Insights - Page 28 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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Videos

Kelly Knopp on Citroniq’s vision for bio-based olefins

At the 2024 ADI Forum, Kelly Knopp, CEO, Citroniq Chemicals, presented the morning keynote address on chemicals day. The presentation was followed by a fireside chat with Uday Turaga, CEO, ADI Analytics. Key topics included sustainable polypropylene production from ethanol, integrated technology solutions, carbon capture and avoidance strategies. He also talked about strategic manufacturing location […]

Videos

Exploring biofuels, SAF, and RNG

At the 2024 ADI Forum, Blake Simmons, Chief Science & Technology Officer, Joint BioEnergy Institute; Tamara Siskind, Director, BD, Viridi RNG; and Jesse Blair, Director, RNG Synthica Energy, joined Panuswee Dwivedi, Project Manager, ADI Analytics for the biofuels, SAF, and RNG panel. Key topics included the sustainable aviation fuel (SAF) and renewable natural gas (RNG) […]

Videos

Lydia Johnson on ExxonMobil’s low carbon strategy

At the 2024 ADI Forum, Lydia Johnson, VP, Low Carbon Solutions, ExxonMobil presented the keynote address on energy transition day. This was followed by an fireside chat with Uday Turaga, CEO, ADI Analytics. Key topics included ExxonMobil’s energy transition strategy, focusing on CCUS, hydrogen, and lithium. The company prioritized large-scale projects, policy advocacy, and innovation, […]

Videos

Keynote address on the U.S. landscape for small refiners

At the 2024 ADI Forum, Tim Adams, VP, Corporate Strategy, Hunt Refining, presented a keynote address, followed by a moderated session with Uday Turaga, CEO, ADI Analytics. Key topics included refining strategy, energy transition, and the asphalt business. Refiners were strategically adapting to market shifts by focusing on heavy crude processing and viewing energy transition […]

Videos

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 […]

Videos

Shaping the future: Energy transition trends 2024

At the 2024 ADI Forum, Uday Turaga, CEO, ADI Analytics, presented the energy transition outlook. Key topics included the persistent role of oil and gas, the impact of policies like the IRA on clean energy, and challenges in commercializing new technologies beyond just capital. Themes highlighted evolving energy economics, underestimation of risks by incumbents, and […]

Videos

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 […]

Videos

How digitalization is transforming the oil & gas industry

At the 2024 ADI Forum, Sheldon Harbinson, VP, Americas, CMG; Soudip Chowdhury, CEO, Eugenie; and Rohan Irvin, Senior Engineer, ResFrac joined Panuswee Dwivedi, Project Manager, ADI Analytics, for the panel on digital in oil & gas. Key topics included the accelerating digitalization of the oil and gas industry for efficiency and sustainability. A central theme […]

Videos

Hydrogen’s role in powering a sustainable future

At the 2024 ADI Forum, Markus Digruber, EVP, Hoerbiger, and Chendhil Periasamy, VP, Air Liquide, joined Uday Turaga, CEO, ADI Analytics, for the hydrogen panel on energy transition day. Key topics included green hydrogen demand challenges, the crucial role of IRA incentives and policy clarity in accelerating adoption, and the evolving landscape of hydrogen mobility […]

Videos

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 […]

Videos

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 […]

Videos

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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Multi-Client Study

Global polypropylene films

ADI Chemical Market Resources (ADI CMR) conducted a strategic study of the global polypropylene (PP) film market, covering both unoriented (UOPP) and biaxially oriented (BOPP) films. These cost-effective barrier films are used in flexible packaging, healthcare, cosmetics, and industrial applications. The report examines market shifts driven by sustainability, recyclability, and film performance across developed and […]

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2026 ADI global refining & fuels outlook

ADI is pleased to announce the release of its 2026 global refining & fuels outlook, which forecasts a global industry navigating tight supply and significant regional divergence. ADI Analytics views 2026 as a “year of two halves”: the first half is expected to benefit from product scarcity and commissioning lags, while the second half will […]

Refining. downstream. diesel demand. performance.