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2026 ADI global refining & fuels outlook

ADI is pleased to announce the release of its 2026 global refining & fuels outlook, which forecasts a global industry navigating tight supply and significant regional divergence. ADI Analytics views 2026 as a “year of two halves”: the first half is expected to benefit from product scarcity and commissioning lags, while the second half will […]

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2025 December SAF Tracker highlights – #76

December updates from ADI’s SAF Tracker highlight steady global progress in sustainable aviation fuel adoption. Brazil reached a milestone by offering SAF for regular flights, while India advanced domestic production with the launch of a HEFA SAF demonstration plant. Project development also moved forward in Europe and North America, with companies advancing woody biomass-to-SAF facilities […]

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Newsletter: Happy New Year and ADI’s top 10 insights

The January 2026 Edition of the ADI Newsletter highlights how ADI drove impact in 2025, supporting clients across oil & gas, energy, and chemicals while helping them navigate complex market challenges. We served the full ecosystem—from operators and private equity investors to OEMs, EPCs, OFSE providers, and startups. Our work spanned the natural gas and […]

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Venezuela and oil markets

Geopolitical developments over the weekend have renewed interest in Venezuela’s oil industry and what they may mean for global oil markets. The long arc of the Venezuelan oil industry is visible in Exhibit 1, where production fell from ~3.5 MMb/d in the 1970s to ~1.1 MMb/d by 2025. Exhibit 1 also shows Venezuelan crude oil […]

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2025 December SAF Tracker highlights – #75

Global sustainable aviation fuel (SAF) activity progressed this month through key agreements, certifications, and policy moves across major regions. These developments reflect growing collaboration among airlines, energy firms, technology providers, and governments to scale SAF production and adoption worldwide. SWISS committed to sourcing synthetic SAF from Synhelion, while Shell secured a long-term offtake deal for […]

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Airlines hit a SAF green wall

With new 2% sustainable aviation fuel (SAF) mandates kicking in across Europe, the UK, and China, global airlines are running into a severe supply shortage. In this brief update, Panuswee Dwivedi, Project Manager at ADI Analytics, highlights the widening gap between regulatory mandates and actual production, and how governments are scrambling to subsidize the market. […]

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Pipeline bottlenecks threaten gas market growth

ADI Analytics has released its 2026 natural gas and LNG markets outlook, recently featured in Compressor Tech 2. In this brief update, Uday Turaga, CEO of ADI Analytics, outlines the major growth opportunities ahead for the sector alongside the critical pipeline bottlenecks and shifting global pricing dynamics that could impact stakeholders. Key Highlights Watch the […]

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Newsletter: AI adoption reshapes chemicals industry

In the December 2025 edition of the ADI Chemicals Newsletter, we explore how AI in energy and chemicals is moving from hype to reality. Successful adoption depends on practical, bottom-up implementation rather than top-down mandates. Companies like Aramco, Suncor, and Clariant are using AI to augment operations, not replace human expertise. This edition also highlights […]

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Beyond green hydrogen: Electrolyzers as grid stabilizers

The green hydrogen dream is currently facing a difficult reality: electrolysers are expensive to build and operate, and many projects are struggling to secure the high utilization required for a bankable business case, often due to a lack of immediate, large-scale hydrogen demand. These plants have high upfront capital costs, and if they sit idle, the financial […]

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U.S. shale pioneers go global

While U.S. shale remains highly productive at home, leading pioneers are quietly exporting their technical expertise to international markets. In this brief update, Uday Turaga, CEO of ADI Analytics, explains why companies like Continental Resources and EOG are expanding overseas to leverage premium LNG-linked pricing and rising global gas demand. Key Highlights Watch the full […]

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Newsletter: Risks to the LNG Supercycle

The December 2025 edition of the ADI Newsletter highlights key developments shaping the global energy transition. North American LNG capacity is on track to double over the next five years, raising risks around U.S. pricing models and potential infrastructure bottlenecks. At the same time, the export of U.S. shale expertise is accelerating, with Continental Resources’ […]

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2025 November SAF Tracker highlights – #74

Global sustainable aviation fuel (SAF) activity continued to expand, driven by new partnerships, offtake agreements, logistics integrations, production milestones, and engineering contract awards across the Middle East, Europe, North America, and Asia. This month’s developments highlight growing collaboration between energy companies, airlines, logistics providers, and technology firms to strengthen SAF supply chains and adoption worldwide. […]