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One way or another – Part 2: EVs will drive chemicals

I recently spoke at the Adhesive and Sealant Council’s 2024 Annual Convention and EXPO in Louisville, Kentucky, where much attention was placed on the value proposition of adhesives and sealants in the realm of energy transition. Discussions revolved around bio-based and low-carbon products, as well as the applications of adhesives and sealants in emerging sectors […]

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One way or another – Part 1: EVs will drive chemicals

Although electric vehicle (EV) sales are slowing, they have surpassed expectations in the past few years. While an average EV still remains more expensive than an internal combustion engine (ICE) vehicle today, prices have fallen significantly in recent years. As shown in exhibit 1, the decline in lithium-ion battery pack prices since 2015 is particularly […]

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Is GTL making a comeback?

Natural gas prices are hitting rock bottom, with Henry Hub averaging a mere $1.49 in March 2024, the lowest monthly average since 1997. Shale operators are responding by curtailing production. Chesapeake, a leading producer, started the trend with cuts announced in early March. Other companies like Coterra Energy, Comstock Resources, EQT, and CNX Resources have followed suit, reducing drilling activity or implementing production curtailments. ADI anticipates […]

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Growth drivers for smart grids

Electricity demand is rapidly growing across the globe. We see that global investment in electric utilities is increasing with almost 7% annual growth to ~$1,500 billion in 2030. These investments in electricity sector worldwide, particularly the push for greener energy, stands out as a crucial driver behind the demand for smart grid infrastructure. Green power […]

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The next chapter for U.S. unconventional resources

Shale operators are in the midst of a remarkable transformation. Moving away from the era of rapid expansion at any cost, the industry is now embracing Shale 3.0 – a phase characterized by strategic growth and sustainability. This shift places a strong emphasis on capital discipline, innovation and engineered approaches, and a heightened focus on […]

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AI is accelerating R&D, capital projects, and operations in chemicals

Like many industries, the chemical industry is benefiting from advancements in artificial intelligence (AI), machine learning (ML), and cloud computing capabilities. Both large tech companies and small startups are capitalizing on the capabilities of AI to spur development in the chemical industry. Research and development, process design, supply chain management, and predictive maintenance are the […]

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2024 April SAF Tracker highlights – #36

Global Sustainable Aviation Fuel (SAF) developments in April 2024 were marked by increased airline adoption, new technology collaborations, and government policy support. Boeing and Croatia Airlines advanced SAF use through large-scale purchases and inaugural flights, while Japan Airlines launched a pilot program to convert used cooking oil into SAF. Refinery development and policy support expanded […]

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2024 ADI Forum highlights

Watch the highlights from 2024 ADI Forum, ADI Analytics’ annual oil & gas, energy transition, and chemicals conference. We had 45+ speakers and panelists participate in a conversation on strategic issues across the entire oil & gas, energy transition, and chemicals value chain.

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2024 April SAF Tracker highlights – #35

Sustainable Aviation Fuel (SAF) initiatives in April 2024 gained traction through new airline agreements, refinery expansions, and public–private partnerships. Air New Zealand, Modetour, and Desert Jet broadened SAF adoption across aviation operations, while the U.K. Ministry of Defense expanded procurement to support low-emission flight programs. Production capacity and innovation efforts accelerated with major projects underway. […]

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2024 March SAF Tracker highlights – #34

Global Sustainable Aviation Fuel (SAF) initiatives in March 2024 progressed through airline acquisitions, supply partnerships, and new production developments. Southwest Airlines, Ryanair, and Emirates advanced SAF adoption through large-scale purchase and supply agreements, while ABB and Cap Clean Energy collaborated on facility development across Canada. Production and investment activity also accelerated globally. LanzaTech secured approval […]

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2024 March SAF Tracker highlights – #33

Global Sustainable Aviation Fuel (SAF) developments in March 2024 were driven by new funding, certifications, and partnerships across airlines and technology providers. The Canadian Ministry of Energy and Natural Resources announced federal funding for clean fuel projects, while Jet2.com and Kintetsu World Express advanced early SAF adoption in the U.K. and Japan. Collaboration and project […]