The ongoing Iran conflict is driving major structural shifts across global energy and chemical supply chains. In this brief update, ADI Analytics breaks down four critical market implications—from prolonged natural gas shortages to a surprising reality check on crude oil prices. Key Highlights Watch the video to explore these shifting market dynamics >>

The coatings, adhesives, sealants, and elastomers (CASE) sector is in the middle of a structural reset. What was once a market defined by steady, incremental growth is now being reshaped by multi‑billion‑dollar mergers, aggressive portfolio pruning, and a widening gap between scale leaders and specialized innovators. As diversified chemical companies separate high‑value specialty businesses from […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has translated into a direct disruption of global chemical supply chains through reduced reliability of exports and transit via the Strait of Hormuz. Feedstocks and intermediates that […]

In March, ADI’s SAF Tracker highlighted continued progress in SAF contracting and project development. Amex and Shell Aviation extended their SAF environmental attributes agreement with Google through the Avelia registry, while SHEIN partnered with DHL Express to incorporate SAF into international express air freight. Project development advanced with INERATEC and TERTU forming a joint venture […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The escalation of the Iran conflict has had a disproportionate impact on downstream energy markets. While crude oil prices initially showed relative stability, refined product markets began pricing in stress almost immediately. As […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. The global energy landscape has been fundamentally altered by the ongoing conflict in the Middle East. Following the onset of hostilities on February 28, 2026, the Strait of Hormuz remains functionally impaired, stranding […]

This month marks an important milestone for us, ADI is officially 17 years old. Since our founding in 2009, it has been a privilege to grow alongside our clients and partners, and we are deeply grateful for the trust and collaboration that have made this journey possible. The past year was an especially meaningful one. […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Qatar’s LNG shutdown is being assessed as if it were a temporary shock. It is not. Based on ADI’s primary research, including interviews with LNG operators in the Middle East, EPC contractors, technology […]

Surface production and gathering facilities—covering the span from the wellhead through separation, water handling, low‑pressure gathering, compression, and dehydration—are undergoing clear changes in facility design and purchasing decisions. Operators and suppliers are responding to persistent constraints such as higher fluid volumes and variability at the pad, produced‑water handling limits, tighter methane and VOC requirements, limited […]

We recently attended the 2026 American Bioeconomy Leadership Conference (ABLC) in Washington, D.C., just as U.S. policymakers signaled a renewed willingness to use biofuels as a tool for fuel market stability. The EPA’s announcement allowing a temporary nationwide waiver for E15 gasoline sales underscores how energy security, agricultural policy, and domestic fuel supply resilience are […]

Axens and Airbus have signed a memorandum of understanding to jointly advance the global development and deployment of sustainable aviation fuel, focusing on advocacy efforts, engagement with key stakeholders, and scaling production. Airbus has also entered into a strategic collaboration with the ISCC system and OMV to support the development of a global SAF ecosystem. […]

In the March 2026 edition, the chemical industry enters the year under increasing pressure, with persistent oversupply in petrochemicals and weak demand from automotive and housing weighing on pricing and profitability. In response, companies are shifting strategies by emphasizing technology licensing, targeted investments, and sustainability-driven innovations to strengthen margins and resilience. Recent developments highlight expansion […]