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OCTG outlook after the Middle East conflict  

Part of ADI Analytics’ ongoing coverage of the implications of the Iran conflict across oil & gas, LNG, refined products, and chemicals. I recently spoke at the 10th Annual OCTG & Line Pipe Forecast Summit about the Middle East conflict and its implications for oil, gas, OCTG, and line pipe markets.  This builds on ADI […]

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Newsletter: Lubricants beyond automotive & chemical M&A

In the October 2026 edition of the ADI Chemicals Newsletter, ADI examines how HF Sinclair, BP, and Saudi Aramco are shifting toward industrial, thermal-management, and specialty-fluid applications as engine-oil demand growth slows. Recent M&A includes Nippon Paint Holdings’ agreement to acquire AkzoNobel’s decorative paints business in Southeast Asia and Oceania, alongside Heidelberg Materials’ and CRH’s […]

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EU methane rule delay: A tactical retreat or climate setback?

The European Union (EU) Methane Regulation is known for its strict methane emissions transparency requirements for foreign oil and gas imports, and has driven methane emissions monitoring and reporting efforts, especially among oil and gas players serving the EU market. Under Article 28 of the EU Methane Regulation, importers are required to demonstrate that fossil […]