Demand for lithium from the EV industry is growing rapidly as the energy transition moves forward. One of the interesting things for the U.S., is that the production of EV batteries for this industry is being onshored, partly due to the growing market and partly due to provisions of the recently enacted IRA place sourcing […]

The Uinta basin, located in northeast Utah, is starting to gain some attention from oil and gas players. The basin’s ~120 thousand bpd of production pales in comparison to the Permian’s ~5.6 million bpd produced today. However, production of the basin’s waxy crude has rapidly been increasing (Exhibit 1), and refiners continue to desire this […]

Over the last several years, earthquakes in the Permian basin have increased in both number and intensity. In 2022 there were more than 8x the number of magnitude 3 earthquakes or greater than those that occurred annually in in the years from 2015 to 2019.  (Exhibit 1). In fact, two of the five largest tremors […]

Internal combustion engine (ICE) vehicles have been commercially available since the late 1800s when Carl Benz patented the now historic Benz Patent Motor Car, model no. 1, and for over 100 years they have been integral to transportation around the world. But now with the world advancing with energy transition, we are seeing steps towards […]

From the start of the Russia-Ukraine war, we have seen global interest fragment across both energy transition and energy security. With several countries being overly reliant on Russian oil and gas, we saw a return to energy sources that the world had been weaning off. For example, Exhibit 1 shows how coal, oil, and nuclear […]

For roughly two years, NGL fractionation capacity utilization rates have been over 90%. Roughly 820,000 barrels per day (bpd) of new fractionation capacity is coming online in the next two years. Will this amount be enough to relieve the constraints in the Mont Belvieu-Texas Gulf Coast? What other options are available? This blog will cover […]

President Joe Biden kicked off the decarbonization race by signing two monumental pieces of legislation: the Infrastructure Investment and Jobs Act (IIJA) and the Inflation Reduction Act (IRA), which designated $370 billion in new funding for green infrastructure. In response, the European Commission recently announced the Green Deal Industrial Plan (GDIP). The plan will divert […]

Global Sustainable aviation fuel (SAF) adoption gained momentum in March 2023 through airline investments, production conversions, and feasibility studies, supported by ongoing technological and research initiatives. Finnair expanded its portfolio with a major SAF purchase from Neste, while Nacero began converting its Texas facility to produce SAF using methanol-to-jet technology. Collaborations also advanced across regions, […]

Sustainable Aviation Fuel (SAF) activity in March 2023 advanced through new flight operations, major investments, and technology collaborations. LATAM Group completed its first international flight using SAF, while Airbus Qantas launched a fund to boost local SAF production in Australia. Government and industry initiatives also expanded, with the Civil Aviation Authority of Singapore (CAAS) allocating […]

AMERICAS Shintech seeks permit for ethylene plant Shintech has applied for a permit from the Louisiana Department of Environment Quality for the construction of a 500 KT ethylene plant. A site for the plant has not been chosen yet. Comments: Shintech, the U.S. subsidiary of Shin-Etsu Chemical has recently focused on a strategy of backward […]

The Haynesville Basin is set to see three new pipeline projects in 2023. Two of them will be to enhance the capacity of preexisting pipelines, while the other one will be an entirely new pipeline. If everything goes as anticipated, these three projects will cumulatively increase the play’s gas takeaway capacity by 2.35 billion cubic […]

The transportation sector has the highest reliance on fossil fuels and accounted for 37% of CO2 emissions from end-use sectors in 2021. Various industries of the transportation sector have started researching hydrogen as an alternative fuel source, and in this blog, ADI will look at the technological progress that has been made and some of […]