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Latest insights
2026 October SAF Tracker highlights – #95
Here are the latest highlights from ADI’s SAF Tracker: The full newsletter along with archives and databases are available to SAF Tracker subscribers.
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 […]
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 […]