ADI Analytics launched a multi-client study on Benchmarking Shale Gas Monetization Options, assessing how new demand drivers—such as gas-fired power, LNG exports, gas-to-liquids, chemicals, and transportation—can offset growing shale gas supply and impact investor returns. Specific objectives include the following: We welcome you to join this study. As a subscriber, you’ll have multiple options to […]

Uday Turaga, Founder & CEO of ADI Analytics, shared results from ADI’s work on monetizing shale gas via small-scale methanol technologies at the U.S. Energy Association on October 22, 2015. Turaga explored the potential of small-scale methanol plants in North America, citing an in-depth study done by ADI’s diligent team of analysts. The study in […]

Chemical industry summary The deflation of global chemical prices continues following declining feedstock and oil/gas prices. Key olefins in the US are now hitting levels not seen since 2009 in some cases, not seen since 2003. Ethylene margins are starting to ease for US shale gas-based chemical producers as lower international prices have resulted from […]

Chemical industry summary Reflecting a lower cost basis, global commodity chemical prices continue to wilt as the global chemical industry adjusts to lower crude oil prices. Spot ethylene in Asia has recently traded near US$800 per MT, down from US$1,400 in July. Margins have eased for producers in all regions. The Asian ethylene/naphtha spread has […]

ADI Analytics was quoted in Bloomberg’s story on Jim Chanos’s bearish view of Cheniere Energy Inc. ADI Analytics has been closely monitoring LNG export projects worldwide and was able to add insight into Cheniere’s position in the future of LNG. “The LNG market is probably headed for some level of oversupply in the future but […]

Chemical industry summary US and global commodity chemical companies generally reported favorable financial results in the Q2 earnings season, with several companies reporting record results. Commodity chemical prices proved to be relatively stable despite ongoing feedstock price erosion. Demand for polyolefins in all regions was relatively firm and producers’ inventories at the end of Q2 […]

In response to tremendous growth, ADI Analytics moves to a larger office in the Energy Corridor. We are now at 440 Cobia Dr., Suite 1704, Houston, TX 77494, a more comfortable space to accommodate the size of our growing team. As a boutique consulting firm focused on oil & gas and energy with deep expertise […]

Chemical industry summary  Heading into Q2 earnings season, chemical margins generally look positive for most chemical sectors with olefins/polyolefins leading and the chlor-alkali chain less profitable.  Macroeconomics and geopolitics The International Monetary Fund (IMF) reports Q1 global GDP growth at 2.2%, 0.8% below the April forecast. The year 2015 now looks to be at 3.3% […]

An insightful webinar featured Uday Turaga, CEO of ADI Analytics, as he delved into the rapidly evolving landscape of natural gas monetization. With surging supply from shale and unconventional resources, coupled with stricter flaring regulations, companies were re‑evaluating value‑maximization strategies. This session covered the latest market trends, regulatory shifts that impacted investment, the growth of […]

Low natural gas prices have helped in driving new attention and interest to natural gas monetization options, which will play an important role in spurring natural gas demand. One promising gas monetization option is the production of methanol using small-scale plants.  Conceptually, small-scale methanol plants offer a number of advantages. The first advantage is that […]

Recently, we wrote about how Emission Control Areas (ECA) are one of two major drivers in adopting LNG as a marine fuel. The other driver is the price differential between LNG and diesel fuel. Looking at the number and the location of both planned and operational LNG vessels across the globe can help paint a […]

Abundant, low-cost North American natural gas is incentivizing its monetization as LNG for marine fuel, driven by price advantages over diesel and the benefit of meeting environmental regulations.