Uday Turaga, Founder and CEO of ADI Analytics, shared expert insights with clients, including operators, OEMs, and oil field service companies, on the future of methane regulations. This discussion explored how methane emission pressure on US oil and gas would persist, driven by European LNG buyers, state-level rules, the Inflation Reduction Act, and voluntary industry […]

In 2025, several key trends are shaping the global oil and gas sector. Offshore deepwater investments are projected to rise by 3%, driven by activity in Suriname, the Gulf of Mexico, and Türkiye. While recent discoveries off Namibia’s coast have generated significant interest, high gas content presents infrastructure challenges that may delay development. Meanwhile, upstream […]

Piercen Hoekstra, Analyst, ADI Analytics, discussed the potential impact of President Trump’s proposed tariffs on the chemicals industry, including a 10% tariff on Chinese goods and a 25% tariff on imports from Canada and Mexico. These tariffs, while less severe than initially proposed, could significantly increase costs for US chemical companies due to their reliance […]

In the February 2025 edition of the ADI newsletter, we noted how the oil market faced potential oversupply due to strong non-OPEC production. In contrast, the U.S. midstream sector was poised for growth, driven by increasing hydrocarbon exports and the development of new infrastructure. Global LNG prices were expected to rise due to strong demand, […]

In the February 2025 edition of the ADI chemicals newsletter, we covered how the global chemical industry anticipated a recovery in 2025, fueled by specialty chemicals and sustainable investments. Recent industry activities include new air separation unit in Japan by Air Liquide, strategic mergers and acquisitions like Mitsubishi Chemical’s pharmaceutical business sale to Bain Capital, […]

Global natural gas and LNG market experienced significant volatility in the past couple of years due to supply constraints, lack of new capacity additions, unplanned outages, and geopolitical tensions. The market was relatively stable in 2024 due to high demand in Asia Pacific and Europe. As the world prioritizes energy security and cost-competitive low-carbon energy, […]

Global activity in Sustainable Aviation Fuel (SAF) advanced in January 2025, supported by new government funding, industrial partnerships, and new technology initiatives. The U.K. Department for Transport extended its Advanced Fuels Fund, while companies such as MAIRE, Haffner Energy, and Topsoe expanded collaborations across Europe and Asia. The sector also saw growing production capacity and […]

Global activity in Sustainable Aviation Fuel (SAF) expanded in January 2025, marked by airline participation, production milestones, and growing certification efforts across Europe and Asia. Companies such as Envirotainer, Moove, and Heathrow Airport advanced SAF programs through new supply and incentive initiatives, while Pertamina achieved international certifications for its refinery. The sector also progressed in […]

Maria Lopes, Senior Analyst at ADI Analytics, spoke about ADI’s 2025 energy transition outlook. Key trends included surging electricity demand, solar’s continued prominence, a resurgence in nuclear power, and growing EV adoption. Hydrogen projects faced cost challenges, with the focus shifting to blue and geologic hydrogen and overall cost reduction for scalability.

In the January 2025 edition of the ADI chemicals newsletter, we covered activities in the energy and chemical sectors, which include Toray starting CO3 membrane production in Japan, Vitol acquiring a stake in Waste Plastic Recycling, and BASF selling its Styrodur business. There were also feedstock deals involving green methanol supply to Hapag-Lloyd and Avantium.

In the January 2025 edition of the ADI newsletter, we highlighted the top 10 insights of the year 2024. We explored the potential and challenges of repurposing natural gas pipelines for hydrogen transport, and the decarbonization efforts of major oil and gas companies in their upstream operations. It also discussed the possible resurgence of gas-to-liquids […]

Global Sustainable Aviation Fuel (SAF) activity expanded in December 2024 through new collaborations, financial support, and infrastructure development. Aramco, TotalEnergies, and Saudi Investment Recycling Company advanced feasibility studies for SAF production in Saudi Arabia, while Renewable Energy Systems and Prime Capital announced a major green hydrogen project in Sweden. The sector also saw progress in […]