Article
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 […]
SAF Tracker
In February, 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 […]
News
In the February 2026 edition, we highlight ADI’s 2026 global outlooks, offering a cross‑market view of the trends shaping the oil and gas, energy, and chemicals industries. Key themes include a potential LNG and gas supercycle driven by new liquefaction capacity, rapidly rising electricity demand from data centers and electrification, and a more pragmatic, regionally […]
ADI Forum
At the 2026 ADI Forum, Guy Braden, SVP, Commercial, Cameron LNG; Dave Conover, VP, Govt. Relations & Comms, Kinder Morgan; and Ben Kluding, Product Manager Americas, Hoerbiger joined Uday Turaga, CEO, ADI Analytics for the Natural Gas and LNG panel. Key themes included the global LNG supercycle and the pricing impacts of record capacity growth, […]
ADI Forum
At the 2026 ADI Forum, Uday Turaga, CEO of ADI, provided a cross-segment outlook on the energy and chemical value chains. He highlighted the firm’s focus on the strategic interfaces between upstream production, global gas markets, and power generation, emphasizing how infrastructure and geopolitical shifts are reshaping global commodity flows. Key themes included a shift […]
ADI Forum
At the 2026 ADI Forum, Jonatas Melo, President, Baystar; Badrish Krishnan, Director of Specialty Polymers, SK Geo Centric; and John Uhran, CEO, Locus Fermentation Solutions joined Uday Turaga, CEO, ADI Analytics for the Chemicals and Plastics panel. Key themes discussed were the industry’s ongoing struggle with global overcapacity and margin compression, the wave of asset rationalizations […]
ADI Forum
At the 2026 ADI Forum, Ernest Peeples, VP, Business & Economic Development, Entergy; Jason Padilla, VP, Product Management & Marketing, INNIO Waukesha; and Ani Kulkarni, CEO, Cavendish Renewables Technology join Uday Turaga, CEO, ADI Analytics for the Energy Transition panel. The panel highlighted the AI-driven surge in electricity demand, forcing utilities to balance rapid capacity […]
ADI Forum
The 2026 ADI Forum highlighted a rapidly shifting energy landscape, where global models are giving way to region‑specific strategies shaped by local policy, infrastructure, and power demand. Featuring about 15 speakers across five strategic panel sessions, the forum provided a comprehensive outlook on oil & gas, LNG, power markets, chemicals, and the energy transition. Event […]
Premium content
ADI has released its 2026 ADI Global SAF Outlook, outlining the key regulatory, production, and market forces shaping the global sustainable aviation fuel landscape. The outlook highlights increasing fragmentation, constrained supply growth, and rising cost pressures as mandates expand worldwide. 1. Regulatory divergence fragments the global market. The U.S. undergoes a sharp policy reversal in […]
SAF Tracker
2026 is a pivotal year for the sustainable aviation fuel (SAF) industry, marked by significant infrastructure and policy milestones. Recent developments from ADI’s SAF Tracker include expanded fuel availability at Austin-Bergstrom International Airport and key environmental approvals for SkyNRG’s Project Wigeon in Washington. Growth continues globally with Essar’s newly announced plant in India and locally […]
Premium content
In 2026, ADI expects demand growth to drive the midstream sector as opposed to supply growth. At the same time, disciplined capital allocation strategies will reshape how infrastructure is developed, optimized, and valued. Exhibit 1 summarizes our growth expectations in midstream oil and gas, and we share below 10 key insights on what to expect […]
News
In the January 2026 edition of the ADI Chemicals Newsletter, we explore how the global chemicals industry is entering a period of cautious stabilization. ADI’s 2026 global chemicals outlook highlights modest demand growth trailing GDP, continued overcapacity driven by Chinese additions, and an acceleration in strategic M&A as companies reshape portfolios for resilience. Questions remain […]
ADI Chemical Market Resources (ADI CMR) offers a strategic analysis of polyolefin elastomers (POEs) and plastomers (POPs)—ethylene-based copolymers made using metallocene catalysts. These reactor-based thermoplastic elastomers differ from conventional blends and are widely used in automotive, adhesives, packaging, solar encapsulants, wire & cable, foams, and films. The report examines global market dynamics, technology developments, cost […]
The critical need for robust investment in power grid infrastructure has been underscored by recent electricity disruptions experienced in Spain and Portugal. In April 2025, a combination of extreme weather events and constraints on the existing transmission network led to widespread outages, impacting homes, businesses, and essential services across the Iberian Peninsula. Such incidents serve as […]
