This was an exciting week as ADI Analytics was honored to host U.S. Energy Secretary Chris Wright and Interior Secretary Doug Burgum at our exhibit at Gastech 2025 in Milan. Secretary Wright showed keen interest when our conversation shifted from gas and LNG to produced water management—a topic likely close to his past life leading […]

In the September 2025 edition of the ADI chemicals newsletter, we covered the major regulatory changes impacting plastics recycling in the U.S., which are creating both opportunities and challenges. This issue also highlighted several recent plant startups, including an ammonia plant by Cronus Chemicals in Illinois and an alkoxides facility by Evonik Industries in Singapore. […]

Last week, the annual Digitalization in Oil & Gas conference rolled into Houston, and I was grateful for the opportunity to speak at this always-excellent event hosted by our friends at the Energy Conference Network. The panel was charged to talk about building a digital-ready workforce, and I prepared by summarizing ADI Analytics’ consulting and research […]

Global LNG capacity grew by more than 20 million tons per annum (mtpa) from 2023 through mid-2025. North America, including the U.S., Canada, and Mexico, accounted for about 65% of this new capacity. Additionally, 2 mtpa of this capacity came from floating terminals and ~11 mtpa from terminals with small-scale, modular LNG trains (each less […]

In the September 2025 edition of the ADI Newsletter, we highlight new oil and gas exploration in Africa as a driving force behind reshaping the continent’s energy landscape. A long-term growth supercycle for natural gas and LNG has become central to global energy strategies, influenced by AI growth, energy security, and economic shifts. Additionally, the […]

Global adoption of Sustainable Aviation Fuel (SAF) gained traction in August 2025, supported by new offtake agreements and government initiatives. Airlines such as Air India signed long-term purchase agreements, while Japan and Australia progressed through new freight partnerships and pre-FEED project milestones. Rising investments and technology innovations continued across the sector. China National Aviation Fuel […]

The U.S. LNG export capacity growth stagnated over the past couple years due to delays caused by market volatility, labor shortages, and regulatory uncertainty. Now, the supportive stance of the Trump Administration and growing global gas demand are expected to bolster the U.S. LNG sector through 2030. U.S. LNG export capacity reached a little over […]

The One Big Beautiful Bill Act preserved key tax incentives for geothermal power while scaling back support for other renewables like wind and solar. These incentives, specifically the 48E Investment Tax Credit and 45Y Production Tax Credit, are critical for developers, helping them raise capital and attract major customers. The bill also sets a clear phaseout schedule, giving geothermal projects […]

Google recently published new data showing how much energy it takes to run its Gemini AI assistant. What makes this release important is not just the numbers, but how Google measured them. How we measure AI’s energy use Most existing estimates of AI energy use, such as AIEnergyScore, focus only on the power used by […]

Plastic waste management in the U.S. is undergoing major regulatory transformation. At the center of this change is advanced recycling, a group of chemical and thermal processes designed to complement traditional mechanical recycling by breaking down used plastics into the raw materials needed to make new plastics. Federal infrastructure programs, state-level policy shifts, and private […]

Jet fuel demand is taking off, a key finding from ADI’s recent long-term forecast. Other fuels face a turbulent market today as gasoline demand is weak and diesel shows modest growth. On the contrary, jet fuel is a bright spot in the energy sector. The aviation sector’s recovery is the primary driver behind this surge. Demand for jet […]

Sustainable Aviation Fuel (SAF) development advanced globally in August 2025, marked by new strategic partnerships and expanded adoption. Lufthansa Cargo and CEVA Logistics scaled up their SAF use to decarbonize air freight operations, while Finnair and CN Logistics formed a joint initiative to reduce Scope 3 emissions across their value chains. The sector saw continued […]