In 2026, ADI expects demand growth to drive the midstream sector as opposed to supply growth. At the same time, disciplined capital allocation strategies will reshape how infrastructure is developed, optimized, and valued. Exhibit 1 summarizes our growth expectations in midstream oil and gas, and we share below 10 key insights on what to expect […]

ADI has released its 2026 ADI Global SAF Outlook, outlining the key regulatory, production, and market forces shaping the global sustainable aviation fuel landscape. The outlook highlights increasing fragmentation, constrained supply growth, and rising cost pressures as mandates expand worldwide. 1. Regulatory divergence fragments the global market. The U.S. undergoes a sharp policy reversal in […]

The global energy transition in 2026 is defined by a “Great Fragmentation,” where universal deployment models have shifted into regionally distinct strategies shaped by local policy and power demand (see Exhibit 1). While regulatory frameworks set the rules, Artificial Intelligence (AI) data centers have emerged as the primary force pushing capital toward clean energy. Exhibit 1.  Energy […]

ADI Analytics has released its 2026 LNG supply outlook, revealing a global gas market entering a new phase defined by rapid supply growth, infrastructure bottlenecks, shifting demand centers, and mounting pressure across pricing, shipping, and power systems. The following points summarize the key findings from our latest analysis: Supply outlook Global LNG supply is forecast […]

ADI Analytics has released its power and electricity outlook for this year, and the global power industry sees 2026 as a genuine inflection point: demand accelerates, supply lags, and physical constraints—not capital—set the pace. The following ten points summarize the key findings from our latest analysis. 1. Electricity consumption grows 3.5–5.5%, led by data centers, […]

The global upstream oil and gas sector enters 2026 in a markedly different environment than the previous few years. Supply growth is set to outpace demand, capital discipline is reshaping portfolios, and regional divergence is more pronounced than at any point in the last decade. 1. Global oil supply outpaces demand in 2026. With a […]

ADI Analytics has officially released its chemicals outlook for this year, detailing a landscape defined by cautious recovery and significant structural shifts. As the global industry navigates a “low growth, better mix” environment, companies are pivoting away from aggressive expansion toward operational excellence and portfolio high-grading. The following ten points summarize the key findings from […]

ADI is pleased to announce the release of its 2026 global refining & fuels outlook, which forecasts a global industry navigating tight supply and significant regional divergence. ADI Analytics views 2026 as a “year of two halves”: the first half is expected to benefit from product scarcity and commissioning lags, while the second half will […]

Carbon capture and storage (CCS) is critical for achieving global decarbonization goals and as evident from ADI’s global CCUS facilities database, the momentum continues to build across the world. However, its costs and economics vary widely depending on the industry, technology, and location. Exhibit 1 below illustrates the relationship between unit cost of carbon dioxide (CO2) […]

ADI’s 2025 Energy Transition Outlook highlighted 500 CCUS projects that were being actively tracked by our team. CCUS momentum continues to build globally notwithstanding dampening sentiment around the energy transition. ADI Analytics was at ONS 2024, Norway’s flagship oil & gas conference, where excitement was palpable at Equinor’s exhibit fueled by the then upcoming commissioning of the Northern Lights Project in […]

The early 1980s marked a turning point for the chemical industry with the emergence of single-site, homogeneous, or metallocene catalysts for polymer production. This single-site feature allowed for better control over polymer design, driving growth in specialty and engineered polymer applications. Ethylene- or propylene-based polyolefin elastomers (POE) and plastomers (POP) combine the properties of traditional […]

Global hydrotreated vegetable oil (HVO) and renewable diesel (RD) capacity has expanded rapidly since 2019, led primarily by North America. By 2024, North America accounted for more than 60% of global HVO/RD capacity, followed by Europe and Asia Pacific, with China emerging as a key renewable fuel exporter to the European market. Looking ahead to […]