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ADI newsletter: Ammonia, hydrogen projects, and rare earth supply

In the November 2021 editionn of the ADI newsletter, explored key global energy and resources trends shaping industrial strategy. Topics included the rising potential of ammonia as an energy carrier in the transition to cleaner fuels, and whether oil majors’ investments in hydrogen projects mark a true strategic shift toward decarbonization. We also examined Mexico’s […]

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ADI chemicals newsletter: Dow’s net-zero project

In the November 2021 edition of the ADI chemicals newsletter, we explored industry highlights including Dow’s $10B net-zero expansion in Alberta, ExxonMobil’s investment in China, Milliken’s acquisition of Encapsys, and partnerships like Bazan with UBQ and Dow with Gunvor for circular plastics. ADI also shared recent consulting insights on pyrolysis oil pricing, plant site selection, […]

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LNG market opportunities in the Philippines

A key growth driver behind liquefied natural gas (LNG) demand has been environmental policy and regulatory pressure driven by decarbonization and air quality improvement goals. The Paris Agreement signed in 2016 aims to restrict greenhouse gas (GHG) emissions and slow the global temperature rise to 2 °C above pre-industrial levels. The Philippines committed to the […]

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Will silver be driven by the energy transition, too?

Silver’s main domestic use in 2020 was electrical and electronics (28%), surpassing jewelry and silverware (26%). Its industrial applications, including pharmaceuticals and solar cells, are driven by its superior conductivity and resistance properties.

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Shipping pathways for hydrogen transportation

Several countries have laid out hydrogen strategies in the journey to energy transition. For example, South Korea is aiming to quadruple current annual demand for hydrogen to 2 million tons per year (MMTPA) by 2030 and grow to 5 MMTPA by 2050. Similarly, Japan is aiming to consume 3 MMTPA by 2030, rising to 20 MMTPA by 2050. However, […]

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Newsletter: Sustainable innovation in chemicals

In the October 2021 edition of the ADI chemicals newsletter, we spotlighted key developments in sustainability, recycling, and petrochemical investments. This issue highlighted ExxonMobil’s upcoming advanced plastic recycling plant, Dow’s major decarbonization and pyrolysis investments, and Nestlé’s partnership with Yes Recycling for hard-to-recycle plastics. We also cover Clover Sonoma’s launch of PCR milk jugs, TotalEnergies […]

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ADI newsletter: Asphalt boom in emerging markets

In the October 2021 edition of the ADI newsletter, we examined evolving dynamics in energy and materials markets with a focus on sustainability and future demand. This issue featured an outlook on asphalt market growth in emerging economies as refiners seek alternative revenue streams. We also assessed the environmental challenges facing lithium mining for electric […]

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What’s up with natural gas anyway?

Natural gas markets and prices are boiling these days with European and Asian buyers falling over themselves to secure supplies The boil is roiling global markets through a domino effect that is impacting everything including power and heating bills, fertilizer and aluminum plants, carbonated sodas and turkeys for Christmas feasts, energy transition, and global economic […]

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Digitalization in mining

The mining industry, historically hesitant to adopt new technologies due to operational scale, complexity, and cost, is now experiencing increased integration of digital technologies and innovations.