Multi-client studies

Hold ’em or fold ’em: Navigating the hydrogen downturn

Hydrogen is key to decarbonizing, and countries worldwide unequivocally recognize this, as seen from the widespread policies supporting hydrogen market development but the market is not ready yet. Download the prospectus to learn how ADI can help you navigate the downturn.

Articles Icon Articles

The latest 45Z update marks a new lap for U.S. biofuels 

The U.S. biofuels boom, fueled by policy, is shifting. A new 45Z proposal aims to prioritize North American feedstocks for SAF and RD, cutting out imports and extending tax credits. This creates investment certainty for SAF but raises uncertainty and supply challenges for RD, impacting production and prices. The final policy’s evolution will shape the industry’s future.

Articles Icon Articles

New hurdles for U.S. ethane exports to China

The U.S. government’s new licensing rule for ethane exports to China threatens the U.S. ethane market. As China is the largest buyer, this could disrupt U.S. prices, profits, and future export capacity. The policy will force U.S. exporters to seek new markets and puts China’s petrochemical sector at risk.

Articles Icon Articles

WEC is gone, but methane reduction efforts are here to stay

The WEC repeal is a minor setback for U.S. methane reduction, but large operators will persist due to investor pressure and global demand. Low-methane gas is a growing priority for European and Asian buyers, driving continued investment in MRV and reduction technologies as natural gas enters a growth supercycle.

Articles Icon Articles

Thirsty data centers, parched communities

AI’s growth is highlighting data center water consumption for cooling, a critical issue in arid regions. While efficiency is improving, balancing water and energy use is complex due to cost and compatibility. Increasing community scrutiny is forcing transparency, use of non-potable sources, and holistic water management, making water stewardship a defining industry challenge.

Videos

ADI’s insights on innovations in plastics and polymers

At the 2024 ADI Forum, Uday Turaga, CEO of ADI Chemical Market Resources, emphasized that innovation and R&D-driven business models consistently lead to higher shareholder returns in the plastics and polymers industry, with regulatory pressure serving as a key driver for sustainable technological advancements.

Videos

Oilfield services & equipment market outlook

At the 2024 ADI Forum, Austin Harbour (Piper Sandler) and Sean Ebert (Altira Group) highlighted that hydrogen demand is a key hurdle for green hydrogen projects, though private equity interest in OFS is growing due to strong free cash flow and a focus on production optimization.

Videos

Hydrogen’s role in powering a sustainable future

The hydrogen panel at the 2024 ADI Forum concluded that hydrogen demand remains the key hurdle for green hydrogen projects, despite promising forecasts and incentives. They also explored the complexities of hydrogen mobility, infrastructure, and cost parity.