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Oil & gas industry trends: A 2024 perspective

At the 2024 ADI Forum, Uday Turaga, CEO, ADI Analytics, presented an outlook of anticipated trends, challenges, and opportunities within the oil and gas industry for 2024. Key topics included stable oil prices despite global events, an oversupplied natural gas market, and limited midstream growth. US refining was moderating, while capex grew slowly due to […]

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The future of chemicals and plastics: A 2024 perspective

At the 2024 ADI Forum, Uday Turaga, CEO, ADI Analytics provided an outlook of the chemicals and plastics industries’ expected performance. Key topics included the chemical industry’s mixed outlook, driven by energy transition and sustainability investments, alongside regional shifts in production and an intensifying regulatory landscape. The discussion also touched upon the competitiveness of petrochemical […]

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Trends of the oilfield services & equipment market 2024

At the 2024 ADI Forum, Austin Harbour, Managing Director, Piper Sandler, and Sean Ebert, Senior Partner, Altira Group join moderator Uday Turaga, CEO, ADI Analytics, for the oilfield services and equipment panel. Key topics include digital transformation in oil and gas, particularly its value and implementation by major players. M&A trends in the oilfield services […]

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The evolving landscape of renewable energy and storage in 2024

At the 2024 ADI Forum, Brandon Schwertner, CEO, Priority Power, and Jane Zhang, Business Fellow, Breakthrough Energy, joined moderator Uday Turaga, CEO, ADI Analytics for the renewable power and energy storage panel. Key topics included energy demand moderation via efficiency gains, particularly in buildings, and a shift towards decarbonization and grid resiliency. The discussion also […]

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Trends in upstream onshore and unconventional energy

At the 2024 ADI Forum, Brent Williams, Director, Sustainability, Callon Petroleum; William Atcheson, Energy Sector Strategist, Jefferies; and Michael Pipkin, CEO, Rushmore Resource Partners, joined Joe Quoyeser, Advisor, ADI Analytics for the upstream onshore and unconventional panel. Key topics included the shale industry’s maturation towards capital discipline and engineering-focused recovery, and a major consolidation wave […]

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State of midstream natural gas and NGL market

At the 2024 ADI Forum, Joseph Gentry, VP, Licensing, GTC Vorro; Kendall Puig, Manager, NGL, Antero Resources; and Richard Barber, Key Account Manager, INNIO Waukesha, joined moderator Uday Turaga, CEO, ADI Analytics for the midstream & NGL panel. Key topics included infrastructure constraints and growth in US oil and gas, with particular focus on Permian […]

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Reshaping the barrel: Biofuels and the future of U.S. refining capacity

At the 2024 ADI Forum, Mike Reed, CEO, Renewable Biofuels, and Chris Efird, CEO, NXTClean Fuels, joined Panuswee Dwivedi, Project Manager, ADI Analytics for the fuels and refining panel Key topics included the slowdown in U.S. refining capacity due to biofuel conversions, the complex market dynamics and regulatory challenges for biofuels (especially SAF). Also discussed […]

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The evolving landscape of U.S. LNG

At the 2024 ADI Forum, Najla Jamoussi, Director, Global LNG, Cheniere; James Wang, CFO, VP Ventures; and John Palamara, General Manager, LNG, Air Products, joined moderator Uday Turaga, CEO, ADI Analytics for the natural gas and LNG panel. Key topics included the enduring role of natural gas and LNG in the energy mix, the U.S.’s […]

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The evolving methanol and ammonia markets

At the 2024 ADI Forum, David LaMont, SVP, Corporate Development, SunGas Renewables; Hahn Nguyen, VP, Sustainability, OCI Global; and Esben Sorensen, Sr. Director, Global Market Development, Plug Power, joined Uday Turaga, CEO, ADI Analytics for the methanol and ammonia panel. Key topics included the market for green methanol and ammonia, focusing on their roles in […]

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2024 February SAF Tracker highlights – #31

Sustainable Aviation Fuel (SAF) activity in February 2025 gained momentum in the U.S. through new funding, certifications, and collaborative projects. United Airlines expanded its Sustainable Flight Fund with new global partners, while Repsol obtained certification from the Roundtable on Sustainable Biomaterials to support traceable SAF sales. Industry partnerships and project launches continued to advance innovation […]

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LNG export pause: Industry impact & future outlook

Uday Turaga, CEO, ADI Analytics, addressed concerns from clients about the Biden administration’s temporary pause on approving new LNG export permits. He spoke about how the pause would slow approvals for new projects. This would benefit existing large exporters by reducing competition.

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Upstream onshore and unconventionals trends for 2024

Maria Lopes, Senior Analyst, ADI Analytics, spoke about upstream and onshore unconventionals. The U.S. shale market had matured, causing operators to prioritize maintaining and increasing production from existing wells. Additionally, consolidation reshaped the industry as companies pursued prime acreage and cost reductions. There was also a growing trend of operators enhancing well productivity through increased […]