Before COVID-19, several new pipelines came online and the natural gas transport capacity outstripped supply. However, demand disruption suddenly forced operators to cut on capital spending which resulted in a decline in the associated gas production. What is the future of pipeline infrastructure with a rebound in oil prices?

In the December 2021 edition of the ADI newsletter, we examined key developments in energy infrastructure, resource flows, and transition-critical materials. We took a closer look at the future of pipeline infrastructure in the Permian Basin as oil prices rebound and capital spending gradually returned. In the Bakken, midstream constraints were driving persistent flaring issues, […]

In the December 2021 edition of the ADI chemicals newsletter, we highlighted major global developments, including Borouge’s $6.2B expansion in the UAE, ICE’s launch of Asia ethylene futures, and trade policy shifts in Brazil. We covered rising concerns in the U.S. fertilizer sector, global economic recovery trends, and surging momentum in circular economy initiatives—from recycled […]

ADI’s blog series examines the refining industry in Latin American import-reliant nations, including Brazil, Mexico, Chile, and Ecuador. The latest installment focuses on Peru, drawing from their study, “Market Outlook for U.S. Refined Products Exports to Latin America.”

Ammonia is a compound that is primarily used in fertilizers to increase crop yield and other agricultural purposes. In addition, it is also used in the chemical industries as a refrigerant and to manufacture synthetic fibers, resins, and other products. Because of its various applications, there is an existing commercial distribution network for ammonia globally […]

ADI’s blog series analyzes Latin American refining, focusing on import-reliant nations. Previous blogs covered Brazil, Mexico, and Chile; today’s discusses Ecuador, based on their study, “Market Outlook for U.S. Refined Products Exports to Latin America.”

ADI’s blog series examines Latin American refining and fuel demand, previously covering Brazil and Mexico. Today’s blog focuses on Chile’s import reliance, drawing from their study, “Market Outlook for U.S. Refined Products Exports to Latin America.”

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 […]

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, […]

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 […]

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.

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, […]