Insights - Page 18 of 118 - ADI Analytics

Utilities Power Transmission Generation Distribution

Insights

Record utility spending meets project reality

U.S. utilities are entering the largest capital deployment cycle in their history, with total spending projected to reach roughly $1.4 trillion through 2030 and annual capex growing at double-digit rates. The single biggest driver behind this surge is the rapid growth in AI and data centers. Hyperscale facilities are significantly increasing load demand, often on […]

Data centers

Insights

ADI’s U.S. data center projects database

The U.S. data center market is growing rapidly as rising computational demand from artificial intelligence (AI), cloud computing, and high-performance computing continues to drive an unprecedented wave of infrastructure development. In 2025, U.S. operational data center capacity is estimated to have reached ~40 gigawatts (GW) and is expected to grow at roughly 30% annually through […]

Ammonia-fueled vessel or ship sailing

Insights

IMO’s safety guidelines pave the way for ammonia-fueled ships

Ammonia has increasingly emerged as a potential low-carbon marine fuel to support decarbonization in the maritime sector due to its carbon-free combustion profile. However, compared to methanol, ammonia has lagged behind in commercial adoption as a low-carbon marine fuel. This is primarily due to its toxicity, which requires more complex storage and handling systems, as […]

implications on upstream midstream refining chemicals and petrochemicals because of UAE exit from OPEC

Insights

Implications of UAE’s exit from OPEC

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The UAE’s exit from OPEC (see our prior blog) in late April 2026 reflects a decisive shift toward a volume‑driven strategy focused on monetizing its hydrocarbon resource base ahead of the global energy […]

Insights

How the Iran conflict is reshaping global energy

The ongoing Iran conflict is driving major structural shifts across global energy and chemical supply chains. In this brief update, ADI Analytics breaks down four critical market implications—from prolonged natural gas shortages to a surprising reality check on crude oil prices. Key Highlights Watch the video to explore these shifting market dynamics >>

Downstream industry. Refining plant.

Insights

Diesel’s enduring drive: ADI’s long-term global demand forecast

ADI Analytics has just published our global diesel demand forecast. While the long-term outlook for gasoline is characterized by significant regional divergence, it is clear that diesel is here to stay. After a period of relative stagnation since 2015, global diesel demand is projected to grow well through 2045. This resilient growth trajectory, faster than the pace […]

Insights

Energy transition: Courting the molecule

At the 2026 ADI Forum, Elim Yeoh, Head of Biofuels Growth, Americas at bp; John Goldsmith, SVP, Renewables, Par Pacific Holdings; and Ryan Eslicker, Head of New Energies Origination – North America at Uniper; joined Panuswee Dwivedi, Project Manager at ADI for the Sustainable Aviation Fuel (SAF) and low-carbon fuels panel. Key themes discussed were […]

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ADI Forum

Plastics & performance: Key trends in engineered materials for mobility

At the 2025 ADI Forum, Sachin Sakhalkar, SVP, Teknor Apex, and Kristian Gubsch, Co-Founder, Mars Materials joined the engineered materials panel, moderated by Uday Turaga, CEO, ADI Analytics. Key themes during the panel included how the chemical industry is driving high-performance polymer innovation for autos, especially EVs, leading to polyamide adoption and a manufacturing shift […]

ADI Forum

Decarbonizing with SAF, RNG, & E-fuels

At the 2025 ADI Forum Shahid Malik, CEO of Renewable Energy at WM; Anthony McMaken, VP Finance at HIF Global; and Pratik Chandhoke, Sr. Technical Manager at Neste discussed scaling SAF, RNG, and e-fuels, emphasizing policy support, feedstock challenges, technological innovation, and cost reduction strategies for a sustainable future.

ADI Forum

How U.S. feedstock is reshaping chemical manufacturing

At the 2025 ADI Forum, experts discussed how U.S. feedstocks are transforming chemical manufacturing. Steve Brown, President of Chemstations, and Walter Breidenstein, CEO of GasTechno, joined Uday Turaga, CEO of ADI Analytics, to explore the U.S. chemical industry’s competitive edge from natural gas liquids. Discussions covered operational optimization, innovative modular technologies, market strategies, and AI’s […]

ADI Forum

What to expect in the chemical industry in 2025

At the 2025 ADI Forum, Uday Turaga, CEO of ADI Analytics, shares his 2025 chemical industry outlook. Key challenges include low margins, overcapacity from China, and U.S. feedstock dynamics. He emphasizes the urgent need for restructuring, innovation, and new business models. U.S. innovation faces challenges, and virgin plastics remain cheaper. These and other issues are […]

