U.S. power sector CO₂ emissions rose 4% in 2025 based on the latest findings from the U.S. Energy Information Administration (EIA). This increase was driven by a 3% increase in net electric power generation, including a substantial 13% increase in coal-fired generation. More importantly, this increase points to a growing challenge facing the U.S. power […]

Recent disruptions in the Middle East—including the closure of the Strait of Hormuz and the shutdown of Shell’s Pearl GTL facility in Qatar—have significantly tightened global supplies of Group III and Group III+ base oils, the primary feedstocks used in synthetic lubricants. At the same time, substantial capacity additions from LAO producers in Asia and […]

Kuwait Oil Company’s $16 billion pipeline lease-and-leaseback with Blackstone, Brookfield, and KKR marks the latest step in a broader shift in energy infrastructure ownership. The deal covers 13 crude oil pipelines across roughly 320 kilometers, gives the investor consortium a 49% stake in a new joint venture, and generates $7.85 billion in upfront proceeds for […]

Crude oil prices have retreated since the June ceasefire between the U.S. and Iran, but gasoline and diesel prices remain significantly above their levels at the start of 2026. While concerns over an immediate supply disruption have eased, renewed attacks in the Strait of Hormuz continue to create uncertainty around global energy flows. Implications for […]

ADI Analytics is proud to co-host the Gas-to-Grid Infrastructure Summit alongside the Energy Conference Network, taking place September 29–30, 2026, in Houston, TX! The summit will bring together utilities, data center developers, midstream operators, power producers, investors, and technology providers to address the critical energy infrastructure needed to keep pace with accelerating power demand. As […]

As the energy and data center landscapes evolve, identifying true growth opportunities requires moving past headline hype and into practical execution. In this brief update, Uday Turaga, CEO of ADI Analytics, shares critical insights from ADI’s project tracking database, breaks down power price dynamics in ERCOT, and previews an upcoming industry summit addressing the full […]

Artificial lift has been a core production technology for decades. The next phase of growth is increasingly being driven by software, automation, analytics, and production optimization rather than hardware alone. Operators are managing larger well inventories, more mature shale assets, and growing pressure to reduce lease operating expense (LOE), improve uptime, and extend run life. […]

SAF investment is scaling across offtake and feedstock. Deutsche Bank agreed with Lufthansa Group to invest in SAF certificates to reduce business travel emissions, while Green Sky Capital partnered with Axens to develop a SAF production facility in Egypt targeting commercial operations by the end of 2027. VAROPreem acquired Sunpine, securing renewable feedstock for its […]

In a significant milestone for aviation decarbonization, the methanol-to-jet (MTJ) pathway for sustainable aviation fuel (SAF) production received approval last month under ASTM D7566 Annex A5. Exhibit 1 below shows all the approved SAF production pathways. The approval also includes e-methanol produced via power-to-liquid (PtL) processes using renewable electricity and captured CO₂ as an eligible […]

The EU’s CBAM is increasing cost pressure on emissions-intensive imports and accelerating the shift toward lower-carbon supply chains, as evolving chemical regulations continue to shape compliance and sustainability strategies. Capacity expansions by Covestro and Diamines & Chemicals signal confidence in long-term specialty chemicals demand, even as recent transactions and plant closures reflect ongoing portfolio optimization […]

SAF investment continues across offtake, production, and policy. Kuehne+Nagel and Google Cloud agreed to procure SAF for air freight shipments, while British Airways extended its long-term supply agreement with EcoCeres. Petrobras advanced plans to expand SAF and renewable diesel production in Brazil, and Allied Biofuels moved forward with its integrated SAF and e-SAF project in […]

Utility capital projects are facing mounting delays and cost pressures in 2026, even as AI-driven demand fuels record capex. Meanwhile, the upstream oil and gas market is stabilizing around a normalizing shale cost curve, bulk liquid storage operators are shifting toward capability-driven growth, and the energy transition is exposing critical minerals bottlenecks that are pushing […]