ADI conducted an independent technical and commercial benchmark of selective catalytic reduction (SCR) catalysts to inform the investment process for a market leader. The study examined differentiated honeycomb geometry versus plate and corrugated designs, specifically focusing on pressure drop and catalytic activity. Additionally, the analysis mapped the integration potential of SCR systems with emerging solid-adsorbent carbon capture platforms.
The client
Private equity firm
The situation
An investor required validation of a firm’s market dominance and the growth potential of its emerging carbon capture platform.
ADI’s contributions
Technical performance benchmarking
Evaluation of honeycomb, plate, and corrugated structures established the benchmark for high-activity and low-pressure-drop applications.
Competitive pricing analysis
Normalized pricing models compared dollars per catalytic potential, establishing the premium value of differentiated geometry.
Commercial strength mapping
Primary research with 24 utilities and system integrators confirmed the value of end-to-end manufacturing and service support.
Strategic growth pathing
Identification of inorganic growth avenues through horizontal catalyst acquisitions and vertical integration into system design.
Key outcomes
- Validation of competitive insulation from foreign entrants and identification of data center backup power as a key growth driver.
More insights
Global diesel markets are leaning more on North America
While diesel production in the Americas increased through the first half of 2026, output in Europe and Asia declined, increasing reliance on North American exports to help balance global supply. This comes at a time when middle distillate markets remain critical to freight, industrial, and commercial activity, making reliable diesel supply increasingly important for many […]
Newsletter: Catalyst M&A, plant expansions, and tech development
In September 2026 edition, chemical portfolio realignment continued to accelerate. Shell is exploring the sale of its U.S. chemicals business, while TotalEnergies acquired Shell’s European renewables unit and Lotte Chemical moves to divest its Southeast Asian petrochemical subsidiaries. Sika expanded its adhesives and sealants footprint in Turkey, and Mitsui increased its stake in Nutrinova to […]
2026 August SAF Tracker highlights – #92
SAF investment scaled across offtake, production, and technology. EVA Air signed an MoU with AIT Worldwide Logistics to provide SAF environmental attributes supporting Microsoft’s Scope 3 emissions reductions, while Shanghai Electric Group broke ground on the next phase of its green fuel complex in China. Sumitomo Heavy Industries began trial operations at a biomass gasification […]