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 […]

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 […]

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 […]

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.

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 […]

Sustainable Aviation Fuel (SAF) milestones in January 2024 were marked by new research partnerships, expanded airport availability, and breakthroughs in production technology. The Indian Institute of Petroleum advanced plans with Airbus for SAF development in India, while Long Beach Airport began offering SAF for general aviation. Major technology and supply developments underscored the industry’s growing […]

The midstream industry had a favorable year in 2023, witnessing higher investment, M&A, and notable progress in infrastructure development. Looking forward to 2024, we expect a mixed but business as usual outlook for the midstream industry. Key trends to keep an eye on are the following: – Bhautik Gajera

While the broader sentiment around energy transition turned more pessimistic in 2023, investments in clean energy and related technologies still increased by more than 20%. This included renewables, biofuels, and a wide range of low-carbon solutions. Despite this growth, we anticipate a more measured pace of progress in 2024, as reflected in the following themes: Overall, 2024 shapes up to be a […]

The global chemical industry struggled in 2023. The year was marked by rising inflation rates and low demand from major markets. With China still in recovery, the growth the industry was hoping for never came to fruition. In 2024 we expect things to stay the course and see no drastic changes up or down in […]

In 2024, the upstream oil and gas industry is expected to experience notable changes influenced by developments in 2023. From the ongoing wave of consolidation and the maturation of the U.S. shale sector to pivotal shifts in Latin America, Africa, and Asia, the industry is adapting to new dynamics. Technological advancements, particularly in digitalization and […]

The global refining industry had an unexpectedly strong year in 2023 with strong demand recovery especially in diesel and jet fuel and high crack spreads not seen in many years leaving many refiners with strong balance sheets and optimism about the future.  Against this context, we anticipate a far more mixed outlook for the refining […]

Sustainable Aviation Fuel (SAF) adoption in January 2024 accelerated through strengthened partnerships across e-commerce, logistics, and technology sectors. Mytheresa signed a long-term SAF agreement with DHL Express, while Korean Air and Yusen Logistics expanded collaboration to promote SAF use in air cargo operations. Corporate and innovation initiatives continued to advance. Microsoft secured SAF credits through […]