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Oil markets & the economy post-COVID

At the 2023 ADI Forum, Uday Turaga, CEO, ADI Analytics, provided an outlook on the state of oil markets. He detailed U.S. production growth in 2022, which had not yet reached pre-COVID levels. However, he expressed optimism, as U.S. oil production was growing, driven by the Permian Basin and other shale plays. It was expected […]

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ADI’s key insights on feedstocks markets in 2023

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Panuswee Dwivedi, Project Manager, ADI Analytics, provided insight into the evolving U.S. ethane market. Key topics included the significant decrease in U.S. ethane rejection anticipated through 2025 due to expanded ethane cracker capacity and favorable economics. Also discussed were the impact of rising gasoline spread […]

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Reactant driven approach towards electrification

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Matthew Seabaugh, VP, Product Launch, Nexceris LLC, joined moderator Uday Turaga, CEO, ADI Analytics, during the decarbonizing chemicals panel. Key topics included developing new catalytic pathways for CO2 utilization, specifically focusing on incorporating CO2 as a reactant to produce syngas with higher carbon content. Another […]

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ADI’s insights on decarbonizing chemicals in plastics and polymers

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Manuel Diaz, Senior Analyst, ADI Analytics, shared ADI’s insights on decarbonizing chemicals in plastics and polymers during the specialty and performance polymers panel. Key topics included the strong commitment of major companies to Net Zero goals, demonstrated by significant capital expenditure allocation for decarbonization. Various […]

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Investing in plastics: opportunities, risks, and capital challenges

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Katy Boettcher, Principal, Ara Partners, and John Griffin, Director, The Sterling Group, joined the investor panel, moderated by Uday Turaga, CEO, ADI Analytics. The investors discussed plastics recycling investment challenges, such as feedstock, pricing, and market fragmentation, key factors when considering investing in plastics. They […]

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Trends in plastics: Investment, recycling, competition

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Katy Boettcher, Principal, Ara Partners, and John Griffin, Director, The Sterling Group, joined an insightful investor panel moderated by Uday Turaga, CEO, ADI Analytics. They discussed key investment criteria, innovative recycling strategies, and the growing competition for investors in the plastics sector. Firms investing in […]

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Ara Partners & Sterling Group on chemical risks

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Katy Boettcher, Principal, Ara Partners, and John Griffin, Director, The Sterling Group, joined the investors panel. The panel was moderated by Uday Turaga, CEO, ADI Analytics. Discussions included topics such as chemical risks in investments, as Ara Partners and The Sterling Group, both private equity […]

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Analyzing feedstock markets: Exports and sustainability

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Joseph Gentry, VP, Licensing, GTC Vorro, joined moderator Uday Turaga, CEO, ADI Analytics on the feedstocks review panel. Key topics included the impact of sanctions on trade flows for feedstocks, particularly diesel and ethane and the role of sustainability measures and bio-based feedstocks in the […]

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GTC Vorro explores the future of the aromatics market

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Joseph Gentry, VP, GTC Vorro, and Panuswee Dwivedi, Project Manager, ADI Analytics discussed the shifting aromatics landscape and the future of the aromatics market. China’s growing aromatics self-sufficiency, particularly for polyester, impacted the global market. The U.S. adapted its gasoline-focused refineries to lighter crude and […]

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Growth in specialty polymers and a comparison of markets

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Jose M. S. Sanchez, Director of Plastic and Polymers, Mathiesen USA, and Srini Godavarthy, VP, Strategic Planning, PTT GC, joined moderator Uday Turaga, CEO, ADI Analytics for the specialty and performance polymers panel. Key topics included specialty polymers growth, driven by EVs and packaging, and […]

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Meet the experts: panelists from Hoerbiger and Nel hydrogen

At the 2023 ADI Forum, Uday Turaga, CEO, ADI Analytics; Markus Digruber, EVP and Head of Innovation & Business Development, Hoerbiger; Anthony Borski, Director of Program Management, Nel Hydrogen; and Marcus Krueger of Hoerbiger discussed advancements in hydrogen compression and electrolysis technologies. Hoerbiger, a 125-year-old compression technology company, partnered with Ariel Corporation to develop a […]

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Exploring upstream trends in offshore, Canada, and the Permian

At the 2023 ADI Forum, Uday Turaga, CEO, ADI Analytics; Allie Thurmond, Asset Manager, US GoM Exploration, Equinor; Sheldon Harbinson, VP, Computer Modelling Group; and Maryam Schellstede, SVP of Planning and Development, University Lands, discussed shifts in offshore and onshore exploration. Equinor focused on offshore assets in prolific basins, while Canada’s heavy oil sector prioritized […]