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2026 April SAF Tracker highlights – #84

Recent developments highlight growing momentum in SAF and low-carbon fuels, with LATAM Cargo and Quick Cargo integrating SAF on Frankfurt–São Paulo routes, and Boeing and Norsk e-Fuel advancing eSAF production in Europe. Project activity continues with Eni’s biogenic feedstock facility in Sicily and HUI’s waste supply partnership in Saudi Arabia, while policy support strengthens as […]

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Modular is becoming mainstream

Venture Global’s LNG projects have drawn attention for how quickly they have moved from construction to first production. A highly modular, repeatable design approach has allowed those projects to come online faster than many traditional, bespoke developments. Across energy and industrial markets, project conditions have become more challenging. Project costs are rising and timelines are […]

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Oilfield service giants pivot to recurring software revenue

SLB’s recent acquisition of S&P Global’s upstream software portfolio (including Kingdom and Petra) signals a major strategic shift across the sector. In this brief update, Uday Turaga, CEO of ADI Analytics, breaks down how oilfield service majors are aggressively chasing recurring digital revenue and why a global exploration rebound is making these tools more valuable […]

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How are digital and software companies growing in oil & gas?

SLB this week agreed to acquire S&P Global Energy’s upstream software portfolio, aiming to bring software-like economics to OFSE companies. The acquisition includes the widely used Kingdom, Petra, and Harmony geoscience and petroleum engineering tools, mainly used for U.S. onshore workflows. SLB sees this as an expansion of its digital platform with essential tools to […]

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Newsletter: Impact of Iran war on chemicals

In the April 2026 edition, we assess how escalating geopolitical tensions, particularly the Iran conflict, are disrupting global chemical supply chains and driving cost volatility across petrochemicals and fertilizers. At the same time, consolidation and portfolio reshaping continue across the CASE and polyolefins sectors, alongside investments in recycling, bio-based solutions, and downstream integration. Recent developments […]

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The slide to $60: What’s driving oil prices?

Despite recent geopolitical tensions, crude oil prices are likely to retreat to the $60s by the end of 2026. In this brief update, Uday Turaga, CEO of ADI Analytics, outlines the economic, structural, and political forces driving this impending market correction and loosening global supply. Key highlights Watch the full video below to see how […]

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2026 April SAF Tracker highlights – #83

Developments include SABA selecting Infinium’s Project Atlas for SAF certificate supply, new strategic partnerships such as XCF Global and BGN to scale production and distribution, and technology advancements like Gevo’s ethanol-to-olefins catalysts. Project activity is also expanding globally, with Phelan eFuels advancing an eSAF facility in South Africa and Velocys partnering to develop biomass-to-SAF projects […]

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Helium supply and the Middle East: 10 critical questions

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The global helium market is undergoing a structural transformation as geopolitical instability in the Middle East and export restrictions in Russia take approximately 25% to 30% of world supply offline. Qatar, which accounts […]

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Midstream’s shift from pipes to power platforms

North American midstream companies are entering a multi‑year transition as AI‑driven electricity demand reshapes how natural gas infrastructure is planned, financed, and contracted. Over the next five years, the sector is expected to evolve from linear pipeline expansion toward integrated power platforms that combine supply, transport, storage, and generation around large, fixed loads. Several large […]

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Jet fuel dislocation from the Iran conflict — and implications for SAF

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Jet fuel markets experienced a sharp and localized dislocation following recent geopolitical disruptions, with price movements far exceeding changes in crude benchmarks. The episode has highlighted how exposed aviation fuel economics remain to refining capacity, logistics, […]

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Why oil is likely to fall back into the $60s by end‑2026

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Oil prices have surged again, driven by the Iran conflict and fears of disruption in the Middle East. These risks matter, and they explain today’s prices. But history and current fundamentals suggest they […]

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ADI at the ASC 2026 Annual Convention & Expo

ADI Analytics is pleased to announce its participation in the 2026 Annual Convention & Expo, which took place April 20–22, 2026, in Nashville, Tennessee. During the event, ADI Analytics presented “Adhesives and Sealants Outlook Remained Resilient Amidst a Structural Shift.” The presentation explored the evolving market landscape for adhesives and sealants, highlighting how long‑term demand […]