Sweeping impacts across the energy value chain from the COVID-19 pandemic are turning a spotlight now on the corporate and financial performance of various segments.  Demand losses at electric utilities have been significant with estimates suggesting a ~5% decline in April 2020 on a year-over-year basis, and as much as 25% when compared to six […]

The refining panel session at the 2020 ADI Forum – our consulting firm’s annual oil & gas conference – in January this year was brimming with justified optimism.  After several years of questioning and cross-questioning, IMO 2020 – the International Maritime Organization’s rule limiting sulfur in marine fuel oil – was finally here and refiners […]

A third of the world’s population is today living in countries that have enforced moderate to severe lockdowns on virtually all human activity to mitigate the spread of COVID-19. In all, 27 countries have imposed lockdowns with nearly all of them opting for severe measures. Only three countries – Israel, Ireland, and the Czech Republic […]

We could have borrowed from Gabriel Garcia Marquez’s “Love in the time of cholera” to title this piece, “Oil and gas in the time of coronavirus”. But that would only recognize the coronavirus disease of 2019 (COVID-19) for its Black Swan impact on oil demand and ignore the supply shock posed by Russia’s refusal to hyphenate […]

ADI has a new study on navigating oil & gas through this “perfect storm”. The report includes granular forecasts for upstream (shale and offshore), midstream (gas processing, NGLs, and pipelines), LNG, refining, and petrochemicals.  Learn more by downloading the study prospectus and contact us at info@adi-analytics.com or +1 (832) 768-8806 to learn more.