Excessive competition in China’s chemical sector has driven steep price cuts, eroded returns, and at times industry wide losses. In response, China introduced the “anti-involution” policy in July 2024 to curb margin crushing price wars and shift the growth model from quantity to quality through stricter standards, financing discipline, and targeted consolidation. The policy seeks […]

Montana Renewables and World Energy signed a multi‑year deal to supply SAF to airports across North America. Swedavia expanded its joint SAF purchase program in Sweden with new partners including Luleå Municipality and Aviator Airport Alliance. Petrobras chose Topsoe for a SAF and renewable diesel project in Rio de Janeiro, while Kent partnered with Equilibrium […]

In the March 2026 edition, ADI examines how the Iran conflict has tightened global oil and gas markets, shifting expectations from oversupply to heightened geopolitical risk. We also highlight why the impact is even more significant in LNG, where uncertainty is reshaping trade flows, pricing, and supply security. In U.S. power markets, Texas continues to […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalating conflict involving Iran is widely perceived as an oil‑market risk, yet its most profound and immediate consequences are emerging in global gas and LNG markets. We have summarized in the following […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The military escalation following the February 28, 2026 strikes on Iran has shifted global oil and gas markets from a projected oversupply to acute geopolitical scarcity. This transformation is driven by logistical and […]

In April 2024, Technip Energies’ Loading Systems business launched a new generation of fully electric and automated loading arms designed for LNG, ammonia, and liquid CO₂ service. Subsequent project activity—across LNG export terminals and emerging cryogenic applications—reinforces a broader shift observed in LNG infrastructure markets: as capacity expands, operators and equipment suppliers are placing greater […]

Texas is shaping the future of U.S. power development. Many regions across the country remain bottlenecked in long interconnection queues filled with early‑stage proposals that may never move forward, yet Texas stands out for a very different reason. ERCOT has far more generation capacity in advanced stages of development than in speculative stages, a contrast […]

The global chemical industry struggled in 2025, with total shareholder returns lagging broader markets over both five- and ten-year periods. Looking ahead to 2026, this gap is expected to widen as oversupply meets soft demand and rising trade and regulatory pressures continue to weigh on the sector. While lower inflation and selective feedstock advantages offer […]

ADI’s latest SAF Tracker shows accelerating global momentum in sustainable aviation fuels. Air bp secured a multi‑year supply deal with Airbus in Europe, and Singapore launched its first voluntary SAF procurement platform. HIF Global reported major cost reductions for its eFuels and eSAF project in Brazil, while new partnerships in Chile are advancing eSAF production. […]

In the February 2026 edition of the ADI Chemicals Newsletter, Dow expands propylene glycol capacity in Thailand as specialty demand grows. M&A activity progresses with ADNOC and OMV advancing their Borouge transaction, and Fertiglobe, Covestro, and TA’ZIZ strengthening ammonia and sustainability collaboration. Europe continues to rationalize capacity, with Dow, TotalEnergies, and the Covestro–LyondellBasell JV announcing […]

The Devon–Coterra merger is a pragmatic assessment of where U.S. shale stands today. Survival will require capital efficiency to offset declining resource quality as the shale system matures. Historically, consolidation among U.S. E&P independents has delivered tangible operating benefits. Scale has helped reduce drilling times materially—industry averages have fallen from roughly 28 days per well […]

In January, updates from ADI’s SAF Tracker show continued momentum in global SAF development. Trafigura signed a long‑term offtake agreement with SP Developments Uruguay to purchase SAF, while Keppel and Aster moved forward with plans to evaluate an ethanol‑to‑jet project on Jurong Island. TruAlt Bioenergy selected Honeywell’s ETJ technology for a new SAF facility in […]