This month marks an important milestone for us, ADI is officially 17 years old. Since our founding in 2009, it has been a privilege to grow alongside our clients and partners, and we are deeply grateful for the trust and collaboration that have made this journey possible. The past year was an especially meaningful one. […]

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. Qatar’s LNG shutdown is being assessed as if it were a temporary shock. It is not. Based on ADI’s primary research, including interviews with LNG operators in the Middle East, EPC contractors, technology […]

Surface production and gathering facilities—covering the span from the wellhead through separation, water handling, low‑pressure gathering, compression, and dehydration—are undergoing clear changes in facility design and purchasing decisions. Operators and suppliers are responding to persistent constraints such as higher fluid volumes and variability at the pad, produced‑water handling limits, tighter methane and VOC requirements, limited […]

We recently attended the 2026 American Bioeconomy Leadership Conference (ABLC) in Washington, D.C., just as U.S. policymakers signaled a renewed willingness to use biofuels as a tool for fuel market stability. The EPA’s announcement allowing a temporary nationwide waiver for E15 gasoline sales underscores how energy security, agricultural policy, and domestic fuel supply resilience are […]

Axens and Airbus have signed a memorandum of understanding to jointly advance the global development and deployment of sustainable aviation fuel, focusing on advocacy efforts, engagement with key stakeholders, and scaling production. Airbus has also entered into a strategic collaboration with the ISCC system and OMV to support the development of a global SAF ecosystem. […]

In the March 2026 edition, the chemical industry enters the year under increasing pressure, with persistent oversupply in petrochemicals and weak demand from automotive and housing weighing on pricing and profitability. In response, companies are shifting strategies by emphasizing technology licensing, targeted investments, and sustainability-driven innovations to strengthen margins and resilience. Recent developments highlight expansion […]

Over the past two years, EPC firms have begun talking about process technology licensing in a materially different way. In corporate filings, expert calls, and investor communications, licensing is no longer positioned as an adjunct to project execution. Instead, it is increasingly framed as a core strategic lever—one that delivers capital light margins, recurring revenue, […]

We shared some of ADI Analytics’ research on methane emissions at the 5th Energy Emissions Management Conference in Houston last week.  While the methane emissions measurement, reporting, and verification (MRV) landscape is clearly far more mixed today than a year ago, operators in 2026 continue to address material challenges around regulatory pressure, buyer requirements, and […]

In March 2026, Capital Power advanced plans for a large data center in Alberta using on‑site gas‑fired generation tied to AECO pricing. With AECO prices recently around US$1.00–1.20 per MMBtu, fuel costs are among the lowest available to data‑center developers in North America, reinforcing Alberta’s appeal as a destination for power‑intensive compute. This momentum is […]

Excessive competition in China’s chemical sector has driven steep price cuts, eroded returns, and at times industry wide losses. In response, China introduced the “anti-involution” policy in July 2024 to curb margin crushing price wars and shift the growth model from quantity to quality through stricter standards, financing discipline, and targeted consolidation. The policy seeks […]

Montana Renewables and World Energy signed a multi‑year deal to supply SAF to airports across North America. Swedavia expanded its joint SAF purchase program in Sweden with new partners including Luleå Municipality and Aviator Airport Alliance. Petrobras chose Topsoe for a SAF and renewable diesel project in Rio de Janeiro, while Kent partnered with Equilibrium […]

In the March 2026 edition, ADI examines how the Iran conflict has tightened global oil and gas markets, shifting expectations from oversupply to heightened geopolitical risk. We also highlight why the impact is even more significant in LNG, where uncertainty is reshaping trade flows, pricing, and supply security. In U.S. power markets, Texas continues to […]