 ASC annual convention & expo, taking place April 20–22, 2026, in Nashville, Tennessee. During the event, ADI Analytics will present “Adhesives and Sealants Outlook Remains Resilient Amidst a Structural Shift.” The presentation will explore the evolving market landscape for adhesives and sealants, highlighting how […]

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Strategic consolidation is redefining the CASE sector

The coatings, adhesives, sealants, and elastomers (CASE) sector is in the middle of a structural reset. What was once a market defined by steady, incremental growth is now being reshaped by multi‑billion‑dollar mergers, aggressive portfolio pruning, and a widening gap between scale leaders and specialized innovators. As diversified chemical companies separate high‑value specialty businesses from […]

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Impact of the Iran war on the global chemicals industry

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has translated into a direct disruption of global chemical supply chains through reduced reliability of exports and transit via the Strait of Hormuz. Feedstocks and intermediates that […]

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The downstream fallout of the Iran conflict

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has had a disproportionate impact on downstream energy markets. While crude oil prices initially showed relative stability, refined product markets began pricing in stress almost immediately. As […]

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Iran conflict implications on oil prices and stakeholders

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 […]

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ADI Analytics turns 17!

This month marks an important milestone for us, ADI is officially 17 years old. Since our founding in 2009, it has been a privilege to grow alongside our clients and partners, and we are deeply grateful for the trust and collaboration that have made this journey possible. The past year was an especially meaningful one. […]

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Qatar LNG outages will reshape gas markets for years, not months

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Qatar’s LNG shutdown is being assessed as if it were a temporary shock. It is not. Based on ADI’s primary research, including interviews with LNG operators in the Middle East, EPC contractors, technology […]

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Evolution of surface facilities in North American shale

Surface production and gathering facilities—covering the span from the wellhead through separation, water handling, low‑pressure gathering, compression, and dehydration—are undergoing clear changes in facility design and purchasing decisions. Operators and suppliers are responding to persistent constraints such as higher fluid volumes and variability at the pad, produced‑water handling limits, tighter methane and VOC requirements, limited […]

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Defining the bioeconomy’s next decade

We recently attended the 2026 American Bioeconomy Leadership Conference (ABLC) in Washington, D.C., just as U.S. policymakers signaled a renewed willingness to use biofuels as a tool for fuel market stability. The EPA’s announcement allowing a temporary nationwide waiver for E15 gasoline sales underscores how energy security, agricultural policy, and domestic fuel supply resilience are […]

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2026 March SAF Tracker highlights – #81

Axens and Airbus have signed a memorandum of understanding to jointly advance the global development and deployment of sustainable aviation fuel, focusing on advocacy efforts, engagement with key stakeholders, and scaling production. Airbus has also entered into a strategic collaboration with the ISCC system and OMV to support the development of a global SAF ecosystem. […]

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Tech licensing: Where downstream value is shifting

Over the past two years, EPC firms have begun talking about process technology licensing in a materially different way. In corporate filings, expert calls, and investor communications, licensing is no longer positioned as an adjunct to project execution. Instead, it is increasingly framed as a core strategic lever—one that delivers capital light margins, recurring revenue, […]