ADI Analytics has released its 2026 natural gas and LNG markets outlook, recently featured in Compressor Tech 2. In this brief update, Uday Turaga, CEO of ADI Analytics, outlines the major growth opportunities ahead for the sector alongside the critical pipeline bottlenecks and shifting global pricing dynamics that could impact stakeholders. Key Highlights Watch the […]

In the December 2025 edition of the ADI Chemicals Newsletter, we explore how AI in energy and chemicals is moving from hype to reality. Successful adoption depends on practical, bottom-up implementation rather than top-down mandates. Companies like Aramco, Suncor, and Clariant are using AI to augment operations, not replace human expertise. This edition also highlights […]

The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]

While U.S. shale remains highly productive at home, leading pioneers are quietly exporting their technical expertise to international markets. In this brief update, Uday Turaga, CEO of ADI Analytics, explains why companies like Continental Resources and EOG are expanding overseas to leverage premium LNG-linked pricing and rising global gas demand. Key Highlights Watch the full […]

The December 2025 edition of the ADI Newsletter highlights key developments shaping the global energy transition. North American LNG capacity is on track to double over the next five years, raising risks around U.S. pricing models and potential infrastructure bottlenecks. At the same time, the export of U.S. shale expertise is accelerating, with Continental Resources’ […]

Global sustainable aviation fuel (SAF) activity continued to expand, driven by new partnerships, offtake agreements, logistics integrations, production milestones, and engineering contract awards across the Middle East, Europe, North America, and Asia. This month’s developments highlight growing collaboration between energy companies, airlines, logistics providers, and technology firms to strengthen SAF supply chains and adoption worldwide. […]

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) […]

Europe became the linchpin of sustainable aviation fuel (SAF) adoption after the implementation of the EU’s RefuelEU Aviation regulation and the U.K.’s SAF mandate. According to these regulations, airlines are required to blend at least 2% of SAF in their fuel use starting January 1, 2025. These blending requirements will get stricter with higher targets […]

North American LNG export capacity is on track to double over the next few years. While ADI Analytics remains a strong believer in this natural gas supercycle, this massive expansion is not entirely risk-free. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down the core structural, pricing, and infrastructure bottlenecks that could […]

XCF Global partnered with Impact Jets to boost sustainable aviation fuel (SAF) use in private aviation, while FedEx expanded SAF adoption at key U.S. airports. Aether Fuels and Aster are developing a SAF facility in Singapore, and Eni, PETRONAS, and Euglena began building a biorefinery in Malaysia. Fluor secured a design contract for LanzaJet’s UK […]

With both the IEA and OPEC now forecasting a historic oil surplus for 2026, crude prices have already retreated to $60. In this brief update, Uday Turaga, CEO of ADI Analytics, explains why a combination of macroeconomic headwinds and shifting reserve strategies could pull oil prices down even further. Key Highlights Watch the full video […]

A severe shortage of critical power equipment has pushed grid infrastructure assets to historic, tech-like valuations. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down how the AI power crunch is driving a massive structural premium across the electrification stack. Key Highlights Watch the full video below to see where grid bottlenecks […]