ADI Analytics has released its 2026 global power and electricity markets outlook, revealing a landscape driven by climbing demand and heavily shaped by physical supply constraints. In this update, Uday Turaga, CEO of ADI Analytics, breaks down how utilities, tech buyers, and equipment suppliers are adapting to this new reality. Key Highlights Watch the full […]

ADI has released its 2026 ADI Global SAF Outlook, outlining the key regulatory, production, and market forces shaping the global sustainable aviation fuel landscape. The outlook highlights increasing fragmentation, constrained supply growth, and rising cost pressures as mandates expand worldwide. 1. Regulatory divergence fragments the global market. The U.S. undergoes a sharp policy reversal in […]

The global upstream sector is entering a massive supply overhang that could depress crude prices for much of the year. In this brief update, Panuswee Dwivedi, Project Manager at ADI Analytics, breaks down how operators are stress-testing budgets and why capital is rapidly shifting from US shale to high-margin international offshore projects. Key Highlights Watch […]

2026 is a pivotal year for the sustainable aviation fuel (SAF) industry, marked by significant infrastructure and policy milestones. Recent developments from ADI’s SAF Tracker include expanded fuel availability at Austin-Bergstrom International Airport and key environmental approvals for SkyNRG’s Project Wigeon in Washington. Growth continues globally with Essar’s newly announced plant in India and locally […]

In 2026, ADI expects demand growth to drive the midstream sector as opposed to supply growth. At the same time, disciplined capital allocation strategies will reshape how infrastructure is developed, optimized, and valued. Exhibit 1 summarizes our growth expectations in midstream oil and gas, and we share below 10 key insights on what to expect […]

In the January 2026 edition of the ADI Chemicals Newsletter, we explore how the global chemicals industry is entering a period of cautious stabilization. ADI’s 2026 global chemicals outlook highlights modest demand growth trailing GDP, continued overcapacity driven by Chinese additions, and an acceleration in strategic M&A as companies reshape portfolios for resilience. Questions remain […]

The global energy transition in 2026 is defined by a “Great Fragmentation,” where universal deployment models have shifted into regionally distinct strategies shaped by local policy and power demand (see Exhibit 1). While regulatory frameworks set the rules, Artificial Intelligence (AI) data centers have emerged as the primary force pushing capital toward clean energy. Exhibit 1.  Energy […]

ADI Analytics has released its 2026 LNG supply outlook, revealing a global gas market entering a new phase defined by rapid supply growth, infrastructure bottlenecks, shifting demand centers, and mounting pressure across pricing, shipping, and power systems. The following points summarize the key findings from our latest analysis: Supply outlook Global LNG supply is forecast […]

ADI Analytics has released its power and electricity outlook for this year, and the global power industry sees 2026 as a genuine inflection point: demand accelerates, supply lags, and physical constraints—not capital—set the pace. The following ten points summarize the key findings from our latest analysis. 1. Electricity consumption grows 3.5–5.5%, led by data centers, […]

ADI Analytics has released its 2026 global chemicals outlook, mapping out the top trends set to define the industry this year. In this brief update, Uday Turaga, CEO of ADI Analytics, shares critical insights on demand trajectories, capacity surpluses, and why strategic portfolio pruning is driving massive new M&A activity. Key Highlights Watch the full […]

The global upstream oil and gas sector enters 2026 in a markedly different environment than the previous few years. Supply growth is set to outpace demand, capital discipline is reshaping portfolios, and regional divergence is more pronounced than at any point in the last decade. 1. Global oil supply outpaces demand in 2026. With a […]

ADI Analytics has officially released its chemicals outlook for this year, detailing a landscape defined by cautious recovery and significant structural shifts. As the global industry navigates a “low growth, better mix” environment, companies are pivoting away from aggressive expansion toward operational excellence and portfolio high-grading. The following ten points summarize the key findings from […]