ADI Analytics has published research on the U.S. midstream oil and gas industry, which its analyst Panuswee Dwivedi presented at the 10th Annual OCTG & Line Pipe Forecast Summit. According to the presentation, three factors are driving a new wave of midstream investment: growth in oil and gas production, the expansion of LNG exports, and rising power demand. ADI's outlook projects that North American crude oil production will grow by 0.4% to 3.3% annually through 2030, while natural gas production is projected to rise by 1.4% to 2.7% annually.
These projections, cited by ADI Analytics, point to continued demand for midstream infrastructure. Source: ADI Analytics, "Trends shaping the U.S. midstream outlook", 22 October 2026. ADI notes that for much of the last decade the industry focused on crude oil takeaway capacity from the major shale basins.
Future growth opportunities are increasingly concentrated in natural gas transportation, processing, storage, and natural gas liquids (NGL) infrastructure. According to ADI, this shift reflects changing demand patterns and evolving infrastructure constraints across key producing regions. Infrastructure needs are also becoming more regional.
Some basins are approaching capacity limits, while others still have sufficient infrastructure to accommodate future production growth. ADI highlights expanding LNG exports and rapidly growing power demand from data centers as new sources of demand that may prove as important as traditional industrial and residential consumption. As a result, ADI argues that investment decisions are increasingly shaped by infrastructure utilization, proximity to demand centers, access to export markets, and regulatory considerations, in addition to production growth.
ADI Analytics says its latest report evaluates production outlooks alongside existing and announced pipelines, processing, fractionation, and storage infrastructure across key U.S. producing regions through the end of the decade. The full report, including basin-level assessments and announced midstream projects, is available only to ADI Plus subscribers, so the basin-specific details are not included in the publicly available excerpt on which this article is based.
Source: adi-analytics.com