ADI Forum

Midstream and natural gas liquids in 2025

At the 2025 ADI Forum, Martina Sittler, VP, Engineering & Construction, Targa Resources, and Cody Johnson, CEO, SCS Technologies, joined moderator Uday Turaga, CEO, ADI Analytics for the midstream & NGLs panel. Key themes during the panel include how North America’s midstream sector faces natural gas infrastructure deficits, negative pricing, and power/permitting hurdles for electrification […]

ADI Forum

Electrification’s rise and the future of CCS

At the 2025 ADI Forum, Uday Turaga, CEO, ADI Analytics, presents the energy transition outlook. Key topics include energy transition challenges and bright spots in solar and storage. Low-carbon molecules like SAF and hydrogen face hurdles, while electrification gains traction. Policy, economics, and supply chain overcapacity are critical factors impacting the grid’s declining carbon intensity.

ADI Forum

Can we turn carbon into fuel? The hunt for cleaner combustion

At the 2025 ADI Forum, James Seaba, Program Director, ARPA-E, and Matthew Seabaugh, Founder, HeatPath Solutions, joined moderator Uday Turaga, CEO, ADI Analytics for the energy transition infrastructure panel. Key topics include the fragmentation of energy value chains due to diverse clean energy investments. The future of refining infrastructure faces challenges from declining fuel demand, […]

Videos

Powering data centers: The clean energy challenge

At the 2025 ADI Forum, Marcos Gomez, Director, Renewable Energy, BASF, and Justin Courtney, VP & CIO, Priority Power, joined moderator Uday Turaga, CEO, ADI Analytics in participating on the panel on renewable power and utilities. Key topics include the surging electricity demand from data centers, the evolving economics and expanding role of renewable power […]

ADI Forum

Breaking the limits of low-carbon hydrogen

At the 2025 ADI Forum, John Metcalf, SVP, Hoerbiger, and Nigel McMullen, COO, Utility Global, join moderator Panuswee Dwivedi, Project Manager, ADI Analytics for the hydrogen panel. Key topics include hydrogen’s expansion into new sectors like mobility, challenged by high costs, policy uncertainty, and inadequate infrastructure for green hydrogen. High-pressure compression and distribution for heavy-duty […]

ADI Forum

Exploring the carbon capture landscape

At the 2025 ADI Forum, Dave Marchese, CEO, Caliche Development Partners; Charles McConnell, Executive Director, CCME, University of Houston; and Victor Lara, Manager, Customer Success & Consulting, CMG joined moderator Maria Lopes, Senior Analyst, ADI Analytics for the CCUS & DAC panel. Key topics include accelerating CCUS growth driven by increased permits, state primacy, and […]

ADI Forum

2025 ADI Forum

The 2025 Forum spanned three days and opened with keynotes from Brad Childers, CEO of Archrock, Charles Cherington, Founder and Managing Partner of Ara Partners, and Mariane Maximous, VP at LyondellBasell. With nearly 20 panels and speakers from ExxonMobil, BASF, SM Energy, Targa Resources, Monroe Energy, Priority Power, Hoerbiger, KeyBanc, and Black Bay Capital, the […]

SAF breakthroughs

ADI Forum

SAF breakthroughs, refinery strategies, and future fuel dynamics

At the 2025 ADI Forum, Jeff Warmann, CEO and President of Monroe Energy, and Daniel Carson, VP of Strategy and Development at Montana Renewables, joined moderator Uday Turaga, CEO of ADI Analytics, for the Fuels & Refining Panel. The discussion focused on key themes such as the evolving demand for refined products, which is slowing […]

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Multi-Client Study

Global linear alpha olefins (LAO)

ADI Chemical Market Resources has completed a strategic assessment of linear alpha olefins (LAOs)—key comonomers like 1-butene, 1-hexene, and 1-octene used in LLDPE, HDPE, POEs, and POPs. LAOs also serve as feedstock for synthetic lubricants, plasticizers, surfactants, and solvents. The report explores shifts in LAO technologies, including production routes such as ethylene oligomerization and Shell’s […]

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Exploring clean hydrogen pathways beyond electrolysis

While water electrolysis has captured much of the attention for “green” hydrogen production, the landscape of clean, low-carbon hydrogen generation is actually much broader and more technologically varied. Many innovative companies are actively developing alternative methods. They’re using different raw materials and pioneering advanced processes to produce hydrogen with a significantly reduced carbon footprint. Based […]