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 […]

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 […]

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 […]

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 […]

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 […]