In the March 2021 edition of the ADI chemicals newsletter, we explored key developments shaping the global petrochemicals and sustainability landscape. Waste plastic pyrolysis is at a turning point as demand for high-quality oil surges, while petrochemical plants in Texas begin recovering from severe winter disruptions, causing price spikes. We highlighted Saudi Arabia’s approval of […]

In the March 2021 edition of the ADI newsletter, we explored critical developments in the global energy transition. Carbon-neutral LNG continued to grow, fueled by natural gas surpluses and decarbonization incentives, though its emissions claims face growing scrutiny. EV infrastructure emerged as a cornerstone of transport electrification, enabling rapid sectoral shifts. We also highlighted ADI’s […]

In the February 2021 edition of the ADI chemicals newsletter, we explored the evolving dynamics of plastics, petrochemicals, and sustainability in the wake of the COVID-19 pandemic. This issue highlighted key industry trends such as the shift in plastic recycling, as presented by Uday Turaga at the 2021 SPE Polyolefins Conference, and major investments by […]

In the February 2021 edition of the ADI newsletter, we highlighted ADI’s recent collaboration with the U.S. Department of Energy on small-scale LNG opportunities in Europe. We also explored how ESG trends are reshaping industrial portfolios, and reviewed insights on the growing reliance of U.S. refiners on export markets. Updates were shared from ADI’s Downstream […]

In 2020, the energy transition thrived amid a difficult energy landscape due to heightened demand, policy support, technological progress, and diversification by incumbents.

The previous decade was a banner year for LNG as the abundance of cheap natural gas and LNG’s environmental benefits led to an unprecedented number of projects. Over this time, an additional 187 million tons per annum (mtpa) of liquefaction and 261 mtpa of regasification capacity came online.  However, 2020 was a rough year for […]

The great midstream buildout seems to be over, at least for now. In 2020, midstream operators delayed and canceled projects in efforts to slash capital spending due to the uncertainty of Covid-19. Operators also worried about E&Ps, many of whom were facing the prospects of bankruptcy, and renegotiated existing agreements to ensure their survival as […]

The COVID-19 pandemic in 2020 forced the oil and gas upstream sector into a survival mode characterized by drastic CAPEX reductions, postponed deals, and widespread renegotiations due to plummeting crude oil prices and demand.

LNG has in recent years transformed into an exciting fuel market. Decarbonization efforts and policies, low costs, and regulatory pressure to lower toxic gas emissions have driven demand for LNG. Global LNG demand and capacity have grown at 5.1% and 5.8% per year, respectively, in the past decade. The U.S. has emerged as a major […]

The COVID-19 pandemic severely impacted the global refining sector, causing dramatic fuel demand cuts, especially in transportation, which led to oversupply and plummeting margins. In response, refiners worldwide reduced utilization and altered product yields. They also slashed capital spending, deferred projects, and even shut down or converted facilities. While global fuel demand remains subdued with […]

At the 2021 webinar during the SPE International Polyolefins Conference, Uday Turaga, CEO of ADI Analytics, discussed how plastic recycling had evolved in the wake of COVID‑19. ADI Chemical Market Resources (CMR), which had been part of ADI Analytics since late 2017, highlighted key industry shifts, emerging challenges, and the innovations that were driving a […]

In the January 2021 edition of the ADI newsletter, we explored key developments shaping global energy markets. Highlights included an outlook on the energy transition’s momentum in 2021, a detailed review of North American refining trends and forecasts from ADI’s Downstream Market Advisory, and insights from a new study on the potential of small-scale LNG […]