At the 2023 FlexPO+ (now incorporated into the ADI Forum), Dustin Stolz, Senior Analyst, ADI Analytics, shared insights for the specialty polymer markets during the specialty polymers panel. Key topics included the growth of engineered and high-performance polymers, driven by rapid prototyping technologies and applications in automotive, hydrogen fuel cells, and medical sectors. The expanding […]

At the 2023 FlexPO+ (now incorporated into the ADI Forum), Carlos Villa, R&D Fellow, Dow Chemical, joined moderator Uday Turaga, CEO, ADI Analytics. They discussed challenges with cracker electrification. Villa described how Dow Chemical was actively pursuing two major initiatives for decarbonizing its crackers: electrification and blue hydrogen. The electrification project, a consortium with Shell, […]

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 […]

Sustainable Aviation Fuel (SAF) activity in February 2023 advanced with plant upgrades, military collaboration, and supportive policy initiatives. Valery Energy and Darling Ingredients approved an investment to upgrade the Port Arthur plant in Texas, while the first military helicopter flight using high SAF content was completed in partnership with TotalEnergies and Safran. Broader industry efforts […]

Circa 2005, I was part of a fuels strategy team at an oil company when hydrogen was riding the second wave of hype (the first was during the oil crises of 1970s) following President George Bush’s proclamation of building a hydrogen economy.  That along with high oil and gas prices led us through a deep […]

The ADI Forum, launched in 2017, quickly became ADI Analytics’ flagship oil and gas conference, exceeding expectations in industry engagement and thought leadership. The event brought together leaders across the entire oil and gas value chain, including upstream, oilfield services, midstream, LNG, refining, and petrochemicals. Its primary goal was to provide attendees with a strategic […]

Sustainable Aviation Fuel (SAF) progress in February 2023 was marked by breakthroughs in helicopter operations and CO₂-to-SAF innovation. The first 100% SAF helicopter flight was completed through a partnership involving Safran, Bell, GKN Aerospace, Virent, and Neste, demonstrating new applications for SAF. Further advancements included DHL’s SAF shipping service, Fulcrum BioEnergy’s grant to develop a […]

Sustainable Aviation Fuel (SAF) activity in January 2023 reflected continued airline commitment, new technology investments, and supportive policy initiatives. Airlines advanced their SAF adoption targets, with Air France adjusting fares to offset rising costs. Investment momentum grew with Bain Capital backing EcoCares and Dimensional Energy to develop CO₂-to-SAF technology, while Comstock Technology demonstrated progress in […]

After a tumultuous recovery in 2021, the global chemical industry was expecting a strong rebound in 2022. Feedstock supply constraints, high energy prices, and slowing economic conditions, however, dampened the industry’s performance in 2022.  A number of these challenges will persist and likely intensify in 2023 and continue to challenge the industry.  Key trends with […]

The oil & gas midstream industry faced multiple challenges in 2022: an increase in demand for American LNG from Europe, growing emissions and ESG pressures, volatile margins and markets, and rising gas and oil production. In 2023, we expect similar challenges and dynamics that will test midstream markets again.  Some of these challenges and dynamics […]

Going into this past year, 2022 was meant to be the beginning of the end for petroleum refiners, but another spanner was thrown in the works. With most countries coming out of lockdown and entering post-COVID life, the expectations were that a lot of the trial and tribulations of the past two years would leave […]

The global mining sector had a wild ride in 2022, plagued by supply-chain and labor shortages and geopolitical and economic uncertainty. Russia’s invasion of Ukraine upended markets, sending many commodities to record highs, only then to fall quickly. Several nations issued wide-ranging sanctions against Russia and further sanctions are still being debated as the conflict […]